SOOK SUPPLY & SERVICE

Thai Aluminum Packaging: A Turning Point Toward Global Sustainability

Copper Sheet: A Strategic Raw Material and Global Copper Price Outlook 2026 By SO OK TRADING 2026 marks the year when copper is elevated from a common commodity to a “strategic asset.” Driven by the rapid expansion of Artificial Intelligence (AI), electric vehicles (EVs), and clean energy technologies, global demand for copper has surged to unprecedented levels. Prices have soared above USD 13,000 per metric ton, setting historic records. On the supply side, the global market faces a severe deficit of 150,000–330,000 tons. This shortage is caused by production disruptions at major mines in Indonesia, Chile, and the Congo, combined with delays in developing new mining projects, which typically require 20–30 years to come online. SO OK TRADING specializes in supplying high-quality copper cathodes (99.99% purity), serving diverse industries with copper sheets used in: - EV busbars for high-voltage energy transfer - Printed Circuit Boards (PCBs) for electronics and IoT devices - Heat exchangers in HVAC, food, and chemical industries - Switchboards and electrical panels for industrial and infrastructure projects - Premium architectural applications, including luxury interiors and cultural monuments

Greenland 2026: Strategic Treasure in the Arctic SO OK TRADING Insight Greenland – From Remote Island to Global Resource Hub In 2026, Greenland has become a global resource center, with more than 1.5 million tons of rare earth elements, clean energy potential, and a pivotal geopolitical role.

Rare Earth: Neodymium & Dysprosium Strategic Resources Driving the Future of Clean Energy and Global Industry Insight by SOOK TRADING Key Properties - Neodymium (Nd): A silver-gray metal, the core component of Neodymium-Iron-Boron (NdFeB) permanent magnets — the most powerful magnets in the world. It delivers extremely high magnetic strength in a compact size, enabling powerful yet small devices. - Dysprosium (Dy): A rare metal with very high melting and boiling points. It enhances the heat resistance of NdFeB magnets, ensuring stable performance in high-temperature environments such as electric vehicle motors and offshore wind turbines. Strategic Applications (2026) - Electric Vehicles (EVs): NdFeB magnets make motors smaller, lighter, and more powerful, while Dy improves heat resistance and prevents magnetic energy loss. - Renewable Energy: Offshore wind turbines require hundreds of kilograms of NdFeB magnets per megawatt, boosting efficiency and reducing long-term maintenance costs. - Robotics & Automation: Applied in precision joints and drive systems, supporting the growth of industrial robots and smart agricultural robotics. - Electronics & Medical Devices: Used in smartphone speakers, headphones, haptic feedback systems, MRI scanners, and advanced military radar systems. SOOK TRADING — Your Strategic Partner in Rare Earths and Clean Energy Solutions We provide high-quality materials and integrated solutions to power the future of your industry.

Solar Energy: A New Opportunity for Thai Homes and Businesses In an era of rising electricity costs and the global shift toward clean energy, solar panels have become a valuable and sustainable choice for every household and business.

Gold Prices Surge in Q1/2026 — A Golden Opportunity for Investors and Thai Exporters

USD Outlook 2026 & Business Opportunities SO OK TRADING In 2026, the U.S. Dollar is expected to weaken in the first half before recovering in the second half, supported by fiscal policy and AI investments. For Thai exporters, this represents a golden opportunity to boost global competitiveness and secure profits through effective hedging strategies. SO OK TRADING — Step onto the global stage with confidence. Even as the dollar fluctuates, opportunities continue to shine.

Thai Rubber: Global Impact & Future Outlook Thailand is the world’s leading exporter of natural rubber, powering industries from automotive tires to medical gloves. With over 19 million rai under cultivation, Thai rubber is vital for farmers and global supply chains. In 2026, prices are rising—fresh latex averages 57 Baht/kg, RSS3 around 60 Baht/kg—with forecasts reaching 100 Baht/kg as demand grows from EVs and healthcare. The EU’s new EUDR regulation positions Thailand as a low-risk supplier, unlocking premium opportunities in sustainable markets. SO OK TRADING CO., LTD. connects Thai rubber to the world—delivering quality, reliability, and trust.

Rare Earth Elements (REEs): The Vitamins of Modern Industry From strategic resources to global business opportunities, Rare Earths are the key drivers of clean energy and advanced technologies—from EVs and batteries to defense systems and medical innovation.

