There are $70 billion worth of natural gas-fired power plants planned in the U.S. through the mid 2020s. But a combination of wind, solar, batteries and demand-side management could threaten 90 percent of those investments.New modeling from the Rocky Mountain Institute shows that more than 60 gigawatts of new gas plants are already economically challenged. And by the mid 2030s, existing gas plants will be under threat.How severe is the threat? Could we eventually see tens of gigawatts of stranded gas plants?RMI set out to answer that question in two reports on the economics of gas generation and gas pipelines. The tipping point is now.Our guest, Mark Dyson, is a principal at RMI and one of the co-authors of the analysis. He joins us to talk about the modeling, the threat, and the consequences to power providers and investors.Support for this podcast comes from PG&E. PG&E is helping to electrify corporate fleet vehicles. Get in touch with PG&E’s EV specialists to find out how you can take your transportation fleet electric.We're also brought to you by Uplight, the company you once knew as Tendril and Simple Energy. The goal is still the same: to offer utility leaders a suite of engagement solutions that deliver customer experiences like Amazon and Netflix. Learn more about how Uplight is building an end-to-end product for utility customer engagement.Subscribe to The Interchange podcast via Apple Podcasts, Google Podcasts, Stitcher, Spotify or wherever you find your audio content. Or integrate our RSS feed into the app of your choice.