US EPR nuclear technology and market outlook

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US EPR nuclear technology and market outlook Bruno Blotas Vice-President, Business Development 29 May 2013 Mexico City Conference The future of nuclear energy

AREVA at a glance The US-EPR Status of ongoing projects and perspectives Conclusion 2

AREVA supplies solutions for power generation with less carbon World leader in nuclear power A unique integrated model, from uranium mining to reactor design and related services to used nuclear fuel recycling A major player in renewable energies A portfolio of diversified operations: offshore wind, concentrated solar power, bioenergies, hydrogen and energy storage Nuclear & Renewables: contributing synergistically to a reliable, economical and low-carbon energy mix 3

AREVA Group 2012 Key Figures 9.342Bn in Annual Revenues Solutions for Carbon-Free Power Generation 45.4Bn in Backlog 4.8% of revenues in R&D spending 47,000 Employees Including: 900 Specialty Experts 2,700 Scientists & Researchers 6,500 in world s largest nuclear in-house EPC team >8,000 Active Patents held 51 Manufacturing Sites in 5 continents 4

AREVA experience in reactors construction and services 102 reactors around the World 30% of worldwide installed nuclear capacity 4 EPR Under construction 360+ reactors served around the World out of 440 in operations worldwide 5

AREVA at a glance The US-EPR Status of ongoing projects and perspectives Conclusion 6

U.S. EPR Background OL-3 Design Conversion Basis for US design certification (DC) Electrical conversion (50Hz vs. 60Hz) Mechanical conversion (design tropicalization ) Seismic conversion (0.1g vs. 0.3g DBE) Engineering continuum to support plant construction 7

U.S. EPR Design Certification Project Update Completed 3 phases of 6-phase review process Final 3 phases scheduled for completion in 2014 Final DC rule June 2015 On track for NRC acceptance of all outstanding requests for additional information (RAIs) by Aug 30 2013 AREVA committed to completion Significant investment Supports completion of UNE/PPL combined license applications (COLAs) NRC license a key consideration for other countries 8

Calvert Cliffs 3 U.S. EPR Licensing Activities Less than 20 open RAIs for UNE; responses expected in the next few months NRC approval anticipated about 3 months after DC rulemaking NRC undertaking a re-assessment of foreign ownership provision of the U.S. Atomic Energy Act Bell Bend COL in Phase A of NRC Safety Review (4 phases total) 1 st phase of environmental review is complete NRC approval anticipated 6-12 months after DC rulemaking 9

Safety Aspects of the U.S. EPR TM Post-Fukushima Licensing U.S. EPR TM Development Objectives Improved safety Improved economics Main Safety Systems Four accumulators Four-train safety injection system Four emergency diesel generators and two station black-out diesels In Containment Refueling Water Storage Tank Passive hydrogen recombiners Containment spray system & core-catcher with passive cooling system 10

Safety Aspects of the U.S. EPR TM Protection from external hazards Post-Fukushima Licensing Inner wall post-tensioned concrete with steel liner Outer wall reinforced concrete Protection against external explosions Annulus filtered to reduce radioisotope release Severe accident mitigation Prevention of high-pressure melt using primary depressurization system Passive ex-vessel melt stabilization, conditioning and cooling Long-term melt cooling and containment protection using active cooling system Control of H2 concentration using passive autocatalytic recombiners 11

Safety Aspects of the U.S. EPR TM Post-Fukushima Licensing The U.S. EPR TM design satisfies all current regulatory requirements and the NRC Near-Term Task Force recommendations Minor enhancements being implemented to provide additional safety margin Permanent seismic piping from diesel-driven fire pump via emergency feedwater heater to maintain reactor core cooling Heat removal using secondary-side feed & bleed 12

U.S. EPR TM Optimization Study Improvements in construction, performance & maintenance are permanently sought with direct effects on cost and construction schedule Study benefitted from the 4 worldwide EPR construction projects--650 lessons learned implemented to date Experience gained from OL3, FA3, TSN and other planned projects will benefit all future EPR new builds 13

Benefits of the U.S. EPR TM Plant Financial Risk Reduction Predictable performance from evolutionary, proven design based on decades of reactor performance Lowest lifecycle costs from higher output, lower risk of unplanned outages, and reduced outage duration Safety through multiple lines of defense in depth with redundant & diverse equipment for protection against known & unknown hazards Award-winning, NRC-approved digital instrumentation & control Design optimized for U.S. regulations, operation & maintenance modes Project Risk Reduction Project experience in strict regulatory environments (construction licenses & design certification in multiple countries) Global supply chain of experienced nuclear-qualified vendors Effective lessons-learned system driving improvements in cost & schedule Expected completion of 4 plants within the next 2 years 14

AREVA at a glance The US-EPR Status of ongoing projects and perspectives Conclusion 15

Olkiluoto 3 EPR project Major Milestones Reactor Building Containment Line -7 m to +16 m Delivery of the Reactor Pressure Vessel Lifting of the Reactor Dome Reactor Pressure Vessel introduced All primary loop components installed Fuel handling equipment installed Site connected to national grid 2007 2008 2009 2010 2011 2012 2013 16

Olkiluoto 3 Progress update April 2013 OL3 Key Facts Concrete work completed Construction works : 80% completed Civil works: completed Piping: 85% completed Electrical installation: 66 % completed Primary circuit and equipment Installation of Control Rod Drive Mechanism Fuel handling equipment installation and tests ongoing I&C I&C overall architecture approved by STUK Test concept approval process on going Licensing Master List for Operating License Application documentation delivered to TVO Commissioning All pools and surge tanks in the nuclear island completed and tested successfully Power connection between the national grid and OL3 site Secondary Hydro-tests completed on all 4 loops Energization of the safeguard building 1&2 completed 17

