As you said, the assumption is that along with this new equilibrium, there will be some losers. Have you determined who the losers will be? To say that changes will lead to fluctuations and so forth is to state the obvious.
Even though this wasn't part of your mandate, have you determined who will come out on the losing end? If someone were to ask me to draw up a report like this, either I would not make this kind of claim, or I would identify clearly who the losers would be.