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EU Unveils €90 Billion Ukraine Loan Plan Centered on Defense Spending

Member states and the European Parliament must sign off quickly for disbursements to begin in April.

Overview

  • The European Commission’s proposal allocates €60 billion for military assistance and €30 billion for budgetary support over 2026–2027.
  • Defense funds are intended primarily for equipment from Ukraine, EU, and EEA/EFTA industries with fast-track exceptions when supplies are unavailable or too slow, and some purchases could be channeled via NATO schemes.
  • Ukraine’s access to budget support is conditioned on progress in rule-of-law and anti-corruption reforms described by EU leaders as non-negotiable.
  • Repayment is tied to Russia paying reparations, the EU will issue joint debt to finance the loan, Europeans are expected to cover interest of about €3 billion annually, and officials say cash balances from frozen Russian assets could be used to reimburse the principal.
  • Brussels targets legal readiness by early March to avert a spring liquidity crunch, with some EU states not participating in the fund and the IMF and G7 partners expected to help cover remaining financing needs.