The PDFs below are a little dry, but they have noticed and cared since at least their 2018 forecast. As for the remedy, what exactly does it mean to lose public utility status?
[1] https://www.nerc.com/pa/RAPA/ra/Reliability%20Assessments%20...
[2] https://www.nerc.com/pa/RAPA/ra/Reliability%20Assessments%20...
[3] https://cdn.misoenergy.org//Aligning%20Resource%20Availabili...