E3 just released their final report for the California Energy Commission evaluating 10 different deep GHG mitigation scenarios in California [pdf] http://j.mp/CAdecarb2018 Will post some analysis once I've read it :)
Page 68: "most of the scenarios ... show a dramatic reduction in natural gas demand at the distribution level." Thus, we need to pursue a "managed de-capitalization" of gas utilities to ensure, at least, that depreciation rates match rate of decline in usage. No stranded assets!