CURRENCY EXCHANGE / USD

Global Oil Market Analysis & Industry Impacts — September 10, 2026 By SO OK TRADING | FAST • SHARP • RELIABLE The global energy landscape has entered one of its most volatile phases in recent years. Crude oil prices have surged past the psychological threshold of $100 per barrel, driven by escalating geopolitical tensions in the Middle East. Attacks on Saudi Arabia’s Jizan refinery and renewed U.S.–Iran clashes in the Strait of Hormuz have disrupted key shipping routes, sparking fears of a prolonged supply shock. This turbulence is reshaping not only the oil market but also the entire petrochemical value chain — from naphtha feedstock to packaging, automotive, and textile industries. As supply tightens and costs soar, global manufacturers face mounting pressure to adapt amid shrinking margins and shifting demand patterns. SO OK TRADING’s latest analysis dives deep into the drivers behind the price surge, the ripple effects across petrochemical sectors, and the strategic outlook for Q4 2026 through 2027, offering insights into how businesses can navigate this cost-push supercycle and prepare for the next phase of global energy transition.

Zinc Price Surges Beyond $4,000 – The Perfect Storm Shakes the Global Metals Market SO OK TRADING | September 9, 2026 September 2026 marks a turning point in the global metals market as zinc prices break through the $4,000 per metric ton threshold, reaching a new four-year high of $4,156 on the London Metal Exchange (LME). This dramatic surge reflects severe supply-side disruptions, which analysts worldwide have dubbed a “Perfect Storm” — a combination of China’s power curbs, smelter production cuts, and critically low zinc inventories that have pushed the market into acute shortage. This rapid price escalation not only highlights strong buying pressure in the global market but also directly impacts downstream industries in Thailand. Key sectors such as galvanized steel, automotive, and electronics manufacturing are now facing significantly higher production costs in line with global market dynamics. As a trusted partner in the non-ferrous metals business, SO OK TRADING provides in-depth analysis of this situation, offering insights and strategies to help Thai enterprises plan procurement and manage risks effectively. FAST • SHARP • RELIABLE SO OK TRADING – The Non-Ferrous Metals Specialist from Thailand

Non-Ferrous Metal Power Play: LME vs ShFE vs COMEX Metal Trading Hub 2026: From London to Asia — Copper, Aluminium & Beyond By SO OK TRADING • September 7, 2026

“Baht Volatility – Dollar Sets the Global Fate” (Outlook: 7–11 September 2026 | SO OK TRADING | FAST • SHARP • RELIABLE)

Deep Dive into Global Oil Prices — September 3, 2026 The global oil market is “on fire” once again!

Gold Market Volatility – Silver & Platinum Challenge Global Markets | September 2026 September 2026 begins with intense turbulence in the precious metals market. Gold prices have sharply corrected from their record highs, while silver and platinum face mounting pressure from U.S. monetary policy and escalating geopolitical tensions. The overall picture reflects a critical turning point in the global metals market that investors worldwide must closely monitor.

Thai Baht September 2026: Sideways Up Amid Dollar Strength, Weak Yen, and Slowing Yuan Analysis by SO OK TRADING | September 1, 2026 At the start of September, the Thai Baht opened at THB/USD 33.16, moving within the 33.00–33.30 range. Global markets remain under a Risk-off sentiment — the Dollar Index (DXY) holds above 99, U.S. 10Y Treasury yields surged past 4.77%, and Brent crude prices spiked to $90–91 per barrel amid escalating tensions in the Middle East. These pressures have kept the Baht and most Asian currencies on a weakening trend, while foreign investors continued net selling in Thai equities, exceeding THB 24 billion. September is shaping up to be a month of Two-way Risk, requiring careful risk management. Importers should gradually buy dollars when the Baht strengthens near 32.80–33.05, while exporters should hedge or sell dollars when the Baht weakens toward 33.50–33.80.

