je suis teuchter
You asked for narrative, not local detail.Please point to the posts that describe what I've asked for, the local detail.
The narrative is that a certain type of scheme tends to produce a certain type of result. That type of result has been observed not just worldwide and over an extended period of time but in similar-ish schemes elsewhere in London, in the recent past, where it can be assumed that certain general conditions are shared with this location. Certain London-specific and Lambeth- or local-specific characteristics, that suggest that displacement effects are likely to be towards the lower end of the range observed amongst general cases, have been identified and discussed - just for example, the proportion of car journeys that are made over walkable distances.
If you want specific local detail then you are asking for something no-one can give you because none of us here have access to data that describes what proportion of journeys, for example along Atlantic Road, are of what type. So it would be foolish for anyone to start making highly specific predictions. The only reasonable approach at this stage is to look at the general case and try and ascertain whether there's anything special about this particular case which means that it will produce anomolous results. I don't see that there is.
You have made certain specific predictions - congestion worsening significantly in certain locations. Perhaps you are frustrated that no-one is countering these predictions. The reason I am not countering them is I don't have the necessary information that would allow me to do so in a meaningful way. And I don't see why there's any point in trying to counter predictions that themselves aren't based on the kind of detailed information that would make them meaningful. Your predictions of congestion at particular locations are no less speculative than suggestions that no significant extra congestion will result.
I don't think there's much further we can go with this until (a)some actual proposals exist and (b)those designing and promoting those proposals provide some information about how they have come to their decisions.