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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam   😊 😞
Number: of 15058 
Subject: Rail volume and service declining
Date: 06/20/2025 8:36 AM
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Rail traffic plunged 11% between 2014 and 2024 — and the fall-off in coal is not entirely to blame. Even if you exclude coal altogether, volume still dropped by 1%.

Why the shift to trucks? “Some 66% of shippers receive on-time performance of 80% or better from trucking partners, compared to just 16% from railroads.”

Other annoyances include a lack of service guarantees and timely price quotes from railroads. BNSF Railway, for its part, has recognized the problem and created the Quantum premium intermodal service — which aims for 95% on-time performance — to combat the trucking threat.

https://open.substack.com/pub/kingswell/p/the-berk...

https://www.trains.com/trn/news-reviews/news-wire/...
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