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Investor Presentaiton

8 TECHNICAL SUPPORT DOCUMENT FOR CPP FINAL RULE 12 (Aug. 2015); see also JA.1661 (setting similarly unachievable limit for natural gas plants). What's more, EPA had long said that Section 111(d) regulations would be "less stringent" than corresponding new-source rules, considering the relative costs and benefits of retrofitting existing facilities versus incorporating new technologies into a construction blueprint. 40 Fed. Reg. at 53,340. Yet the CPP's targets for existing sources were lower than the standards EPA issued the same day for new sources. 80 Fed. Reg. 64,510, 64,513 (Oct. 23, 2015). The CPP, then, did not impose traditional emission limits. Instead, EPA created a restrictive credit system that required sources to subsidize "energy generated or saved with zero associated CO2 emissions" elsewhere. JA.1605, 1615-16. EPA was candid about the consequences of a "standard" that made coal- and gas-fired plants' business models functionally unlawful. The CPP would have forced some operators into new lines of business, cutting existing operations and investing in alternate generation types instead. JA.593-94. Others would have had to subsidize their competitors' or out-of-State companies' investments to keep existing power plants online. JA.668-69. And economic realities as they were, some plants would have closed. JA.226-29. Source owners and operators would have also faced staggering implementation costs, and consumers would have paid much higher utility bills. JA.226. The CPP would have forced the States to reorder their electricity infrastructure to meet energy needs—those most dependent on fossil-fuel-fired energy sources would have borne the brunt of it. The CPP also did away with States' guaranteed flexibility to adjust performance standards
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