EU sanctions or EU subsidy for Russian oil? Brussels cannot have it both ways

by EUToday Correspondents

The European Commission’s offer to fund repairs to the Druzhba pipeline has exposed a contradiction at the heart of EU policy: Brussels says it wants to tighten pressure on Moscow, yet is prepared to help restore the route that carries Russian crude to Hungary and Slovakia.

The European Union is once again trying to present two opposite positions as though they belong to the same policy.

On the one hand, Brussels says the pressure on Russia must increase. EU foreign policy chief Kaja Kallas said this week that the bloc’s 20th sanctions package is “long overdue” and argued that Moscow must have “less money for the war, not more”. On the other hand, the European Commission and the President of the European Council have jointly declared that the EU is offering Ukraine technical support and funding to repair the Druzhba pipeline and restore oil flows to Hungary and Slovakia.

That is not a minor inconsistency. It goes to the centre of the EU’s credibility.

Druzhba is not some neutral piece of infrastructure. It is the route through which Russian crude continues to reach two EU member states that remain exempt from the bloc’s broader ban on Russian seaborne oil. The exemption dates back to the sixth sanctions package agreed in 2022, when EU leaders approved a temporary exception for crude delivered by pipeline to landlocked member states. That derogation may once have been defended as an uncomfortable necessity. In 2026, it increasingly looks like a standing loophole.

The immediate dispute was triggered after Russian strikes in January damaged equipment linked to the Druzhba route in western Ukraine, interrupting supplies to Hungary and Slovakia. Reuters reported on 17 March that Ukraine had accepted the EU’s offer of technical and financial support to restore the pipeline, while signalling that repairs would still take weeks. A further Reuters report on 19 March said EU experts had arrived in Ukraine to assess the line and assist reconstruction.

The Commission’s stated reasoning is straightforward enough. In its communication with Kyiv, Brussels argued that restoring flows was important for market stability and consistent with Ukraine’s contractual obligations. In a narrow technocratic sense, that may be true. But politics does not disappear because the language is administrative.

What Brussels is effectively saying is this: while the EU is preparing another sanctions package against Russia, and while European leaders insist that the Kremlin’s war machine must be starved of revenue, European money may now help repair the infrastructure that allows Russian oil to keep moving into the Union. That is the contradiction critics are pointing to, and it is a serious one.

The matter becomes even harder to defend when set against Hungary’s behaviour. Budapest has openly linked the restoration of Druzhba flows to its support for wider EU action. Hungarian Foreign Minister Péter Szijjártó said Hungary would continue blocking both a €90 billion loan for Ukraine and new sanctions on Russia for as long as Druzhba remains suspended. On Thursday, Reuters reported that Viktor Orbán was still resisting pressure from other EU leaders to lift that veto.

In other words, Hungary is using continued access to Russian oil as leverage against EU support for Ukraine, and Brussels has responded not by confronting that dependency politically, but by helping to restore it technically.

This is the part Brussels will prefer not to state plainly. The repair plan is not simply about damaged infrastructure in wartime Ukraine. It is also about preserving a political compromise inside the EU: one in which sanctions are loudly announced, loopholes are quietly maintained, and the cost of European disunity is pushed back onto Kyiv.

The Commission has already said that there is no immediate oil supply risk for Hungary and Slovakia, noting that both states have emergency stocks and access to alternative non-Russian crude via Croatia’s Adria pipeline. That makes the present course even more questionable. If alternative arrangements exist, why should EU funds be used to accelerate the return of a route whose entire significance lies in carrying Russian oil?

This is not an argument against practical energy security. Nor is it an argument that Ukraine should be blamed for infrastructure damage caused by Russian attacks. It is an argument about political coherence. Sanctions are supposed to reduce the resources available to the aggressor. If the EU is simultaneously working to reopen a channel that sustains Russian export revenue, then Brussels is not enforcing a strategy. It is managing a contradiction.

The larger danger is not only financial. It is institutional. Each time the EU proclaims another round of pressure on Moscow while preserving mechanisms that soften the effect of that pressure, it weakens the authority of its own policy. Each time Hungary learns that obstruction produces accommodation, the balance inside the Union shifts further away from principle and towards veto politics.

Brussels may insist that repairing Druzhba is a temporary, technical, exceptional measure. Perhaps so. But after four years of war and twenty sanctions packages, the problem for the EU is no longer whether it can explain such contradictions. The problem is that too many of them are becoming the policy.

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