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EU Sanctions Face Expiry Risk Amid Diplomatic Stalemate

By Geopolitics Desk · 2026-09-19 · 3 min read
A heavy iron gate with a padlock, set against a blurred background of a European city skyline
Illustration: Tradingbird

A potential diplomatic impasse in Brussels could lead to the unintended collapse of thousands of sanctions against Russian-linked individuals if a compromise is not reached by September 21.

The European Union faces a critical juncture where the failure to reach a unanimous agreement on specific delistings could trigger the expiration of approximately 3,000 sanctions against individuals linked to Russia's war effort. According to EU diplomats speaking to the Kyiv Independent, this risk emerged as France and Slovakia pushed to remove two prominent oligarchs from the sanctions list, creating a deadlock that threatens the broader package which accounts for half of the EU's total listings against individuals.

Sanctions decisions within the bloc require unanimity, a procedural rule that has historically allowed member states to extract concessions during renewal votes. While the renewal of these measures was expected to be a formality given Russia's continued military actions, the intervention of Paris and Bratislava has complicated the process. President Volodymyr Zelensky has publicly criticized the move, stating that it is inappropriate for Europe to shield Russian oligarchs or offer gifts to Moscow at this time.

The High-Stakes Nature of the Vote

The situation has become binary for negotiators, with one national diplomat describing the outcome on September 21 as a choice between delisting nobody, delisting only the two targeted individuals, or facing the total lapse of the entire sanctions package. This stark dichotomy underscores the fragility of the current enforcement mechanism. The involvement of France, which joined Slovakia’s push to delist Alisher Usmanov, has significantly increased pressure on other member states who indicated they would have agreed to the renewal had the French position not shifted.

The urgency is compounded by the fact that the package in question is substantial. If the vote fails to pass due to the inability to isolate the delisting of specific individuals from the broader renewal, the legal basis for the existing sanctions may be extinguished overnight. This scenario would represent a significant diplomatic and strategic setback, potentially signaling weakness to Moscow and disrupting the coordinated pressure that the EU has maintained since 2022.

Oligarchs at the Center of Dispute

The two individuals targeted for delisting are Mikhail Fridman, co-founder of Alfa-Group, and Alisher Usmanov, a Russian-Uzbek businessman. Fridman is described as part of President Vladimir Putin’s inner circle, with investigative reports alleging his company’s subsidiary insured vehicles used by Russian forces in Ukraine. Usmanov, who made his fortune in metal and mining, was referred to as one of Putin’s favorite oligarchs in the original 2022 sanctions decision. Both men have disputed claims of close ties to the Kremlin, yet their specific selection for removal remains a focal point of diplomatic tension.

Slovakia and Hungary had previously requested the delisting of both men in March, but that attempt did not succeed. The current impasse was further intensified when France joined the effort to remove Usmanov from the list. While the exact motivations for this shift are not fully public, reports suggest that diplomatic negotiations with Azerbaijan may play a role, although the connection between the delisting of an Uzbek-Russian oligarch and broader bilateral issues remains unclear to many observers.

Geopolitical Leverage and Diplomatic Pressure

According to reports from the Financial Times and Reuters, France’s desire to delist Usmanov is linked to Azerbaijan’s demands for the release of two French nationals detained in that country. Azeri diplomats have described Usmanov as a renowned philanthropist and public figure, while denying any attempt to influence EU decision-making. However, diplomats from six different countries confirmed to the Kyiv Independent that the French government is indeed pushing for his removal, a move that appears to be part of a broader diplomatic exchange rather than a standalone legal review.

The French government has remained largely silent on the detention of its citizens, a stance that has drawn attention to the broader implications of using sanctions as currency in bilateral negotiations. The French Foreign Ministry currently advises against non-essential travel to Azerbaijan, citing risks of arbitrary detention. This episode highlights the complex interplay between individual diplomatic interests and collective security policies, raising questions about the consistency and integrity of the EU’s sanctions regime in the face of member state leverage.

Looking Ahead to the September Deadline

Based on reporting by Kyiv Independent, compiled by the Tradingbird desk.

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