> in developed Western countries, grids are actually significantly oversized
Your sources really only apply to Britain and other deïndustrialising countries. American and European energy demand is rising due to electrification and AI.
I accept that AI is likely to take us in the wrong direction for a while. (I don't think it will actually be that long, once people realise that more training isn't getting more results.)
In the US, iirc replacing combustion cars and heating with EVs and heat pumps are larger contributors - the inflation reduction act and various incentives have been pretty successful, and as a consequence, electricity demand has been growing much quicker recently than in the previous couple decades.
Your sources really only apply to Britain and other deïndustrialising countries. American and European energy demand is rising due to electrification and AI.