Those investments theoretically benefit all of their customers. The question is whether specific customers should benefit more than others, when the activity t

Those investments theoretically benefit all of their customers. The question is whether specific customers should benefit more than others, when the activity they are doing probably adds costs for the others. The "supply" value of the electricity being generated is going to vary widely, it's not at all obvious that fixing it at the average cost of supplying residential electricity is going to benefit everyone buying the electricity (which as the volume of electricity involved becomes larger sort of becomes a requirement).