The cabinet approved a 2026-29 plan for the Oil Fuel Fund and biofuel blending (B7 subsidised at 8.75 baht/litre, B20 at 12.62 baht/litre). The fund's deficit is 92 billion baht and widening about 700 million baht a day, so a new borrowing of up to 100 billion baht from domestic banks, possibly with a government guarantee, is being considered. Gradual subsidy cuts would raise pump prices. For a business that runs diesel-dependent vehicles or machinery, budget for pump prices to rise and possibly lose the subsidy, and watch for announcements on the fund's borrowing and subsidy levels in the coming weeks.