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✨ 2026: The Year of Adjustment and Transition in Thailand and Global Corn Markets ✨

SO OK TRADING CO., LTD. FAST • SHARP • RELIABLE At SO OK TRADING, our unwavering commitment is to deliver Aluminum Ingot P1020 PORTLAND (99.70% LME Registered Brand) with world‑class precision and reliability. Every pallet is meticulously stacked, securely strapped, and professionally transported by our expert logistics team — ensuring safety, accuracy, and efficiency at every stage.

Gold Plunges Below $4,400 – Bond Yield Hits 18-Year High, Pressuring Global Markets SO OK TRADING : 19 August 2026 Gold prices worldwide and in Thailand dropped sharply, pressured by surging U.S. bond yields that reached their highest level in nearly two decades. This spike in yields prompted investors to sell off non-interest-bearing assets such as gold. Nevertheless, the market found some support from ongoing geopolitical tensions in the Middle East and continued gold purchases by central banks worldwide, preventing prices from breaking below key support levels. In this analysis, SO OK TRADING provides an in-depth look at the latest gold market overview, the price outlook for late August, and investment strategies suited to volatile conditions, helping investors plan with confidence and precision. ✨ FAST • SHARP • RELIABLE SO OK TRADING — Your trusted business partner in every turn of the gold market

Middle East War 2026: The Hormuz Time Bomb – Global Energy in Turmoil When the ceasefire agreement (MoU) between the United States and Iran expired on August 17, the world entered one of the most critical “energy turning points” of the decade. The Strait of Hormuz, the lifeline of global oil trade, has been blockaded, shipping nearly paralyzed, and energy prices soaring to unprecedented levels. The impact is not confined to the Middle East — it is spreading across the globe. From petrochemical production costs to fertilizer and food prices in supermarkets, every corner of the global economy is being shaken. In this report, SO OK TRADING takes you deep into the four key commodities now driving the global economic shockwaves — Oil, Fertilizer, Naphtha, and Aluminum — and provides an Outlook for the second half of 2026 that could reshape the structure of global energy trade for years to come.

Biofuels: Green Energy Transforming the World – Thailand’s Rise to a Global Hub The global energy landscape is undergoing a profound transformation. From fossil fuels to advanced biofuels, the shift is driven by the pursuit of Net Zero emissions and increasingly strict carbon tax measures. Today, SO OK TRADING presents a strategic overview of the biofuels market — both globally and within Thailand. From ethanol and biodiesel to SAF (Sustainable Aviation Fuel) and HVO (Hydrotreated Vegetable Oil), these fuels are becoming the “new heartbeat” of decarbonization in aviation and heavy transport.

Aluminum Ingot — The Strategic Raw Material Driving Modern Industry From clean energy and electric vehicles to consumer electronics and packaging, aluminum stands as the essential metal behind today’s innovations. With its unique properties — lightweight, highly conductive, corrosion-resistant, and infinitely recyclable — aluminum has become a strategic material recognized worldwide. SO OK TRADING invites you to explore the world of Aluminum Ingot — a raw material that is rapidly becoming the cornerstone of the clean energy economy and the industries of the future, along with strategic insights into opportunities in Thailand and across ASEAN.

Baht Strength – Gold Surge: The Tug-of-War Before Jackson Hole This week (August 17–21, 2026), global financial markets are closely watching the Jackson Hole Economic Symposium, a critical stage where the U.S. Federal Reserve may signal its policy direction—potentially reshaping the trajectory of currencies and gold worldwide. The Thai baht is trading within the 32.90–33.40 THB/USD range, slightly stronger due to a weaker U.S. dollar and profit-taking in gold. Meanwhile, global gold prices remain elevated above $4,300 per ounce.

Thai Natural Rubber: The Beating Heart of the Global Tire Industry and New Opportunities in the EV Era

Mid-August Metal Heatwave: Tight Supply, New Global Demand Base Metals Price Outlook — August 17–21, 2026 SO OK TRADING — FAST | SHARP | RELIABLE The global base metals market is entering the hottest phase of the year. A weakening U.S. dollar, LME inventories plunging to multi-decade lows, and surging demand from AI industries, data centers, and power grid expansion are driving copper, aluminum, zinc, and lead prices to hold firm at elevated levels — with potential for further upside momentum. ⚙️ Weekly Highlights Copper: Strong bullish structure, testing resistance at $14,521 with a psychological target at $15,000. Aluminum: Tightest supply in 36 years; RSI signals overbought, yet energy demand keeps momentum alive. Zinc: Ascending triangle formation; a breakout above $3,880 could open the path to $4,000. Lead: Range-bound movement; best suited for short-term technical traders.

