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Good morning Bangkok. Happy Wednesday.

🌡️ Weather: 30-38°C (86-100°F). Wide range today as the morning starts cooler before intense afternoon heat returns. TMD forecasts less rain for upper Thailand over the next two days as the high-pressure system from China weakens, but thunderstorms and gusty winds remain possible in some areas. Hot to very hot through Saturday.

🌫️ AQI: 89-174 (Moderate to Unhealthy). A significant range across the city. At the upper end, this is firmly in "unhealthy" territory for everyone, not just sensitive groups. Mask strongly recommended for any outdoor time. Morning hours are the cleanest window. Children and elderly residents should stay indoors during peak afternoon.

🗞️ TOP STORIES

The energy crisis is now moving through Thailand's domestic supply chain, with road freight volumes dropping as much as 20%.

The Thai Truck Federation reported this week that logistics volumes have fallen up to 20% as diesel price volatility, supply instability and rising operating costs force trucking operators to cut runs, delay shipments and reduce fleet utilisation across the country. The federation represents the backbone of Thailand's internal goods movement, from food and agricultural products to construction materials and consumer goods, and a contraction of this scale means products are taking longer to reach shelves, costing more to transport, and arriving less reliably than they did three months ago.

The decline tracks directly to the Hormuz crisis that has been running since late February. Diesel prices have swung twice in opposite directions within the past two weeks alone, making cost planning almost impossible for operators running on thin margins. The Oil Fuel Fund is carrying a deficit exceeding ฿53 billion. The Finance Ministry is preparing a ฿400 billion emergency borrowing guarantee decree. And the government's own agricultural contingency plan, released last week, acknowledged that fertiliser costs are elevated alongside fuel, compounding the pressure on the farming sector that produces much of what those trucks carry. The Suan Dusit Poll score of 3.79/10 published this week captured public sentiment. The freight data captures the mechanics underneath it: the system that moves goods from where they are made to where they are needed is under measurable strain.

Bottom Line: A 20% drop in road freight is not an abstract number. It means the cost of getting food, materials and products from point A to point B in Thailand has risen, and the speed at which it arrives has slowed. For anyone running a business with a physical supply chain, for restaurant owners waiting on deliveries, for construction projects tracking materials, this is the operational reality of the Hormuz crisis arriving at street level.

Airlines have cut 2 million seats from May schedules globally, and Bangkok is one of the hardest-hit hubs in Asia.

Cirium data reported by the Financial Times this week shows that global airlines have removed 2 million seats and cancelled 12,000 flights from their May schedules as jet fuel supply becomes a physical constraint rather than just a pricing problem. Asia is the region hardest hit because of its reliance on fuel shipped through the Strait of Hormuz, where flows remain almost completely disrupted. The impact on Thailand is direct and specific: Thai Airways has cut 46 flights in May, roughly 4-5% of its schedule, and established a daily "war room" to monitor fuel prices and adjust capacity in real time. Thai AirAsia has gone further, reducing overall seat capacity by 30% for May and June, and suspending multiple Don Mueang routes outright including Singapore, Hong Kong, Kuala Lumpur, Kathmandu and Denpasar, some through October.

The disruption extends well beyond Thai carriers. Air France has been asked not to add flights to Singapore or Tokyo Haneda because those hubs are actively rationing fuel. Vietnam is rationing jet fuel nationally. Lufthansa has cancelled 20,000 flights through October. Emirates is operating at roughly two-thirds of pre-conflict capacity. Average global airfares have surged approximately 45% on remaining available seats. For Bangkok-based expats, the practical impact is threefold: fewer flights exist, the ones that remain cost significantly more, and route availability is changing week to week as airlines restructure networks to conserve fuel.

Bottom Line: If you have summer travel booked, check your flight status now, not next week. Thai AirAsia's Don Mueang suspensions are confirmed route withdrawals, not tentative schedule adjustments. If your flight has been cancelled, contact the airline directly rather than waiting for automated notification, as proactive rebooking secures better alternatives before remaining seats fill. For anyone who has not yet booked summer travel, the responsible assumption is that fares will continue rising and availability will continue tightening until the Hormuz situation resolves.