SO OK TRADING – Trusted Non-Ferrous Expert 31 August 2026 SO OK TRADING is your trusted business partner in the Non-Ferrous Metals industry. We are committed to supplying high-quality raw materials that meet international standards, ensuring on-time delivery and flexible sourcing solutions. With over 10 years of expertise in the global metals market, we connect the world to Thailand, and Thailand to the world, creating new opportunities for our partners. ⚙️ Our Product Range We provide a full spectrum of Non-Ferrous Metals:

Singapore 2026: Global Economic Hub Amid Trade Storms SO OK TRADING | August 31, 2026 In 2026, Singapore continues to stand firm as the “Economic Heart of Asia.” Despite global volatility from geopolitics and trade tensions, Singapore has turned crisis into opportunity by driving Quality Growth through three key engines — its role as a global financial center, advanced technology & AI industries, and a comprehensive network of FTAs worldwide. The economy expanded +6.1% in the first half of the year, with strong momentum expected in the second half. Growth is fueled by the AI & Electronics Boom, with exports surging over +88.1%, alongside a robust recovery in the commodity markets. Singapore is not only a hub for finance and technology but also a Non-Ferrous Metals Hub, controlling over 20% of global trade in metals and energy. This global trading ecosystem directly connects with Thailand. For Thailand, Singapore is the No.1 investor, with more than 61,112 million baht flowing into technology, clean energy, and component industries. At the same time, premium Thai agricultural products — such as Tubtim Siam pomelo — are gaining access to global markets.

“Global Economy Q4/2026 – When War and Technology Become Headwinds and Tailwinds” SO OK TRADING | 29 AUG 2026 The global economy is entering a critical turning point in the final quarter of 2026 — with war acting as a headwind and technology serving as a tailwind that reshapes the future of global trade and investment

“Gold Surges into the Supercycle: Buy on Dip Before Breaking $5,000” SO OK TRADING | August 28, 2026 The global gold market (XAU/USD) is now entering a critical turning point of the “Gold Supercycle.” After reaching a three‑month high of $4,690 per ounce, prices have slightly corrected and are consolidating within the $4,580–$4,600 range. Although inflationary pressure and dollar strength have eased, the overall market structure remains firmly bullish. Key macro drivers—including U.S. stimulus measures, geopolitical tensions, and central banks’ continued accumulation of gold reserves—are providing strong support for the uptrend. September–October 2026 is widely seen as a “golden opportunity” for investors to gradually accumulate during this consolidation phase, before prices surge toward the year‑end target of $4,900–$5,100 per ounce. ✨ SO OK TRADING FAST • SHARP • RELIABLE Your Trusted Business Partner

Middle East Battleground: Oil, Naphtha & Urea Amid the Economic Storm SO OK TRADING | 28 August 2026 The world is now entering a major turning point in the energy and commodities market. Prices of crude oil, naphtha, and urea have been highly volatile under the pressure of geopolitical tensions and economic shifts. The Middle East conflict has transformed from military confrontation into a full-scale “economic war,” forcing global markets to adapt rapidly. With China’s demand slowing and OPEC+ preparing to increase production, crude oil prices are expected to continue their downward adjustment. Meanwhile, naphtha remains at elevated levels, and urea prices have retreated from their peak, providing relief to agricultural costs.

SO OK TRADING CO., LTD. FAST • SHARP • RELIABLE “SO OK TRADING : YOUR RELIABLE PARTNER”

opper Price Situation Summary – August 24, 2026 : SO OK TRADING In an era where artificial intelligence (AI) and clean energy are driving the world forward, copper has emerged as a strategic metal playing a vital role in the global economic structure — from wiring systems in data centers to smart grids and electric vehicles (EVs) that are reshaping the energy industry. This article, prepared by SO OK TRADING, provides a comprehensive overview of both the global and Thai copper markets. It covers price trends, bullish and bearish factors, and strategic analysis for stakeholders in the metals and energy industries, based on the latest data from COMEX and LME as of August 24, 2026. The content includes:

Indonesia Economic & Mining Overview | SO OK TRADING | 23 August 2026 Indonesia stands at a pivotal turning point in ASEAN’s economy. With immense natural resource potential and strategic reform policies, the nation is determined to elevate its competitiveness and position itself as a global supply chain hub. The country not only holds the world’s largest nickel reserves, but is also aggressively driving the EV industry and renewable energy transition, while ambitiously targeting GDP growth of 8% in the near future. Through Downstream Industry policies, large-scale infrastructure investments, and the development of the new capital Nusantara, Indonesia is striking a smart balance between “economic growth” and “resource sustainability.” In the mining sector, Indonesia has adopted production quota restrictions on nickel to stabilize prices, while advancing ESG & Zero Waste Mining standards to ensure its resources can enter global markets responsibly and sustainably. SO OK TRADING recognizes the strategic opportunities arising from this transformation and is ready to serve as a global business partner, connecting ASEAN’s resources and investment opportunities to the world market with reliability and strength. SO OK TRADING — FAST | SHARP | RELIABLE

