> One can argue that the US and Europe have maintained a low energy consumption

The US has not "maintained a low energy consumption". US total energy consumption is the second highest in the world, at 2x third (India), 3x fourth (Russia), 5x fifth (Japan), and 6x sixth (India). It was first until China overtook it in 2008. Here's a line graph from 1965-2024 of those 6 countries [1].

[1] https://ourworldindata.org/grapher/primary-energy-cons?tab=l...

> A simple ICE vs EV comparison ignores electric grid generation efficiency and transmission losses as well as the massive energy cost of manufacturing the battery

Does it take into account the "massive energy cost" of manufacturing the ICE vehicle then?