Daily Network Status Report (As of 23:59) 2021-02-04...2 days ago · Daily Network Status Report...

Highlights:

Loads on WheelsLoads on wheels increased slightly yesterday reflecting little change for either railway. Week to date average daily loads on wheels continue to outpace last week at this point averaging nearly 11,900 cars per day - 15% higher than last week.

Cars Not MovingThe system count of loads not moving increased yesterday following two days of improvement.Counts returned above 2,600 cars reflecting notably higher counts for CN offset by lower counts for CP.

Port UnloadsWest coast unloads (1,235) improved for the third straight day reporting the highest number of unloads in a week.

Today Change fromYesterday

Percent Changefrom Yesterday

Daily Average(Current Week)

Daily Average(Prior Week to Date)

Percent Changefrom Prior Week

Loads On Wheels

Canadian National 6,816 89 1% 6,756 5,620 20%

Canadian Pacific 4,622 -44 -1% 4,920 4,411 12%

Canadian Shortlines 73 12 20% 99 182 -46%

US Railways 72 18 33% 63 102 -38%

Total 11,583 75 1% 11,840 10,316 15%

Loads Not Moving 48+ Hrs

Canadian National 1,433 501 54% 1,095 1,441 -24%

Canadian Pacific 1,191 -131 -10% 1,337 1,489 -10%

Canadian Shortlines 10 -10 -50% 26 58 -55%

US Railways 32 -2 -6% 37 35 6%

Total 2,666 358 16% 2,496 3,025 -18%

Port Unloads

Vancouver 995 53 6% 903 991 -9%

Prince Rupert 240 3 1% 161 197 -18%

Thunder Bay -49 -100% 27 18 50%

Total 1,235 7 1% 1,092 1,207 -10%

West Coast Unloads 1,235 56 5% 1,065 1,188 -10%

1 2021-02-04AG TRANSPORT COALITION

Daily Network Status Report (As of 23:59) 2021-02-04

Loads on Wheels

While volumes are up week over week for both railways the most significant jump can be seen in CN's numbers which are currently running 18% (+1,000 cars) ahead of last week. Traffic patterns for CN and CP continue to move in unison as has been the case over the last few weeks.



Loads on Wheels by CorridorNote to Reader - values in the table below may vary from those reported on page 1 as these reflect CN and CP including affiliated short lines while short lines are reported separately on page 1. The slight increase in CN volumes reflects principally higher volumes to Prince Rupert while CP volumes declined overall with a series of puts and takes across multiple corridors.

Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total

CN

Prior Day 964 137 4 1,326 4,310 6,741

Cars exiting corridor 82 2 0 240 609 933

New Cars Online 128 0 0 367 569 1,064

Net Change 46 -2 0 127 -40 131

Current Day 1,010 135 4 1,453 4,270 6,872

CP

Prior Day 752 226 127 0 3,562 4,667

Cars exiting corridor 53 66 1 0 377 497

New Cars Online 19 9 0 0 429 457

Net Change -34 -57 -1 0 52 -40

Current Day 718 169 126 0 3,614 4,627



Loads Not Moving 48+ HoursSystem counts of idle cars increased yesterday for the first time in three days returning above the 2,600 car threshold.Yesterday's increase reflects notably higher counts for CN while CP lowered counts for the third straight day.The net change on CN yesterday (+ 501 cars) reflects higher counts to the west coast with counts increasing in both the Vancouver and Prince Rupert corridors offset somewhat by lower counts in the Eastern Canada corridor. The net change on CP yesterday (- 131 cars) reflects puts and takes across a number of corridors but most notably reduced counts in the Vancouver corridor. CN counts doubled overnight in the Vancouver corridor returning above the 1,000 car mark - the highest level in the corridor in nearly a month.

24 Hour Change Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total

CN

Prior Day 321 19 4 123 465 932

Current Day 180 16 4 229 1,004 1,433

Net Change -141 -3 0 106 539 501

CP

Prior Day 226 9 69 1,018 1,322

Current Day 323 5 29 834 1,191

Net Change 97 -4 -40 -184 -131

Percent Loads Not Moving Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total

CN

Prior Day 33% 14% 100% 9% 11% 14%

Current Day 18% 12% 100% 16% 24% 21%

CP

Prior Day 30% 4% 54% 0% 29% 28%

Current Day 45% 3% 23% 0% 23% 26%



Current Day Status - Network Location Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total

