Floods have made Toyota suspend four plants temporarily because workers cannot reach work and parts cannot be delivered. The FTI warns 5-6 more factories in Ban Pho and Bang Phli may stop, so the bigger risk is for parts makers and suppliers down the chain. The FTI August confidence index fell to 89.7 from 90.0, and the Industrial Office says flood effects will show in September and October output. If you supply auto or electronics makers in these areas, plan for delayed orders and check on staff access and transport routes now.