"One way or another the balance of power is shifting toward the energy users," he said.
The campaign is also targeting residential and commercial energy users.
Refrigerators are the biggest single energy user in most American homes.
Those subsidies are a tax on energy users that drive misallocation of resources.
"They're big energy users and just one more thing to break down," she said.
The financial consequences for energy users will depend entirely on their individual circumstances.
The last two have also entered into the market for energy intensive users.
And during this period of low prices, all energy users are less inclined to spend money to save fuel.
This has reduced revenue and made it difficult to bring down rates for smaller energy users.
But many large energy users have already signed and more will follow today.