Overview
- From 1 January 2026, the ARENH scheme ends and a two‑part framework begins, combining free sales of EDF’s nuclear output with a single nuclear payment (VNU) meant to skim surplus revenues for redistribution.
- The National Assembly’s economic affairs mission concludes the reform exposes consumers more directly to wholesale market volatility and does not sufficiently shield them.
- The report proposes 19 measures, including lowering electricity‑specific taxes relative to gas and studying a 5.5% VAT rate on essential household electricity use.
- Deputies describe the VNU as highly complex and lacking transparency, noting the government must still set key implementation modalities.
- The energy regulator (CRE) anticipates that, given current market prices, no compensation will be returned to consumers in 2026.