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Thailand Metal Outlook 2036: Aluminum, Copper & Steel SO OK TRADING | 3 OCT 2026 Thailand is entering a major turning point in its metal industry, driven by Electric Vehicles (EVs), renewable energy, and the rapidly growing Green Economy. This article explores the outlook for aluminum, copper, and steel — three core metals shaping Thailand’s industrial future — analyzing usage trends, growth rates (CAGR), and how industries are adapting toward sustainability.

Global Aluminium Market Overview & Outlook — September 29, 2026 SO OK TRADING Insight: From Structural Tightness to a New Price Era in the Clean Energy Transition ✍️ Introduction By late September 2026, the global aluminium market continues to trade at elevated levels of USD 3,240–3,260 per metric ton, reflecting persistent structural tightness in supply and the accelerating demand for clean energy. Aluminium is now at a pivotal turning point — evolving from a conventional industrial metal into a “strategic metal of the future”, powering electric vehicles, solar energy, wind turbines, and AI data centers. Despite short-term pressures from China’s economic slowdown and expectations of U.S. Federal Reserve rate hikes, the medium- to long-term outlook remains firmly bullish. Prices are expected to establish a higher base between 2027–2033, driven by clean energy demand and rising carbon costs.

“The Copper Era Has Begun!” Global copper prices have surged to historic highs, reflecting the unstoppable momentum of the transition toward a green economy and future technologies. From electric vehicles (EVs) and renewable energy to AI data center infrastructure, copper is becoming the strategic asset powering the new century. In this analysis, SO OK TRADING takes you deep into the copper market outlook for 2026–2030, a period defined by a true Structural Bull Market. We also provide the latest update as of September 29, 2026, along with strategic insights for investors and industry players heading into the final quarter of the year. Get ready for insights you cannot afford to miss — because today, copper is no longer just a metal. It is the new energy of the global economy

In an era where the world is transitioning toward clean energy and future technologies, copper has emerged as the true strategic metal driving the global economy. China — the world’s largest consumer and smelter of copper — is now at the center, shaping both pricing and the global supply chain. From the Dexing Mine in Jiangxi Province to the Chating deposit in Anhui, China has built the most influential copper empire in Asia. At the same time, through mining giants such as Zijin Mining, Jiangxi Copper, and China Railway Group (CREC), China has expanded its influence globally, investing in copper projects from the Congo to South America. Meanwhile, the Yangshan Premium has surged to multi‑year highs, reflecting China’s genuine physical demand for copper and the tightening of supply in global markets. China is therefore not merely a “buyer” but has established itself as the game‑changer of the global copper market in the 21st century.

In a world rapidly accelerating toward clean energy and a low‑carbon economy, aluminum has emerged as a strategic metal driving the future of global industries — from electric vehicles (EVs) to renewable energy infrastructure and large‑scale AI data centers. Among the nations shaping this transformation, Russia stands out as a key player. With an annual production capacity of 3.5–4 million tons, accounting for 5–6% of global output, and led by UC RUSAL, Russia has become the cornerstone of the full‑scale transition into the era of Green Aluminum. Powered by Siberian hydropower and strengthened by world‑class innovations such as ALLOW and ALLOW INERTA, which reduce carbon emissions to near zero, Russia is not only a major producer but also a global standard‑setter in aluminum — at a time when every country must adapt to increasingly strict environmental regulations. This article by SO OK TRADING will take you deep into: The strength and potential of Russia’s aluminum industry The impact of war and sanctions reshaping global supply chains Market outlooks for both the global stage and Thailand between 2026–2030 And the critical role of the Green Transition in defining the future of the low‑carbon economy ✨ Aluminum Russia is not just about metal — it is about the future of a world economy driven by clean energy and sustainability. SO OK TRADING — FAST • SHARP • RELIABLE

**Global & Thailand Steel Industry Outlook 2026–2027 From Oversupply Crisis to Green Steel Transition** Article by SO OK TRADING | September 26, 2026 The global steel industry is at a critical turning point. Oversupply pressures (Global Oversupply) and sluggish demand recovery continue to weigh heavily on the market, while China remains a dominant player, exporting massive volumes of steel worldwide and driving down prices across regions. In Thailand, the steel sector faces a dual squeeze: rising production costs and the influx of cheap imported steel. This has forced Thai producers to rethink strategies in order to maintain competitiveness in an increasingly challenging environment. SO OK TRADING’s analysis of the 2026–2027 outlook highlights “Green Steel” (low-carbon steel) as the key to reshaping both the Thai and global steel industries. Transitioning toward sustainable production and adopting new technologies will be essential for regaining competitiveness and securing long-term resilience in the global market. ✨ SO OK TRADING — Your Business Partner FAST | SHARP | RELIABLE

