SVP delivers over 90% of their energy to commercial customers, making it a bit of a special case. However it does prove the hypothesis that large-scale consumers tend to lower, not raise, the local retail price for energy.

As for SF, there is no real sense in which they are trying to kick out PG&E. While there is and always has been a vocal group of SF residents who want a free pony, when it comes down to paying the bills SF has voted in 12 separate elections to not establish a municipal utility. They have a demonstrated history of failure to invest in their own utilities stretching back 100 years.