6,181 2003 550,000km 2 1.5 81.4% 6.89% 1.64% 1.29% 0.68% 0.34% 8.12% Jacques CHIRAC1995 5 7 Jean Pierre RAFFARIN2002 5 Nicolas SARKOZY 2004 3 31 1 GDP 18,340 2003 1 GDP 30,475 2003 1 GDP 0.1 2003 2 GDP GDP 1998 1999 2000 2001 2002 2003 GDP (95 ) 16,546 17,078 17,725 18,097 18,315 18,340 58,845 59,099 58,894 59,188 59,191* 60,181** GDP 95 28,118 28,897 30,097 30,574 30,942* 30,475** 1 2004 3 Fontaine Nicolas Sarkozy 1
( ) OECD Main Economic Indicator, OECD Total Population for OECD Countries,OECD Health Data 2003* International Data Base** GDP 1998 1999 2000 2001 2002 2003 GDP 3.5 3.0 4.0 2.2 1.2 0.1 2001 2002 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q GDP 0.3-0.1 0.5-0.2 0.6 0.4 0.3-0.1 ( ) OECD Economic Outlook June 2003, Main Economic Indicators 2003 GDP GDP GDP * ( ) % % ( ) 1999 251.4 1.7 3.0 0.57 4.25 14.72 2000 254.8 1.4 4.0 0.35 4.33 14.38 2001 258.2 1.3 2.2 0.59 4.33 14.21 2002 258.0-0.1 1.2 Na Na 14.09 * ( ) GDP( 95 ) ( ) BP Statistical Review of World Energy June 2003 GDP OECD 2002 0.1 GDP 1.2 2001 1.79 1.51 1.59 109.73 18.57 133.19 115.22 34.88 11.64 0 0.39 162.13 21.09 0.80 0.45 0 6.27 28.62-2.14 1.09-0.08 0 0-1.14 93.77 36.68 12.69 109.73 12.69 265.57 ( )Energy Balances Of OECD Countries 2000-2001 2
2001 2 6,557 41.3 35.3 13.8 4.8 4.8 2001 1 6,213 71.1 21.5 7.2 2001 3,319 82.4 2001 50.2% 1999 96.4 33.9 14.3 89.2 17.4 251.3 2000 94.9 35.7 13.9 94.0 16.4 254.8 2001 95.5 37.7 11.6 95.5 18.1 258.2 2002 92.8 38.5 12.7 98.9 15.1 258.0 ( ) BP Statistical Review of World Energy June 2003 2002 2 5,800 2.8% 16.6% 2002 (%) ( ) Na Na Na ( ) Na Na Na ( ) 36 0.00 17 ( ) BP Statistical Review of World Energy June 2003 2002 3,600 17 BP EIA Country Analysis Briefs 2002 1 4,800 5,060 3
1999 Na Na 3.3 89.2 17.4 109.9 2000 Na Na 2.3 94.0 16.4 112.7 2001 Na Na 1.5 95.5 18.1 114.5 2002 Na Na 1.2 98.9 15.1 115.2 ( ) BP Statistical Review of World Energy June 2003 BP 2002 9,890 85.9 2005 2002 20 BP (7) EIA Country Analysis Briefs 26,900B/D (GDF max)70bcf/d ( ) ( ) ( ) ( ) 1999 82,228 1,346 26,622 15,293 34,239 0 15,434 79 2000 85,159 1,767 26,447 17,907 36,131 0 17,183 90 2001 85,079 985 25,467 18,151 34,661 0 14,439 86 2002 80,217 550 28,332 18,049 40,578 0 15,383 121 2002 6,551 50 2,636 1,271 3,515 0 1,151 2 1 2 6,810 50 2,484 1,590 3,322 0 1,350 41 3 5,862 50 2,549 1,609 3,663 0 1,062 8 4 6,253 50 2,603 1,500 3,367 