Signal No. 150 · Two names for thirty-six months
EU ambassadors provisionally agreed on Monday to remove Alisher Usmanov and Mikhail Fridman from the Russia list and renew the other listings for 36 months, with adoption due before Tuesday midnight; Euronews ties the French demand to the release of two French nationals held in Azerbaijan.
INTDPL EU ambassadors provisionally agree to take Usmanov and Fridman off the Russia list and renew the rest for 36 months; adoption still due before Tuesday midnight
Kyiv Independent via Yahoo 21 Sep · Reuters via Global Banking & Finance Review 21 Sep · Euronews 21 Sep · European Pravda 21 Sep · Euronews 18 Sep · Ukrainska Pravda 25 Jun · Signal No. 149 · Signal No. 145 · Signal No. 108
Member states' ambassadors met twice on Monday on the individual listings under the territorial-integrity regime. The morning session ended without a decision; by then the Irish presidency had proposed removing both Alisher Usmanov and Mikhail Fridman from the list and renewing everything else for 36 months. The afternoon session produced a provisional agreement on those terms. Accounts differ on the last step: the Kyiv Independent has a third, evening meeting to confirm it, Reuters a deal that stands “as long as no EU government objected to the move within the next few hours”. Ministers of the 27 then adopt the decision, which the Kyiv Independent calls a formality. The seven-day extension of 14 September runs out at midnight on Tuesday.
The regime has been renewed every six months, in March and September; the proposal France and Slovakia blocked this month was for twelve. Euronews says it understands that “Uzbek authorities and France have reached an agreement behind the scenes” under which Usmanov would come off the list and Azerbaijan would release two French nationals from prison, on a pardon from President Ilham Aliyev. France has not confirmed it and cites national security; a senior Azerbaijani diplomat rejected the link on Friday, Reuters reports. Slovakia had asked for both names. Luxembourg, Euronews reported before Monday's meetings, had demanded that Fridman come off if Usmanov did; Fridman is in a legal battle with the Grand Duchy, seeking compensation for frozen assets put at about USD 16 billion, and has sued the Council before the EU's General Court.
Andrii Sybiha, Ukraine's foreign minister: “What has changed? Nothing.” Vladyslav Vlasiuk, the Ukrainian president's sanctions commissioner: “Delisting without a fundamental change in conduct sends exactly the wrong signal: pressure is temporary, accountability is negotiable, and sanctions can simply be waited out.”
Signal › Each renewal of these listings needs all 27, and each has been a chance for one capital to name a price, as France and Slovakia did this month. A 36-month term takes away the next five such chances: the list would not come up again until September 2029. Measured against the twelve-month text blocked this month, it takes away two. In June the Council had already stretched the sectoral sanctions from six months to twelve, to 31 July 2027. The price on Monday is two names from the list whose renewal was being blocked; on Friday the compromises on the table still kept Usmanov listed. July's package also passed on concessions, with Greece's LNG carriers exempted and Patriarch Kirill left off, but those sat in a sectoral text. Still to come: the Council decision in the Official Journal and a pardon in Baku.
ARCDEZ More than 500 Bundeswehr personnel rehearse the reinforcement of Gotland by ferry and airlift in Silver Wotan, a German–Swedish exercise that ends on Wednesday
Bundeswehr 17 Sep · The War Zone 18 Sep · Signal No. 75
Silver Wotan 2026 has run since 14 September around and on Gotland and ends on Wednesday 23 September. The Bundeswehr Joint Force Command conducts it with the Swedish armed forces' operations staff. In the scenario Sweden asks NATO for support, and German air force and navy personnel deploy to help Swedish units protect land-based anti-ship missile systems on the island. Trade reporting has Germany contributing more than 500 troops, with about 2,000 Bundeswehr personnel from army, navy and air force involved in all. Equipment went by sea from Karlskrona to Visby, part of it on a commercial ferry; flight-tracking data showed Luftwaffe transports, at least one A400M among them, apparently taking part. German Tornados fly surveillance. The Swedish side includes the Gotland Regiment, the island's permanent garrison, warships and the coastal missile batteries.
Lieutenant General Alexander Sollfrank, who commands the Joint Force Command, called Gotland “an operationally and strategically important hub” and “key terrain for NATO” in a collective-defence case.
