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Week ending March 29
GWR acquires two Indiana short lines to perpetuate its long-standing “contiguous railroad” model, stitching together formerly independent operations and its existing network. Greenbrier gets orders for 3,800 new fright cars — chiefly tank cars, auto racks, and covered hoppers; tank cars and covered hoppers easily fit the non-cyclical category for chemicals, energy, and grains. Not sure about auto racks.Tony Hatch reports from SEARS.
Week ending March 22
CSX is in flux; opportunities for short lines abound. CN looks for growth in shortline carloads; managing customer behavior. Thoughts on the Total Addressable Market (TAM) concept for short lines. Continue reading
Week ending December 21
The Dow Theory and share prices; what they tell us about the State of the Union and its effect on the railroad outlook. Table. What REALLY is Precision Scheduled Railroading; Quotes from Hunter’s book set the record straight.
Week ending December 14
RailTrends 2018 recap. More than 300 attended; all the Class Is and 14 non-Class I operators represented. Adding value to the customer, PSR, sustainable profitable growth, reliability the major themes. Regional and short line panel on first-mile/last-mile role; creating a custom process out of the batch process delivered by the Class Is. Why carload trip plans must be dock-to-dock. Rod Case on trucks eating our lunch and what to do about it. Continue reading
All issues in Adobe Acrobat format.
Week ending September 28
The Northeast Association of Rail Shippers (NEARS) holds its annual fall conference in Tarrytown, NY. Stifel touches on recent developments in the Oil & Gas Exploration and Production arena. Soybean growers continue to get hammered by the US trade restrictions. Cherilyn Radbourne writes that CN is well-positioned to cope with next year’s burgeoning demand for its service. Iowa Interstate Railroad promotes Joe Parsons to President and CEO. RailTrends 2018 coming to the Times Square Marriott in NYC November 29-30.
Week ending September 21
KCS holds its annual “Strategic Partners Conference” in KC; partnership with short lines and regional railroads a key ingredient to growth. Union Pacific debuts “Unified Plan 2020” based on Precision Scheduled Railroading principles; builds on “Blend and Balance” initiative begun in May. Continue reading