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EU Unveils €90 Billion Ukraine Plan Backed by Frozen Russian Assets or Market Debt

Belgium’s refusal to accept the reparations‑loan design without EU guarantees leaves the proposal facing legal and political hurdles ahead of a December leaders’ summit.

Overview

  • The European Commission proposed a reparations loan using immobilised Russian state assets or, alternatively, EU market borrowing to raise €90 billion for 2026–27.
  • Ursula von der Leyen said the package would cover two-thirds of Ukraine’s needs and that repayment would occur only if Russia pays reparations.
  • Belgium, home to Euroclear holding roughly €183–194 billion of Russian reserves, rejected the loan design as too risky and demanded binding guarantees for shared liability.
  • Approval paths diverge, with the reparations‑loan route eligible for qualified majority voting, whereas EU budget borrowing would require unanimity that Hungary has previously resisted.
  • Moscow threatened retaliation as Maria Zakharova promised the “harshest reaction” and Dmitry Medvedev called the asset use a potential casus belli, while the EU seeks a decision on Dec 18–19 and looks to partners for early‑2026 support.