CN

Origin 58 98 733 889

Enroute 111 11 1 111 246 480

Destination Yard 2 2 21 25

Destination (Placed) 11 3 1 20 4 39

CP

Origin 115 4 29 542 690

Enroute 205 1 269 475

Destination Yard 2 14 16

Destination (Placed) 1 9 10

Percent Loads Not Moving Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total

CN

Origin 30% 0% 0% 21% 49% 41%

Enroute 17% 11% 100% 14% 10% 12%

Destination Yard 0% 67% 100% 0% 7% 5%

Destination (Placed) 12% 43% 100% 18% 4% 13%

CP

Origin 99% 25% 100% 0% 45% 50%

Enroute 39% 1% 0% 0% 15% 19%

Destination Yard 67% 0% 0% 0% 3% 4%

Destination (Placed) 1% 0% 0% 0% 4% 3%



Network Breakdown

The percentage of loads not moving has dipped slightly this week for both railways reflecting the increase in loads on wheels concurrent with lower idle car counts. This metric can be volatile on a daily basis and as such a better guage of system performance is the weekly trend.



Vancouver



Prince Rupert



Thunder Bay



Eastern Canada



Port Performance

West coast unloads (1,235) improved for the third straight day on the strength of better unloads reported at both Vancouver and Prince Rupert with unloads at PRG exceeding the 200 car benchmark for the second straight day.As was expected Prince Rupert reported another good day of unloads again yesterday. Prospects for unloads are good again today with 200+ cars on site this morning and an additional 350 west of Prince George. Of these 200+ departed Smithers and Prince George this morning. Perhaps of some concern is that further out there are currently only 100 cars west of Edmonton. Thus while there appear to be ample cars available for unloads today and tomorrow, Sunday and early next week will be dependant on CN continuing to move cars currently east of Edmonton toward the Port in a timely manner. Vancouver corridor volumes remain good at nearly 7,800 cars this morning. There are nearly 1,300 cars cars in the Vancouver terminal this morning available for unloading. Beyond this there are 800+ Kamloops and west and another 600+ west of the AB/BC border. Given the current structure of the pipeline and the number of cars available there is seemingly no reason for the Port to not have strong unloads in the coming days.

Today Change fromYesterday

Percent Changefrom Yesterday

Daily Average(Current Week)

Dail Average(Prior Week to Date)

Percent Changefrom Prior Week

Vancouver

Cars unloaded 995 53 6% 903 991 -9%

Cars Placed for Unloading 859 -167 -16% 892 979 -9%

Cars on Hand 818 275 51% 564 895 -37%

Cars Arrived at Destination 1,114 273 33% 903 896 1%

Prince Rupert

Cars unloaded 240 3 1% 161 197 -18%

Cars Placed for Unloading 209 17 9% 165 176 -6%

Cars on Hand 126 105 500% 48 36 33%

Cars Arrived at Destination 315 123 64% 186 176 6%

Thunder Bay

Cars unloaded -49 -100% 27 18 50%

Cars Placed for Unloading 0 26 0

Cars on Hand 3 0 0% 33 23 44%

Cars Arrived at Destination 0 26 0

West Coast

Cars unloaded 1,235 56 5% 1,065 1,188 -10%



Glossary

Loads on Wheels Count of loaded rail cars including all rail cars that have been released loaded at origin and have not been reported by the railway as unloaded at destination. Counts include all rail cars (hopper cars and boxcars) moving within a corridor.

Loads Not Moving Loaded rail cars for which the railways have not reported a movement event for 48 hours or more whether the rail car is at origin, enroute or at destination.

Cars Unloaded Count of rail cars reported by railways as unloaded at the western port destinations of Vancouver, Prince Rupert, and Thunder Bay. Unload counts include all rail cars (hopper cars and boxcars) unloaded by all receivers including major port terminals, transloaders and other receivers.

Cars Arrived at Destination The number of railcars that have arrived at the destination railway yard in the prior 24 hours.

Cars Placed for Unloading The count of railcars reported as placed for unloading at a receiving facility in the prior 24 hours.

Cars Exiting Corridor The number of loaded railcars that have left a given corridor from the prior reporting day whether as a result of the car being unloaded or delivered to another railway via interchange.

New Cars Online The number of new cars entering a specific corridor resulting from new traffic being released at origin or being received in interchange from another railway.

Cars on Hand The number of railcars on hand at the destination railway yard that have not yet been placed at a receiver facility for unloading



Daily Network Status Report (As of 23:59) 2021-02-04...2 days ago · Daily Network Status Report...

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