Question - on a fundamental basis - why is TOL suffering?...

Question - on a fundamental basis - why is TOL suffering? (Virgin?)

I mean it has nice control over much of rail, road and shipping ports. If Oil goes to $200 - sure running costs will be (much) more expensive - but then wouldn't they just pass costs on?

The Stuff (ie good, whatever TOL transports) will still need to be carted around the country unless someone can think of an alternative way of moving bulk goods other than plane, truck and train.....