A breath of economic exuberance: Union Pacific (UNP +1.4%) CEO James Young says his company has...

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Joe Eifrid Comments (235)
 
Liars?
UNP Railfax report
Year to date up 4.1%
Quarter to date up 3.3%
4 week rolling average up 2.7%
Current week compared to 2010 - up 1.4%

Looks like the trend is slowing to me.
railfax.transmatch.com/
2 Jun 2011, 04:08 PM Reply Like

WMARKW Comments (8363)
 
Joe...good on you for posting and understanding numbers. Thanks.
2 Jun 2011, 04:28 PM Reply Like

Windsun33 Comments (3924)
 
There is some other interesting data there as well if you look down the charts a bit.. like why is "crushed stone" shipment up more than most other commodities? Looking at the charts for auto shipments one could have predicted the big sales drop also.

I am just wondering how I missed finding that site for so long, lots of good info there.
2 Jun 2011, 08:13 PM Reply Like

Duude Comments (3274)
 
The Queensland, Australia floods were a boon for US coal exporters. That's what they're really experiencing. That will soon come to an end.
2 Jun 2011, 04:40 PM Reply Like

phoneranger Comments (340)
 
We are the folks that put out the Railfax report. I'm the guy that designs the neat Tableau charts at the top of the report. I.don't.see.a.slowdown...
We have all the numbers behind the summary so maybe we know something you don't. But you can subscribe to our Railshare service if you want to get down in the weeds with us rail analysts.
Or check out our other neat graphics at frs.transmatch.com They're free.

Go long the number tomorrow. It worked back in May.
2 Jun 2011, 04:42 PM Reply Like

Poor Texan Comments (3489)
 
phoneranger,

Are you taking market share from trucking or is it a overall increase in freight?
2 Jun 2011, 04:46 PM Reply Like

Joe Eifrid Comments (235)
 
"We are the folks that put out the Railfax report. I'm the guy that designs the neat Tableau charts at the top of the report. I.don't.see.a.slowdown...

Neat site - nice charts. Look at the negative progression of the numbers since the first of the year as I posted. It appears to me the growth trend is slowing for UNP and the total NA rail traffic.
2 Jun 2011, 05:03 PM Reply Like

Russ Winter Comments (464)
 
Joe, I think you are right. There is a boomlet hauling grains, but all other categories are flat or down. I guess "slowdown" is in the definition, but definitely slowing since April. CSX on the April 20th call claimed they would see 7% volume growth, and Railfax shows 2.7% for the quarter to date .
2 Jun 2011, 11:26 PM Reply Like

phoneranger Comments (340)
 
well this jobs report was embarrassing
3 Jun 2011, 08:51 AM Reply Like