The EIA report looks at the same 4 weeks of the previous year. So its aaples to aaples. Gasoline demand is Down not UP. Distilate demand is doing great though and that is why refiners are all way up.
But without gasoline improving, i'm not sure what takes the industry back to doing really well. I think the hybrid and electric cars will take off huge over next few years. I think people are underestimating this.