In total 60% of all idle cars are dwelling at origin ... · 4/8/2020 · The number of cars idle for 7+ days rose 35% (+48) overnight and have now increased for the fourth consecutive

SPEED READ

• Loads on wheels:◦ On a network basis loads on wheels rose slightly overnight reflecting higher volumes on CN and lower volumes on CP. ◦ The net overall reflects a series of puts and takes across a number of corridors for both railways with the most significant change being an increase

in volumes in CN's Thunder Bay corridor.◦ Volumes in the Prince Rupert corridor remained high at more than 1,900 cars for the second straight day.

• Cars Not Moving:◦ The count of idle cars decreased overnight for CN offset somewhat by higher counts on CP and have now fallen below 1,800 cars.

• Port Unloads◦ West coast port unloads remained below the 1,000 car threshold for the second straight day reflecting higher unloads at Prince Rupert offset by

lower unloads at Vancouver.

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Loads on Wheels

• Loads on wheels rose 2% (+205) overnight, due to higher traffic on CN offset by reduced traffic on CP - combined total at 12,727, the highest seen in the last 30 days, and 6% above the trailing 30-day average.

• On a net basis, the rise in loads on wheels reflects higher volumes across all corridors other than Prince Rupert.• CN volumes increased 6% (+367) overnight, with higher volumes across all corridors other than Prince Rupert. System wide CN loads on wheels currently

at 6,974 and 3% above the trailing 30-day average.• CP volumes fell 2% (-123) overnight, driven by a decline in traffic across all corridors other than USA/MEX. CP system wide loads on wheels currently at

5,580 and 11% above the trailing 30-day average.• Vancouver currently at 6,763, rose slightly by 1% (+41) overnight, now 4% below the trailing 30-day average.• The Prince Rupert pipeline currently at 1,905, fell marginally by 1% (-16) overnight, and 16% above the trailing 30-day average.• Thunder Bay volumes rose 7% (+140) overnight and have now increased for the sixth consecutive day - currently at 2,282, the highest seen in the last 30

days, and 107% above the trailing 30-day average, with 67% of traffic moving on CP.

Hopper Car Rationing

• CN rationed very few hopper cars in week 34. Shippers have now begun reporting rationing in week 35.

Loads Not Moving (including cars placed for unloading)

• The count of cars not moving for 48+ hours fell 8% (-146) overnight and have now decreased for the third consecutive day, reflecting reduced counts on CN offset by higher counts on CP. Idle car counts presently at 1,755 and 24% below the trailing 30-day average.

• CN◦ The count of idle cars for 48+ hours fell for the third consecutive day, down 17% (-206) overnight - currently at 985 cars.◦ The number of cars idle for 4+ days fell 23% (-146) overnight - presently at 479 cars.◦ The count of cars not moving for 7+ days fell for the third consecutive day, down 48% (-128) overnight - currently at 139 cars.◦ Vancouver represents 48% of all idle cars.

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Daily Pipeline Status As of 23:59 2020-04-08

◦ In total 60% of all idle cars are dwelling at origin locations.• CP

◦ CP idle car counts for 48+ hours rose 8% (+60) overnight - currently at 770 cars.◦ The number of cars idle for 4+ days fell for the fourth consecutive day, down 18% (-59) overnight - presently at 271 cars.◦ The number of cars idle for 7+ days rose 35% (+48) overnight and have now increased for the fourth consecutive day - currently at 184 cars.◦ Vancouver accounts for 84% of all idle cars.◦ In total 56% of all idle cars are dwelling at origin locations.

Port Performance

• CN and CP reported a total of 1,033 cars unloaded at the three major ports, now 11% below the trailing 30-day average. Three days in Week 36 unloads now behind last week's pace by 50 unloads, reflecting reduced unloads at Thunder Bay and Prince Rupert offset by higher unloads at Vancouver.

• Vancouver◦ 684 unloads reported by CN and CP at the Port of Vancouver; CN - 274 and CP - 410. Three days in Week 36 unloads are tracking ahead of last

week's performance by more than 50 unloads.◦ There are 1,500 cars on site at Vancouver with more than 550 cars arriving at the port in the last 24 hours.◦ CN and CP have 1,500 cars in British Columbia en route to Vancouver, with 1,150 cars at Kamloops and west, and 58% of traffic moving on CN.

• Prince Rupert◦ Prince Rupert reported 212 unloads, now behind last week's unloads after three days by 23 unloads.◦ Loads on wheels now above 1,000 cars - presently at 1,905 cars.◦ There are 650 cars west of Jasper en route to Prince Rupert.◦ There are more than 50 cars on site at Prince Rupert with 250 cars arriving at the port in the last 24 hours.

• Thunder Bay◦ 137 unloads were reported at Thunder Bay yesterday. Three days in Week 36 unloads are tracking behind last week's pace by fewer than 100

unloads.◦ There are 800 cars on site at Thunder Bay with less than 400 cars arriving at the port in the prior 24 hours.◦ There are more than 1,050 cars en route to Thunder Bay from Winnipeg and east.

