Please don't just consider the effect of Cars. Maybe your estimates of EVs also includes trucks.
Bus:
https://cleantechnica.com/2017/11/12/100-electric-bus-fleet-shenzhen-pop-11-9-million-end-2017/
Trucks:
Tesla Semi and all other competitors of different sizes.
Does it also include trains?
How about Boats / Ferrys / Barges / Ships?
https://cleantechnica.com/2018/01/13/dutch-company-introduces-autonomous-electric-barge-europe/
https://qz.com/1039133/the-electric-revolution-is-coming-to-freighters-and-cruise-ships/
Aircraft?
https://www.theguardian.com/world/2...short-haul-flights-to-be-100-electric-by-2040
http://www.iflscience.com/technology/electric-aircraft-future-aviation-or-just-wishful-thinking/
Drones? of all sizes? almost all electric based on Lithium. Don't underestimate drones for package delivery, remote surveillance, and people transport
Have you also considered non-mobile storage?
http://reneweconomy.com.au/tesla-big-battery-officially-switched-on-in-south-australia-55285/
Tesla Powerwall
https://www.nissan.co.uk/experience-nissan/electric-vehicle-leadership/xstorage-by-nissan.html
Also off-grid storage for developing countries...
This is all on top of continued demand for Mobile Phones, Laptops, Tablets, etc.
The advances in battery tech, the falling unit weights, and falling prices, have created industries that didn't exist before.
1 million cars per year new sales, and 1 billion total cars on the road, is still only small when you consider the wider picture.
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