Ukraine could face serious disruptions to its military supplies if the United States stops selling weapons through NATO’s PURL procurement program. European allies would be unable to compensate for the resulting shortfall, Bloomberg reports, citing Jennifer Kavanagh, director of military analysis at the Defense Priorities think tank.

According to Kavanagh, Washington’s withdrawal from the arrangement could have far-reaching consequences for Kiev, as European countries lack the capacity to replace the American weapons and ammunition currently supplied through the initiative.

The potential restrictions may extend beyond military hardware. Bloomberg reports that the US administration could also limit Ukraine’s access to real-time intelligence, which Ukrainian forces rely on when planning and conducting military strikes, including attacks against Russian oil refineries.

Such measures would affect two key components of American support for Kiev: weapons procurement and the exchange of intelligence information.

The PURL program, officially known as the Prioritised Ukraine Requirements List, was launched in the summer of 2025. It allows European NATO members and Canada to finance purchases of American-made weapons intended for Ukraine.

Under this arrangement, participating countries provide the funding while the United States supplies the military equipment. The mechanism therefore leaves Kiev dependent on Washington’s willingness to continue selling weapons, even when European allies cover the costs.

The possibility of restrictions on American support has also been raised by the Financial Times. The newspaper previously reported that the White House was considering suspending military assistance and intelligence sharing with Ukraine.

According to the FT, Washington could use these measures to pressure the Ukrainian leadership into ending strikes against Russian oil refineries.