Signal › The scenario has Sweden asking NATO for support; the exercise itself is run by two national headquarters, the Joint Force Command and the Swedish operations staff, and the Bundeswehr's account places no NATO command in it. In June BALTOPS had the resupply and protection of sea routes around Gotland on its programme, under the naval headquarters Germany stood up at Rostock; Silver Wotan puts German personnel ashore, to secure Visby harbour and the movement of Swedish anti-ship missile systems to the island.
RUCSTK Ukraine hits Moscow's Kapotnya refinery on the last day of Duma voting, six days after Trump announced a halt to energy strikes
The Moscow Times 20 Sep · Kyiv Independent 20 Sep · Signal No. 148 · Signal No. 89 · Signal No. 85 · Signal No. 84 · Signal No. 63
Sergei Sobyanin, Moscow's mayor, said on Sunday that more than 1,600 drones had been shot down across Russia since Saturday, 450 of them aimed at the capital; the Kyiv Independent could not verify the figures. On 18 June, when nearly 200 drones were flown at Moscow, he counted about 180 downed over the city. At Gazprom Neft's refinery in the Kapotnya district, about 560 kilometres from Ukraine, Ukraine's general staff says the AVT-6 primary unit, the integrated refining unit and the isomerisation unit were damaged; Sobyanin said only that a facility at the refinery was damaged, Interfax reported. The plant has a capacity of 12 million tonnes a year and supplies about 40 per cent of the Moscow fuel market. It was hit on 17 May, and again on 16 and 18 June, when industry sources said the primary distillation column was knocked out and the Euro+ unit, about 47 per cent of capacity, was damaged. On 24 June the estimate from industry sources was an outage of at least six months.
Andrei Vorobyov, the Moscow region's governor, reported three people killed in the region, one of them in the village of Sofyino, and 400 residents evacuated from an apartment block in Ramenskoye; Sobyanin reported no casualties in the city. Sunday was the last of three days of voting for the State Duma. Sobyanin said the attack had been planned to disrupt the elections.
Volodymyr Zelenskyy: “Our long-range responses had a very significant impact in the Moscow region last night.” He named the Flamingo cruise missile and the Pelican drone among the weapons used.
Signal › Donald Trump announced a halt to energy strikes on 14 September. Neither capital confirmed it; Yaroslavl was hit three days later and Kapotnya six, as Russia voted. At the plant the strike lands three months into an outage estimated at six: the general staff lists a primary unit among the damaged, and the mayor confirms damage there. Whether AVT-6 is June's column, and how much of the refinery had restarted, is unreported.
SEAINT Kallas asks the 27 for more naval and air assets in the Red Sea after the Houthis took Mocha, Perim and the Hanish islands
Eunews 21 Sep · Euronews 14 Sep · Euronews 17 Jul · Signal No. 17 · Signal No. 28
Kaja Kallas, the EU's high representative, wrote to the foreign and defence ministers of the 27 on Saturday; Eunews has the letter, quoted here in Eunews's translation. Houthi forces have taken the port of Mocha, Perim island inside the Bab el-Mandeb strait, and the Greater and Lesser Hanish islands about 160 kilometres to its north, the last after government-allied forces withdrew. Kallas calls this “a serious threat to maritime security” that “is already affecting European interests, with repercussions for our supply chains”. For Aspides, the EU's Red Sea escort operation, and Atalanta, its counter-piracy operation off the Horn of Africa, she asks ministers to consider “more numerous and well-equipped naval and air assets to cope with the increased threat level, including greater capabilities to ensure close protection”: “we must be able to substantially increase our presence”. She wrote ahead of the defence and foreign affairs councils due in September and October. The letter as reported names no number of ships.
Signal › On 16 March Kallas proposed extending Aspides to the Strait of Hormuz and left the Foreign Affairs Council reporting “no appetite” among the 27 to change the mandate. On 30 March the Council added four tasks to Aspides, cooperation with the Yemeni coast guard among them, and extended it and Atalanta to 28 February 2027; a Hormuz escort task was not among them. Saturday's letter asks for ships and aircraft, not tasks, so that the operation “can fully fulfil its mandate”. Rear Admiral Vasileios Gryparis, the operation's commander, told Euronews on 17 July that he needed more ships to cover the escort requests the operation receives.
