AREVA

Nuclear Power Development AREVA Perspective

Luc Oursel
Member of the Executive Board President and CEO AREVA NP ATOMEXPO 2009 Moscow Russia May 26th 2009

AREVA

ATOMEXPO 2009 Luc Oursel

AREVAs 2030 scenarios foresee >500 GWe of nuclear

constructed or extended
AREVAs Experience: 102 NPPs installed & under construction worldwide GWe (net installed) X New constructions X Lifetime extensions X End of theoretical lifetime Scenarios

344

635

372

267 186

2006
AREVA ATOMEXPO 2009 Luc Oursel

2030
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AREVA is present on the key markets

Main nuclear programs announced worldwide
France
X Flamanville 3 (EPR X Penly:
TM

UK
)
X Target* : 10 GWe by 2020 X EPRTM selected by EDF and pre-

Sweden
X End of 30 years

Finland
X Olkiluoto 3 (EPRTM)

under construction 2nd EPR

TM

atomic ban

under construction
X 1 new reactor to be

by 2017

selected by E.ON for their UK projects

built Call for tender in progress

Canada
X Call for tender

in progress

China
X 2 EPRTM in construction X Target* : 70 GWe by 2020

US
X 32 COL** applications

India
X Target* : 50 GWe by 2050 X MoU with NPCIL for up to 6

in progress
X EPR

selected by 5 utilities

TM

EPRTM

Italy
X Target* : 8 to 10 new

large reactors by 2030

X EDF-Enel JV to build

Emirates South Africa

X Target* : 20 GWe X EPR in RFQ as a

EPRTM

consortium

by 2025 Countries where EPRTM are under construction Countries where nuclear programs are announced with opportunities for AREVA AREVA ATOMEXPO 2009 Luc Oursel
(*) : Nuclear generation capacity announced by countries (**) : Construction and Operating License

EPR Reactor the FIRST Generation III+ under construction: Nth of a Kind
Under Construction

Olkiluoto 3, Finland

Flamanville 3, France

Under Construction

Project Preparation

Taishan 1&2, China

Calvert Cliffs 3, U.S.

Predictability based on experience

AREVA ATOMEXPO 2009 Luc Oursel 5

Partnerships are at the core of AREVAs strategy

Partnering in the fuel cycle

X Fuel supply contract

X Strategic agreement in Kazakhstan (Mining and fuel)

X Niger: Imouraren operating permit X Equity interest in enrichment GBII

X JV to develop mid-sized PWR reactor X JV in fuel

X Heavy component manufacturing site in the United States Strengthening of industrial capacities X Supply of large forgings X Creusot furnace capacity X JV in engineering

Reactor development

Global partnership

X Development of the Kerena boiling water reactor X Choice of the EPRTM for the UK X Maintenance and services X JV Electrical equipment manufacturing in Russia

T&D

X JV Ultra high voltage in China (transformer factories) X JV in systems in India

Renewable energies
AREVA ATOMEXPO 2009 Luc Oursel

X Development of the biomass market in the United States

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Making Fuel Secure for our customers

For the existing and new build fleets
X Mining: large investments and M&A assessment X Conversion: France: Comhurex II (~610M) X Enrichment:

 France: Georges Besse II (~ 3.0Bn)

 

Capacity of 7.5M SWU potentially up to 11.0M SWU Modularity enabling production to start in 2009
Eagle Rock, Idaho

 United States: Eagle Rock (over $2Bn)

  

Capacity of 3.3M SWU US Customers have signed letters reserving capacity March 09 : NRC informed AREVA that it had completed the preliminary examination of the license application

X Recycling: Accompanying the renaissance

 World market share and technological leader, answering

Customer concerns

 Growing interest in the USA and China

Innovation
AREVA ATOMEXPO 2009 Luc Oursel

Capacity

Productivity
7

Investing in an integrated manufacturing approach

X Continuous quality deliveries of products and integrated process improvements for existing plants and new build projects

 Sfarsteel (Le Creusot)

 

Heavy forging and machining Workshops: 85 000 m (4 sites)

Joined AREVA in 2006

 Chalon Saint Marcel

 

Workshop: 39 000 m Reactor Pressure Vessel, Steam Generators, Pressurizers, Safety Injection Accumulators

2 900m extension in 2006

 AREVA Newport News LLC

(USA)
  

Start of construction: 2009 Workshop: 28 000 m Reactor Pressure Vessel, Steam Generators, Pressurizers, Safety Injection Accumulators

28 000m More than 500 skilled jobs

 JSPM (Jeumont)
 

Workshop: 13 000 m Reactor Coolant Pumps, Control Rod Drive Mechanisms

1 200m Extension by 2012, 2 new production lines by 2011

AREVA is building an industry, not just plants

AREVA ATOMEXPO 2009 Luc Oursel

AREVA plans to hire 12,000 new employees in 2009 to sustain growth

AREVA workforce Workforce by Sector (2008)

75,400 65,600 61,100 57,900 58,800

T&D

1%
Front End

19% 40% 26% 15%

Back End Reactor & Services

2004

2005

2006

2007

2008

Total: 75,400

AREVA

ATOMEXPO 2009 Luc Oursel

AREVAs leading competencies for installed base business in Reactors & Services
X 1. Technology

   

Teleperm XS (Safety I&C) Hydrogen Removal Systems HVAC Systems WIS (Inspection & Diagnostic equipment)

X 2. Services

      

Safety I&C engineering Modernization & Lifetime Extension Power Uprate Core Optimization services Component Repair & Replacement services Outage Optimization services Maintenance and Non-Destructive Examinations

X 3. Results example achieved on German Installed Base (for 6 NPPs)

 Our power uprate and outage services have resulted in an additional electricity
generation of 126 TWh since 1990 with a value of 5,7 Bn at todays wholesale price. This amounts to 7TWh per year, equivalent to more than 0,5 EPR.

AREVA

ATOMEXPO 2009 Luc Oursel

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Cooperation activities of AREVA in Russia

Reactor & Services
X Safety I&C for Kola X Inspection & Diagnostic

Fuel Cycle and G8 Global Partnership

X X

Gremikha: Remediation of former naval maintenance base: submarine spent fuel management Zvezdotchka shipyard: Incineration unit for solid low level waste: replacement of the incenerator

equipment
X Consulting and

Engineering services

Fuel
X Manufacturing and deliveries of

W-ECP
X Production Association Electrochemical Plant

Enriched Reprocessed Uranium (ERU) Fuel Assemblies or ERU Fuel Pellets in cooperation with OAO MSZ Elektrostal (Russia)

(ECP), TENEX, AREVA NC and SGN team together for the design, delivery, construction, test and assistance to commissioning of a Defluorination Facility called W ECP.

AREVA

ATOMEXPO 2009 Luc Oursel

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Lets share the Ambition to create the New Generation for Nuclear Generation

AREVA

ATOMEXPO 2009 Luc Oursel

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AREVA

ATOMEXPO 2009 Luc Oursel

BACKUP

AREVA

ATOMEXPO 2009 Luc Oursel

AREVA provides solutions for CO2 free electricity generation, transmission and distribution
X 13,160M sales
Nuclear

(2008)

X 75,400 people X 100 countries

Transmission & Distribution

AREVA

ATOMEXPO 2009 Luc Oursel

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OL3 Nuclear Island

AREVA

ATOMEXPO 2009 Luc Oursel

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