During a 2013 GATX earnings call, then-CEO Brian Kenney was asked a question about the staggering number of new railcar orders being placed in response to the crude-by-rail/fracking boom. His response was something I’ll never forget: “If all of these cars are delivered, there will be hell to pay.” Kenney was right. In 2014 and 2015, all the railcar builders…
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