PG&E will shut off power for nearly 800,000 customers starting Wednesday

[Black Aeronaut]

I would aim for the latter - primarily because the main reason industry does bulk pricing for electricity is because it'd be less expensive than providing it themselves, and doing it at-cost per user would pretty much invalidate that. However, I'd draw a line between cost-sharing for industrial/corporate customers, and the rank and file home customers. These are two VERY different beasts, and it wouldn't be fair for them to have to shell out extra just to subsidize the other guys.