It would be useful to know if the industrial use is factories replacing their use with other sources (e.g. I have read that food manufacture is switching to electricity in Denmark, although it can be held up waiting for a grid connection if there's a data centre ahead of it).
Or, did they improve their efficiency.
Or, have they closed.
Or outsourced their pollution to a foreign supplier.
Carbon taxes collapse as they don’t account for imports correctly.
There is a solution for this, called a CBAM, Carbon Border Adjustment Mechanism. One just went into force across the EU. It should appeal to US politicians, because it advantages the relatively clean US manufacturing base.