INTDEZMDF NATO's chiefs of defence elect General Carsten Breuer as the next chair of the Military Committee, from summer 2027 for three years
NATO 19 Sep · hartpunkt 19 Sep
NATO said on Saturday, at the close of the Military Committee conference in Copenhagen: “Allied nations elected General Carsten Breuer, Chief of Defence of Germany, to be the next Chair of the NATO Military Committee. He will assume the post in summer 2027, for a three-year mandate.” He succeeds Admiral Giuseppe Cavo Dragone of Italy. Breuer has been the Bundeswehr's inspector general since March 2023; the last German chair was General Harald Kujat, from 2002 to 2005. In June Breuer and General Alexus Grynkewich, the Supreme Allied Commander Europe, met two dozen defence firms at Schloss Elmau on requirements for 2029, 2035 and 2039.
Procurement · Industry · Capability
RUCIAMDATL Washington approves a possible USD 2.68 billion air-defence sale to Ukraine, paid from European contributions and US military financing; no Patriot in it
The State Department has approved a possible sale to Ukraine valued at about USD 2.68 billion: missiles for S-300-type systems, extended-range laser-guided rockets, mobile launchers and modification kits, RPS 202 radars for counter-drone systems, and support. If the agreement is concluded, Ukrinform reports, Ukraine pays with European contributions and US military financing allocated under the previous administration, and contractors are chosen by competition.
AIRC4IDIN Ireland signs an acquisition order with France for five Thales long-range deployable radars; first deliveries in 2027, full capability by the end of 2028
Helen McEntee, Ireland's defence minister, announced the order on Friday. It covers five deployable Thales long-range systems. RTÉ gives no cost; French trade reporting has the order placed with the Direction générale de l'armement, the French procurement agency, puts the budget between EUR 300 million and EUR 500 million and says the type may be the Ground Master 400α, which the announcement does not name. Ireland has no primary air-surveillance radar; the Commission on the Defence Forces, RTÉ recalls, made one an immediate priority for a complete recognised air picture.
DEZDIN Berlin's budget committee has approved 45 procurement submissions this year against about 150 expected by December; this week's multi-purpose combat boats are a framework for up to 15
Trade reporting ahead of the sittings on 23 and 24 September counts 45 submissions above EUR 25 million approved so far in 2026, with about 150 expected by the end of the year; last year's total was 103, and in June Boris Pistorius, the defence minister, spoke of more than one hundred for 2026. That leaves roughly 105 before year-end, this week's twelve included. Two details are new since Friday's list: the combat boats are a framework contract for up to 15, for the naval infantry battalion, and the AMRAAM submission is a further lot of AIM-120 D3 and C8.
S&V Report 18 Sep · ESUT 18 Sep · Signal No. 149 · Signal No. 84
ATLINT US stopgap funding runs to 11 December; the 76,000 floor on troops in Europe is written on fiscal 2026 funds
The House cleared a continuing resolution on 1 September, the Senate having passed it in July; the president signed it on 2 September as the Continuing Appropriations and Extensions Act, 2027. It provides fiscal 2027 appropriations at current levels to 11 December. The 2026 defence authorisation act bars the use of fiscal 2026 funds to take the force in Europe below 76,000 without certification and assessments to Congress. From 1 October the Pentagon spends fiscal 2027 money; no published reading says whether the bar applies to that money. The House's 2027 bill, which would extend it at section 1232, is not law.
Defense One 1 Sep · White House 2 Sep · GMF NDAA guide · Legis1 19 Aug · Signal No. 149
Forward Look
Tuesday 22 September, Brussels and New York: the listings lapse at midnight unless the Council adopts Monday's deal or extends again; the UN General Assembly's high-level week opens, with the general debate running to 28 September.
Wednesday 23 September: Zelenskyy addresses the General Assembly, the Security Council meets on Ukraine and the Crimea Platform holds its sixth summit; Silver Wotan ends on Gotland; the Bundestag budget committee begins two days on the twelve submissions.
Friday 25 September, Portugal: the REPMUS and Dynamic Messenger uncrewed-systems exercises end at Tróia and Sesimbra.
Monday 28 September: the Foreign Affairs Council in its defence format is due to adopt the first five European Defence Projects of Common Interest.
Saturday 3 October: Latvia's parliamentary election. Friday 6 November: Hegseth receives the posture review's final recommendation.
Watch: a French or Azerbaijani statement on the two detainees; a frigate announced for Aspides; Breuer's successor as inspector general; quantities and contractors for the USD 2.68 billion sale; a named site for the base in Poland and the US rotation in Lithuania; signed Patriot contracts reaching the Commission.