China and France, in February 2026, both addressed the impact of growing renewables penetration in their electric power generation sectors. The Chinese announced that they would retrofit formerly base-load coal-fired power plants to run more intermittently. The government-owned French utility, EDF, announced that it would do the same with much of its nuclear fleet, at considerable expense. The reason? To accommodate the growing penetration of lower-cost renewables in their respective electricity markets. (In the US, we would watch California and…