MEDEF 1 New energies and new technologies : a source of growth and cooperation

MEDEF 2 Facts in France CO2 emissions -Per KWh »France 70g »Europe 312g -Per Unit of PIB »France : 1 »Germany : 2 French competitive advantage -For a CO2 Price of 100€/t -A differential of 30€/MWH Our purpose : continue !!

MEDEF 3 Note: (1) Additional electricity consumption linked to Heat Pumps (excluding Joule effect substitution) Source: ADEME, RTE, Eurelectric, SNCF, Hydro Québec, Estin & Co Analyses In 2020, within the framework of the break scenario integrating use transfers, electricity consumption could be up by 15% on current consumption Break Scenario - France – French consumption EDC Heat Pumps (1) Industry Cars Rail transport Hot Water, cooking Developing current uses + 15% 479 TWh 552 TWh Consumption (in TWh)

MEDEF 4 In 2020, within the framework of the break scenario including use transfers, CO 2 emissions due to electricity consumption would be 19 M tonnes, which means a reduction of 62% compared with Break scenario - France – French consumption GW saved in peak would make it possible to avoid the production of 4 Mt of CO 2 (as long as total production is partly restructured linked in connection with the development of new uses for electricity) CO 2 emissions (in Mt) Emissions from electricity production Avoided emissions from electricity production (savings, restructuring of total production by smoothing the curve) Emissions from substitutable non-electric productions - 62 % Other uses (4) 60 Mt 23 Mt EDC (5) Heat pump (6) Other electrical uses (9) Erasure (10) Cars (8) Transport (2) Cars (3) Rail transport (7) 19 Mt (11) 34 Mt - 44 % Heating (1)

MEDEF 5 Growth linked to modal transfers will be significant after 2020 Consumption France TWh Notes: (1) the growth rate of the EDC scenario after 2020 is the same as for the period ; (2) Public and private housing reprocessed with Joule effect electricity substitution Source: Eurelectric, RTE, EdF, Estin & Co Analysis Consumption (in TWh) Heat Pumps VHT Heat Pumps (2) Cars Consumption forecast within the EDC scenario (1) Industrial uses Rail transport Hot Water, cooking, … Modal transfers (in TWh) Cars Heat Pumps 159 Heat Pumps VHT 027 Total 9 (2%) 45 (9%) 96 (18%) Rail transport Industrial uses Cooking, Hot Water, …

MEDEF 6 The number of electric or hybrid cars (1) could reach 5 million in 2030 Electric or hybrid cars - France – Stock Vision Note: (1) The only cars that can be counted are those that can be recharged on the electric network and the daily journeys that will use this type of energy; (2) Total number forecasts take into account a 15-year life cycle for each car; (3) Consumption hypotheses 31 kWh/100 km return on experience (source IUT Montluçon) urban mileage 40 km/day 220 days/year Source: INSEE, CCFA, Toyota, Eurelectric, RTE, Estin & Co Analysis Market share on sales (in %) Total number (2) (in k units) Consumption (3) (in GWh) 0% % % % % % Total number of electric or hybrid cars (in k units) ROUGH ESTIMATE

MEDEF 7 In the break scenario, the demand curve can be smoothed out by reducing peak demand and increasing basic demand Source: UFE, Estin & Co Analysis Demand set up ( in MW) Time of day Demand set up before use transfer (1) Reduction in peak demand through erasure and transfer (2) Increase in basic demand through contracyclical uses (e.g.: recharging electric cars) Demand set up after use transfer Basic consumption Peak consumption (1) (2)

MEDEF 8 A break scenario taking into account a smoothing of the peak would make it possible to reduce the use of carbon-based industries Modelling demand and production - France - average 2020 Source: Estin & Co Analysis Hours per season brackets (in hours) Cogeneration Renewable Water-to-wire Nuclear Pumpage Lake Demand curve Fuel oil + Combustion turbine CCG Installed production (in GW) Coal 11.9 Total Power (in MW) PeakSemi-basicBasic

MEDEF 9 The break scenario forecasts a reduction in emissions thanks to electricity consumption of 44% by 2020 despite the development of new uses of electricity Break scenario – French consumption Total Production (in TWh) Production (in TWh) Nuclear Coal + CCG 48.3 Fuel oil + Combustion Turbine 0.2 Decentralised thermic (cogeneration) 25.0 Hydraulic 73.0 Other REn 50.0 Total production (in GW) Total production (in GW) Source: RTE, Estin & Co Analysis CO 2 emissions (in Mt) CO 2 emissions (in Mt) Exports Consumption France

MEDEF 10 Thank you for your attention!

MEDEF 11 Production planned within the framework of the break scenario integrates the objectives of the Grenelle agreement France Production GW Notes: TWh are exported and the imports are no longer necessary; (1) In other words, 2 EPR at1.5 GW extra compared to the RTE scenarios, plus the equivalent of one EPR per increase in total power Source: RTE, Estin & Co Analysis Includes 2 extra EPR (including Flamanville III) plus the equivalent production of an EPR linked to improving existing total production (1) Includes the latest development estimations coherent with RTE’s Forecasted Balance Sheet 2007 Includes the development estimations from RTE’s Forecasted Balance Sheet 2007 Fulfils the objectives of the Grenelle environment agreement Fulfils the objectives of the Grenelle Environment agreement Includes the latest development estimations and follows the current closures programme (length of working life 5,500 hours) Nuclear Fuel oil + Combustion Turbine Decentralised thermic (cogeneration) Hydraulic Other REn Production (in TWh) Production (in TWh) CCG + Coal Rational Installed power (in GW) Installed power (in GW)