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WHITEPAPER

What do diverging views on nuclear costs mean for the future of France’s power market?

What do diverging views on nuclear costs mean for the future of France’s power market?

Key Highlights:

  • Explore how the end of ARENH in 2025 and the introduction of the new VNU mechanism will redefine electricity pricing for the next decade.
  • See how the €19.3/MWh gap between EDF’s and CRE’s nuclear cost estimates could drive a €10.6 billion difference in annual tax revenue and influence long-term contract pricing.
  • Understand how new reference prices between 60–80 €/MWh will impact CAPN contracts, investor sentiment, and the competitiveness of France’s nuclear future.

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