It does not attempt to explain it but this lists how much major sectors use: https://www.eia.gov/energyexplained/use-of-energy/ https://www.eia.gov/energyexplai

It does not attempt to explain it but this lists how much major sectors use: https://www.eia.gov/energyexplained/use-of-energy/ https://www.eia.gov/energyexplained/use-of-energy/ This data presentation shows it seems to have broadly plateaued in last few years with some fluctuations that do not indicate an upward trend as of 2023.