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MOL Signs Preliminary Deal to Buy Majority Stake in Serbia’s NIS From Gazprom Neft

An OFAC review now dictates an operating license extension decision due by Jan. 23.

A view of Petroleum Industry of Serbia (NIS) oil refinery in Pancevo, Serbia, Thursday, Oct. 9, 2025. (AP Photo/Darko Vojinovic)
A raven flies over the Gazprom company logo at a petrol station in Belgrade, Serbia, Sunday, Nov. 23, 2025. (AP Photo/Darko Vojinovic)
A raven flies between the NIS "Naftna industrija Srbije" (Petroleum Industry of Serbia) on an office building and the Gazprom company logo at a petrol station in Belgrade, Serbia, Sunday, Nov. 23, 2025. (AP Photo/Darko Vojinovic)
A raven stands on a petrol station roof in front of the NIS "Naftna industrija Srbije" (Petroleum Industry of Serbia) company logo on an office building in Belgrade, Serbia, Sunday, Nov. 23, 2025. (AP Photo/Darko Vojinovic)

Overview

  • Serbian leaders said the agreed deal framework will be sent to the U.S. Treasury’s sanctions office around Jan. 19–20 so regulators can rule on NIS’s near‑term operating permission.
  • NIS holds a U.S. license to keep operating until Jan. 23 and a separate authorization to negotiate ownership changes until Mar. 24, with parties targeting late March to finalize documents.
  • Energy Minister Dubravka Djedovic Handanovic said Serbia would raise its stake by about five percentage points to roughly 35%, subject to approvals.
  • MOL and ADNOC are in talks for the UAE company to join as a minority investor, with MOL retaining control and committing to keep the Pancevo refinery running.
  • Hungary pledged diplomatic backing for the acquisition after sanctions forced a temporary refinery shutdown in early December before a Dec. 31 reprieve enabled a restart.