And that's the entire problem....
So we built our distribution system for the electric load that 'could' happen. To sdd capacity to an electric feeder. There is an investment, something had to get installed, etc.. That gets rolled into the proposed 'rate base'. We file for a rate increase to cover the cost of the investment. In our state the ICC (Illinois Commerce Commission) has rate increase hearings. Lots of interveners show up and explain how our rates are too high, etc.. and we spent money on stuff that didn't need to be installed. Someone on an ICC committee determines that the new distribution feeder is only 50% utilized and we should have never spent the money on improving that distribution feeder. We explain... no we need that for the new EVs that will be plugged in over the next 10 years. The ICC rules the money was imprudently spent and denies the rate increase.
So... we won't do that again any time soon. That's were most utilities are at. They can't build infrastructure for free, so they don't build any thing new, unless they know they will get a return on the investment.
Then... we just wait until there is 'actual' EVs getting plugged in. Or new buildings are built, or a business wants to expand their production capabilities.
Then there is a high probability that some locations may need to wait a year (or more) for an upgrade to the distribution system before they can charge their EVs cars, or add a new building, expand their business. And they get to pay a LOT to make this happen. Then the new infrastructure is added to the rate base and the cycle continues. This time the rates go up too.