0 1,591 2 5 7,821 50 2,159 1,554 3,254 0 1,551 6 6 6,785 50 2,009 1,642 3,054 0 1,219 3 7 7,107 50 2,281 1,288 3,418 0 882 6 8 6,601 50 2,414 1,413 2,962 0 1,288 8 9 6,771 50 2,463 1,476 3,272 0 1,197 6 10 6,614 50 2,156 1,483 3,191 0 1,479 3 11 5,979 50 1,821 1,150 3,727 0 1,480 30 12 7,063 0 2,757 2,073 3,833 0 1,133 6 2003 7,293 0 2,355 1,669 3,903 0 1,574 2 1 2 5,986 0 2,326 1,616 3,322 0 1,364 1 4
3 7,156 0 2,632 1,338 3,281 0 1,062 0 4 6,426 0 2,707 1,507 3,625 0 894 1 5 7,258 0 2,076 1,820 2,625 0 1,251 11 6 5,963 0 1,745 1,723 2,752 0 1,377 17 ( )Eurostat Monthly Statistics 2002 11.2 17.1 6.5 5.7 2003 1 6 4.1 3.3 5.1 1999 1,833 82,228 1,346 85,470 78,629 26,622 15,293 86,903 2000 1,846 85,159 1,767 89,325 78,840 26,447 17,907 85,356 2001 1,685 85,079 985 90,399 81,970 25,467 18,151 87,136 2002 1,561 80,217 550 83,993 76,703 28,332 18,049 84,251 2002 131 6,551 50 7,264 6,618 2,636 1,271 7,972 1 2 129 6,810 50 6,364 5,776 2,484 1,590 6,630 3 146 5,862 50 6,609 5,962 2,549 1,609 7,088 4 137 6,253 50 6,894 6,489 2,603 1,500 6,759 5 140 7,821 50 7,244 6,597 2,159 1,554 6,370 6 128 6,785 50 7,042 6,478 2,009 1,642 6,728 7 134 7,107 50 7,376 6,821 2,281 1,288 7,644 8 133 6,601 50 7,114 6,512 2,414 1,413 6,678 9 111 6,771 50 6,815 6,245 2,463 1,476 7,062 10 129 6,614 50 6,823 6,086 2,156 1,483 7,597 11 121 5,979 50 7,095 6,380 1,821 1,150 6,917 12 122 7,063 0 7,353 6,739 2,757 2,073 6,806 2003 115 7,293 0 7,085 6,398 2,355 1,669 7,923 1 2 126 5,986 0 6,835 6,302 2,326 1,616 7,372 3 133 7,156 0 7,039 6,641 2,632 1,338 6,913 4 142 6,426 0 6,819 6,432 2,707 1,507 6,868 5 161 7,258 0 7,163 6,764 2,076 1,820 6,751 6 140 5,963 0 6,952 6,568 1,745 1,723 7,118 5
( )Eurostat Monthly Statistics 1.6 1.8 2 2003 1 6 2002 3.4% 1.1 3.1 2001 9,019 13,277 22,296 2002 8,913 14,789 23,702 2002 1Q 8,992 13,267 22,259 2Q 9,152 13,972 23,124 3Q 9,382 14,284 23,666 4Q 8,913 14,789 23,702 2003 1Q 9,666 14,053 23,719 2Q 9,759 13,623 23,382 3Q 9,954 14,286 24,240 ( )IEA monthly oil survey 2003 3Q 2,424 995 1,429 6.1 2.4 2 1998 2 1999 MINEFI Nicolas SARKOZY DGEMP 6
Patrick DEVEJIAN 2 ADEME MINEFI HP 3 EU EU burden-sharing mechanism 2008 2012 1990 CO2 2003 11 30 White certificates 2 2004 3 7
2003 6 361.9 2002 6 261.9 38% 30 75 1973 80 2020 15% 2003 12 2004 1, 200 3 2004 2 1 2 25 8