In today’s world, metals are no longer just “raw materials” — they have become indicators of economic strength and geopolitical risk. Among them, aluminum is increasingly recognized as a strategic metal of the clean energy and digital technology era. The movement of Premiums is not merely a number on the LME (London Metal Exchange) board. It is a signal reflecting the true cost of industry worldwide — from smelters in Asia to production lines in the United States. In this article, SO OK TRADING takes you deep into the global aluminum market outlook for Q4/2026 — analyzing both the Main Japanese Ports Premium (MJP) and the Midwest Premium (MWP), while decoding the pressures and supports that are reshaping the cost equation for buyers across the globe. Get ready for strategic insights that will help you “read the market game ahead of time” and “manage costs with precision” in an era where every ton of metal carries meaning far beyond its price.

Aluminum: RSI Ingot 3104 Production from UBC and the Global Circular Economy Outlook SO OK TRADING : September 23, 2026 As the world moves toward sustainability and carbon reduction, the beverage can industry stands out as one of the most complete “model cases” of the Circular Economy. At its core lies the Aluminum Loop — a system in which used beverage cans (UBC) are returned to the melting process to produce RSI Ingot 3104, which can then be rolled into sheets and continuously manufactured into new cans. This process not only reduces the consumption of natural resources but also cuts carbon emissions by more than 60% compared to primary aluminum production, while generating tremendous added value across the industrial supply chain. In this article, SO OK TRADING takes you inside the production of RSI 3104 from UBC scrap — from sorting, melting, and chemical composition adjustment to aluminum ingot casting — and provides an analysis of the future outlook of the Aluminum Loop, which is rapidly becoming a cornerstone of the global circular economy. ✨ RSI 3104 — The Strategic Material of the Future for the Global Packaging Industry Follow this article to understand how “a single used can” can be reborn as “a brand-new can” within the world’s most sustainable recycling system.

EV + Solar Cell + Non-Ferrous Metals: Clean Energy & Global Green Economy Outlook SO OK TRADING | 22 SEP 2026 The world is entering the era of the Green Macroeconomy, where clean energy is no longer an alternative — it’s the driving force of global transformation. From Electric Vehicles (EV) to Solar Cells, and the rising demand for Non-Ferrous Metals, these industries are now interlinked as the backbone of the new sustainable economy. China dominates the global supply chain, shaping the future of production, pricing, and technology. Meanwhile, nations worldwide are racing to adapt — investing in smart grids, renewable infrastructure, and circular energy systems that redefine how we power our lives. At SO OK TRADING, we stand at the intersection of these megatrends — connecting the world’s clean energy revolution with the strength of Thailand’s Non-Ferrous metal industry. Our commitment is simple yet powerful: FAST • SHARP • RELIABLE — delivering trusted partnerships and insights that drive the next wave of green innovation. ✨ Visit us: www.sooktrading.com

**Global Metal Price Analysis (ZINC – LEAD – ANTIMONY) and the Impact on Thai Industry SO OK TRADING | September 22, 2026** In the second half of 2026, the global base metals market is entering a “structural transition.” As the world shifts from traditional economies to the clean energy era, rising energy costs and geopolitical uncertainties are driving volatility. Zinc, Lead, and Antimony — essential raw materials for Thai industries — clearly reflect the ongoing realignment of global supply chains. SO OK TRADING has compiled in-depth insights and global price trends, analyzing their impact on Thailand’s manufacturing sector. This aims to help businesses plan strategies to navigate market volatility and the Thai baht’s depreciation expected toward the end of the year. This article explores:

