- Oil tank-car makers such as Trinity Industries (NYSE:TRN), American Railcar (NASDAQ:ARII) and Greenbrier (NYSE:GBX) may have overestimated demand, and their shares could be vulnerable to a 20%-plus drop, according to a weekend Barron's report.
- Oil finds in places such as North Dakota have strained pipeline transport, creating the need for more trains, but by 2016 that need will be more than met, analysts say.
- GATX (GMT) CEO Brian Kenney, whose leasing company owns the second-largest tank car fleet in North America, says there's eventually going to be an oversupply as the cars are delivered and as pipelines come online.