Adamant Capital wrote last night:

“Key requirements seem to be some kind of progress on resurrecting the [National Anti-Corruption Bureau’s] powers and a balanced 2021 budget (deficit, in all probability, needs to be lower than the current 6% of GDP target). Given that the state is currently in dire need of financing (we estimate that at least $5.5 billion of extra cash will be needed by year end to fulfill expenditure obligations), we expect Zelenskiy to do everything in his power for this scenario to materialize.”