Aluminum Packaging & Coil Market: Growth, Challenges, and Future Outlook SO OK TRADING | September 21, 2026 As the world moves toward sustainability and the circular economy, aluminum has emerged as the material of the future for the packaging industry. With its ability to be 100% recycled without loss of quality, aluminum meets the rising demand in the global food, beverage, and pharmaceutical sectors. The global aluminum packaging market is projected to grow from USD 66.4 billion in 2025 to USD 92.1 billion by 2033. Meanwhile, the aluminum coil market is expected to expand from USD 95.4 billion in 2026 to USD 131.2 billion by 2035, driven by sustainability, recycling, and eco-friendly production technologies. SO OK TRADING, as Thailand’s trusted aluminum business partner, is committed to delivering deep insights and global market trends to help businesses and investors identify new opportunities in this rapidly growing industry. SO OK TRADING — FAST | SHARP | RELIABLE

Non-Ferrous Scrap: From “Waste” to “Strategic Resource” Non-Ferrous Scrap is rapidly transforming from “industrial waste” into a strategic resource. Nations worldwide are competing to secure this material to drive the Circular Economy and achieve Net Zero Carbon by 2050. The demand for copper and aluminum is surging at unprecedented levels, fueled by the growth of EVs, Energy Storage Systems (ESS), and AI Data Centers — positioning scrap as a critical backbone of the new industrial era. Thailand, as the ASEAN supply chain hub, holds immense opportunities. By upgrading sorting standards and certification systems, the country can rise as a leader in Green Industry and Circular Economy.

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Global Non-Ferrous Metals Price Outlook (September 21–25, 2026) Market Overview with Ceiling–Average–Floor Forecasts Article by SO OK TRADING | September 20, 2026 Introduction The global non-ferrous metals market this week continues to face pressure from major macroeconomic factors, particularly the interest rate hikes by the U.S. Federal Reserve (Fed) and Gulf States. These moves have strengthened the U.S. dollar, exerting short-term downward pressure on commodity prices. However, supply tightness across key metals remains a critical support, preventing prices from breaking below major support levels. Market Outlook The London Metal Exchange (LME) is currently in a “Consolidation to Rebound” phase. While prices were pressured in mid-September, strong physical demand helped them recover by the end of last week. Copper and Zinc, in particular, are supported by supply disruptions, keeping prices elevated. SO OK TRADING’s Perspective Toward the end of September, the non-ferrous metals market is expected to remain range-bound but shows potential for medium-term recovery. Metals with tight supply conditions—Copper, Aluminium, and Zinc—will remain the key focus. For procurement teams in Thailand, adopting hedging strategies and term contracts is recommended to mitigate price volatility. Monitoring external factors such as the U.S. dollar’s trajectory and China’s economic indicators (PMI) will be essential in gauging real demand trends across Asia. SO OK TRADING FAST • SHARP • RELIABLE Your trusted partner in the global non-ferrous metals market

Oil Surge Shakes Global Metal Markets: MJP Q4/2026 Forecast SO OK TRADING | September 19, 2026 ✦ Introduction September 2026 marks a pivotal turning point in the global energy market as Brent crude oil prices surged to $104–113 per barrel, driven by geopolitical tensions and shipping attacks in the Middle East. This shockwave not only pushed energy costs higher but also disrupted the global metal cost structure, particularly impacting MJP Premiums and LME Aluminium Cash prices — key benchmarks for Thailand’s aluminium processing and electric vehicle (EV) industries. ✦ Context With energy costs soaring and the metal market entering a phase of “tightness,” Thai manufacturers face dual pressures from both global market dynamics and domestic cost structures. To navigate this environment, businesses must adopt proactive strategies, including risk hedging and supply chain adjustments. ✦ SO OK TRADING’s Perspective SO OK TRADING provides in‑depth analysis and survival strategies for Q4/2026, enabling Thai enterprises to safeguard margins and maintain competitiveness amid the era of expensive energy. Our insights aim to guide businesses toward sustainable growth despite global volatility.

Non-Ferrous Recycling 2026 – Transforming Scrap into Global Strategic Resources SO OK TRADING | September 18, 2026 In a world driven by clean energy and the circular economy, non-ferrous metals are no longer seen as “waste.” They are being elevated into global strategic resources, shaping the future of electric vehicles (EVs), digital infrastructure, and low-carbon technologies. The recycling industry is becoming the beating heart of the green transition — where Copper, Aluminum, Lead, and Zinc are not just raw materials, but the driving force behind a sustainable future. SO OK TRADING, as a trusted international partner from Thailand, is committed to delivering high-quality non-ferrous recycling to the global market. With expertise in Smart Sorting, AI Integration, and Circular Economy Solutions, we set new standards for metals in the low-carbon era. ✨ FAST • SHARP • RELIABLE SO OK TRADING – The true leader in Non-Ferrous business from Thailand

