I’ve heard they cannot build tanker rail cars fast enough to meet demand.
Tank car boom masks dearth of orders for other rail cars
http://www.progressiverailroading.com/mechanical/article/Tank-car-boom-masks-dearth-of-orders-for-other-rail-cars-8212-analysis-by-Toby-Kolstad—36142
Tank-car orders will jump, but demand for other car types will remain flat or decline in 2013
http://www.progressiverailroading.com/rail_industry_trends/news/Tankcar-orders-will-jump-but-demand-for-other-car-types-will-remain-flat-or-decline-in-2013-Economic-Planning-Associates-says—36000
Mirrors their words exactly. It looks like an economy that is booming in certain markets and among crony markets (rhymes with phony) being goosed by the government.
The feedback I get from clients and suppliers along with other businesses is their orders are up and down. Some have seen their best year in a decade, while others their worst.