France is accelerating electrification. Gas boilers are being phased out of new buildings, heat pumps and EV charging are scaling up, and the government is backing the shift with around €10 billion a year. Electricity is becoming the core of the energy system.
But electrification is not simply about producing more electrons. It transforms the whole system, and it creates three constraints that technology has to solve.
1. Baseload power
Electrification raises structural demand. Without stable, low-carbon generation, grids will struggle to absorb it. This reinforces the case for new nuclear.
2. Storage and resilience
The gap between production and peak demand widens. Storage becomes central to managing volatility and local grid constraints.
3. Efficiency and smart demand
Scaling electrification requires optimised demand. Deeptech efficiency solutions and AI-driven grid management deliver more output per kilowatt-hour.
These are the three constraints Exergon invests against: new nuclear, energy storage, and AI-driven energy efficiency.
