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Ukraine Nears 2022-Style Cash Crunch While Russian Billions Sit Frozen
Serhiy Marchenko says Kyiv is near a 2022-style liquidity crunch, with a $32.6B 2027 hole and a $27B arms bill, and wants the EU to take custody of frozen Russian assets from Euroclear.
O que sabíamos inicialmente
- $32.6B2027 uncovered gap, war-through-2027 assumed
- ~$50BAnnual external financing need
- ~€195BRussian assets at Euroclear, Belgium
- €90BEU package draining faster than planned
- Marchenko urges EU custody transfer; Belgium holds the line.
Então ainda em aberto
- No agreed EU instrument for custody transfer, liability cover, or loan-versus-confiscation structure.
- Whether $27B is Defence Ministry frontload or prime-minister shortfall, and euro-dollar rendering of gap.
O que dissemos que iríamos acompanhar
- Whether EU finance ministers agree to EU custody and pull 2027 money forward before winter.
