They may, but that doesn’t mean that the capacity disappears. It may require some assumptions about USG willingness to backstop an acquisition but it’s not a significant leap to think that the generation capacity remains in (more capable?) hands.

Speaking of capacity, what happened to all the "dark fiber" that was supposedly built for Internet 2 or whatever? The fiber doesn't go away just because a bubble burst, right?

Railways are similar, many were built by investors who lost all their investment but the railway is still there.

What are the chances suppliers will go bankrupt but the plants get sold and still produce power?