French Nuclear Output Drops 7% as European Heatwave Strains Power Supply
Impact of Heatwave on France's Nuclear Power and Electricity Markets
By Forrest Crellin and Hugo Lhomedet
Heatwave Reduces Nuclear Output
June 24 (Reuters) - A heatwave sweeping western Europe reduced France's nuclear output on Wednesday as high temperatures across the country reduced access to water needed to cool reactors.
Output was reduced by 4.1 gigawatts, or 7%, of total power demand at midday, data from French utility EDF showed.
Record Temperatures and Market Effects
Temperatures have topped 40 degrees Celsius (104 degrees Fahrenheit) in some places in France, which, combined with reduced wind speeds, has boosted wholesale electricity prices.
"Climate change is demonstrating how extreme heat can be as disruptive as the (price spikes from cold weather and low renewables) witnessed during winter," Kpler analyst Alessandro Armenia said.
"We are surprised now, but we should expect next summer to exhibit similar dynamics, as climate change is undeniable," he said.
Reactor Shutdowns and Environmental Regulations
Specific Reactors Affected
The heat has reduced output at the Saint-Alban 2 and Bugey 3 reactors on the Rhone river in eastern France, and the Nogent 2 reactor on the Seine southeast of Paris.
The Golfech 2 reactor on the Garonne river in southwest France went offline late Monday due to the heat.
Environmental Safeguards
French environmental regulations force nuclear operator EDF to reduce output when river temperatures reach a certain threshold to protect local ecosystems.
Broader Climate and Energy Market Trends
Prolonged Heatwaves and Climate Change
It was not certain how long the current heatwave, driven by a weather pattern known as an Omega block due to its shape, which allows temperatures to build day after day, would last.
Europe is warming at more than twice the global average, the World Meteorological Organisation has said, which makes prolonged heat episodes increasingly likely.
Renewables, Thermal Generation, and Price Spikes
The European power system is increasingly reliant on renewable power generation, where the evening drop in solar power is replaced by wind and baseload power from nuclear, coal and gas, driving up prices when the sun goes down.
Evening Demand and Gas-Fired Generation
Nearly all countries have seen an increase in thermal generation, which includes gas and coal, in the evenings, including France where gas-fired generation is usually minimal, Kpler data showed.
Wholesale spot power prices in France and Germany on Tuesday reached their highest level since mid-January 2025 as electricity systems grappled with the heat and relied on gas generation.
Short-Term and Seasonal Market Dynamics
This week, the pattern is exacerbated by overall higher cooling demand and below normal wind generation, requiring the use of more gas-fired power, with the most expensive plants setting the wholesale price, LSEG analyst Nathalie Gerl said.
This week is an outlier, however, as the summer has seen regular oversupply on the electricity market, she added.
(Reporting by Tristan Veyet and Hugo Lhomedet in Gdansk and Forrest Crellin in Paris; editing by Tomasz Janowski and Jason Neely)
