I don't understand your analogy
why has your cost per apple increased? if an apple is crudely (heh) a barrel of oil, the cost (of production) per barrel hasn't increased. Your model seems to be based on steady demand and increasing production costs, in which case id agree with you that you'd try and sheild your customers, but the price isn't going up because you're having to pay your mexican slave workers more money but because more people want you lovely apples.
If you still get your apples at $0.20 and suddenly idi and kura come up and start asking for more apples, then they're joined by Sunday8pm you'll start selling them at more than $0.25.
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So intuitively I would expect that a jump in oil prices would result in a drop in oil profits
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If that jump was caused on the production end rather than increasing consumer demand, yes.
edit: think of it like this, in a simplistic airline company model, the increasing oil prices are increasing the 'cost of production' of an airline seat, hence the airlines are having to put the cost per seat up to offset, but profits are still down.