They neglected a huge part of the coming electric vehicle picture: lightweight, slow-speed electric vehicles. Almost 60% of US car trips are 5 miles or shorter. (2017 ref: https://nhts.ornl.gov/tables09/ae/work/Job63697.html , 2009 ref: https://nhts.ornl.gov/tables09/fatcat/2009/vt_TRPMILES.html ) Scooters, e-bikes, and electric cargo bikes (not to mention the human-powered versions!) will soak up an enormous portion…
Nobody is going to use a scooter or an e-bike for that. If someone made an electric minivan, sure, that might soak up most of those trips, but for some reason nobody makes one.