Industry and investment, François Ruffin
Industrial aid and reshoring: « 100 produits » [“100 products”] plan to reshore (batteries, heat pumps…)
Direction of change: change of another kind, or uncertain direction, compared with current law.
The lever. Support for industry in France: aid, public procurement, trade protection, conditions attached to aid. Direction rule: ↑ more public aid to industry.
« Plusieurs produits essentiels à la transition écologique seront au cœur de notre plan « 100 produits » à relocaliser : batteries, véhicules électriques, pompes à chaleur, isolants, turbines, matériel ferroviaire, etc. »1Translation by the editorsSeveral products essential to the ecological transition will be at the heart of our “100 produits” [100 products] plan for reshoring: batteries, electric vehicles, heat pumps, insulation materials, turbines, railway equipment, etc.
Encoding
No cost-schedule parameter for this position: see the costing for the reason.
Costing
Announced by the candidate
not announced
The programme does not cost this measure.
Published costings
none
No external costing of this position recorded to date.
Our calculation
not costed
List of products to reshore with no amount of aid: nothing to cost.
Current law, sources and limits of the cost schedule
Current law. France 2030 plan: €54bn (including PIA 4). Payment appropriations proposed in the PLF 2026 for its two programmes amount to €5,128m. The end of roll-out was envisaged around 2027-2030. The green industries investment tax credit (C3IV) is extended for projects approved until 31 December 2028 (art. 39 of the LF 2026, act no. 2026-103; decree no. 2026-763). The rate was cut by 5 points according to two analyses, which has not been checked in the text.
Horizon. In full year 2032, compared with current policies under which France 2030 has expired.
Limits. The figure of €5.1bn corresponds to the payment appropriations (CP) proposed in the PLF 2026 and not voted (the Senate cut them by €1bn at first reading). The bounds of €4bn to €6bn are an order of magnitude chosen by the editors around this figure, not a source. The annual cost of the C3IV (green industry investment tax credit) is not in the sources read (« Voies et moyens » annex, volume II, of the PLF 2027, not consulted). A 2025 amendment puts forward about €3.7bn cumulatively up to 2030. A “conditionality of aid” costs nothing and can save money if it reduces the amounts. Compatibility with EU State aid law is not assessed.
- Note de présentation de la mission « Investir pour la France de 2030 », PLF 2026 (Sénat, commission des finances), 2025-10: « « le montant des crédits de paiement proposés dans le projet de loi de finances (PLF) pour 2026 atteint 5 128 millions d'euros, soit une hausse de 8 % » ; « recouvre 54 milliards d'euros d'investissements » »
- C3IV prorogé : le Gouvernement fixe l'entrée en vigueur (Fiscalonline / Option Finance, via résultat de recherche), 2026-08: « Article 39 de la loi n° 2026-103 de finances pour 2026 : prorogation pour les projets agréés jusqu'au 31 décembre 2028 ; entrée en vigueur après le décret n° 2026-763 (JO du 11 août 2026). »
How to read these amounts. These are static costs and revenues, with no feedback effect, over a full year: nothing on growth, employment or the revenue that economic activity would gain or lose. A higher net cost does not on its own make a worse policy, nor net savings a better one: each programme rests on an economic model (demand-led stimulus, lower compulsory levies, consolidation of the public accounts…) that the cost schedule does not settle. GDP itself measures a volume of activity, not well-being or the usefulness of what is produced. Economic models and feedback effects.
- Cahier « Pour un travaillisme écologique ». Read the programme page.
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