SOOK NON FERROUS

Global Metal Market 2026: A Year of Volatility and New Opportunities This year, precious metals are surging, while industrial metals are driven by clean energy and AI technologies. SO OK TRADING presents a comprehensive overview of the global metals market, highlighting price trends in gold, copper, tin, and aluminum, along with updates on the situation in Thailand — helping you spot opportunities ahead of the curve. FAST • SHARP • RELIABLE Your trusted business partner

Post-Ceasefire World: A Turning Point for the Global Economy Following the announcement of a two-week temporary ceasefire between the United States and Iran, the world now stands at a critical crossroads. The upcoming peace talks in Pakistan may mark the first step toward lasting peace and the easing of sanctions that have long shaken the global economy. Oil prices have plunged more than 15%, gold has surged above $4,800 per ounce, the U.S. dollar has weakened, and global stock markets have entered Risk-on mode, with investor confidence returning. SO OK TRADING provides a comprehensive overview of the impacts on gold, stocks, currencies, and oil, along with insights into the opportunities and risks the world must watch closely over the next 48 hours. FAST • SHARP • RELIABLE Your trusted business partner — SO OK TRADING

Lead Bullion & Battery Market: The Metal Power Driving the New Energy World In an era of rapid change in energy and technology, lead remains at the heart of the global battery industry. Especially Lead Bullion (crude lead), refined from Galena ore (PbS) through sintering and blast furnace smelting, then purified to 99.97% pure lead under ASTM B29 standards. This refined lead is essential for producing lead-acid batteries widely used in automobiles, backup power systems (UPS), and energy infrastructure. With global energy prices and shipping costs surging, the Lead Bullion market has regained attention. Particularly in battery production and recycling, recycled lead can reduce energy consumption by up to 75% compared to primary smelting, aligning with the principles of the Circular Economy and ESG standards valued worldwide. Between 2025–2030, the world is entering the era of Secondary Lead — high-quality, environmentally friendly recycled lead expected to account for 60–70% of global demand. This opens new opportunities for Thai manufacturers to build Closed-loop Systems, ensuring long-term sustainability and resilience.

“Gold Consolidation – The Opportunity to Accumulate Before the Next Big Wave!” As of April 2026, the global gold market is in a phase of “high-level consolidation” after reaching a record high of $5,594 per ounce earlier this year. Currently, gold spot prices are moving within the range of $4,522 – $4,702 per ounce (around 72,200 THB per baht gold bar in Thailand). Although prices have corrected from the peak, the overall trend remains a Structural Bull Market, underscoring gold’s strength as a safe-haven asset. Strong buying from central banks worldwide, especially China and emerging markets, continues to provide solid support. Meanwhile, geopolitical risks and expectations of a Fed rate cut in the second half of the year remain positive drivers for gold’s long-term outlook. For short-term investors, this is a “wait-and-see” moment. But for long-term investors, April represents a golden opportunity to gradually accumulate, preparing for the next major wave ahead. SO OK TRADING Your Trusted Business Partner FAST • SHARP • RELIABLE

Silver Supercycle 2026 – The Golden Era of Silver Power Driving Green Tech & AI In 2026, silver has transcended its role as a mere “safe-haven asset” to become a strategic metal at the heart of the global transition to clean energy and the AI revolution. In January, silver hit a record all-time high of $121.62 February saw a dramatic Flash Crash down to $71 As of April 2026, silver is consolidating at $70–$75, building a new base for the next rally China has emerged as the price-setter of the global silver market, importing over 790 tons in the first two months of 2026 and enforcing strict export controls. Silver is now classified as a strategic resource, powering: Solar PV: New TOPCon and HJT panels use 30–50% more silver Electric Vehicles (EVs): Silver usage nearly doubles compared to gasoline cars AI & Data Centers: Essential for chips, high-performance computing, and 5G/6G infrastructure ✨ Key Message: “Silver is no longer just a precious metal – it is the power of the future. Driving Green Tech and AI, 2026 marks the Supercycle everyone must watch.” SOOK TRADING – Your Trusted Business Partner FAST • SHARP • RELIABLE

In 2026, the zinc market is no longer just about prices and supply-demand balance. Zinc is undergoing a major transformation: from a basic industrial metal used in construction and galvanizing, it is evolving into a strategic resource of the future — powering the global shift toward clean energy and advanced technologies. Beyond its traditional role in protecting steel from corrosion, zinc is now at the center of innovation, from zinc-air batteries for electric vehicles (EVs) to renewable energy infrastructure such as solar panels and wind turbines. While the short-term challenge of oversupply looms large, the long-term opportunity is clear: zinc is becoming the backbone of a sustainable, low-carbon world.

Middle East War: USA – Iran – Israel and the Strait of Hormuz

Aluminum: From Crisis to the Era of “Strategic Metal”

Copper Crunch 2026: When Copper Becomes the “Strategic Metal” of the Future

Global Metals 2026: The Supply Game Reshaping Industry’s Future ZINC ANTIMONY SILICON TIN LEAD The essential metals driving batteries, galvanized steel, die casting, tin coating, and clean energy industries.