China’s Transition to Green Aluminum From Coal-Fired Smelters to a Clean Energy Future SO OK TRADING | 18 September 2026 China, the world’s largest producer and consumer of aluminum, accounting for more than 60% of global output, is undergoing a historic transformation. Once driven by coal-based energy and mass production, the industry is now entering a new era of Green Aluminum, powered by clean energy and advanced technologies. This shift is a direct response to mounting environmental challenges and global carbon regulations such as the EU’s CBAM (Carbon Border Adjustment Mechanism). This transition not only reflects China’s determination to reduce carbon emissions but also signals a strategic restructuring of the global metals market, which is moving toward a Circular Economy and quality-driven production. In this article, SO OK TRADING explores: Supply control policies and the 45 million tons annual production cap The shift toward high-tech products such as EV battery foil and aerospace materials Expansion of clean energy bases in Yunnan and Sichuan The impact of CBAM and China’s investment in ASEAN Global aluminum market outlook for 2026–2027 ✨ China is redefining the meaning of “Green Aluminum” This marks a pivotal turning point that the global metals industry must closely watch.

“Tuna Transformation: Reinventing Thailand’s Tuna Industry into the Era of Smart Protein & Premium Aluminum Packaging” SO OK TRADING : 18 SEPTEMBER 2026

Global Oil Breaks $100: Geopolitical Crisis and the Energy Transition to a New Era SO OK TRADING | 16 September 2026 ✨ Introduction In September 2026, global oil prices remain firmly above $100 per barrel, driven by geopolitical tensions in the Middle East, pipeline attacks, and supply disruptions across several countries. The energy market continues to face significant strain, with WTI reaching $103 and Brent climbing to $107. Market attention is now focused on OPEC+ decisions and the recovery of Saudi pipelines, which may prove pivotal for oil prices in the final quarter of the year.

EV Tires: Thailand’s Golden Opportunity Amid Global Competition SO OK TRADING | September 15, 2026 The electric vehicle (EV) industry is driving a major transformation in the global automotive landscape. At the heart of this revolution lies the EV tire — a critical component designed to withstand immense torque, heavier battery loads, and deliver superior efficiency in extending driving range per charge. Thailand, as one of the world’s leading producers and exporters of natural rubber, is directly benefiting from this transition to EVs. EV tires command a premium value, priced 1.2–1.5 times higher than conventional tires, representing a golden opportunity to elevate Thailand’s rubber industry into the global premium market. With high‑quality raw materials, a fully integrated automotive supply chain, and strong government support through EV 3.0 and EV 3.5 policies, Thailand is strategically positioned to become a regional hub for EV tire production. SO OK TRADING is committed to being a trusted business partner, delivering world‑class STR 20 export standards that comply with the European Union’s EUDR traceability requirements, ensuring sustainable and premium‑grade tires for the rapidly expanding EV market worldwide. SO OK TRADING — FAST • SHARP • RELIABLE

SO OK TRADING CO., LTD. FAST • SHARP • RELIABLE SO OK TRADING is your strategic partner in international trade within the Non‑Ferrous Metals sector, specializing in Aluminum Ingot P1020 (99.70% LME Registered Brand). Our products are certified by the London Metal Exchange (LME) and are globally recognized in the market. ⚙️ Main Products & Services Aluminum Ingot P1020 99.70% purity, LME Registered Brand Ideal for packaging, electrical wires, construction materials, and advanced manufacturing Distributed Brands: PORTLAND • HILLSIDE • TOMAGO • RUSAL • MA’ADEN

ASEAN: Rising as the New Global Economic Hub SO OK TRADING | 13 SEP 2026 ASEAN is entering a historic transformation. Once known as an emerging market driven by labor-intensive manufacturing, the region is now evolving into the “new engine of the global economy” — powered by digital technology, clean energy, and deeper regional integration. By 2030, ASEAN aims to become the world’s 4th largest economy, supported by a population of over 680 million people and massive investments in future industries such as Data Centers, Artificial Intelligence, Electric Vehicles, and Renewable Energy. This region is no longer just the “factory of the world.” It is rapidly becoming a global center of economy and innovation, seamlessly connecting technology, trade, and sustainable energy.