How will that pan out?

The Dow Jones News wire gave updates on the vehicle sales in China, India and Russia. China has surpassed the USA as the world's largest car market. For the January to July 2010 period car sales in China grew by 42.8% year-over year! Sales increases in India and Russia on the side of personal use vehicles as well as trucks grow also in double digit percentages. In addition to the car sales there are then the sales of motor cycles and scooters, which are significant in these developing markets. Obviously gasoline and diesel consumption in these emerging markets will increase much faster than in the OECD, and with it there will be a shift in the global oil supply and refining markets.

The OECD is supplied by multinational oil companies within a free market trading principle. On the other hand, most emerging economies are supplied from state run oil companies. I am wondering whether or not this will affect easy access to oil for the OECD refiners.