The cabinet approved a 2026-2029 oil crisis plan. The fuel fund (about 95,000 million baht negative, growing about 700 million a day) is expected to hit 100,000 million by late September or early October 2026, and the government plans a new state-guaranteed loan of roughly 100,000 million baht via Krungthai and GSB. The price-intervention triggers were tightened: diesel or benzine above 30 baht/litre, a 10 USD/barrel move within a week (was 5), or a 2 baht/litre retail move within a week (was 1). Officials warn high prices could last two more years. Plan fuel, transport and energy costs for that period, and watch for changes to subsidies.
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