Updated predictions/thoughts. I've now seen every eligible production except Macbeth. I saw The Minutes pre-pandemic and A Strange Loop off-Broadway, so my perspectives may change after I see their current iterations.
Musical
Lock: A Strange Loop, Six
Probable: Girl from the North Country
Maybe (my guesses in bold): Flying over Sunset, MJ, Mr Saturday Night, Paradise Square
No Chance: Diana, Mrs Doubtfire
Musical Revival
Lock: Company
Probable: Caroline, or Change
Maybe: Funny Girl, The Music Man
Musical Actress
Lock: Sharon D. Clarke, Joaquina Kalukango
Probable: Katrina Lenk
Maybe: Beanie Feldstein, Carmen Cusack, Mare Winningham, Sutton Foster
Musical Actor
Lock: Jaquel Spivey, Myles Frost
Probable: Hugh Jackman
Maybe: Tony Yazbeck, Ramin Karimloo, Rob McClure, Billy Crystal
Featured Actress Musical
Lock: Patti LuPone
Probable: Jennifer Simard, Jane Lynch
Maybe: Samantha Williams, Caissie Levy, Jayne Houdyshell, Chilina Kennedy, Randy Graff, L Morgan Lee, Jeannette Bayardelle
Featured Actor Musical
Lock: Matt Doyle
Probable: John-Andrew Morrison
Maybe: Robert Sella, Jared Grimes, Claybourne Elder, Christopher Fitzgerald, Quentin Earl Darrington, Jefferson Mays, David Paymer, AJ Shively
Play
Lock: The Lehman Trilogy
Probable: The Minutes, Hangmen, Skeleton Crew
Maybes: Clyde's, Dana H, Is This a Room?, Thoughts of a Colored Man, POTUS
No Chance: Birthday Candles, Chicken & Biscuits, Pass Over
Play Revival
Lock: Take Me Out, How I Learned to Drive, for colored girls...
Probable: Trouble in Mind
Maybe: American Buffalo, Lackawanna Blues, The Skin of our Teeth
No Chance: Macbeth, Plaza Suite
Play Actor
Lock: David Morse
Probable: David Threlfall, Jesse Williams
Maybe: Adrian Lester, Daniel Craig, Ian Barford, Laurence Fishburne, Adam Godley, Sam Rockwell, Simon Russell Beale
Play Actress
Lock: Deirdre O'Connell, Mary-Louise Parker
Probable: LaChanze
Maybe: Debra Messing, Emily Davis, Ruth Negga, Sarah Jessica Parker, Gabby Beans
Featured Actor Play
Lock: Jesse Tyler Ferguson
Probable: Chuck Cooper
Maybe: Michael Urie, Ron Cephas Jones, Darren Criss, Tracy Letts, Austin Pendleton, Alfie Allen, Joshua Boone, Noah Reid, Michael Oberholtzer
Featured Actress Play
Lock: N/A
Probable: Kenita R. Miller, Uzo Aduba, Rachel Dratch
Maybe: Amber Gray, Phylicia Rashad, Jessica Frances Dukes, Jessie Mueller, Julie White