17% 2010 21% 4 3 15 1996 2 TotalFina Elf 2000 4 EU Directive EDF Electricite de France GDF Gaz de France 2004 2003 12 2004 EDF GDF (CRE) 7 1 3 2007 7 1 1999 3 Total Petrofina EC 6 3 TotalFina 1 2000 2 TotalFina Elf Exxonmobil RD/Shell BP 4 TotalFinaElf 2003 5 Total 9
Elf Fina Total Total * 2002 1,025.40 59.41 93.09 9.09 1,589 4,532 2003 1,046.52 70.25 104.76 19.70 1,661 4,786 2% 18% 13% 117% 5% 6% / / Total 2003 Results and Outlook * 2003 Total 15.2% 161.3% 18.9 2002 117 2003 70.25 18 3 2 114 5 164.7 B/D 4 472.3cf/d( 5 254 B/D) (RP Ratio) 12.3 2001 13 189 6,493 / Total Exxon Mobil RD/Shell 53% 1 2002 15.3 21% 1973 1997 3.6 1999 44 2000 48 39 36 3 40 10
2010 1 19 2020 25 GDF GDF 2003 15 2005 NorFra 3 1 GDF 2001 143.6 8.91 51.9 510 20 2002 145.5 8.38 54.0 800 44 2003 166.5 9.10 60.2 670Mboe* 46 (04/03) 14% 9% 12% 5% Consolidated Annual Results 2003. GDF Press Release, 17 Mar. 2004 Consolidated Annual Results 2002. GDF Press Release, 19 Mar. 2003. * 479Mboe( 770 ) 2003 GDF 14 9 2003 23 2002 19 GDF 12 602 460 2002 12 10 Preussag Energie ( Gaz de France Produktion Exploration Deutschland) GDF 11
2003 6.7 40 1998 EU EU EU 2000 8 2,500 3 TPA 20 EU EU 2002 12 2000 8 EU CRE 2000 30% 21% 2 1999 1 1,475 kw 4,940 kwh 3,895 kwh 2,512 kw 2,621 kw 6,318 kw EDF EDF 90 8 58 PWR 1 59 58 150 kw N4 EDF 2001 10 COGEMA 2007 12 5,250 MOX COGEMA MELOX 900MW 20 2 1999 2002 6 2003 4 5 ANDRA 2004 490m 12
1996 EU 1999 2 EU 26 2000 2 28 2003 33 2000 2 2003 2 5 700 kwh 1,600 kwh 800 30 37% CRE 2003 7 EDF 3,100 350 25% 2000 2 3 CRE RTE EDF RTE RTE 2006 2010 1015 2006 3% 2010 22% 2015 83% 2010 300 kw 2010 2015 100 kw Euronext Euronext 2001 9 Powernext 2001 11 24 1 2001 11 2003 2003 1 6 31 kwh 2002 26 kwh EDF 2002 2 EDF 4 EDF 13
2005 50 SWEB EnBW 2002 6 2003 7 EDF EDF 2003 7 17 EDF EDF 35% 4 8 4 Graninge 36% E-on EDF 2003 8 Standard & Poor s EDF AA AA- 500 260 100 EDF EDF 5 2003 12 EC EDF 12 EC 2004 3 EDF 6 EDF Enterprises EDF Pro EDF Enterprises 18 (Tableau de Bord Internet:TBI) 5 EDF Compagnie Nationale du Rhône (CNR) Graninge AB 20 2003 240 14
EDF Pro 2 EDF 2004 3 81 80 15 20 EDF 2002 483.6 4.8 534.5 2003 449.2 8.6 560.1 78% 4.8 TWh EDF Press Release, 11 Mar. 2004. 2003 449 EDF 2003 6 Louis Dreyfus Group EDF Trading 12 2002 7.4 8.6 78 EDF Trading EU 6 ITER 2003 12 EU 2004 2 21 3 15
COGEMA UP3( 800 / 1990 ) UP2 800 / 1994 2004 3 Cogema Commercialisation des Combustibles a l Oxyde Mixte MOX ieej-info@tky.ieej.or.jp 16