Steel Industry Outlook 2026: Gradual Recovery with Rising Price Potential The year 2026 marks a turning point for the global steel industry. After hitting its lowest point in 2025, the market is entering a “new equilibrium,” with demand gradually recovering and prices showing signs of stable upward movement. Global steel demand is forecast to grow 1.3%, reaching 1,773 million tons. India will be the main driver, with growth of 9% fueled by infrastructure investments in roads, railways, and energy. The United States and Europe are also expected to recover steadily, supported by interest rate cuts, clean energy projects, and the automotive sector—1.8% growth in the US and 3.2% in the EU. China, while still facing a slowdown in real estate, will see demand decline ease to -1%, supported by infrastructure projects and steel exports. Meanwhile, Southeast Asia and the Middle East are expected to contribute to diversified demand growth through infrastructure and energy investments. On the pricing side, steel bars (Rebar) are expected to average 16,000–17,000 THB/ton (450–530 USD/MT). Iron ore costs are projected at 83–95 USD/ton, with new supply from Guinea and Australia helping to stabilize input costs. Although trade barriers in the US and EU may keep domestic prices above global levels, the market is moving toward a more stable balance. In Thailand, steel demand is expected to grow modestly, driven by construction and automotive industries, with a base of 16.2 million tons in 2025. However, cheap Chinese steel could account for up to 50% of the market, putting pressure on local producers. Thai businesses must adapt by developing value-added specialty products, enhancing quality standards, and targeting premium and niche export markets such as ASEAN, the Middle East, and Africa. SO OK Trading: Partnering Thai Steel with Global Markets SO OK Trading supports Thai steel producers with comprehensive solutions: - Market Connectivity: Linking Thai producers with buyers in China and East Asia through an extensive partner network and integrated rail–sea–road logistics. - Market Analysis & Pricing Strategy: Providing insights into steel and iron ore price trends, with index-linked pricing recommendations to reduce volatility. - Stable Contracts & Compliance: Assisting in contract structuring, export documentation, standards, and certifications to ensure reliable trade. - Customer Development: Delivering tailored technical and commercial proposals to meet the needs of Chinese buyers seeking specialty steel. SO OK Trading is more than an exporter—it is a trusted business partner, helping Thai steel enterprises compete with stability and sustainability in the global steel market.

SO OK Trading: Leader in Exporting Fresh Thai Durian to China With the Thai–Lao–China high-speed rail and advanced Cold-Chain Logistics, we deliver premium-quality fresh durian to Chinese consumers in less than 15 hours. Freshness, rich flavor, and international standards are guaranteed. Thai Durian — The King of Fruits - Premium taste loved by Chinese consumers - Competitive pricing with continuously rising demand - Guaranteed quality in every fruit, delivered directly from Thai orchards to the Chinese market Why Choose SO OK Trading - Expertise in the Chinese market, with deep understanding of consumer behavior and premium fruit trends - Modern logistics systems that preserve freshness at every stage - Extensive partner network connecting Thai farmers with major Chinese buyers - Logistics costs reduced by 50–70%, plus tax incentives from China starting in 2026 SO OK Trading is more than just an exporter — we are your trusted business partner. We deliver premium-quality fresh durian from Thailand to consumers in China and East Asia with stability and sustainability.

SILVER PRICE 2026 EVALUATION : The Bank of America believe silver will average around $56 in 2026, but could climb to a peak of $65. Robert Kiyosaki believes $75 can be reached, while analysts at CNBC even suggested $100 is achievable following a breakout above $50. Anyhow according to China Policy (start on 1 JAN 2026) on restrict SILVER to export this might create a shortage on Industry which use silver as raw material such as SEMI-CONDUCTER, ARMY HI-TECH WEAPON, SOLAR CELL, EV Car, This will be the pressure on SILVER PRICE To Increae from 72 USD/ONZE to more than 80 USD/ONZ within Early 2026

