LAST MILES RAW MATERIAL SUPPLY

Iran–U.S. Negotiation Crisis & Global Business Shock : Updated 2 JUNE 2026 : BY SO OK TRADING The world is closely watching a “great power political game” that is shaking the global economy. In June 2026, negotiations between Iran and the United States reached a breaking point. What began as attempts to secure a ceasefire and a peace framework collapsed into a deadlock, raising the risk of renewed conflict in the Middle East. Oil prices have surged, global stock markets are volatile, and supply chains are under strain. From energy and logistics to manufacturing, every sector must brace for this “fragile thread of risk” that could snap at any moment. SO OK TRADING views this as a time to WAIT & SEE. Every move in the negotiations and military responses among the U.S., Iran, and Israel will shape the trajectory of global markets in the second half of the year.

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

UAE Exits OPEC — A Historic Turning Point in the Global Oil Market On April 28, 2026, the United Arab Emirates (UAE) officially announced its withdrawal from OPEC and OPEC+, effective May 1, 2026, ending nearly 60 years of membership. This decision is not just a “big headline” in the energy world — it marks a structural shift in the global oil market, as one of the world’s major producers seeks full independence in production and a new strategy to safeguard national interests. ⏳ Impact on Oil Prices Short-Term: Prices remain high at $110–111 per barrel Hormuz Strait blocked by conflict with Iran Geopolitical risks and Middle East tensions keep oil prices elevated Mid to Long-Term: UAE plans to boost output from 3.2 → 5 million barrels/day by 2027 Oversupply may trigger a price war among major producers OPEC’s control weakens, pushing global oil prices downward

Global Plastic Crisis 2026: How War and Naphtha Shook the Industry Article by SO OK TRADING | April 5, 2026 Plastic — once considered a basic raw material of everyday life — has now become a “scarce commodity” shaking the world in April 2026. The ongoing Middle East conflict and the global naphtha shortage have delivered a heavy blow to the petrochemical industry, driving plastic prices sharply upward and impacting every sector, from food packaging to automotive components. This article explores: The roots of the crisis — from the Hormuz Strait blockade to factory shutdowns in the Middle East The impact on prices and costs — with plastic prices soaring over 37% in just one month The situation in Thailand and worldwide — as industries face severe shortages Adaptation strategies — with governments and businesses racing to implement solutions This is not just about “rising costs” — it is about “shortages” that are reshaping global industry in unprecedented ways. SO OK TRADING Your Trusted Business Partner FAST • SHARP • RELIABLE

“Hormuz Strait on Fire – Global Logistics Shaken, Freight Costs Exploding” SUPPLY & DEMAND SHOCK from the Middle East | March 13, 2026 Article by SO OK TRADING When Iran closed the Strait of Hormuz and attacked merchant vessels, over 30% of the world’s oil shipping routes were instantly disrupted. Crude oil prices surged past $150 per barrel, and freight rates skyrocketed 2–3 times within days. -

Carbon Black: The Black Powder Driving Sustainability and Innovation From tires to electronics, Carbon Black is more than just pigment — it's a high-performance material shaping the future of mobility and green manufacturing. Discover the difference between Virgin and Recovered Carbon Black, and why Thailand is becoming a key player in the global shift toward sustainable production.