Sure.
Nobody consumes crude oil--nobody. Consumers consume gasoline, diesel, and various other products. But at times the market will be driven by various parts of the market. If there's a shortage of crude and crude prices run up, if it's really crude-driven you'll see a shrinking in the refining margin because refiners are trying to outbid each other for crude that's scarce.
What I think you've seen in the last number of years is a shortage of diesel in China primarily, but also in India. If you want to look at a refining margin, look at the refining margin for diesel. It has blown out tremendously. There was a run-up after 2005, and then again toward the end of 2007-08. If you trace that back, you can see that demand in China for diesel was tremendous. In 2005, I believe they had some hydro-electricity problems and their electricity system was very suspect, so people had their own diesel generators and were out buying diesel from the marketplace.
Again, it happened after the earthquakes in China, where they shut down about 30 coal mines. They didn't have coal available to run power plants, so individual consumers were out buying diesel to generate their own electricity.