he Thai baht in Q1 2026 is expected to strengthen against the US dollar, driven primarily by a weaker dollar globally, a seasonal tourism boost, and expectations of US Federal Reserve rate cuts. This strength is occurring despite a weak domestic economic outlook and the Bank of Thailand's (BoT) likely continued easing of its policy rate. Exchange Rate Drivers and Forecast External Factors: The primary driver for the strengthening baht is external, mainly the broad weakness of the US dollar as global markets price in expected Fed rate cuts. The baht is also correlated with global gold prices, which have been climbing. Tourism High Season: The period extending into Q1 2026 is the high season for tourism, which typically brings in foreign currency and supports the baht's value. Policy Divergence: The BoT is expected to continue its easing cycle, potentially cutting the policy rate further to 1.00% by Q1 2026 to stimulate the sluggish domestic economy. This divergence from a potentially less aggressive US Fed in Q1 could support the baht in the short term, though some analysts warn the currency could weaken later in 2026. Forecasts: Projections for 2026 generally place the baht in a range of 30.80–33.00 per US dollar. Some models estimate it could trade around 31.06 by the end of Q1. A persistently strong baht below 31 per US$ is seen as a significant risk to the Thai export and tourism sectors. Key Economic Context Weak Growth: Thailand's economy is expected to slow down to a 5-year low growth rate of around 1.6-1.8% in 2026, pressured by US tariffs, global trade tensions, and high household debt. The central bank chief expects an improvement in Q1 2026 after a weak second half of 2025. Political Uncertainty: A general election expected in February 2026 could also introduce volatility, though some historical trends suggest the baht may strengthen following the formation of a new government. Low Inflation: Headline inflation is projected to remain subdued or even negative, providing the central bank with justification for further rate cuts to stimulate demand. In summary, Q1 2026 is characterized by a strong and volatile baht driven by external factors, contrasting sharply with a weak domestic economy and accommodative monetary policy.

าร Supply วัตถุดิบเข้าโรงงานแบบ Last-mile มีความสำคัญต่อการลดต้นทุน การเพิ่มประสิทธิภาพ และการรักษาความสามารถในการแข่งขัน โดยการจัดส่งวัตถุดิบจากจุดสุดท้ายไปยังโรงงานอย่างรวดเร็วและตรงตามเวลา จะช่วยลดค่าใช้จ่ายที่ไม่จำเป็น เช่น การเก็บสต็อกมากเกินไป, ลดความล่าช้าที่อาจเกิดขึ้นในกระบวนการผลิต, และทำให้การผลิตมีความยืดหยุ่นมากขึ้น เพื่อตอบสนองความต้องการของตลาด. ความสำคัญของการ Supply วัตถุดิบเข้าโรงงานแบบ Last-mile ลดต้นทุนการจัดเก็บวัตถุดิบ: การส่งวัตถุดิบแบบ Just-in-time ช่วยลดความจำเป็นในการสต็อกวัตถุดิบจำนวนมาก ซึ่งทำให้ลดต้นทุนค่าคลังสินค้าและค่าใช้จ่ายในการบริหารจัดการสต็อก. เพิ่มประสิทธิภาพการผลิต: การส่งวัตถุดิบที่จำเป็นในเวลาที่ต้องการ ช่วยป้องกันการหยุดชะงักของสายการผลิต และทำให้การผลิตเป็นไปอย่างราบรื่นและต่อเนื่อง. ตอบสนองความต้องการของตลาด: ช่วยให้โรงงานสามารถผลิตสินค้าได้รวดเร็วขึ้น เพื่อตอบสนองความต้องการของลูกค้าที่เปลี่ยนแปลงอยู่เสมอ. ลดความเสี่ยงจากความผันผวนของตลาด: ทำให้โรงงานสามารถปรับเปลี่ยนการผลิตได้ตามความต้องการของตลาดที่เปลี่ยนแปลง โดยไม่ต้องกังวลกับสต็อกวัตถุดิบที่ล้นเกิน. ใช้ประโยชน์จากเทคโนโลยี: การใช้เทคโนโลยีในการวางแผนเส้นทาง, การติดตามสถานะการขนส่งแบบเรียลไทม์, และการวิเคราะห์ข้อมูล สามารถช่วยลดความผิดพลาดและเพิ่มประสิทธิภาพการจัดส่งวัตถุดิบได้. SO OK Trading สามารถให้บริการ LAST MILE SUPPLY กับลูกค้าที่ใช้บริการ และ ยังสามารถช่วยบริหารจัดการสินค้าคงคลัง พร้อมทั้งประสานงานกับลูกค้า เพื่อการส่งมอบวัตถุดิบ เข้าสายการผลิตอย่างตรงตามเวลา ป้องกันปัญหาวัตถุดิบ ไม่เพียงพอต่อสารการผลิต และ การบริการนี้ยังไม่มีต้นทุนส่วนเพิ่มที่สูงเกินไป คู่ค้าของ SO OK TRADING สามารถแข่งขันในตลาดได้