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EU Sets Out Safeguarded ‘Reparations Loan’ Plan to Deliver €90 Billion to Ukraine in 2026–27

Brussels is weighing a legally shielded plan to turn the value of frozen Russian state assets into multi‑year financing for Kyiv.

Overview

  • European Commissioner Valdis Dombrovskis said the Commission has presented legal justifications and guarantees intended to protect EU financial institutions holding Russian assets from lawsuits by Moscow.
  • The working design would not confiscate Russian state assets and affirms sovereign immunity, keeping funds frozen under sanctions while using their economic value to back financing.
  • EU legal services have proposed using Article 122 to make the freeze more durable and potentially shift renewals to qualified majority voting, a novel approach likely to face court challenges.
  • The package envisions two streams—defense production and procurement plus budget support—with Ukraine obliged to repay only if Russia pays reparations, alongside reform conditionality.
  • Belgium, home to Euroclear, continues to object and has threatened legal action over risks and guarantees, as EU leaders target a decision at the December 18–19 European Council with G7 partners working on near‑term funding coverage.