The impact on utilities investors is explained in the conclusion of the EWPC article Answering “What Energy Business Are You In?” As the Way Out of The Third Depression, that says "
... that any forward looking utility savvy investors, based on the above insights, will now be able to answer without distractions the question “What business are you in,” as either the T&D Grid or the Enterprise side of the EWPC-AF. Hence, I further predict that the opposition of state governments and the special interest utility lobby that aims to disallow the emerging creative destruction of the power industry will fade, in order to decrease the likelihood of The Third Depression."
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