This is a weekly report that analyzes operational and service trends for the North American Class I railroads. This edition incorporates weekly operating data through February 28.
The hits just keep coming with another arctic blast this week and some extensive flooding, primary impacting Norfolk Southern in Southern West Virginia, Eastern Kentucky, Southwest Virginia and Eastern Ohio, resulting in
This report analyzes operational and service trends for the North American Class I railroads, incorporating weekly operating data through Jan. 31. January is typically the most challenging month for rail operations and
The big winter weather challenge has now come and gone in the form of last week’s polar vortex. The Eastern railroads got doubly lucky as they also had to contend with Winter
Here, we look at weekly operating data through Jan. 10. U.S. West Coast container imports were strong last year, particularly in the second half, driven initially by diversions from the East Coast
In recent weeks, we’ve been highlighting positive trends in some of the operating metrics, and this augurs well for 2025, particularly on a year-over-year basis in the first half. Some specifics: Yards
We’ve made some major changes to the CPKC data this week. Ever since the KCS operational consolidation on April 14, 2023, we’ve been using the consolidated velocity and dwell from 4/14/23 forward
The 2022 Service Crisis is still too fresh in the minds of rail customers, inhibiting share recapture from trucks, and this will remain the case for some time. However, the fact is
We attended CSX Investor Day 2024 on Nov. 7. There are 25 Wall Street analysts who cover CSX and 24 of them went to hear what CSX’s average annual EPS growth guidance
The Eastern railroads have had an eventful hurricane season, including landfalls from hurricanes Debby on Aug. 5 (Cat 1), Helene on Sept.26 (Cat 4), and Milton on Oct. 9 (Cat 3). Helene,