ALUMINUM REMELT INGOT

Thailand Packaging Market Outlook 2026–2027 SO OK TRADING Insight | 9 July 2026 Thailand’s Packaging Industry: Moving Forward with Resilience In 2026, Thailand’s packaging industry stands at a pivotal turning point. Despite pressures from fluctuating raw material costs and intense competition, growth continues to be driven by the recovery of the food and beverage sector (accounting for over 40% of the market), the rapid expansion of e-commerce, and strong exports of finished goods. While plastic and paper packaging maintain steady growth, metal packaging — aluminum, steel, and tinplate — is undergoing a “transition” toward a new era of Circular Economy and Green Industry, emphasizing recycling and carbon footprint reduction.

Aluminium Market Q3/2026 – In-Depth Outlook BY SO OK TRADING | 7 July 2026 Q3/2026 marks a major test for aluminium buyers and users across Asia

Global Aluminum Market Q3/2026 – Price Correction but Premiums Surge to 11-Year High SO OK TRADING | July 2, 2026 Market Overview After hitting the highest level in four years earlier this year, the global aluminum market is now entering a “price correction” phase. However, the spotlight is on the Japanese Premium (MJP Premium), which has surged against the trend, reaching the highest level in 11 years!

UBC Scrap – From Waste Cans to Green Gold of the Global Industry Article by SO OK TRADING | July 1, 2026 Who would have thought that discarded soda, beer, or juice cans we throw away every day could become the “silver gold” driving the world’s green economy!

Thailand Aluminum Packaging Market 2026 – Cans, Ends & Tabs SO OK TRADING | June 27, 2026 In 2026, Thailand’s aluminum packaging market is entering a critical turning point — shifting from challenges of rising raw material costs and fierce competition from China, toward new opportunities driven by sustainability and 100% recycling. Although the market shows a slight contraction (-1.8% YoY), demand for aluminum in beverages and food continues to grow. Functional drinks, energy drinks, and premium products are the main drivers, pushing Thailand’s consumption to 7–7.5 billion cans per year. At the same time, UACJ (Thailand) remains the backbone of domestic supply, with production capacity exceeding 320,000 tons annually. The company is advancing its “Green Aluminum” strategy through a 18.2 MW solar rooftop system and a target of 80% recycling by 2030. Meanwhile, China continues to penetrate the market with 10–15% lower costs and expanded high-quality product lines. Yong Jie New Material invested $180 million to acquire Arconic China, strengthening its supply of body stock, ends, and tabs directly into Thailand.

Global Aluminum Market After the Peace Accord – In‑Depth Analysis Price and Supply Outlook as of June 20, 2026 By SO OK TRADING Following the breakthrough peace agreement between the U.S. and Iran and the reopening of the Hormuz Strait, the global metals market reacted immediately. Aluminum prices, which had surged past $3,700/MT, dropped sharply to $3,400/MT within a week — a classic “knee‑jerk drop” reflecting the disappearance of the geopolitical risk premium. But this is not a permanent downturn. The market is entering a phase of “adjustment toward a new balance”, with short‑term pressures and long‑term drivers coexisting.

Aluminium Knowledge: The Lightweight Metal of the Future Aluminium is not just an ordinary silver metal — it is the “metal that changes the world”, driving modern industries toward being lighter, more flexible, and environmentally friendly

Aluminum Heats Up! MJP Premium Set to Reach a New High Again in Q3/2026 The global aluminum market remains red-hot — Japan’s MJP Premium is expected to surge to a new 11-year high, while LME Cash Price holds firm at $3,450–$3,700/MT, up more than 19% since the start of the year! Supply disruptions in the Middle East, Guinea’s bauxite export restrictions, and Europe’s CBAM policy are driving the global metals market into a true era of “tight supply.”

“Silicon Metal – The New Heart of Global Technology and Clean Energy” SO OK TRADING | June 6, 2026 Silicon Metal is rapidly emerging as a rising star in the global market, powering the industries of the future — from solar panels and electric vehicles (EVs) to AI chips. Thailand stands out as one of the most advantaged players, having been exempted from U.S. CVD tariffs and recognized worldwide as a transparent and competitive producer

Aluminum P1020: Global Supply Crisis, New Opportunities for Thailand in the EV and Clean Energy Era ⚡ The year 2026 marks a major turning point for the global metals industry. “Aluminum P1020” (99.7% purity) has become a strategic metal that every nation needs — from the Middle East conflict that wiped out more than 900,000 tons of supply, to Asian premiums soaring to their highest level in 11 years. Thailand, which relies almost entirely on imported primary aluminum, now faces both challenges and opportunities at the same time: Premiums and LME prices have surged past $3,700+/ton Foundries and rolling mills are struggling with delivery delays, as lead times stretch from 30–45 days to 60–90 days Yet demand in EVs, clean energy, premium construction, and eco‑friendly packaging continues to grow steadily This is a critical turning point for Thai businesses — shifting from dependence on primary aluminum to adopting secondary ingot (recycled aluminum), while sourcing new supply from Indonesia and Australia’s clean‑energy smelters. SO OK TRADING Your trusted partner in the global metals market

