I'm going to go out on a limb and say it has some thing to do with those data centers and LLM stuff.
Funny, I was thinking the same thing.
So the increase was 3.1% and it was "fourth largest in the last decade", which means, "barely above average growth rate". Considering that economy growth rate was the fastest in a decade except 2021 which was a covid recovery year, it doesn't really show anything abnormal at all.
All that work and we still have a broken economy, go figure.
What's broken about it?
Granted, that wee bit 3.1% increase corresponds to an extra 135 TWh of demand.