I should have specified gasoline consumption since this more closely maps to what we assume EVs will replace.

That has been increasing overtime, barring of course the pandemic, we're on track to pick up from where 2019 left off this year: https://www.statista.com/statistics/188448/total-us-domestic...

That's not correlated with EV usage either. EV's comprise well under 1% of the cars in America, and went up during the pandemic. Your numbers are changing a lot more than 1% and went down during the pandemic.