Thailand's cabinet has approved a 2026-29 strategic plan to manage fuel volatility through increased biofuel blending using domestic agricultural materials and stricter price stabilization measures. The Oil Fuel Fund faces mounting pressure with a 92-billion-baht deficit widening by ~700M daily; the OFFO is seeking up to 100B baht in new borrowing (primarily from domestic banks) to cover liabilities, though reducing subsidies remains an alternative that could raise pump prices. SMEs dependent on fuel costs should monitor subsidy policy shifts and biofuel transition timelines.