The Energy Regulatory Commission (ERC) plans a new petroleum auction (round 26, Andaman Sea) to add domestic gas, which it says could lower LNG dependence and eventually electricity costs. Gas still fuels about 50% of power generation. For SMEs this is a long-term story: no immediate change to tariffs. Watch for the Wheeling Charge clarity for Direct PPA, expected by end-2026, and the public consultation on Data Center power purchase rules. Data Centers can connect in 1-2 years versus 7-10 for new power plants, so grid capacity and tariff fairness for existing users are the stated priorities. The 200-unit first-block tariff of 3 baht/unit is referenced as a policy to keep.