The public group, which wants to generate a total of around 150 TWh of additional electricity demand in France by 2035 as part of the country's decarbonization objectives, estimates on the other hand that the consumption of buildings should remain stable due to notably energy renovation efforts.
Final electricity demand in France today stands at around 400 TWh.
EDF also indicated on Thursday that it had signed some 3,600 electricity supply contracts with companies representing around 17 TWh annually as part of its new commercial policy, intended to give it visibility on its income in a context of investment needs. massive, but also stabilize prices for its customers.
Companies have signed contracts on average over a period of 41 months since the start of the year for some 17 TWh due in 2028 and 9 TWh in 2029, the group said.
The medium and long-term contracts are part of the commercial policy deployed by EDF to supply its customers from January 1, 2026, the date of extinction of the current regulation known as Arenh (regulated access to historic nuclear electricity).
With this new policy, the group also wishes to share its risks with large industrialists through “contracts for nuclear allocation” (CAPN) backed by its existing fleet of power plants.
The new French regulatory framework, which was the subject of an agreement between the State and EDF in November 2023, also provides for taxation of the group's income from a price threshold of 78 euros per megawatt – approximately hour, but it has yet to be transcribed into a legislative text.
(Reporting by Benjamin Mallet, written by Kate Entringer, edited by Blandine Hénault)
France
