Publication of PPE 3: a major signal for the renewable energy sector in France

The PPE 3 has finally been published. This is a strong signal for our entire sector.

After nearly three years of waiting, Prime Minister Sébastien Lecornu unveiled the third Multi-Year Energy Programme (PPE 3) in the Jura region. The decree has now been published in the Journal Officiel.

For us, as players in the energy transition, this is first and foremost a relief: France finally has a clear roadmap for 2025-2035.

At Ecostal Group, here is what we have taken away from it — and what it means in concrete terms for our installer partners.

Massive electrification of uses

The message is clear: massive electrification of energy use.

The goal of shifting from 60% fossil fuels to 60% carbon-free energy in final consumption by 2030 represents a major shift.

To achieve this trajectory, PPE 3 relies on key drivers that are central to our business:

• solar photovoltaics
• battery storage
• energy flexibility
• electric mobility

Solar photovoltaics: visibility and recovery

48 GW installed in 2030, 55 to 80 GW in 2035.

Although ambitions have been scaled back compared to initial projections, the immediate relaunch of tenders finally gives developers, installers and the entire value chain greater visibility.

For our partners, this visibility is essential. It enables them to plan, invest and structure projects over the long term.

Ecostal Group’s responsibility is clear: to be there to support this trajectory.

This means guaranteeing the availability of equipment, providing technical support to our installers and giving them the responsiveness they need to carry out their projects with peace of mind.

Battery storage: strategic recognition

PPE 3 finally recognises the strategic role of battery storage in integrating renewable energies into the electricity system. This is a direct validation of what we observe every day in the field.

France already produces more electricity than it consumes. This imbalance is not an isolated technical problem — it is a sign that the system needs to become more flexible.

In this context, storage is no longer an option. It is an obvious solution.

In both residential and C&I solutions, the combination of solar and batteries is gradually becoming essential.

BESS systems are becoming tools for energy management and economic optimisation. The reform of the capacity mechanism confirms that this flexibility will now shape the market.

Ecostal Group’s support for battery and BESS solutions

We made the decision to invest early in storage solutions.

In this context, our role is clear: to help our partners integrate batteries in a simple and cost-effective way. This means supporting them in their technological choices, ensuring the availability of equipment and providing them with the technical support they need to move forward with confidence.

Storage is becoming a pillar of the French energy system.

We work alongside installers to make it a lever for growth, not an additional complexity.

Charging stations & electric mobility

The target of 170,000 public charging stations and the prospect that one in three cars sold in 2026 will be electric confirm the acceleration of e-mobility.

This dynamic is fully in line with the logic of PPE 3: further electrification of uses.

The challenge is no longer just about installing a charging station. It is about intelligently integrating photovoltaic production, storage and charging to ensure consistency and performance over time. This is an area we know intimately.

We know that success depends not only on the equipment installed, but also on the quality of integration, the territorial network and the ability to connect charging, solar and batteries in a comprehensive approach.

Electric mobility cannot be treated in isolation. It is part of an energy system that we are helping to structure with our partners.

Our conviction for the future

This PPE 3 is not perfect. Some sectors deserved more ambitious targets, and the review clause scheduled for 2027 will be decisive.

But after months of uncertainty, threats of moratoriums and blocked tenders, having a clear framework changes the dynamic.

It allows us to:

• invest,
• innovate,
• and provide long-term support to our partners.

With our six entities — Ecostal Belgium, Ecostal France, Solexis, SigueSol, Yomatec France and Yomatec Spain — we are positioned across the entire electrification value chain: solar, storage, batteries and charging stations.

Our Back2B transformation plan has been designed specifically to respond to this acceleration: greater agility, greater efficiency and greater performance in the service of our partners.