The Energy Ministry says it may collect a refining-margin windfall (round 8) before end-October 2026, after seven earlier rounds raised about THB 28 billion. Margins sit well above the normal USD 15-20/barrel band. The ministry says borrowing is not its first option because it would add to public debt, though the oil fund's deficit is nearing THB 100 billion. Fuel-price pressure is likely to persist. Keep fuel and transport cost budgets under review into November, and watch for any excise-tax cut on B20/E20, which has no timeline yet.