>Wait… large customers move in and your rate goes up?

demand goes up + supply remains steady = price goes up.

Why should supply stay steady?

You want to build an enormous energy sink, you should contribute to increasing the local supply!

Putting up everyone’s prices is a hard impact on a community.

Also infrastructure costs might be billed differently between industrial vs retail.

(And the marginal cost on infrastructure isn't necessarily paid be the people increasing the demand)

In the short term (assuming no point fixes help soften the shock).