content: The main point of the video is that the oil market doesn't need to collapse for the oil market to be bigly effected. The video (doesn't say bigly) says that you need the electric cars to offset about 2 million barrels per day.  Based on Elons factories capacity going from 25,000 cars/year to 500,000 cars/yr around 2020 the author estimates that tipping point to be roughly 2023. Same oil crisis numbers just the offset is not a glut at refinement, is at the pumps.