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Daily Loads on Wheels - 4/8/2020 Change in Loads on Wheels - Prior 24 Hours

E Canada Prince Rupert Thunder Bay USA/MEX Vancouver Total

CN 959 1,905 751 159 3,200 6,974

CP 57 1,531 452 3,540 5,580

Short Line 59 23 82

US Rail 91 91

1,075 1,905 2,282 702 6,763 12,727


CN 18 -16 198 20 147 367

CP -6 -58 52 -111 -123

Short Line -8 5 -3

US Rail -36 -36

4 -16 140 36 41 205

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Daily Loads on Wheels By Pipeline Location - 4/8/2020


CN

Origin 712 23 648 1,383

Enroute 690 1,125 521 96 2,119 4,551

Destination 269 68 230 40 433 1,040

959 1,905 751 159 3,200 6,974

CP

Origin 6 54 136 1,087 1,283

Enroute 34 900 295 1,416 2,645

Destination 17 577 21 1,037 1,652

57 1,531 452 3,540 5,580

US Rail / Short Line

Origin

Enroute 43 53 96

Destination 16 38 23 77

59 91 23 173

Change in Daily Loads on Wheels By Pipeline Location - Prior 24 Hours


CN

Origin -2 -9 -3 13 -184 -185

Enroute -152 -47 230 -11 338 358

Destination 172 40 -29 18 -7 194

18 -16 198 20 147 367

CP

Origin 4 -228 32 -139 -331

Enroute -7 -107 36 112 34

Destination -3 277 -16 -84 174

-6 -58 52 -111 -123


Origin

Enroute 0 -13 -13

Destination -8 -23 5 -26

-8 -36 5 -39

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Loads Not Moving 48 Hours or More - 4/8/2020


CN

Origin 305 1 285 591

Enroute 121 9 3 11 141 285

Destination 34 2 23 7 43 109

155 316 26 19 469 985

CP

Origin 2 2 29 398 431

Enroute 2 13 15


6 87 29 648 770


Origin

Enroute 43 14 57


52 41 11 104

Change in Loads Not Moving 48 Hours or More - 4/8/2020


CN

Origin -2 47 -1 0 -126 -82

Enroute -16 1 0 -2 -82 -99

Destination 15 -1 12 2 -53 -25

-3 47 11 0 -261 -206

CP

Origin 1 1 26 228 256

Enroute -7 -1 -26 -34

Destination 0 9 -171 -162

-6 9 26 31 60


Origin

Enroute 0 -15 -15

Destination 8 1 0 9

8 -14 0 -6

6


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Port Unloads - 4/8/2020

Prince Rupert Vancouver West Coast Total Thunder Bay Total

CN 212 274 486 29 515

CP 410 410 108 518

212 684 896 137 1,033

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Port Terminal Status

Vancouver Port Unloads

Daily Activity for 4/8/2020

Cars Arrived Cars Received in Interchange

Cars Delivered in Interchange

Cars Placed for Unloading

Loads on Wheels at Destination As of

4/8/2020

CN 174 134 96 225 442

CP 400 95 139 397 1,042

SRY 6 2 23

04/08 04/07 Week To Date Last Week

CN 274 384 1,072 2,545

CP 410 424 1,268 2,953

SRY 3 10 14 63

Age Profile of Loaded Cars Waiting Placement for Unloading

Today

< 24 Hrs 24 - 48 Hrs > 48-72 Hrs > 72 Hrs Total On Hand

CN 174 62 16 74 326

CP 283 142 56 323 804

SRY 0

Change in Last 24 Hours

< 24 Hrs 24-48 Hrs 48 - 72 Hrs > 72 Hrs

CN 23 -10 -73 5

CP 24 41 -111 44

SRY -1

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Prince Rupert Port Unloads






4/8/2020

CN 253 253 68


CN 212 122 525 1,423


Today


CN 0


< 24 Hrs 24-48 Hrs 48 - 72 Hrs > 72 Hrs

CN -1

10



Thunder Bay Port Unloads






4/8/2020

CN 47 230

CP 385 53 577


CN 29 118 383 700

CP 108 162 362 1,014


Today


CN 58 58

CP 385 51 73 509


< 24 Hrs 24-48 Hrs 48 - 72 Hrs > 72 Hrs

CN -105 58

CP 334 -2 0

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Measurement Definitions

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 pipeline.

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.

Port Unloads 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 Count of rail cars reported as arrived at the destination railway terminal.

Cars Received in Interchange Count of rail cars received in interchange by each railway within a destination railway terminal. Interchange activity is tracked for the Vancouver and Thunder Bay pipelines as applicable.

Cars Delivered in Interchange Count of rail cars delivered in interchange by each railway within a destination railway terminal. Interchange activity is tracked for the Vancouver and Thunder Bay pipelines as applicable.

Cars Placed for Unloading Count of rail cars reported by the railways as placed loaded at the receiver’s facility for unloading.

Loads on Wheels at Destination Count of rail cars that remain under load within the destination railway terminal including rail cars that have been reported as placed for unloading but not yet reported as unloaded.

Waiting Placement for Unloading Count of rail cars that have been reported as arrived at the destination railway terminal but not reported as placed for unloading by the railway.

For the Ports of Vancouver, Prince Rupert and Thunder Bay the count of rail cars waiting placement for unloading is categorized by age – i.e. the elapsed time from arrival at destination to the current report date.

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Documents

In total 60% of all idle cars are dwelling at origin ... · 4/8/2020 · The number of cars idle for 7+ days rose 35% (+48) overnight and have now increased for the fourth consecutive