The Oil Fund's deficit was about 92,000 million baht and growing roughly 700 million a day, expected to reach 100,000 million by late September or early October 2026. A new bank loan of up to around 100,000 million baht is being considered, possibly with a Finance Ministry guarantee. Diesel and benzine stay capped at 30 baht under the extended plan to 2029, and the oil price fluctuation trigger rises from $5 to $10 a barrel. The article warns the government may instead end subsidies, which would raise pump prices. For a Thai SME, plan fuel costs and transport budgets for possible price increases and watch for an announcement on subsidy exit.