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

Temporary Western Intermodal Slump Continues; CSX Update

We’ve now seen three weeks of suppressed intermodal volumes at Union Pacific and BNSF due to the China air pocket effect, which is a lagging consequence of the 145% U.S. tariffs on

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

CSX Operational Recovery: Another Week of Good Progress

Following the Feb. 1 closure of the Howard Street tunnel in Baltimore and CSX’s subsequent collapse in operational efficiency through early April as it struggled with the associated reroutes, we’re now seeing

Commentary

Western Railroads Getting Leaner and Fitter

The past couple of weeks you may have noticed that BNSF and Union Pacific have been running an increasingly tight ship as they shake off the last vestiges of winter and some

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

CN Recovers, CSX Howard Street Tunnel Blues, UP Wobble

CN Rebounding Quickly from Winter Over the past couple of weeks, we’ve discussed CN’s network fluidity “mini-crash” that occurred in the week ending Feb. 21, due primarily to the compounding effect of

CN photo
Commentary

The State of the Rails – CN Back from the Brink; PSR Recoverability

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.

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

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