The Arctic Blast has been our singular focus over the past few weeks, starting with foreboding anticipation, then some historical context, and we’ve now reached the quantifying the damage stage. Here it
In recent weeks we’ve focused on the big tailwind from Thanksgiving and its subsequent slingshot effects, which accelerated the overall system and propelled some key metrics at Union Pacific, BNSF, and CSX
Over the past few weeks we’ve been observing and discussing the unanticipated strength in BNSF domestic intermodal volumes, which began in October, and how the operating team has handled it. We’re using
On Dec. 4, we highlighted the strong operational recovery that has taken hold at Union Pacific, and we’re now in a position where most of the industry is running well. At this
Since the early 2022 Service Crisis, we’ve seen the U.S. railroads, one-by-one, reach a point where service is arguably fully restored, at least to where it was prior. CSX was quick to
On Oct. 18, CN announced its operations succession plan as COO Ed Harris heads back into retirement, which occurred Nov. 15. Harris is arguably the best operator in the business and has
Canadian Pacific Kansas City’s Sanchez Yard, near the U.S. border, continues to be on a roll. Yard dwell time fell for the fourth consecutive week, this time from 19.4 to 17.5 hours.
Last week we highlighted a big drop in terminal dwell in Mexico as evidence that CPKC’s broader Mexican operation is finally turning around, after a year in the doldrums. Our Oct. 23
We’ve been following terminal dwell time at Canadian Pacific Kansas City’s three primary Mexican yards for months as we wait for CPKC’s Mexican operation—which has been hamstringing financial results—to turn around, and
One by one, the U.S. railroads are getting their operating houses in order following the difficulties of 2022, and as that evolves we’re engaging with senior operations leaders to understand how they’ve