I'm not nielsbot so I obviously can't say for sure but I think I share a similar view that in an ideal world, they should only be charging what they need to survive (i.e. breakeven) in order to provide the greatest utility (pun intended) to the people.

However, it's not an ideal world, and things like disasters, grid upgrades, paradigm shifts all happen occasionally and tend to require mass amounts of capital to get through. So maybe not $0, but also probably not $2B :)