[woodbutcher1963]

On another subject, the BNSF railroad shipped 400,000 oil tanker cars in 2013 and forecasts shipment of 600,000 oil tanker cars in 2015.

The question is who/what company is getting the orders for all these new tanker cars?

[thackney]

Buffett’s Union Tank Car Co. is working at full capacity and Icahn’s American Railcar Industries Inc. (ARII) has a backlog through 2014. Trinity Industries Inc. (TRN), the biggest railcar producer, began converting wind-tower factories last year to help meet demand for train cars that can transport the petroleum product.

http://www.bloomberg.com/news/2013-01-03/buffett-like-icahn-reaping-tank-car-boom-from-shale-oil.html

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In 2007, Warren Buffet’s Berkshire Hathaway Inc. (NYSE:BRK.A) purchased 60 percent of Union Tank’s parent company, Marmon Holdings Inc.

Today, Berkshire owns 90 percent of the company, according to an annual report for investors, where Buffett implored them to look for the company’s UTLX logo on any tank cars they see passing by.

http://www.ibtimes.com/warren-buffett-carl-icahn-are-new-rail-barons-both-have-made-big-bets-crude-rail-transport-1533098