EDF
Électricité de France
Électricité de France (EDF) operates France's 56-reactor nuclear fleet, generating 70% of national electricity.
Capacity ~61 GW, undergoing Grand Carenage life extensions to 60 years. Builds EPR2 and Flamanville 3 (1650 MW). Faces corrosion issues but plans 6-14 new reactors by 2050.
Why it matters now
EDF's 2025-2026 restarts and repairs stabilize European baseload, influencing uranium forwards amid data center PPAs and SMR competition.