EU Commission Opens State Aid Investigation into French Nuclear Support

The European Commission has opened an in‑depth state‑aid investigation to assess whether the French plan to support the construction and operation of six new nuclear reactors complies with EU rules. France notified the Commission in November 2025 that it will provide support for reactors with a combined capacity of 9,990 MW, built in pairs at Penly, Gravelines and Bugey. Total construction costs are estimated at €72.8 billion. The aid package includes a subsidised loan covering 60 % of costs, a 40‑year contract for difference, and a risk‑sharing mechanism. The Commission’s preliminary assessment finds the project necessary and potentially helpful for supply security and decarbonisation, but it will examine the package’s appropriateness, impact on competition and compliance with electricity‑market design rules.

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