The oil fund's cumulative deficit is about 92 billion baht and growing roughly 700 million baht a day, so it is expected to pass 100 billion by late September or early October 2026. The energy ministry is preparing a new domestic bank loan of up to around 100 billion baht, possibly with a Finance Ministry guarantee; the final amount depends on talks with the new permanent secretary and minister. Diesel and benzine are still capped at 30 baht. One option under review is phasing out the subsidy cap, which would raise pump prices. For a fuel-dependent business, budget for possible pump price increases and keep an eye on the decision in the coming weeks.