Gas Prices are so High, Must be Demand in the US (or Not)

Don't look now, but premium gas just broke $4 per gallon. Why should you care? Because unlike you, most of us are impacted by higher gas bills. We drive SUVs, minivans, trucks, and sports cars. We live far from our jobs (if we're employed) and public transportation is not an option, yet. Unfortunately, money going to $60+ gas bills means less spending on food, entertainment, and other garbage we buy. Oil exporting countries make money, companies that sell us all the other stuff lose money.

When you look at demand (via gasoline retail deliveries), you can see that it's not demand that causing high gas prices:

 

Well then, what could it be? Maybe two bears have an explanation:

Source: http://advisorperspectives.com/dshort/updates/Gasoline-Update.php
Source: http://www.zerohedge.com/news/bears-explain-price-gas-special-gop-primary-edition
Source: http://www.zerohedge.com/news/guest-post-why-gasoline-consumption-tanking