CSX recovery efforts are progressing after Hurricane Helene struck last fall. Service is now resuming north of Spruce Pine, N.C., on the Blue Ridge Subdivision. (Screen Grab from CSX video)

Class I Briefs: CSX, BNSF

CSX reports that service is resuming north of Spruce Pine, N.C., following Hurricane Helene; that its police agents are honored for heroic efforts during Human Trafficking Prevention Month; and that Diageo North America is building a beverage distribution plant at a CSX Select Site. Also, key BNSF service metrics for intermodal are improving despite recent challenges, and the Class I railroad’s Helena, Mont., team marks seven years injury-free.

Commentary

Industry Navigates Polar Vortex Well

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

Commentary

Western Intermodal; Incoming Cold Snap

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

First Half Opportunities for UP, BNSF, NS, CN

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

Commentary

Restarting Analysis on CPKC

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

Commentary

Getting There: Blended Dwell and Velocity Now Best Since 4Q20

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

Commentary

The State of the Rails—Waycross

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

Commentary

Has Union Pacific’s Intermodal Network Bottomed?

Bend, Don’t Break: Last year we tracked a domestic intermodal surge on BNSF and used it as an example of the Bend-Don’t-Break playbook, which acknowledges that railroads will naturally slow under volume

Commentary

Manifest On-Time Performance and Industry Spot & Pull

On April 30, 2024, the Surface Transportation Board issued a decision that introduces narrow-scope reciprocal switching into the U.S. freight rail industry. That decision prescribes that two supporting data sets for trains

Commentary

First Meltdown Stress Test Since 2022

Hurricane Survival Mode: We now have operating data for the week of Sept. 28 through Oct. 4. It encapsulates most of the damage from Hurricane Helene, which made landfall in Florida late

LOAD MORE