Olkiluoto 3 moving towards completion Commissioning phase March 13 CRDM installation on-going April 13 Refueling machine electrical installation ongoing 18

Flamanville 3 EPR project Major Milestones Copyright EDF First safety pump in the safeguard building Signature of the contract First concrete pouring Installation of Safeguard system piping Installation of the pressurizer relief tank Delivery of the first embedded tank (RPE) Welding of first supports in safeguard buildings Start of Piping Erection EBS pumps installed First operational cabinet installed 2007 2008 2009 2010 2011 2012 2013 19

Concrete work completed Reinforcement work completed awaiting concreting Installation of containment liner Note: all percentages (%) in terms of value; FA3 Key Facts Flamanville 3 Progress update May 2013 AREVA scope Engineering: ~100% of base scope completed Procurement: 80% overall progress Licensing: On-going activities for the preparation of the Operating License Application file Primary equipments: Steam generators, pressurizer and primary pump casing hydrotested and stored Piping: Erection ongoing since 2011 I&C: First operational I&C cabinets installed and first safety I&C cabinets delivered on site Installation: installation of first CVCS heat exchanger (May 2013) Civil works (outside AREVA scope) 93% progress of civil work Preparation work for polar crane installation and dome lifting (July 2013) 20

Flamanville 3 Installation works ongoing Copyright EDF May 13 Introduction of the first CVCS heat exchanger May 13 Pouring of the last lift of the reactor building 21

Taishan 1&2 EPR project Major Milestones Copyright TNPJVC Signature of the Contract LOI to create a JV in Nuclear Reactor Engineering First Concrete TS2 First Concrete TS1 TS1 1 st liner lifted TS2 1 st liner lifted TS1: Dome lifted TS1: RPV installed TS2: Dome lifted TS1: All heavy components installed & primary loop welded 2007 2008 2009 2010 2011 2012 2013 22

Taishan 1 & 2 Progress update May 2013 Taishan 1 Taishan 2 Taishan 1&2 Key Facts Concrete work completed Reinforcement work completed awaiting concreting Installation of containment liner AREVA scope Procurement: more than 95% orders made Engineering: more than 86% completed Main components Unit 1: all primary heavy components installed RPV installed Unit 2: first SG shipped to Taishan Polar Crane commissioning (Unit 2) Main Control Room installed (Unit 1) Outside AREVA scope Unit 1: IRWST tank installation finalized Unit 2: RPV installation preparation Welding of the primary circuit completed (U1 More than 13,000 people working on site Note: all percentages (%) in terms of value; 23

Taishan 2 Dome lifting Copyright TNPJVC Copyright TNPJVC September 12 Dome lifting 24

Taishan 1 & 2 Equipment and Fuel manufacturing progressing Copyright TNPJVC Copyright TNPJVC March 13 First Fuel Assemby produced for TSN 1 May 13 First TSN 2 Steam Generator manufactured by Dongfang shipped to Taishan 25

EPR reactor Lessons learned process achievements Evolution between OL3 and Taishan Engineering Number of engineering hours on the Nuclear Steam Supply System scope - 60 % Construction Duration of construction (from 1 st concrete to dome installation) - 50 % Procurement Average procurement time (reliability of procurement planning) - 65 % Total Total construction time (from 1 st concrete to 1 st criticity) - 40 % 26

The value of Experience: Licensing Reviewed by reference Safety Authorities The EPR reactor Construction license granted by Finnish, French and Chinese Safety Authorities Final Design Acceptance confirmation issued by the ONR in the UK in Dec 12 Design Certification by US NRC expected by 2015 The only Gen3+ design submitted to the post-fukushima European Safety checks The EPR Reactor fully complies with WENRA* objectives for New Power Reactors and is ready to comply with post-fukushima requirements This unique breadth and depth of design review strongly mitigates the licensing risk related to nuclear new build 2005 2007 2009 国 家 核 安 全 局 NNSA 2012 ONR/ 2015 27

Nuclear New Build Perspectives ONGOING NEGOTIATIONS (BILATERAL) EDF Hinkley Point C Units 1-2 CGNPC Taishan 3-4 NPCIL Jaitapur 1-2 EUAS Sinop 1-2-3-4 ONGOING BIDS TVO OL4 JAEC CEZ Temelin 3-4 UPCOMING OPPORTUNITIES ESKOM PGE Saudi Arabia GDF Suez Iberdrola Vattenfall EVN NA-SA MNPC UAE EDF - Calvert Cliff 3 PPL - Bell Bend Duke Energy - Piketon Canada Hungary 28

AREVA at a glance The US-EPR Status of ongoing projects and perspectives Conclusion 29

Conclusion The overall financing situation is difficult and limits projects realization, it is as of today the challenge Number 1 Although the technology choice seems not to be the key driver making a project achievable, only the best technology associated with the most credible investors-operators will get the appropriate support from the banks as well from the public Market environment is crucial, appropriate support mechanisms need be engineered by governments willing to promote a nuclear programme and favour the emergence of achievable nuclear projects 30

Visiten www.areva.com Visiten la pagina web de Bell Bend NPP www.bellbend.com para conocer las ventajas el EPR para el investor Lean nuestros folletos sobre la seguridad avanzada del EPR 31

Stay on the safe side with EPR 32

Muchas gracias 33