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PPE3 is adopted under articles L. 100-1, L. 100-2 and L. 100-4 of the French Code de l'énergie, which require the government to set binding multi-annual energy objectives covering a rolling 10-year horizon. Unlike an ad hoc industrial-policy programme, PPE3 is legally mandatory planning infrastructure: operators, grid planners, capacity auctioneers, and state-aid notifiers must align their instruments to its targets.
Key operative provisions:
Decarbonisation and electrification:
Nuclear fleet — EPR2 programme: PPE3 codifies the EPR2 new-build programme announced by President Macron in February 2022. Six EPR2 units are confirmed (Penly-1 and Penly-2, plus four further sites); eight additional units are optioned subject to a 2027 review clause. The decree also provides for lifetime extension of the existing 56-reactor fleet beyond 50 years for plants meeting ASN safety standards, creating a dual new-build + life-extension generation architecture.
Renewable-energy support — transition-period cap: Until 31 December 2028, public-support attribution rates for onshore wind and solar PV cannot exceed those set by the 21 April 2020 prior decree. This is a transitional ceiling designed to contain public expenditure during the EPR2 ramp-up phase, not a structural cap on renewable deployment.
Clean Mobility Development Strategy (SDMP) annex: Attached as an integral annex to PPE3, the Stratégie de développement des mobilités propres sets the electrification trajectory for road transport, setting upstream electricity-demand parameters for the generation-mix projections.
2027 review clause: The government included a review clause allowing adaptation of PPE3 objectives to revised energy-demand forecasts in 2027. Given the Conseil d'État appeal filed by Contribuables Associés on 4 March 2026, the binding status of intermediate targets may be subject to judicial clarification before the review date.
PPE3's electrification and nuclear targets are the primary demand-side drivers for the following French/EU critical-mineral supply chains:
Niger (post-2023 disruption), Canada, and Australia. PPE3 effectively locks in multi-decade uranium procurement requirements.
wind capacity additions under PPE3 renewable targets generate structural REE demand. France has no domestic REE refining; supply routes through ORANO's Rhodia (La Rochelle) rare-earth processing subsidiary are relevant.
gigafactory cluster (ACC Douvrin/Billy-Berclau, Verkor Dunkerque, ProLogium Dunkerque) provides partial domestic processing.
charging infrastructure.
exposure to New Caledonian nickel (SLN/Eramet) is notable.
Verte ITC + CISAF SA120765).
PPE3 is the umbrella energy-strategy instrument sitting above the sector-specific sub-strategies:
funds green-tech, nuclear, and clean-hydrogen capacity buildout; PPE3 sets the demand trajectory that France 2030 aims to supply
acceleration-permitting instrument for clean-tech; PPE3 defines the clean-tech sectors that benefit
support architecture; PPE3 codifies the energy-mix context (electrolysis electricity sourcing, nuclear hydrogen) within which SNH II sits
EU peers: PPE3 operationalises the EU CRMA, Clean Industrial Deal, and Affordable Energy Action Plan trajectory at French member-state level; it is structurally comparable to Germany's SVIKG Sondervermögen (2025-09-18) and Italy's Piano Mattei (2024-01-11-italy-legge-2-2024-piano-mattei-africa) as long-range national-level strategic framework instruments.
intermediate targets are insufficiently binding. Outcome could affect whether utilities must contractually align capex with PPE3 projections or whether it retains only indicative status.
revision of the 585 TWh electrification target; watch RTE's autumn 2026 Bilan Prévisionnel.
of Energy is expected to publish the offshore wind tender calendar in H1 2026.
expected 2027-28.