Stock Markets May 15, 2026 06:08 AM

Serbia to Deliver Final Offer to MOL Over NIS Sale on Friday

Government to present its position ahead of MOL board decision; May 22 deadline remains for transaction completion

By Hana Yamamoto SIBN

Serbia will hand MOL its final proposal on Friday regarding the Hungarian oil major’s planned acquisition of NIS, the operator of the country’s only refinery, Energy Minister Dubravka Djedovic Handanovic said. The deal requires Serbian government consent because the state holds a 29.9% stake in NIS, and Washington has set a May 22 deadline for the transaction to close.

Serbia to Deliver Final Offer to MOL Over NIS Sale on Friday
SIBN

Key Points

  • Serbia will deliver its final proposal to MOL on Friday over the planned acquisition of NIS; MOL’s board is expected to decide on the proposal on Monday.
  • The proposed sale stems from Gazprom and Gazprom Neft agreeing in January to sell their combined 56% stake in NIS to MOL after U.S. requests tied to sanctions.
  • Serbian government consent is required for the transaction because the state holds a 29.9% stake in NIS; the government is seeking to raise that stake by 5%.

Serbia plans to present its concluding proposal to MOL on Friday concerning the Hungarian company’s bid to buy NIS, which runs the Balkan nation’s sole refinery, Energy Minister Dubravka Djedovic Handanovic said.

The sale originates from an agreement in January in which Russia’s Gazprom Neft and Gazprom consented to divest their combined 56% majority stake in NIS to MOL. That divestment followed U.S. demands tied to sanctions related to Russia’s war in Ukraine.

Because the Serbian state owns 29.9% of NIS, government approval is required for the transaction to proceed. Washington has imposed a May 22 deadline for the Russian companies and MOL to finalize the sale, a timeline that remains in place.

Officials in Belgrade have been negotiating directly with MOL separate from the company’s talks with Gazprom and Gazprom Neft. The government has expressed interest in increasing Serbia’s holding in NIS by 5% as part of its engagement with MOL.

"We had intensive discussions with representatives of MOL yesterday and the day before yesterday, we agreed on certain issues," Djedovic Handanovic was quoted as saying by Serbia’s Tanjug news agency. She added that a few matters remain unresolved and that the most important concern for the government is the future operation of the refinery.

According to the minister, the Serbian government will submit its final position on NIS to MOL by the end of Friday. MOL’s board is then scheduled to consider and decide on the company’s response on Monday.

She did not provide additional specifics on the contents of the government’s proposal when discussing the timing and outstanding issues.


Context and process

The transaction involves three primary parties: Gazprom and Gazprom Neft as the current majority shareholders seeking to divest, MOL as the prospective buyer, and the Serbian government as a minority shareholder whose consent is required. Negotiations between the Serbian government and MOL are distinct from the parallel negotiations between MOL and the Russian sellers.

The government’s expressed objective of increasing its stake by 5% is part of its discussions with MOL, though details of how that change would be implemented were not disclosed by the minister.

Risks

  • Outstanding issues remain between Serbia and MOL, particularly around the refinery’s future operations - this creates uncertainty for the energy and industrial sectors.
  • The deal must meet a May 22 deadline set by Washington for completion; failure to meet that deadline could delay or complicate the transaction, affecting markets tied to regional energy assets.
  • Negotiations are split into separate tracks between MOL and the Russian sellers and between MOL and the Serbian government, introducing coordination risk that could affect deal timing and terms.

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