> All sources of energy grow simultaneously, despite the plentiful anecdotes about limited regional shifts in specific markets.
Do you have a source for that? What I can find points to the opposite:
https://www.eia.gov/todayinenergy/detail.php?id=67005
And globally:
https://www.iea.org/data-and-statistics/charts/breakdown-of-...
Your first source is electricity in the US. The second limited to electricity.
Electricity is only a subset of the matter. The energy issues created by the most recent Iran drama, for example, are mostly about oil: not a primary electricity generation fuel.
Here is a broader view. Global consumption, not limited to electricity. Everything, with the exception of biomass which has merely leveled off (for now,) is growing:
https://ourworldindata.org/grapher/global-energy-substitutio...