Golden Opportunities for Thai Agricultural Products in the Middle East: Rising Stars & Challenges in 2026 SO OK TRADING | 15 August 2026 In 2026, the Middle Eastern market remains a treasure trove of opportunities for Thai agricultural products. With 80–90% of food consumption dependent on imports due to limited arable land, the region’s demand for food security continues to surge, positioning Thailand as a key supplier. At the same time, geopolitical conflicts, regional instability, and strict sustainability standards have emerged as critical challenges, requiring Thai exporters to adapt quickly and strategically. This article explores: Thai agricultural products gaining strong momentum in Middle Eastern markets Key opportunities Thailand can leverage in 2026 Risk factors that demand close attention And the Outlook for five major agricultural products, reflecting the “Rising Stars & Declining Players” of this challenging year From tapioca pellets, now a rising star in Saudi Arabia, to sugar, which remains a staple across the region, and the shifting fortunes of Thai rice, molasses, and corn, each product faces unique opportunities and obstacles. SO OK TRADING stands ready as your trusted partner, helping you clearly identify market trends and build confident export strategies for 2026. SO OK TRADING — FAST • SHARP • RELIABLE

Business Insight: Copper in the Automotive Industry and Global Future (2026) SO OK TRADING | 14 AUG 2026 Copper has become a “strategic metal” driving the new era — from Electric Vehicles (EVs) to Renewable Energy and AI Data Centers. In 2026, global copper demand continues to surge, with prices reaching $11,000–13,500 per ton, forcing manufacturers worldwide to adapt strategies to maintain competitiveness.

Aluminium: The Future Material of the Global Automotive Industry SO OK TRADING | 14 August 2026 In an era where the world is shifting toward clean energy and electric vehicles (EVs), aluminium has emerged as a true strategic material reshaping the global automotive industry. With its unique properties — lightweight, strong, corrosion-resistant, and 100% recyclable — aluminium is no longer just an alternative. It has become the core of modern vehicle design, addressing both energy efficiency and environmental sustainability. The global automotive aluminium market is expanding rapidly, projected to grow from USD 31.9 billion in 2025 to over USD 63.8 billion by 2034, with an average annual growth rate of around 6%. Major global producers such as Novelis, Constellium, Hydro, Arconic, Chalco, and Alcoa are accelerating the development of low-carbon aluminium and Gigacasting technologies to meet the surging demand from the EV sector. In Thailand, although upstream aluminium smelting has yet to be established, the country holds significant potential in processing and component manufacturing. The Eastern Economic Corridor (EEC) and leading companies such as Thai Summit Group are driving the automotive industry into a new era of Hybrid and EV supply chains. As a trusted global partner in metals and industrial materials, SO OK TRADING is committed to being part of this transformation. Guided by the principle FAST • SHARP • RELIABLE, we continue to deliver knowledge, technology, and new opportunities to Thai enterprises, empowering them to thrive in the clean energy era of the metals market.

ALUMINUM PACKAGING – Strategic Supply Partner SO OK TRADING — FAST • SHARP • RELIABLE In an era where the aluminum packaging industry is rapidly expanding, SO OK TRADING stands as a strategic partner, directly connecting global aluminum producers with the packaging markets in Thailand and ASEAN. We are more than just a “distributor” — we act as a Service Agent and Strategic Partner of leading producers such as ALCOA (Australia, USA), ALCOA MA’ADEN (Saudi Arabia), and ARCONIC (China – Bohai Plant), delivering high-quality raw materials that meet international standards to Thai manufacturers. ⚙️ Strengths of SO OK TRADING Guaranteed supply of over 20,000 MT/year of 3104 Aluminum Coil Smooth transition from ALCOA to ARCONIC Comprehensive coverage for Beverage & Food Packaging (3104, 3004, 5182, 5052) Strong support for New Product Development and After-Sales Service

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Aluminum: The Hero of Modern Packaging OUTLOOK 2027 | SO OK TRADING | August 12, 2026 The world is shifting into a new era of sustainability and the Circular Economy. By 2027, aluminum packaging will no longer be just an option — it will become the new global standard. Aluminum is emerging as the material of the future: lightweight, strong, infinitely recyclable, and capable of reducing carbon emissions by more than 85%. From ordinary beverage cans to smart packaging solutions, aluminum is redefining both environmental responsibility and modern lifestyles. SO OK TRADING has recognized this opportunity ahead of the curve. With deep expertise in the Non-Ferrous Metals market and a strong global network, we are your trusted partner in driving sustainable growth in the aluminum packaging industry.

“Copper Supercycle 2026: Copper as the Strategic Metal in the Era of AI and Clean Energy” Global copper prices are soaring to their highest levels in years, reflecting a structural transformation in the metals industry as it enters the “Copper Age of the Future.” In August 2026, the London Metal Exchange (LME) showed clear signs of Backwardation — with cash prices significantly higher than forward contracts, signaling tight supply and surging real demand.