Aluminum on Fire! Prices Break $3,800/ton, Shaking Global Markets – Impacting Thailand War, bauxite, EV demand, and tariffs push aluminum to the highest level in 4 years! Thai businesses face heavy pressure: soaring costs, packaging squeeze, and booming scrap market. Strategies to cope: Hedging • Scrap Premium • Monitor Japan’s MJP SO OK TRADING FAST • SHARP • RELIABLE

ALUMINUM MARKET SURGE! June 2026 – The Hottest in 4 Years SO OK TRADING | 1 June 2026 Global aluminum prices are on fire this June! LME Aluminum futures have skyrocketed to $3,675–$3,769 per ton, marking the highest level since 2022 — up more than 50% year-on-year. Driven by the perfect storm of Middle East conflicts, Guinea’s export restrictions, China’s production cap, and soaring energy costs, the market is facing one of the most severe supply shocks in history. With global inventories at record lows, prices continue to climb relentlessly. Major financial institutions now forecast aluminum to stay strong: Morgan Stanley: $3,700–$3,800 World Bank: $3,300–$3,600 Goldman Sachs: $3,150–$3,500 SO OK TRADING: $3,500–$3,900 Thailand’s industries are feeling the heat — from EVs and solar panels to packaging — yet rising scrap prices and export opportunities to the U.S. and EU offer golden chances for local producers. ✨ June 2026 marks a turning point for the global aluminum market — a month of record highs, supply shocks, and strategic opportunities for Thailand’s exporters. SO OK TRADING Your Business Partner — FAST • SHARP • RELIABLE

Deep Dive into Thailand’s Aluminum Packaging Market 2026 From SMEs to 10 Million Cans per Month Article by SO OK TRADING | 30 MAY 2026 In today’s era, packaging is no longer just a container — it is the face of the brand. Thailand’s aluminum packaging market is heating up and expanding rapidly across food, beverage, and cosmetics industries. Prices range from as low as 0.75 THB per unit to more than 60 THB per unit, depending on type, size, and order volume. The larger the order, the lower the unit cost — opening the door to “Mega‑Volume” deals that global manufacturers use as their key strategy. SO OK TRADING takes you on a journey from SMEs ordering a few thousand units to industrial contracts of 10–12 million cans per month, revealing the real pricing structures of beverage cans, food cans, and Easy Open End (EOE) lids in the Thai market.

Aluminum Scrap: From Waste to Strategic Asset in the Circular Economy Era SO OK TRADING | 30 May 2026 Aluminum scrap, once seen as “waste,” has now transformed into a premium raw material fiercely sought after worldwide. Prices have surged to the highest level in four years, earning it the title of the “new gold” in the recycling industry and the electric vehicle (EV) revolution. As the world advances toward the Circular Economy and Decarbonization, aluminum scrap is no longer just leftover metal—it is a strategic asset. Recycling aluminum consumes up to 95% less energy compared to primary smelting, making it a cornerstone of lightweight EV manufacturing. The global market is expanding rapidly—from USD 56.77 billion in 2026 to a projected USD 91.49 billion by 2034. The Asia-Pacific region leads with a 39% market share, driven by China and India, while Thailand is emerging as a market to watch.

2026 marks a turning point in the global metals industry — when scrap aluminum, once dismissed as waste, has risen to become a strategic raw material fiercely contested worldwide. Prices have surged to their highest level in four years, driven by supply chain disruptions and global environmental policies. Scrap aluminum is now the Green Gold powering the new economy, fueling industries from electric vehicles (EVs) to eco-packaging and data center infrastructure.

Aluminum Sow vs. Remelt Block: Recycling Giants Transforming Global Industry Toward the Net Zero Era By SO OK TRADING – 18 May 2026 As industries worldwide accelerate toward the Net Zero era, aluminum is no longer just an ordinary raw material. It has become a tangible source of energy driving the Circular Economy forward. Today, let’s explore the two key players in the recycling world — Aluminum Sow and Remelt Block — the dynamic duo reshaping global industry, from massive smelters to everyday foundries. Aluminum Sow: The giant of smelting, weighing hundreds to thousands of kilograms. Perfect for large-scale industrial furnaces, offering lower unit costs and efficient bulk transport. Remelt Block/Ingot: Smaller in size, weighing 5–100 kilograms. Easy to move, quick to melt, and highly flexible — ideal for foundries that require precise temperature control and adaptability. Together, they are crucial gears in the system, reducing energy consumption by up to 95% compared to primary aluminum production, while also helping industries avoid Europe’s carbon tariffs (CBAM). Thailand is no exception — we are the hub of aluminum recycling and mid-to-downstream processing in ASEAN, especially in the EEC (Chonburi–Rayong) region, where the EV and clean energy boom is driving demand for Aluminum Sow to new heights. ✨ Aluminum Sow is not just a massive ingot, but a bridge to a green future through the Circular Economy. SO OK TRADING is ready to be your trusted partner at every step — from sourcing high-quality metals to powering the transition toward a carbon-free world.