The Obama Administration is expected to release its proposed and controversial rule to restrict CO2 emissions from existing power plants next Monday, June 2nd. This proposal represents an historic turning point, which could permanently reshape the sources of electric generation in the U.S. This regulation comes at a time of great change and upheaval in traditional energy markets. Federal environmental requirements, low-cost natural gas, and rapidly growing renewable energy are displacing coal-fired generation – and are threatening traditional utility business models. And EPA’s proposal could result in even more far-reaching changes. For a first look at the potential repercussions of EPA’s proposal, click here. This is a link to a summary prepared by a firm I've done work with over the years.