Since NG are a commercial company and its in their commercial interests to produce a 'report' like this.
"Even if we all switched to EVs overnight, we estimate demand would only increase by around 10%."
This has to be total Bullsh*t!
Like a Tobacco firm publishing a report on how safe smoking is.
It is based on the following figures:
Average annual mileage of a UK car is 7900 miles, average efficiency of 3.5 miles per KWh, gives 2114 KWh per year per car. Take it as 34million cars now and this gives a result of about 72 TWh. This is compared to 319 TWh of current electricity consumption (some of which is EVs, some is energy to refine petrol and diesel). Obviously this is just cars.
Doing it your method and calculating by volume of Petrol and Diesel sold (from RAC).
Diesel sold in 2024: 28221.6 million litres
Petrol sold in 2024: 17803.3 million litres
Diesel is 10.9 KWh per litre and Petrol is 9.6 KWh per litre.
So this produces 478.5 TWh of Calorific Value. Using your 35% efficiency in ICE is 167.5 TWh of equivalent electric energy. However, then need to account for regen braking, which can recover typically 60-70%, but we can say 50% to be conservative. So electrical energy needed to replace Diesel and Petrol is 83 TWh. So similar to the above result reported by National Grid. This is probably too low as EVs also aren't 100% efficient and have other losses in charging etc. so perhaps this is more like 90-100 TWh, but still not terrible. This is before you account for energy used in refining.
If I have made a mistake let me know.
Heating is another matter and will likely push overall electricity consumptions higher. But again, this is a lot of heating in domestic only, large commercial installations are ahead in decarbonising.