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“Silicon Metal – The New Heart of Global Technology and Clean Energy” SO OK TRADING | June 6, 2026 Silicon Metal is rapidly emerging as a rising star in the global market, powering the industries of the future — from solar panels and electric vehicles (EVs) to AI chips. Thailand stands out as one of the most advantaged players, having been exempted from U.S. CVD tariffs and recognized worldwide as a transparent and competitive producer

“Steel Price War 2026: Asia Falls, the West Rises — Thai Buyers Gain the Edge While Producers Struggle to Survive, Analyzing Global Trends and Green Steel Opportunities” The global steel market has entered one of the fiercest “two‑world battles” of the year: Asia: Oversupply and China’s slowdown have pushed iron ore prices down to around $101–102 per ton, dragging rebar, hot‑rolled coil, and wire rod prices lower across the region. The West: The US and EU imposed import tariffs of up to 50%, while energy and coking coal costs surged by 16%, driving steel prices upward despite weak demand. Thailand’s situation: Buyers benefit: Cheaper imports from China and Vietnam have pulled retail prices down by more than 8%. Producers under pressure: Electricity and shipping costs have soared by over 50%, squeezing margins and forcing reliance on state measures such as Anti‑Dumping and CBAM. Tin Plate packaging: Sales dropped by -1.2% to -4.5%, but raw material costs fell 9–10%. With a recycling rate of 92%, Tin Plate remains aligned with ESG and Green Steel trends.

Aluminum P1020: Global Supply Crisis, New Opportunities for Thailand in the EV and Clean Energy Era ⚡ The year 2026 marks a major turning point for the global metals industry. “Aluminum P1020” (99.7% purity) has become a strategic metal that every nation needs — from the Middle East conflict that wiped out more than 900,000 tons of supply, to Asian premiums soaring to their highest level in 11 years. Thailand, which relies almost entirely on imported primary aluminum, now faces both challenges and opportunities at the same time: Premiums and LME prices have surged past $3,700+/ton Foundries and rolling mills are struggling with delivery delays, as lead times stretch from 30–45 days to 60–90 days Yet demand in EVs, clean energy, premium construction, and eco‑friendly packaging continues to grow steadily This is a critical turning point for Thai businesses — shifting from dependence on primary aluminum to adopting secondary ingot (recycled aluminum), while sourcing new supply from Indonesia and Australia’s clean‑energy smelters. SO OK TRADING Your trusted partner in the global metals market

“STR 20 Reshaping the Global Rubber Industry: From Cup Lump to Strategic Material Driving the EV Era

"Thai Stock Market & Global Economy 2026: Strong Recovery, Baht Volatility, and New Opportunities from AI" SET Index rebounds toward 1,620 points, driven by foreign inflows, the government’s “Thai Help Thai Plus (60/40)” stimulus, and booming investments in AI & Data Centers.

Aluminum on Fire! Prices Break $3,800/ton, Shaking Global Markets – Impacting Thailand War, bauxite, EV demand, and tariffs push aluminum to the highest level in 4 years! Thai businesses face heavy pressure: soaring costs, packaging squeeze, and booming scrap market. Strategies to cope: Hedging • Scrap Premium • Monitor Japan’s MJP SO OK TRADING FAST • SHARP • RELIABLE

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.

Global Oil Market Q2/2026: From Peak to Correction After riding the “roller coaster of global energy prices” in April–May, crude oil (WTI & Brent) that once surged to $125–$132 per barrel is now beginning to shift downward and correct as we enter June. Shipping routes have reopened, supply from the U.S. and non‑OPEC+ producers is flowing back into the system, easing global energy tensions — and Thailand is reaping the benefits with immediate retail price relief. ⛽ Gasoline & Gasohol: Down by 0.70–1.40 THB/L → Gasohol 95 now at 42.90 THB/L

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

Lead is shaking the global market once again! From a metal once overlooked, it has now risen to become a true “strategic metal” powering the clean energy industry and electric vehicles