⚡ QUICK HITS

  • Hormuz still contested. Maersk claims its US-flagged vessel exited Hormuz with US Navy support on Monday. Iran disputes it and says no ships passed through. The competing claims create uncertainty for markets and for countries like Thailand depending on understanding whether the strait is genuinely reopening.

  • 1.5 tonnes of unripe durian seized in Chanthaburi. Authorities found 529 unripe Monthong durians at a packing facility, already boxed for export. The fruit failed the 32% dry matter standard. Joint task force inspections are continuing across the province. If substandard fruit reaches China, the reputational damage could take years to recover.

  • World of Coffee Asia opens tomorrow (May 7-9, 10AM-7PM, BITEC Bang Na, BTS Bang Na). World Cup Tasters Championship, cupping sessions, Producer Village. Open to everyone. Tickets on-site or at asia.worldofcoffee.org.

  • Green Vintage Ratchayothin this weekend (May 8-10). Creative craft market with handmade goods, vintage finds and art workshops.

  • Bangkok governor election confirmed June 28. People's Party announced their candidate yesterday at Samyan Mitrtown. Incumbent Chadchart has not confirmed whether he will run for re-election.

🍩 SPOT OF THE DAY

The name translates to "bread is here" in Japanese, and that is exactly what KOKOPAN is: a Japanese-inspired bakery cafe tucked inside Block 28 near Chulalongkorn University that does a small number of things with the kind of quiet precision that makes you come back. The interior is minimalist cream and warm wood, decorated with small plants, clean lines and soft light that together create the feeling of having stepped sideways out of Bangkok into somewhere calmer for half an hour. The mini croissants are the signature, each one offering a strong buttery scent with full-on fillings. The doughnuts at ฿30 are absurdly good for the price, with a crisp shell that gives way cleanly. The croffles (฿55) are the croissant-waffle crossover done right. For drinks, the Kokuto latte and the hoshino kagayaki matcha latte (฿160) are both worth trying, and anyone who wants a coconut matcha will find KOKOPAN's version cited repeatedly across reviews as one of the better ones in the city. There is a happy hour from 8AM to 1PM with coffee under ฿70, which for a cafe of this quality in the Samyan area is genuinely generous. The 4.7-star rating across 573 Google reviews reflects a place that has earned its following among the Chula university crowd and the Samyan neighbourhood without ever needing to chase attention beyond the block it sits in.

TIP: Go at opening on weekdays for the quietest experience and the freshest pastry rotation. The mini croissants sell through by early afternoon on busy days.

📅 EVENTS THIS WEEK

  • World of Coffee Asia (tomorrow through Friday, May 7-9, 10AM-7PM, BITEC Bang Na, BTS Bang Na) Bangkok's biggest specialty coffee event of the year. World Cup Tasters Championship live on the floor, cupping sessions, Producer Village with real farmers. Tickets on-site or at asia.worldofcoffee.org.

  • Green Vintage Ratchayothin (May 8-10, Ratchayothin) Creative urban craft market with handmade goods, vintage finds and art workshops. Good Saturday afternoon option.

  • Mika Nakashima live in Bangkok (Friday May 9, 7PM, Thunder Dome) Japanese singer Mika Nakashima performs soulful ballads and pop. Tickets from ฿2,500. One for the J-pop and J-drama crowd.

  • "Living in an Elastic Time" at Jim Thompson Art Center (through August 16, daily 10AM-6PM, near BTS National Stadium) A strong current exhibition at one of Bangkok's most well-designed cultural spaces. ฿200 general admission. Worth a quiet afternoon.

  • Lumphini Hawker Centre (daily, 5AM-midnight, Gate 5 Ratchadamri Road, BTS Sala Daeng Exit 6 / MRT Lumphini Exit 1) Over 100 vendors. Still worth a visit while the lineup is strong.

(Confirm times and ticketing directly before heading out.)

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Last week Viktor wrote a brief, built a landing page, and opened a pull request.

Last week, Viktor wrote a campaign brief, built a landing page, opened a pull request, generated a board-ready PDF from live Stripe data, and sent a follow-up email to a churned customer. All from Slack. Same colleague that also pulls your reports and monitors your dashboards. 5,700+ teams. 3,000+ integrations.

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— Devon

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