I know a lot of people who have cut down on their driving due to gas prices. So, attributing reduced gas consumption to the new EV’s is a flawed assumption.
I know a lot of people who have filled extra tanks thinking it was going to go up after the election. Myself included. So when people start using the stored fuel it will look like less usage.
Common practice When fuel is going up people keep their tanks topped off. When going down they start waiting a day or two extra. So gas prices will continue to go down a while.