The Energy Ministry says the fuel fund is about 100 billion baht negative but has not yet borrowed; it is looking at a possible excise tax cut to help. A new 2026-2029 fund strategy, approved by cabinet on 22 September 2026, sets separate accounts for oil and LPG and a petrol-diesel price gap, and it is reviving biofuel subsidies. Ministry officials expect fuel prices will not return to pre-war levels soon, so budget fuel and transport costs on the high side and watch for pump price changes if the fund borrows or the excise cut goes through.