France & Benelux Power Markets: Navigating an Uncertain Future

The 2026 fossil-energy crisis was another reminder of how quickly external fuel shocks can affect power prices, industrial costs and security of supply across Europe. For France and Benelux, the challenge is not only to decarbonise, but also to build a power system that is more secure, resilient and competitive. France’s nuclear fleet will continue to play a major role in the region, although hotter summers and changing river conditions can affect the output of some plants. Policy decisions will also influence how quickly renewables and flexible capacity are developed. At the same time, demand growth remains uncertain, particularly as data centres, electrification and hydrogen production expand. These developments will not happen in isolation. Together, they could change prices, security of supply and cross-border electricity flows across France, Belgium and the Netherlands. Join Energy Exemplar’s Shridaren Caulee, Sales Director for France, Benelux & Iberia, and Francisco Silva, Solutions Energy Market Analyst, as they discuss what these uncertainties could mean for the region and how scenario analysis can support better-informed decisions.

This session will unpack:

• Climate uncertainty: Explore how changing weather conditions could affect nuclear and thermal plant availability, hydropower, renewable generation and security of supply.

• Policy uncertainty: Understand how evolving national and European policies could influence renewable deployment, generation capacity and the pace of the energy transition.

• Demand uncertainty: Examine how data centres, electrification and hydrogen production could reshape electricity demand, regional prices and cross-border flows.