The joint private-sector committee (กกร.) raised its 2026 GDP forecast to 2.1-2.5% (from 1.6-2.0%) and its export growth forecast to 12-16% (from 8-10%); inflation stays at 2.5-3.0%. It warns floods now cost the state roughly 50,000-60,000 million baht a year in relief and hit SMEs, farms, factories and tourism, and it will push for private-sector seats on the water committee and an early-warning system. Brent crude rose from $95 to $102 in September, and Thai long-term bond yields rose with the US 30-year near 5%, so expect higher borrowing costs and some baht weakening risk. For planning: budget for higher energy and loan costs, and prepare flood contingency for your site and supply chain.