อัปเดตที่ 1 จาก 1ล่าสุดวันที่ 2
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.
สิ่งที่เราทราบในตอนแรก
- $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.
ที่ยังไม่ชัดเจนในตอนนั้น
- 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.
สิ่งที่เราบอกว่าจะจับตา
- Whether EU finance ministers agree to EU custody and pull 2027 money forward before winter.
