Love the projections. The pace of change is driven by technology and at the core are new tools for engineering (Simulation, instruments measuring interactions at the atomic level and so on)
Note that it took 10 years to reduce battery cost by 90%, most likely the pace will or is faster now with the new engineering tools.
China expects the reduce oil and gas imports by 50% in about 10 years. They don’t like being dependent on the Middle East and Russia for energy.
The Saudi’s oil ministry recently suggested they plan to increase oil prices as they recognize oil demand will drop regardless of price so extract as much profit as they can. Of course that makes the demand for EV increase but production limitation likely define the pace of switch from oil to EV