WIR 2019, First Quarter

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