Yes, but if consumption is down, then supply should be up. And if supply is up, then price should be dropping.
Hmmmmm.....
O’Reilly says the supply is constricted because refined gasoline is being shipped to China.
So, we hypothesize that the world demand and or supply is down while a US localized supply went up due to less consumption.
A statement that "the supply curve shifted up and to the left," doesn't indicate an increase in supply, but a decrease. It means that, at every possible price point, producers will respond by producing less gas at that point than they did before the curve shifted.