Yes, that's correct. The IEA makes it very clear that their baseline scenario is not considered the desirable scenario and shouldn't be considered a forecast. So it is extremely irresponsible to say that the world needs a 40% increase in energy when, clearly, the IEA says governments can bring many policies in place to not need that.
The difference in numbers between the do-nothing scenario and actually introducing progressive energy policies is 20 million barrels a day. That's the difference in oil consumption for the world.