Can illustrate the efficiency increases in primary energy usage using two transport electrification examples from China:
1⃣ ICE to EV
2⃣ HSR vs. Air Travel

1⃣ Current fcst China reaching 75% EV penetration (px & commercial) by 2035.
Reduces gasoline/diesel consumption by 1.6B barrels, eq. to ~30% of current petroleum consumption.
Increase in elec. usage from EVs is 732 TWh, equivalent to ~9% of current power consumption.

2⃣ Air travel accounts for ~900B px-km in China (domestic) while rail (> 80% HSR) accounts for ~1.5T px-km.
Air travel (kerosene) accounts for 5% of petroleum usage while electrified rail accounts for <1% of electricity usage.

Transport electricification significantly reduces oil consumption but represents only a minor increase in electricity consumption.
It is such an obvious no-brainer and this is even before you consider the strategic benefits of not relying on imported crude oil.

I re-iterate my contention that fossil fuels to renewables/electrification shift will have a much larger geopolitical impact than AI.