I'd think there are more factors. I mean, if people continue to go grocery shopping on the same schedule, but just buy less with each trip, that can slow overall economic activity without significantly impacting fuel demand.

Similarly, people that can't work from home still have to make it to work.

Or perhaps the economic downturn causes businesses closer to where most people live to shut down and now they gotta get all the way to the other side of town to get their necessities at the big box store that is now their only option.

Fuel demand can certainly stay the same or even increase while demand for most other things goes down.