The Joint Standing Committee on Commerce, Industry and Banking (กกร.) raised its 2026 forecasts: GDP 1.6-2.0% (from 1.2-1.6%), exports +8-10% (from -1.5% to -0.5%), and inflation 2.5-3.0% (from 2.0-3.0%). Exports rose 17.6% in H1 2026, led by tech goods tied to AI demand. The committee says Thai firms need more local content and domestic supply chains to capture value, and that the Middle East conflict and expected high US rates keep the regional currency under pressure. For planning: budget for higher costs and a weaker baht, and check whether your products can enter supply chains for export or foreign-investor projects.