Look up Jevons Paradox, when something becomes more efficient, consumption can goes up, often due to price elasticity.

Think of like this: Imagine car prices go from $200,000 to $$20,000 - you wouldn't sell 10x the amount of cars, you'd sell --- In fact I just looked up the numbers - worldwide only 100K or so cars are 200K & higher, whereas roughly 80 million cars are in that affordable category.

So a price drop of 90% allowed sales to go from 0.1M to 80M!! I think this means we need more engines, tires, roads, gas, spare parts.