I know it for at least one week now that Google plans to ban those arbitrage publisher accounts and the made for Adsense (MFA) websites. The emails that Google sent so far, mention the date 1st of June.

I have a very good relation with someone that does black hat (BH) SEO and tries some kind of arbitrage. Yesterday (sorry for not posting anything but I stayed too much in the sun, and of course, sunburned), the guy got the e-mail:

Our specialists regularly review partners participating in the AdSense
network. After a thorough review of your account, our specialists found
that your business model is not a good fit for the AdSense program.

As we’re no longer able to partner with you, your AdSense account will
be disabled on June 1st, and ad-serving will cease at that time.

Please rest assured that you will receive payment for all outstanding
earnings in accordance with the standard AdSense payment schedule.
However, you are not eligible for further participation in the AdSense
program.

So this is not happening only to MFA or Arbitrage Publisher Accounts but to those black hatters out there. Wonder if they mailed the big ones, because they sent emails to people making more than $10,000 a month with arbitrage. So if we think that many of the 1-2-3-4-5 cents ads where from those guys I guess we should see an increased CPC starting 1st of June?