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Listed below are all documents and RMI.org site pages related to this topic.
Industry - Fuel switching 4 Items
http://www.rmi.org/RFGraph-solarthermal_competitiveness_US_industrial_natural_gas
Solar thermal heating can deliver some of the process heating requirements for industry.
Given the high volatility of natural gas prices, pricing for solar thermal projects on a lifecycle cost of heat basis can be competitive with natural gas.
http://www.rmi.org/RFGraph-Fuel_switching_options_industry
With current fuel prices, most coal and oil use can be switched to natural gas for process heating needs.
http://www.rmi.org/RFGraph-marginal_cost_thermal_energy_delivered
Cogeneration with natural gas delivers the cheapest heat. With higher fossil fuel costs, heat pumps and solar thermal heat will become increasingly competitive sources of thermal energy.
http://www.rmi.org/RFGraph-marginal_cost_steam_delivered
The addition of a carbon tax will change the relative pricing per unit of heat for different fuels. At current fuel prices, heat pumps become cost competitive with coal (boiler) and natural gas (cogen) at ~$30/ton and ~$60/ton respectively.