Fuel Deliveries Fall 39%

How do gasoline deliveries fall from 65MG/D to near 40MG/D? Are cars getting 39% better fuel economy? Has employment fallen 39%? Has economic activity declined by 39%?

Clearly the recession has reduced gasoline deliveries significantly, at least to near 1980 values. As the man says, is this an outlier or is bad shit headed our way?