Do you understand the difference between a refiner and an oil company? Refiners buy oil and refine it into oil by products. It's all about the spread between what they pay for oil and what they can charge for the refined products. Rising prices do not help refiners.
Its all about how much of the cost can they pass on to the pump. If the oil drillers costs rise, then the refiner has to pay more to buy the oil from them, and the gas station pays more, and the customer pays more. If customer stops driving, the gas station drops price, the refiner drops the price they are willing to pay for the oil, and the oil drillers can accept less or go elsewhere. Just like anything, the difference between the buy and sell price is revenue.
seems simple doesn't it...price increase has to be passed through sooner or later. NTI still closest to WCS and bakken source crude so their total oil cost including transport to the gate is cheaper than other refiners. will stick around and ride it out.