Deep Dive into Thailand’s Aluminum Packaging Market 2026 From SMEs to 10 Million Cans per Month Article by SO OK TRADING | 30 MAY 2026 In today’s era, packaging is no longer just a container — it is the face of the brand. Thailand’s aluminum packaging market is heating up and expanding rapidly across food, beverage, and cosmetics industries. Prices range from as low as 0.75 THB per unit to more than 60 THB per unit, depending on type, size, and order volume. The larger the order, the lower the unit cost — opening the door to “Mega‑Volume” deals that global manufacturers use as their key strategy. SO OK TRADING takes you on a journey from SMEs ordering a few thousand units to industrial contracts of 10–12 million cans per month, revealing the real pricing structures of beverage cans, food cans, and Easy Open End (EOE) lids in the Thai market.

“Hormuz on Fire! U.S.–Iran Pressure Game Shakes Global Commodities” Negotiations remain unfinished… A global political and economic game every business must watch!

Aluminum Scrap: From Waste to Strategic Asset in the Circular Economy Era SO OK TRADING | 30 May 2026 Aluminum scrap, once seen as “waste,” has now transformed into a premium raw material fiercely sought after worldwide. Prices have surged to the highest level in four years, earning it the title of the “new gold” in the recycling industry and the electric vehicle (EV) revolution. As the world advances toward the Circular Economy and Decarbonization, aluminum scrap is no longer just leftover metal—it is a strategic asset. Recycling aluminum consumes up to 95% less energy compared to primary smelting, making it a cornerstone of lightweight EV manufacturing. The global market is expanding rapidly—from USD 56.77 billion in 2026 to a projected USD 91.49 billion by 2034. The Asia-Pacific region leads with a 39% market share, driven by China and India, while Thailand is emerging as a market to watch.

“Baht Volatility Amid Geopolitical Storm: Investors Must Watch the Dollar and Oil Game”

⚙️ Copper Supercycle 2026 – The Future Metal Copper is rapidly becoming “the strategic metal of the AI era.” Prices remain hot, reaching $13,500–14,000/MT. Demand driven by AI, EVs, and clean energy continues to surge worldwide. SO OK TRADING analyzes the global copper market outlook and offers the “Buy on Dip” strategy for forward‑thinking businesses.

SO OK INSIGHT: Global Oil Prices Plunge – Geopolitical Easing Reshapes the Energy World (27 May 2026) Article Global crude oil prices have dropped to their lowest level in five weeks. Brent crude fell below $100 per barrel, while WTI settled at $92.78 per barrel. The decline follows progress in peace talks between the United States and Iran, raising hopes for reopening the Strait of Hormuz and easing supply concerns. This adjustment reflects more than just market volatility — it highlights a geopolitical shift that directly impacts global commodities, from naphtha and petrochemicals to fertilizers and alternative energy sources. For Thailand, this situation could become a golden opportunity. Lower oil prices reduce energy costs and pave the way for economic recovery in the second half of 2026. SO OK TRADING FAST • SHARP • RELIABLE

**“U.S.–Iran Ceasefire Deal: Oil Drops, Gold Fluctuates — The World Watches a Major Diplomatic Game Peace Talks, May 25–26, 2026 | Oil Down, Gold Volatile | A Glimmer of Hope for Global Peace The Middle East is transitioning from ‘war’ to ‘negotiation’ — the U.S. and Iran are close to reaching a 60‑day ceasefire MOU, sending oil prices tumbling while gold surges amid uncertainty. Global markets are beginning to see the light of peace. SO OK TRADING FAST • SHARP • RELIABLE

2026 marks a turning point in the global metals industry — when scrap aluminum, once dismissed as waste, has risen to become a strategic raw material fiercely contested worldwide. Prices have surged to their highest level in four years, driven by supply chain disruptions and global environmental policies. Scrap aluminum is now the Green Gold powering the new economy, fueling industries from electric vehicles (EVs) to eco-packaging and data center infrastructure.

“Middle East War – Energy Flashpoint Shaking Global Markets”