Global Turning Point: Rising Energy Costs, Economic Volatility, Yet Business Opportunities Ahead ✨ Analysis by SO OK TRADING On March 31, 2026, the Middle East conflict shook the global economy. Oil and gas prices surged to multi‑year highs, driving production costs across industries — from plastics and fertilizers to food and metals. Stock markets worldwide faced heavy volatility, while gold remained a “safe haven” asset with heightened risk. Yet amid this uncertainty, new opportunities emerge for businesses ready to adapt — whether through embracing the Circular Economy, investing in renewable energy, or accelerating recycling and low‑carbon technologies. SO OK TRADING sees this as a pivotal moment: - Companies shifting toward sustainability will gain an edge. - Investors seeking opportunities in crisis will find new pathways in Green Energy and alternative supply chains. - Consumers will increasingly turn to eco‑friendly, cost‑efficient products.

The US–Iran war has entered its 4th week, shaking global markets — oil, gold, currencies, and equities all under pressure. SO OK TRADING deep analysis: - Gold surges to $4,600 — the ultimate safe haven - Global stocks enter correction mode - Dollar strengthens, Thai Baht weakens - Brent / WTI oil risks breaking $160 if the Strait of Hormuz is blocked - Thai SET Index remains fragile, though energy stocks may provide support Also covering forecasts for base metals, major currencies, Asian markets, and key economic indicators to watch.

นี่คือเวอร์ชันภาษาอังกฤษของโพสต์ที่คุณให้มา Mongkol: Aluminium Packaging: The Future of Sustainable Solutions By SO OK TRADING March 28, 2026 In an era driven by the Circular Economy and Net Zero goals, aluminium is no longer just an “option” — it has become the new standard in packaging, meeting both environmental regulations and consumer expectations. ✅ 100% recyclable without loss of quality ✅ Lightweight yet strong, reducing transport and energy costs ✅ Compliant with CBAM and carbon footprint reduction measures This article explores aluminium packaging trends across the globe and in Thailand, analyzing both the opportunities and challenges for producers in a world where “price” is no longer the sole factor — but where “green” is the true driver of competition.

ADC12: The Strategic Material of the EV Era and High-Energy Costs ADC12 (A383) is far more than just an aluminum alloy — it is the “hero spec” chosen by die casting foundries worldwide. In an era demanding lower energy costs and lightweight, strong, and precise EV components, ADC12 stands out as the irreplaceable choice.

“War Reshapes the Packaging Industry – Plastic Stumbles, Aluminum Faces Shortages” The Middle East conflict has severely disrupted global supply chains, striking hardest at petrochemicals and packaging. Plastic packaging is in critical shortage, while aluminum has been pulled in as the substitute material—only to face its own supply squeeze. Both stockpiling and new production are under pressure, especially in food and beverage packaging. This article by SO OK TRADING dives deep into the cascading impacts of war on the packaging industry, and highlights strategies and opportunities to pivot toward recycled packaging and innovative solutions in 2026.

“Gold Volatility Surges! Sharp Drops and Strong Rebounds in Late March 2026 — From War to Investment Opportunities”

Recycled Aluminum is rapidly becoming a “strategic resource” driving the world toward Net Zero goals and a truly circular economy. From beverage cans to electric vehicle components, from food foil to building structures — recycled aluminum is no longer just part of the circular economy, but the very heart of future industries.

“War – Inflation – Oil on Fire! Global Markets Enter Risk-Off Mode Next Week” Next week (March 23–27, 2026), global investors must brace for extreme volatility as multiple negative factors converge—escalating conflict in the Middle East, surging oil prices, and continued monetary tightening from the U.S. Federal Reserve and the European Central Bank. With markets fully shifting into Risk-off mode, investment strategies must pivot from “chasing prices” to “buying the dip.” Key assets such as gold, silver, and oil are approaching strategic entry points. This post will dive into: - Strategic buy zones for gold and silver - Oil price ranges and short-term trading strategies - Weakening global stock market outlook - War developments and their impact on FMCG prices

Metal Wars in the Age of AI – Copper, Aluminum, Zinc, Antimony, Lead

“The Metal and Rare Earths War: The Hidden Power Behind the EV Revolution” Electric vehicles (EVs) are not driven by electricity alone. They are powered by aluminum, copper, nickel, and rare earths — the economic metals that are becoming the beating heart of global EV innovation. The latest article from SO OK TRADING provides an in‑depth analysis: - How these fundamental metals shape EV batteries and electrical systems - How rare earths like Neodymium, Dysprosium, and Praseodymium enable high‑torque, compact motors - How global trends from 2025–2030 will reshape the use of metals and rare earths - How leading automakers — Tesla, BMW, Renault, Nissan, BYD, and Toyota — are innovating to reduce dependence on rare earths

“Aluminum: The Industrial Metal of the Future” From Ordinary Material to the Heart of EVs and the Green Industry Aluminum is no longer just a common industrial metal — it is becoming the lifeblood of the modern global economy. Four key grades are driving this transformation:

Oil Crisis 2026: Thailand in Turmoil, Global Economy at Risk

LME on Fire! Commodities Surge Amid Global Energy Crisis Global Metals & Energy Market Analysis – March to Q2/2026 by SO OK TRADING The closure of the Strait of Hormuz and escalating conflicts in the Middle East have pushed oil prices beyond $110 per barrel, triggering one of the most volatile rallies in recent years. Industrial and precious metals are soaring, with copper and aluminum hitting record highs driven by demand from AI and clean energy sectors.

♻️ Recycled Lead Ingot: The Circular Metal the World Still Relies On Often seen as an “old metal,” recycled lead ingot is in fact becoming the backbone of the circular economy, powering industries from batteries and automobiles to data centers and renewable energy worldwide.