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November 2011 newsletter

 

November 2011

 
 
 

Heard On The Street

* Believe what's going to happen in December is what happens every year. Mills will buy very little to reduce inventory and dealers will sell very little if anything at all. 

  

* A couple of major mills have put out feelers at up money. Not the full $30-40 the market lost but in one case, half of that drop. I think this will make dealers hold even tighter until after the first of the year

  

 * I think the RR system (track and line) is in the best condition it has been in 60 years or more.

 

* PTC remains a huge concern for the RRs. Hope is the congress will issue some extension or something.  We don't really have the correct technology yet to make it effective and foolproof. A legitimate concern exists that even if completely implemented it might only be 90% (?) correct.

 

 

 
 

Somewhere In Time

Seventy years before I was born Geronimo surrendered and the Statue of Liberty was dedicated. That has always been a long-distant past to me. It is easy to lose memory of events from seven decades back. 

Today there are over 312 million people living in the United States. Seventy years ago it was 134 million, about 43 percent of today's total. Imagine the horror of over 5500 Americans being killed in a vicious and unprovoked attack on our soil and another 2800 being injured. This equates to the percentage of innocent lives lost on December 7, 1941, at Pearl Harbor. 

Some things are worth remembering, memorializing, and passing along carefully to each successive generation. Families today still feel the impact of the devastation of 70 years ago. It is not a time for vengeance or ill-will toward others, but it also is not a time to forget what did occur. 

Hopefully we learn from history. 

 

 
 

Latest News

Welcome to the November 2011 issue of the Monthly Newsletter from WT&L Corp and Iron Horse Logistics Services. 

To receive much of the news as it happens please Like us on Facebook. 

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Market Update

Fuel Surcharge has become quite a controversy over the past several years. For those in the industry only a few year you might assume this has always existed. Those around longer remember when there was no fuel surcharge, but those around as long as some of us remember the RCCR tariffs in place in the early 80's. What is this all about?

Since fuel is such a large cost factor in any transportation mode (for truck & barge it is multiple times higher percentage of total cost than by rail) once it lost stability years ago the carriers each determined they needed to have some mechanism to recoup that variable cost. The intent of the surcharge is only to recover the excess cost, not all the cost, or at least it should be. And there is the controversy-- do the carriers actually earn large profits from fuel surcharges or do they merely recover the excess costs as fuel prices fluctuate?

It is difficult to analyze since carriers have progressively increased their "base" rates on a regular basis, once a year or more often, which could include rolling in more up-to-date fuel costs as well as market pricing decisions. Plus some carriers have adjusted their program to determine fuel surcharges to apply or have several different programs and change which one applies to any individual rate publication. Most originally were percentage-based but have now converted to mileage-based. 

The chart below shows the CSXT 8661 Per Mile Fuel Surcharges since April 2007.

 Fuel SC Chart


Quick News Notes

Details for the following news articles have all been posted on the Iron Horse Logistics Services & WT&L Corp Facebook sites. Click any link to see the story. To get news in real time like us on Facebook.  


STB eyes BNSF purchase price regulatory effects


Railroad cost of capital rises to 11.01%
 


Rail traffic inching back toward record levels  


STB asks: "Does rail regulation need changes?"
 


The Short Line Railroad Rehabilitation and Investment Act of 2011


Canadian Pacific Targeted in Buyout Rumors 

EPA: Freight car backlog formidable  

STB decision on NITL petition RE reciprocal switching between Class Is

American Railcar backlog at three-year high 

U.S. Senate Committee unanimously approved a bill to reauthorize the nation's transportation programs for two years 


STB initiates streamlined procedure 


Icahn offers to buy metal recycler for $1.7 billion  

 

UP Announces Rate Increases 

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For more information on Iron Horse Logistics Services and WT&L Corp please go to www.makelogisticseasy.com and www.wtandl.com.  

As always, feedback is most welcome.  

Sincerely,

Dennis Wilmot
Iron Horse Logistics Services

WT&L Corp

330.995.9859

 

 

 
 
 
 
 
 
     
 

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