Highlights

  • The potential financial impact on US utilities from coal generation plants and gas distribution networks being prematurely retired is likely overstated.
  • The potential financial risk of stranded assets in the utility sector depends on three main characteristics: regulated status, fuel generation type, and political makeup at the state and federal levels.
  • Customers are the stakeholders most likely to be affected. US utilities appear to be better positioned than their European counterparts to cope with the financial implications of stranded assets.

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