Gold prices are surging beyond all expectations! Over the past week, the global gold market has delivered unprecedented excitement for investors. Prices skyrocketed by more than $300 within just a few days, reaching a new high of $4,680 per ounce, while Thailand’s gold spot price broke through 71,150 THB per baht gold. This movement is not merely a “temporary buying spree” but reflects structural shifts in the global market. Factors such as the Fed’s rate-cut cycle, the weakening U.S. dollar, and aggressive gold accumulation by central banks worldwide are driving gold to become the safe-haven asset of the new era. SO OK TRADING brings you a comprehensive analysis of the gold market — covering fundamental drivers, urgent triggers, technical support and resistance levels, and tailored investment strategies for different investor groups. Our goal is to equip you with the insights needed to navigate the “roller coaster ride of gold prices” with confidence and precision. ✨ Read the full analysis in this post Gain strategic perspectives from SO OK TRADING to deepen your understanding of the gold market and prepare for the heightened volatility expected in late August. SO OK TRADING : FAST SHARP RELIABLE Your trusted business partner in the world of precious metals investment

“USD Weakness – THB Strength: Global Currency Outlook : SO OK TRADING : August 22, 2026” In August, global financial markets are closely watching the weakening of the U.S. dollar (USD). This trend is driven by multiple pressures: the Federal Reserve’s (Fed) inclination toward rate cuts, the surge in U.S. public debt, and capital flows shifting toward regions with faster economic recovery such as Europe and Asia. As a result, the Thai baht has continued to strengthen, reaching 32.68 per USD, its highest level in two months. Meanwhile, gold prices have surged, and Thai investors are facing risks of FX losses despite positive momentum in overseas equities. This analysis by SO OK TRADING provides an in-depth outlook on global currencies for August–September 2026, covering major currencies (USD, EUR, GBP, JPY, CNY, SGD, AUD, KRW) and comparing monetary policy directions between the Bank of Japan (BOJ) and the European Central Bank (ECB) — both of which are becoming pivotal forces in shaping global market dynamics. Additionally, we highlight strategies for risk management and investment positioning during the upcoming “September Cluster” — a critical period marked by three major central bank meetings (ECB, Fed, BoE) that will set the tone for currency markets in the final quarter of the year.

Vietnam Economy 2026 – The Leap to ASEAN Leadership Article by SO OK TRADING | August 21, 2026 Vietnam is rapidly emerging as the “rising star of ASEAN,” attracting global attention with one of the fastest economic growth rates in the region. Record-breaking inflows of foreign direct investment (FDI) and soaring exports have positioned Vietnam to surpass several Southeast Asian economies. This article explores the key growth drivers, structural challenges, and new business opportunities arising from Vietnam’s transformation into a technology-driven and clean energy economy. For Thai investors and entrepreneurs, this is a pivotal moment to recalibrate strategies and explore new avenues of collaboration under the “Thailand + Vietnam” model, unlocking opportunities in one of the fastest-growing regions in the world. ✨ Read the full analysis in this article — SO OK TRADING : FAST • SHARP • RELIABLE

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

Thai Rice 2026 – Turning the Twin Crisis into Golden Opportunities in the Global Premium Market SO OK TRADING | 19 AUG 2026 The year 2026 marks a defining challenge for Thai Rice on the global stage, facing a Twin Crisis of a strong baht and severe El Niño. Yet within this crisis lies a “golden opportunity” waiting to be seized. SO OK TRADING is committed to driving Thai rice into the world’s premium markets under the philosophy FAST • SHARP • RELIABLE. We recognize the potential of Thai Hom Mali Rice and Carbon-Low Rice, which perfectly align with the growing demand for quality and sustainability in Europe and the United States. From pressure to opportunity — Thailand is ready to reshape the game through G2G strategies with China and Singapore, expansion into premium markets, and leveraging the surge in global food security demand. We firmly believe: “Thai Rice is not just a product, but a story of quality and national pride.”

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.