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I am watching videos about the London system, and one example they use is this game.
[Title "Carlsen-Ghaem, Baku 2016"]
[FEN ""]
1. d4 d5 2. Nf3 Nf6 3. Bf4 e6 4. e3 Bd6 5. Bg3 c5 6. c3 Nc6 7. Nbd2 Bxg3 8. hxg3 Qd6 9. Bb5 Bd7
after 8. ... Qd6, the guy explaining the video says that Black is preparing to move e5, so White moves 9. Bb5 to avoid that. What is Black's plan with that move?
With ...e5, Black:
Both of these adhere to chess principles, so planning for ...e5 is a very natural thing for Black.
My thinking is that Black's long-term problem is being saddled with a bad Bishop, his pawns on white squares limit it's scope so try for Ne7 and hope for the exchange.
If Black allows BxN the White's Ne5 looks strong.
The dilemma for Black set by Carlsen: do I risk castling into the open h file, do I plan to castle Q side or do I wait until White makes his intentions re castling clear?
e5 would be a mistake here. I get that it frees up the bad bishop but black is going to be left with a worse pawn structure no matter how that plays out. Black's play is on the queenside.