Aluminium Surge 2026–2035: The Strategic Metal Powering the Future Economy SO OK TRADING | 12 August 2026 Global aluminium prices continue to soar! Driven by supply shortages and inventories at multi‑year lows, the market is entering the era of “the most expensive aluminium in a decade” — a metal that has become the backbone of the green economy and future technologies. In this report, SO OK TRADING presents a comprehensive view of the global market landscape, price drivers, short‑, mid‑, and long‑term outlook, and key industrial applications — enabling Thai businesses to plan procurement and manage costs with precision. Aluminium is no longer just a “light metal.” It is a strategic metal powering the world — from EVs and clean energy to AI infrastructure and the circular economy.

Thailand’s steel industry is at a critical turning point. With cheap steel imports flooding in from abroad and rising energy costs putting pressure on operations, Thai producers must adapt quickly to maintain competitiveness. SO OK TRADING’s 2026 outlook highlights that “Green Steel” (low-carbon steel) will be the key to revitalizing Thailand’s steel sector. Alongside this, the 4S Strategy will play a vital role in building a sustainable industrial ecosystem. In this article, we will explore: The current situation and challenges facing Thailand’s steel industry The 4S Strategy for sustainable production and global competitiveness Cost structures, profit margins, and steel price trends in 2026 Business insights and pathways toward Green Steel transformation ✨ SO OK TRADING — Your Trusted Business Partner FAST | SHARP | RELIABLE

Aluminum & Copper Recycling Market Booming: Business Opportunities and Competitive Strategies in the Circular Economy SO OK TRADING | 10 AUG 2026 In today’s global business landscape, competition is no longer measured solely by cost or quality — it’s defined by sustainability and environmental responsibility. The aluminum and copper recycling industry is emerging as a strategic treasure directly linked to the world’s Net Zero ambitions and the Circular Economy movement. Recycling these metals not only saves up to 90% of energy compared to primary extraction but also significantly reduces carbon emissions, transforming industrial waste into valuable resources. As global demand surges from electric vehicles, renewable energy, and eco-friendly packaging, recycled metals are becoming the cornerstone of a low-carbon economy. For Thailand, this transformation presents a golden opportunity. With strong industrial infrastructure, expanding SME recycling networks, and growing export potential to Europe and the United States, the nation is poised to become a regional leader in sustainable metal production

Global Markets Risk-Off – THB Strength, JPY Safe Haven, USD Weakness 10–14 August 2026: Weekly Currency Outlook By SO OK TRADING This week, global markets have fully entered a Risk-Off mode. Weak U.S. labor data triggered a sharp decline in the U.S. Dollar, while investors shifted into safe-haven assets such as the Japanese Yen and Gold. Meanwhile, the Thai Baht broke below 33 THB/USD, marking its strongest level in six weeks. Global fund flows are shifting direction: investors are reducing exposure to high-risk technology stocks and reallocating into safer assets. The Thai equity market remains range-bound, though refinery and export sectors continue to benefit from elevated oil prices. In this article, SO OK TRADING provides a comprehensive overview of major currencies (USD, EUR, GBP, JPY, CNY, AUD), along with short-term outlooks and strategies for importers, exporters, and investors seeking to adjust portfolios amid heightened volatility in mid-August. SO OK TRADING — FAST • SHARP • RELIABLE

Aluminum Ingot — The Strategic Core of the Modern Metal Industry With its lightweight nature, corrosion resistance, and excellent thermal conductivity, aluminum ingot has become a key “strategic metal” powering today’s manufacturing world — from automotive and construction to electronics and high‑tech applications. It is the essential material behind countless innovations across modern industry. In this article, SO OK TRADING explores:

Aluminium 3104: The Strategic Material Shaping the Future of Global Packaging Insights by SO OK TRADING | 8 AUG 2026 In a world where sustainability has become the core of every industry, Aluminium 3104 is driving a major transformation in the global beverage can packaging sector. With its unique combination of being lightweight, strong, food-safe, and 100% recyclable, it is far more than just a metal — it is the “heartbeat of modern beverage cans” that aligns perfectly with ESG and Net Zero goals. SO OK TRADING brings you in-depth insights into:

ZINC INGOT 2026–2027: The Strategic Metal of the New Industrial Era Knowledge Insight by SO OK TRADING | 8 AUG 2026 ✨ Overview & Properties Zinc Ingot is pure zinc refined and cast into silver-blue metallic blocks. It serves as a fundamental raw material across global industries — from galvanized steel and alloys to clean energy and advanced electronics. Key Properties