http://www.fool.com/investing/general/2015/03/08/obama-did-warren-buffett-railroad-stocks-huge-favo.aspx
The railroad that is by far the leader in crude transportation is Burlington Northern Santa Fe, a subsidiary of Warren Buffett's Berkshire Hathaway (NYSE:BRK-A) (NYSE:BRK-B).
BNSF is the largest carrier of oil from North Dakota's Bakken shale formation, and construction of the Keystone XL pipeline could put a dent in BNSF's $22 billion annual revenue stream. In 2013, $5.7 billion of that came from industrial products, of which a major component is oil. Sales from that segment increased14%, or $700 million, in 2013 due to "significantly higher petroleum products volumes." Canadian National Railway and Canadian Pacific Railway have also been big beneficiaries of the political red tape, as they are the major shippers on the Canadian side.
Berkshire also benefits from the Keystone XL standoff via another subsidiary, Union Tank Car, which makes freight cars designed to haul crude oil. That company has been operating at full capacity in recent years, producing 6,240 cars annually amid excess industry demand from the shale boom. Buffett also said in his letter to share holders last year that BNSF would add 5,000 tank cars to its fleet, evidence that demand is still growing for crude rail shipments.