this post was submitted on 08 Aug 2023
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[–] matlag 5 points 1 year ago

Any sources on any of that? That’s a lot of „you just know that“ information, and I do consider myself well informed. I am not from France though.

Hmm... sources, yes. In something that's not in French is a tad more difficult, but I found these:

https://www.enerdata.net/publications/daily-energy-news/france-mandates-edf-sell-100-twh-power-under-arenh-scheme-2023.html https://www.reuters.com/article/france-electricity-regulator-idUSL8N1PR6H5

I found that one about EDF regaining customers, losing money in 2022. It includes an addendum: the quota it has to sell was set back to 100TWh. But sorry, you'll have to use a translation service... https://www.leprogres.fr/economie/2022/10/27/pourquoi-edf-gagne-des-abonnes-mais-perd-des-milliards

neither of those points addresses the costs of energy production I quoted above. Those are, to the best of my knowledge, approximately correct. It may very well have been that nuclear was competitive in the past, it isn’t anymore.

I am all but convinced any of this will last. Pressure on solar panel has increased, it is deeply connected to the semiconductor's industry. In the coming decades, it will raise questions on water usage, minerals, etc.

Wind farms occupy very large surfaces, and they already compete with other usage of the land. Dismantling them is problematic too: a large body of concrete is left behind in the ground.

getting scammed by some middle man seems to be a fate that all modern democracies share, though who the middle man is varies country by country :-)

Unfortunately, can't but agree, though it's infuriating every time.

I consider the marginal cost thing to be one of the best acts from the EU. Maybe not in France, but overall it rewards the most efficient energy producer massively, which currently is solar. Those companies can use the excess money to reinvest.

They don't reinvest (in France, I mean). They just cash the money. Keeping EDF as a state-owned monopoly has been working great for France for decades. The same model works great in Québec. There was no need to change it. EDF being state-owned, you can require it to invest in whatever you want: give it target on renewables, etc. What we have here instead is parasitic companies. Crushing majority of the production investment still comes from EDF, and their investment capacity is fading as their finances are gutted in the name of an "open market" ideology.