I think it's a big mistake to assume most of the expensive oil effect are through direct energy expenditures.

Consider what is listed as "shelter", "transportation" and "food". The biggest costs are there, according to the first page you linked. Those areas heavily affected by cost of energy and reduce what is available for all the rest, including spending on gasoline.

Are vehicle miles going up or down? Maybe gasoline spending is not increasing, because people just don't have any money left for it?