As Obama cripples the coal industry and takes out the competition it should cause the commodity speculators/investment banks to create a massive NG price bubble. Poor consumers, as usual, will get stuck with the bill as the price of NG goes parabolic to $12-$15 mbtu (just like it already is most places in the world- see Europe pricing) and causes their electrical bills to increase 4x. KWK will stand to make hundreds of millions in the process and the share price could very well be that 10 bagger you always thought it would be. The Dardens will look back and regret not taking KWK private for 500-600mm in June 2013. At least that's what I think.
From Reuters; "The EPA regulations likely will create incentives for power plant operators to shift from coal to natural gas, said Levi, author of "The Power Surge," a book about how the boom in U.S. natural gas production has changed the energy industry."