how do we profit short term from refinery capacity issues?

If the refinery capacity for unleaded gasoline in the NE has diminished (https://www.tfmetalsreport.com/blog/3520/literally-sick-my-stomach see the Comiskey video), who potentially benefits? Valero or Conoco Phillips because of their refineries in the Gulf states? Are they a possible short term play (remainder of 2012)?

Thanks, Jim