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?
They're a state-sponsored monopoly. If they're not competent to maintain enough capacity for the easily-projected demand, go find someone who can and make them the new state-sponsored monopoly.
It'd be ugly, but if no one loses their job nothing will change.
It'd be ugly, but if no one loses their job nothing will change.