I don't think it's as straightforward as more demand. One generation provider offers free EV charging on weekends[1], which shifts some charging to an offpeak time.
Another confounder is that EV's can be used as storage devices dumping power back to the grid[2].
A "free" incentive is completely orthogonal to the demand required. The electricity during that free EV charging period on weekends must still be produced and is part of the aggregate demand.
That evens out demand, but doesn't eliminate it. That's like evening out a 20ft wave down to a tiny wide swell vs the sea itself rising 10ft. We'll still need to double base generation.
Exactly what I came here to say. As electric cars become more common I wonder what that will do to demand. I can't imagine that in a future where almost every vehicle is electric that the demand will be offset by LED lightbulbs.
What tends to happen is that people look at the energy going into motor vehicles from oil products, and they assume that translates into the same amount of electrical power.
But actually an internal combustion engine is ludicrously inefficient, whereas an electric motor is not. So shifting to electricity saves loads of power, that's not why we're doing it, but it's why their intuition ends up wrong.
Yes, this was a really strange omission as was the threat of any stronger regulatory controls on fracking for natural gas. Both could change the landscape heavily again in the next few years.
