To be fair, for decades, electricity consumption has been mostly flat. There has not been a need to massively ramp up new generation or distribution. It is only in the last few years that such mega consumers have come online that is requiring new development at a frantic pace.
Not true. Electric vehicles have been threatening to collapse residential grids for quite a few years now. The US hasn't been making the necessary infrastructure investments for a long time. See PG&E for example.