I was wondering if it would help to look at the potential impact of this policy on IPv4 address consumption predictions. I have built a model of projection IPv4 address consumption based on continuity of current address allocation policies
http://ipv4.potaroo.net, and it may be useful to look at the impact of using the HD ratio on this model. I'll try and get some results posted by the end of this week on a simulation of the effects of adoption of this policy proposal