The Finance Ministry plans to send an excise tax package to cabinet by September 2026. Carmakers that build EVs in Thailand and use local parts (under BOI incentives) would pay less tax, while imported vehicles and fully imported parts would face higher rates. For SMEs, the signal is more local supply-chain demand for auto parts and components, and a push for Direct PPA and rooftop solar to cut energy costs. Also noted: VAT and tariffs on cheap imports are now collected from the first baht, to level the field for Thai operators. Details are still unpublished, so watch for the cabinet decision before changing sourcing or pricing.