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 up to 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 by those technologies. 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, it concludes.

On this week's Interchange episode, we're joined by mark Mark Dyson, a principal at RMI and one of the co-authors of the analysis. We'll talk with him 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.

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