Loop Capital Markets

Commentary

CPKC IT Cutover Update

Some better data this week suggests that Canadian Pacific Kansas City’s southern U.S. operating problems related to its May 3 IT systems cutover might be starting to correct, which is good news.

Commentary

CSX Operational Recovery, Week 4

More good progress from CSX, as it continues to rebound from the early April trough in operational efficiency. Operating car inventory has now fallen in four consecutive weeks, from its peak of

Commentary

Finally, Some Good News

As the flooding effects in Tennessee and Kentucky dissipated, CSX was able to get the network moving in the right direction in the week ending April 18. Average train speed, which had

Commentary

The Eternal Battle: Weather vs. Railroads

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

Commentary

A Successful January

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