Stock Markets June 10, 2026 06:56 AM

NIS Seeks Renewal of U.S. License as Waiver Nears Expiration

Serbia’s state oil firm applies to OFAC to preserve refinery operations while ownership talks continue

By Nina Shah
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Serbia’s state-controlled oil company NIS has applied to the U.S. Treasury’s Office of Foreign Assets Control for a new license to continue operations past June 16, when its current waiver expires. The company, which runs the country’s only oil refinery, stressed the importance of maintaining domestic fuel supplies and said ownership restructuring negotiations are advanced. NIS has been operating under U.S. sanctions tied to its Russian ownership and has received multiple temporary waivers during ongoing talks over a sale of the majority stake.

NIS Seeks Renewal of U.S. License as Waiver Nears Expiration
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Key Points

  • NIS has applied to the U.S. Treasury’s Office of Foreign Assets Control for a new license to operate beyond June 16.
  • The company operates Serbia’s only oil refinery and said its operations are vital to the domestic market - sectors impacted include energy and domestic fuel distribution.
  • OFAC previously extended a window until June 16 for MOL to continue negotiations to acquire the 56.16% stake from Gazprom Neft; markets and investors in regional energy assets are affected.

Serbia’s state-owned oil company NIS has filed for a fresh U.S. license with the Treasury Department’s Office of Foreign Assets Control (OFAC) to permit continued activity after June 16, the firm said on Wednesday. That date marks the scheduled end of the company’s present authorization.

NIS, which runs Serbia’s sole oil refinery, highlighted the centrality of its operations to the domestic fuel market and said that discussions to restructure ownership are in advanced stages. The request was submitted directly to OFAC, which oversees U.S. sanctions implementation.

The company has been operating under sanctions imposed by U.S. authorities in October that target its Russian ownership. Those measures form part of Washington’s broader sanctions regime directed at the Russian energy sector following the invasion of Ukraine. Since the sanctions were applied, NIS has operated under a series of temporary waivers while parties negotiate changes in ownership.

Last weekend, OFAC provided Hungarian oil and gas company MOL an extension until June 16 to continue negotiations to acquire a 56.16% stake in NIS currently held by Russia’s Gazprom Neft. The U.S. government has been urging a divestment of Russian ownership in the company.

Serbia’s government holds a 29.9% stake in NIS, with the remaining shares held by minority investors. The company has relied on repeated temporary authorizations as talks over ownership continue to progress.


Context and implications

  • Application to OFAC aims to secure uninterrupted operations for an asset critical to Serbia’s domestic fuel supply.
  • Ownership negotiations - including MOL’s bid for the 56.16% stake - remain ongoing under the oversight of U.S. sanctions policy.
  • Temporary waivers have allowed NIS to operate while the divestment and restructuring process continues.

No new timelines or guarantees were provided beyond the company’s filing and the previously announced June 16 deadline for the current waiver.

Risks

  • Expiration of the current waiver on June 16 could jeopardize NIS’s ability to operate without a new OFAC license - this risk primarily affects the energy sector and domestic fuel supply.
  • Failure to complete ownership restructuring or a divestment of Russian-held shares could prolong reliance on temporary waivers and sustain regulatory uncertainty - impacting investor sentiment in regional energy markets.
  • Ongoing sanctions tied to Russian ownership mean NIS remains subject to external policy actions that could alter its operating permissions - this creates uncertainty for minority shareholders and market participants.

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