Yes, the emerging Chinese and Indian markets are increasing the demand for oil. This is part of why I would like to see more on and off shore oil and gas exploration and drilling in the U.S.
I would also like to add that the pie charts shown fail to separate refinery cost and profit. Cost and profit are economic polar opposites. Federal and state taxes represent the largest profit in gasoline sales in this country IIRC.
I would also like to see the taxes in the refinery and the crude production broken out.