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

How a €19/MWh cost debate could drive potentially over a billion euros in tax revenue differences.

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Understand France’s post-ARENH power market framework

Explore how the end of ARENH in 2025 and the introduction of the new VNU mechanism will redefine electricity pricing for the next decade.

Section 1

Discover how the VNU tax model works

Section 2

Unpack the cost debate shaping policy

Section 3

Assess the market implications

Section 4

Section 5

Section 6

Inside the report

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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