Tank cars, in North America, are privately owned; so when the railroad industry combines to prematurely retire the existing tank car fleet, they don't bear the direct cost. (Indirectly, they bear the cost of any inefficiency which might transfer a competitive advantage to a competing mode, but the railroad industry never really has come to grips with the fact that transportation is competitive).
Very Happy. He bought a company that builds rail tank cars.
Warren Buffett Cashes In on Railroad Tank Cars
http://www.businessweek.com/articles/2013-11-14/2014-outlook-warren-buffett-cashes-in-on-railroad-tank-cars
November 14, 2013