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Global–Thai Corn Market 2026–2027: From Climate Crisis to Golden Opportunities in Energy and Food The years 2026–2027 mark a turning point for both the global and Thai corn markets. Extreme climate pressures, a severe El Niño phenomenon, and the steadily rising demand for clean energy have driven corn prices to their highest levels in years. At the same time, Thailand must adapt under new government regulations, including the “No-Burn Corn” policy to tackle PM2.5 pollution and the 3:1 import ratio control to stabilize domestic production prices. On the other hand, global supply tightness and domestic raw material shortages have become a golden opportunity for Thai farmers and feed producers. By shifting toward sustainable production standards and effectively using financial tools to manage risks, the corn market is not merely a “challenge” but also a “new opportunity” that will shape the future trajectory of Thailand’s agricultural economy.

SO OK TRADING | 25 AUG 2026 “Golden Opportunities: Thai Agriculture Expanding into the Middle East 2026” The year 2026 marks a pivotal moment for Thai agricultural products confidently stepping onto the global stage

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

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.

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

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The Future Direction of Thai Agriculture: Towards Premium and Bioeconomy SO OK TRADING | 11 AUG 2026 Thailand is entering a new era of agriculture — shifting from “quantity production” to “quality value creation.” This transformation is driven by the development of Premium Products and the advancement of a Bioeconomy that emphasizes sustainability and adherence to global environmental standards

SO OK TRADING Insight — Twin Crisis & Premium Shift: Deep Dive into Thailand’s Agricultural Export Outlook 2026–2027, Transforming Toward High Value : 7 AUG 2026 2026 is truly a “Year of Transition” for Thailand’s agricultural exports

Cassava Renaissance: Thailand’s Cassava Chips & Pellets Transformation to the Global Market 2026–2030 SO OK TRADING | 5 AUGUST 2026

Laos: The Resource & Agriculture Powerhouse of Asia SO OK TRADING | August 3, 2026 Laos is emerging as the “Rising Star of ASEAN’s Economy”, driven by immense potential in both mining and commercial agriculture. With more than 500 mineral deposits, the country is a major producer of copper, gold, potash, and rare earths. At the same time, the agricultural sector generated over USD 1 billion in export revenue during the first half of 2026. From world‑class copper mines such as Phu Kham and Sepon, to agricultural champions like cassava, bananas, coffee, and durian, Laos is powering its economy through infrastructure development, the Laos–China Railway, and preferential tax policies that open trade doors across Asia. ✨ Laos is not just a “resource‑rich nation” — it is becoming the future hub of raw materials and food supply in the region. SO OK TRADING — Your Trusted Business Partner FAST • SHARP • RELIABLE

Thai Agriculture 2026: Turning to High Value Amid Risks and Opportunities SO OK TRADING | August 2, 2026 Thailand is entering a new era of agriculture — moving beyond raw commodity exports to creating added value through processed foods, premium fruits, and eco-friendly agricultural products that meet global health and sustainability trends

ARGENTINA 2026 OUTLOOK: Bridging Thai–Argentine Trade — Food Security & Clean Energy Future SO OK TRADING | July 13, 2026 In 2026, the world is entering a major era of economic and energy transition — and Argentina stands out as one of the most closely watched nations in Latin America

“Post-Middle East Conflict 2026 — A Turning Point for the Global Economy and New Opportunities for Thai Businesses” When the echoes of war fade, the world does not return to the “old normal.” Instead, it enters a structural recovery era, where every industry — from energy, metals, and fertilizers to logistics and finance — resets its cost base and opens new opportunities for those who can see ahead. Oil and naphtha prices continue to decline, easing petrochemical and plastic costs. Shipping rates normalize, while agriculture benefits from falling fertilizer prices. Heavy industries such as steel, aluminum, and copper are rebounding, driven by clean energy and EV demand. Although the global economy in 2026 still faces high inflation, 2027 is expected to bring clear relief. Central banks worldwide are signaling monetary easing, and investors are turning back to emerging markets. Thailand, with its strong production and logistics base, is well-positioned to capture this momentum. The end of conflict is not the “end of change” but the beginning of new opportunities. With lower costs, revived logistics, and returning capital flows, Thai businesses are entering a golden window for strategic growth. SO OK TRADING Your trusted business partner in a fast-changing world

