I don't know how electricity pricing works in the US so I'm just applying my knowledge of the Australian energy market here. I'm failing to understand how--if they are such large users of electricity--they are on this cheap retail tariff which I'm assuming is designed to benefit small users. Large energy users generally have to negotiate contracts with electricity providers directly at vastly different rates to what households and small commercial enterprises pay. It's interesting though that they've found a loophole and are using it to their advantage (for now anyway).
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That's basically what we've got here, a loophole. I doubt it will be maintained for too long.