An independent energy economist says the draft PDP 2026 has unclear points: the 200 billion baht government loan has no defined spending plan yet, and rapid growth in rooftop solar self-generation (IPS) could push actual grid demand below forecast. Load factor is also falling, and time-of-use tariffs and demand response may reduce peak needs. Costs for new technologies (SMR, CCS, green hydrogen) remain unclear. For a business, this matters mainly for planning power costs and whether grid tariffs may change. Watch for the final plan and any TOU or rooftop solar rule changes.