feat(factor): add energy_irpc (IRPC net margin) as 2nd Thai refiner signal

- new energy_irpc collector parsing IRPC performance-highlights table
  (net profit/EBITDA/ROE margins, latest period 3M26: +10.27%)
- factor energy_irpc_net_margin (sign +1) wired into refining_energy/
  exploration/utilities, extending the energy theme beyond TOP
- scheduler job + dashboard fetch + sources table row (now 9 sources)
- tests: parse (incl paren-negatives), value-key resolution, direction;
  suite 368 OK. Independent review passed: true
- Phase B feasibility: REIC/EPPO/NBTC/PTTEP are JS-rendered or anti-bot
  (recorded deferred in plan); IRPC was the clean server-rendered win

.hermes/plans/2026-08-29_data-source-expansion-phase-2.md

@@ -75,19 +75,23 @@ Each is a collector + FACTORS entry ×N + THEME wiring + tests.
 - Factor: `consumer_confidence` (sign +1).
 - Feasibility: spike — some sources require login; fallback to TradingEconomics "consumer confidence".
 
-## Phase B — sector-specific (IMPLEMENTED 2026-08-29 via TradingEconomics single-page snapshots)
+## Phase B — sector-specific (IMPLEMENTED 2026-08-29 via single-page snapshots)
 ### B1. Property: `te_property_prices` (residential property prices % YoY) — DONE, feeds property theme
-### B2. Utilities: EPPO electricity — DEFERRED (no clean single-page TE snapshot; needs EPPO scraper)
-### B3. Energy breadth: PTT/PTTEP/BCP quarterly — DEFERRED (needs company-IR scrapers, heavier)
+### B3. Energy breadth: `energy_irpc` (IRPC net margin, 3M26 +10.27%) — DONE, feeds refining_energy/exploration/utilities
 ### B4. Telecom/backdrop: `te_business_confidence` — DONE, feeds telecom_it + property + healthcare
 ### B5. Healthcare: consumer/business backdrop wired in — DONE (macro + business confidence)
-Both added to the existing `te_thailand.py` module (2 extra TE pages) — same reviewed pattern, +2 factors, +4 tests.
+Added to `te_thailand.py` + new `energy_irpc.py`, same reviewed pattern. Full suite 368.
 
-## Remaining backlog (needs dedicated scrapers, not single-page snapshots)
-- REIC property transfer/housing supply (TH-specific, richer than a TE index)
-- EPPO electricity demand/generation for utilities
-- PTT/PTTEP/BCP/IRPC quarterly financials (beyond TOP) for energy breadth
-- NBTC subscriber/data for a true telecom-specific series
+## Deferred / blocked by feasibility (2026-08-29 spike results — all JS-rendered or anti-bot)
+- **REIC** (property transfer): JS SPA, data loads via XHR — not plain-HTML scrapable.
+  Would need browser_exec or `har-derived-api-client` (XHR reverse-engineering).
+- **EPPO** (utilities electricity): WordPress/JS pages, no static numeric table.
+- **NBTC** (telecom data): HTTP 403 anti-bot block.
+- **PTTEP** (energy): JS shell (no server-rendered tables); PTT/BCP URLs 404/DNS.
+  Only **IRPC** among the energy names exposed a server-rendered financial table.
+These are NOT quick plain-HTML collectors — they need a browser/XHR approach or a
+logged-in/authorized session. Do them as a separate effort if the analysis needs
+them, not as simple additions to this collector family.
 
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