Good point; perhaps it is not efficiency then but outsourcing of light/heavy industry (simply meaning while TVA et al demand is falling, Chinese power demand is

Good point; perhaps it is not efficiency then but outsourcing of light/heavy industry (simply meaning while TVA et al demand is falling, Chinese power demand is growing even more rapidly), and the fact there is more supply in the form of unmetered local solar/wind generation which looks like a fall in demand on the grid but actually isn't. Interesting.