Thailand's August 2026 exports surged 24.3% YoY to $34.6 billion—the highest pace in 56 months—driven by electronics booming on global AI and data center investment, plus recovered fruit shipments to China. The first eight months show 18.9% growth; while the official full-year forecast remains 5–11%, officials now acknowledge 15% growth (~$391 billion) is achievable if remaining months average $31 billion/month. Key risks for H2: geopolitical tensions, oil prices, shipping costs, and elevated US inventory levels.
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