The Energy Ministry says the oil fund's deficit is about 98-100 billion baht, but it will not borrow for now. Subsidies run about 316 million baht a day (diesel about 2 baht/litre). Fund may recoup via refinery excess-profit levies and pump-price adjustments later, so pump prices could rise when prices ease. Watch diesel above 30 baht/litre and weekly swings of more than 2 baht/litre, which trigger the crisis plan. Plan transport and LPG costs with possible price increases ahead.