On that first chart, so battery count will drop post-2030? That's what the y-axis is, battery count (is it count? production rate?), but the conclusion drawn

On that first chart, so battery count will drop post-2030? That's what the y-axis is, battery count (is it count? production rate?), but the conclusion drawn is that oil demand will drop, which feels related to the article, but wholly unrelated to the chart. Is the y-axis of that graph actually oil demand?