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Thailand Agriculture Market 2026 – Rising Stars VS Global Challenges By SO OK TRADING | 4 June 2026 2026 marks a year of “dual realities” for Thai agriculture. On one side, production is gradually recovering thanks to favorable weather

026 is the year when corn is no longer just a food crop, but a “game of quality and environment” that every country must adapt to. Vietnam is carving out its distinction with unique fresh-eating varieties and the promotion of commercial GMO corn that delivers higher yields at lower costs. Meanwhile, Thailand enforces the strictest measures with the “No Burning Certificate”, raising import standards and safeguarding its environmental image. With demand continuing to surge—especially in the livestock industry—businesses that adapt quickly will not only compete on price but also build credibility and secure advantages on the global stage. ⚡ SO OK TRADING – FAST SHARP RELIABLE Your trusted business partner in this year of transformation

rice Wars, Costly Fertilizer & The New Game of Thai Agriculture Q2/2569 As the Middle East conflict drags on for more than 50 days, oil and naphtha shipping routes through the Strait of Hormuz have repeatedly closed and reopened, driving energy prices and freight costs relentlessly higher. At the same time, urea fertilizer prices — tied to natural gas — have surged by 20–30%, forcing Thai farmers to confront a “price war” that has seeped into every field and factory. In this article, SO OK TRADING takes you through the landscape of Thai agriculture in the second quarter — from rising stars like durian and mango to the shadowed challenges of rice and cassava — and explores survival strategies where farmers must pivot toward high-value agriculture and innovation for sustainability. FAST • SHARP • RELIABLE SO OK TRADING — Your Trusted Business Partner

Hormuz Strait Crisis 2026: When Fertilizer Becomes a “Scarce Resource” and the World Struggles to Breathe Article by SO OK TRADING | April 14, 2026 The world is facing a “crisis upon crisis” shaking energy, food, and the global economy. With the U.S. blockade of the Hormuz Strait, vital shipping routes for energy and fertilizer raw materials have come to a standstill. Over 1 million tons of fertilizer remain stranded in the Persian Gulf, oil prices have surged past $100 per barrel, and agricultural production costs worldwide have soared to unprecedented levels. This is not merely an “international political issue” — it is a global warning that fertilizer has become an indispensable strategic resource. The fallout is driving stagflation, a dangerous mix of economic stagnation and soaring inflation. SO OK TRADING invites you to explore this situation in depth — its causes, impacts, and the strategies being discussed worldwide — so that Thai businesses and farmers can prepare wisely in an era where fertilizer is the new gold of the world.

The Naphtha & Fertilizer Crisis: Two Storms Shaking the World & ASEAN In April 2026, the world faces a double shock — a severe shortage of Naphtha and chemical fertilizers triggered by the Hormuz Strait conflict. From skyrocketing plastic costs to soaring food prices, this crisis is reshaping global supply chains and pushing ASEAN into a new High-Cost Era. But amid disruption lies opportunity:

“Transforming Thai Crops to Net Zero: From Cassava and Corn to Bioplastics, Packaging, and Future Fuels” Cassava and corn are no longer just food crops — they are becoming the raw materials of the future for compostable packaging, bioplastics, and clean fuels, driving the green economy and supporting Net Zero goals. This article by SO OK TRADING explores in depth:

Thailand as the “Food Innovation Hub” From raw materials to added value! Thai processed fruits, innovative rice products, health foods, and alternative proteins are reaching global markets, backed by standards and quality trusted worldwide.