> If enough people were knocking several cents per kWh off their bills, would they just end up charging more for the infrastructure to make up for the loss?

Traditional residential electric utility billing puts a lot of emphasis on usage, but when there's a lot more residential solar, that ends up not reflecting the costs very well. I think, over time, you'll see things where you pay a distribution fee per kWh in either direction, and then also pay for energy input and get paid for energy output. You might also see a demand charge that scales with your connection size or your maximum load/generation. If you don't have local generation with export, everything kind of mushes into the usage charge, especially if it's tiered... but when you exporting with net metering, you pay the same bill for exporting 950kWh and importing 1000kWh as someone who imports 100kWh and exports 50kWh, but one customer is using the grid a lot more than the other.

You see something like that with California's NEM 3.0 tarrif setting export price to the 'avoided cost' instead of offsetting import one for one. Under NEM 3.0, the utility is disincentivizing using production credits as long term storage. They prefer you use or store your energy onsite; if you can export while costs are high, that's nice too.