The #Bettrification Impact Curve meets the global EV fleet size: 2025 → 90M EVs → 1.7M bpd barrels/day 2030 → 300M EVs → ~6M bpd 2035 → 700M EVs → 12–15M bpd EV adoption doesn’t need to reach 100%. It just needs to break oil demand growth… then the system does the rest.