With oil pipelines from Canada filled to capacity, how do Gulf Coast refiners secure the heavy crude to produce the profitable diesel and jet fuel for investor rewards? The Keystone pipeline, if ever built, is years and billions of dollars away. Trucks can't possibly handle the entire demand. Saudi Arabian heavy crude arrives on ships but costs more than Canadian crude.
The answer? By rail. And those who build the the petroleum tank cars, retrofit their rails for the increased weight, and build railroad petroleum terminals will reap. Motley Fool Special Ops Advisor Tom Jacobs interviews Bentek Energy's Chris Micsak about the situation and the potential winners.