LME

Australia: The Underground Superpower Driving the Global Supply Chain Did you know? Behind the world’s heavy industries, electric vehicles (EVs), and the clean energy transition, there is one nation acting as the “backbone,” continuously supplying upstream raw materials. That nation is Australia. From the iron ore riches of Pilbara to becoming the world’s No.1 lithium producer, and now the rising hub of low‑carbon aluminium (Green Aluminium) highly sought after in European markets, Australia is no longer just a miner of raw resources. It is stepping up as a key player shaping global economic and geopolitical directions through its vast mineral wealth. From Pilbara’s iron ore powering global steelmaking to the Green Aluminium projects driving the metals revolution, Australia is transforming natural resources into engines of innovation and sustainability. In this article, SO OK TRADING takes you deep into Australia’s major mining regions, the industry giants leading the charge, and the booming economic indicators, while also highlighting the new role of Australia in the global aluminium supply chain — where Thailand plays a crucial part in automotive and electrical industries. Australia — From Minerals to Global Power. Every piece of metal that leaves Australia is not just raw material, but a “force of the future” driving the world forward with resilience and sustainability.

ARGENTINA 2026 OUTLOOK: Bridging Thai–Argentine Trade — Food Security & Clean Energy Future SO OK TRADING | July 13, 2026 In 2026, the world is entering a major era of economic and energy transition — and Argentina stands out as one of the most closely watched nations in Latin America

ZINC OUTLOOK 2026–2027 – Riding the Zinc Surge into a New Industrial Era Article by SO OK TRADING | July 10, 2026 Zinc prices on the London Metal Exchange (LME Zinc) have soared to a multi‑year high of USD 3,622 per ton (Cash), reflecting the intense momentum in the base metals market that is rapidly reshaping global industry. In 2026–2027, zinc is emerging as a true “strategic metal” — connecting infrastructure, electric vehicles, and clean energy. Amid tight supply and surging energy costs, businesses worldwide are closely watching price trends that could mark a pivotal turning point for the metals market in this century.

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

Base Metal Market Outlook LME 2026–2027 by SO OK TRADING The world of Base Metals is heating up like never before!

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!

Non‑Ferrous Metals Outlook 2026–2027: Navigating War, Energy, and New Supply Global non‑ferrous metal markets are experiencing the most intense volatility in decades. Prices on the London Metal Exchange (LME) swing sharply under three dominant forces — Middle East conflicts, U.S. trade tariffs, and speculative capital flows. Producers and investors must adopt careful strategies to withstand this uncertainty.

SO OK TRADING proudly celebrates 2,000,000 visitors! From Thailand to the world, we continue to move Fast, Sharp, and Reliable — building global partnerships that inspire trust and success.

ASEAN: The Treasure Trove of Non-Ferrous Metals – The New Heart of the Global Economy SO OK TRADING | 24 June 2026

Copper Market Analysis LME: “Consolidating at the Peak, Preparing for the Supercycle” SO OK TRADING | 23 June 2026 Copper is currently in a phase of “catching its breath at the summit.” After reaching a historic all‑time high earlier this year, the global market has entered a short‑term consolidation. Yet the overall trend remains strong, with long‑term upward momentum driven by advanced technology industries, electric vehicles (EVs), and global clean energy infrastructure. The slight price correction in June stems from temporary factors: major mines resuming exports, a stronger U.S. dollar, and easing geopolitical tensions between the U.S. and Iran. However, copper continues to be powered by genuine demand from modern industries. Leading analysts project that prices could surge to $15,000 per ton within 2026. For businesses and investors, this is a golden window to strategize:

Metal Divergence 2026: Gold & Silver Under Pressure, Copper Rising Strong After the Peace By SO OK TRADING | 20 June 2026 With the signing of the Middle East peace agreement, the global metals market has entered a major turning point — shifting from a “War Era” to an “Economic & Interest Rate Era.” Precious metals (Gold & Silver): Lost their war‑risk premium → sharp price corrections. Industrial metal (Copper): Supported by real demand in industry, technology, and clean energy → strong recovery momentum. This article dives deep into price outlooks and forecasts from leading global financial institutions — Goldman Sachs, J.P. Morgan, UBS, Citigroup, and TD Securities — to reveal how the “global metals game” is changing in 2026.

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.

The year 2026 marks the powerful comeback of Tin! This silver-white metal, known to humanity for thousands of years, is now at the heart of technology and clean energy — from AI chips and data centers to electric vehicles and solar panels. Tin is not just an ordinary metal; it is a “strategic metal of the new era” driving the digital economy and the green revolution. With its unique properties — soft and malleable, corrosion-resistant, and a low melting point (232°C) — tin is widely applied across industries: From solder (Tin-Lead) and silver solder (Tin-Lead-Silver) for electronic circuits, to tinplate for food cans, casting for statues and ornaments, and float glass production. On the global market, tin prices have surged to USD 53,000–55,000 per ton, making it one of the most closely watched metals by investors and manufacturers worldwide. This is truly the era where Tin becomes the driving force of AI and clean energy. SO OK TRADING FAST • SHARP • RELIABLE

“Peace Restored, Metals Ignite! Hormuz Strait Reopens, Global Supply Unlocked – Copper Surges, Aluminium Plunges, Zinc Fragile, Lead Oversupplied” : SO OK TRADING | 16 June 2026 With the USA–IRAN agreement and the reopening of the Hormuz Strait, the global metals market (LME) has reignited overnight! The easing of geopolitical tensions has “unlocked” the supply chain for base metals, driving prices in sharply different directions depending on the metal. Some, like Aluminium, are correcting downward as stocks recover, while Copper is soaring on demand from AI and clean energy. Zinc remains balanced but vulnerable to industrial recovery, and Lead faces oversupply due to the EV transition away from lead-acid batteries.

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.”

Non‑Ferrous Metals Market – June 2026: Battlefield of Volatility! By SO OK TRADING | 7 June 2026 This month, the Non‑Ferrous Metals market on the London Metal Exchange (LME) has become a true battlefield of volatility. Copper and aluminium, which had surged to multi‑year highs earlier in 2026, corrected sharply in late May before beginning to establish new bases in early June. Meanwhile, lead, tin, nickel, and zinc each show unique trajectories worth close attention.

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