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20 years of market finance expertise serving the energy transition. Project financing, Asset Management, profitability analysis.
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Analysis and solar market trends
France PPE3: 54-59 GW of PV by 2030
France's new energy plan (PPE3), published in February 2026, targets 54-59 GW of installed PV by 2030 and up to 98 GW by 2035. France connected a record 5.9 GW in 2025 (+28% vs 2024), bringing total capacity to 31 GW.
Source: French Ministry of Energy TransitionSolar LCOE: -97% since 2010, another -30% by 2035
BloombergNEF forecasts an additional 30% drop in solar LCOE by 2035. Despite an anomalous 6% rise in 2025 ($39/MWh), solar remains the world's most competitive power source.
Source: BloombergNEF, Wood MackenzieEU: 406 GW installed, but contraction ahead
The EU exceeded its 380 GW target with 406 GW by end of 2025. But SolarPower Europe warns of a 2026-2027 slowdown: residential dropped from 28% to 14% of the market. Return to 2025 levels expected only by 2030.
Source: SolarPower EuropeKey Solar Figures
31 GW
France Capacity
+5.9 GW in 2025
2.2 TW
Global Capacity
+600 GW in 2024
45,000
Jobs in France
+15% vs 2023
โฌ45
LCOE /MWh
-89% since 2010
Sources: RTE, IRENA, SER, Observ'ER 2024
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Bernard Pugnet
Solar Finance & Energy Expert
20 years of experience in market finance (trading, options, risk management, hedge fund creation). Today, I put this expertise at the service of the energy transition, with a focus on financing and analysis of solar projects.
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