EDF: Estimated nuclear generation in France

Core Viewpoint - EDF has provided estimates for nuclear power generation in France for the next three years, indicating stable production levels with slight variations expected in 2028 due to uncertainties in demand and reactor modulation [1][2]. Group 1: Nuclear Generation Estimates - The estimated nuclear power generation in France for 2026 and 2027 is projected to remain between 350-370 TWh [1]. - For 2028, the nuclear generation estimate is between 345-375 TWh, reflecting increased uncertainties [1]. - The estimates are based on a substantial maintenance program, including the completion of fourth ten-year inspections for 900 MW reactors and the initiation of inspections for 1,300 MW reactors in 2026 [2]. Group 2: EDF Overview - EDF is a key player in the energy transition, involved in all aspects of the energy business, including power generation, distribution, trading, and energy services [3]. - The company is a world leader in low-carbon energy, with an output of 520 TWh, 94% of which is decarbonized, and a carbon intensity of 30 gCO2/kWh projected for 2024 [3]. - EDF serves approximately 41.5 million customers and reported consolidated sales of €118.7 billion in 2024 [3].