While a good read, I'm not sure how anyone can take this seriously. He says " Efficiency gains from the electrification of industrial processes would vary widely, and not all of them could be electrified. And there will be negligible gains for space heating , with 100% efficiency for electric resistance heating compared to as much as 93-99% for modern gas furnaces (Lennox 2023)."
Heat pumps have a COP of 1.5 - 4, which are eventually going to replace all heating/cooling. He does not consider efficiency from heat pumps at all.