The article says they are buying the time. New lines are slow to build, so while they are being built, it is possible to squeeze more from the existing lines.
hindsight is 20/20 but some things like the growth of data centers was probably not predicted, particularly their location. As a general example, Ireland had to put a moratorium on new data centers until 2028. https://www.theguardian.com/world/2024/feb/15/power-grab-hid...
https://www.2035report.com/wp-content/uploads/2024/04/GridLa...
https://www.canarymedia.com/articles/transmission/the-us-is-...
…according to “consultancy Grid Strategies and commissioned by trade group Americans for a Clean Energy Grid (ACEG).” This is like the civil-engineering society perennially failing our civil-engineering spending.
Did you see a claim that seems to stand on its own?