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[quote user="oltmannd"][quote user="futuremodal"][quote user="n012944"][quote user="futuremodal"] Two things regarding the NS slide show:  First, this is an NS slide show, so it's going to be favorable to NS's side of the story, right?  (insert cynical smilie here)  [/quote] OK I will give you that we should take the NS slide show with a grain of salt, however should we also take the numbers given by Mr. Sol with a grain of salt too?  They were studies that were paid for by shippers who  claim to be captive.   Why is it that certain people on this board use numbers from studies done by "captive" shippers as examples, yet when other sides are shown, be it from an independent goverment office like the GAO or the railroads, we are told to take them with a grain of salt?    [/quote] Two different things going on here, not necessarily related.  My comments on the NS slide show is more pertaining to the usual corporate slide show characterization, e.g. such are presented to show only a favorable aspect of the company's decisions, e.g. they are not going to present the downsides.  It is similar to the stuff we get on the corporate PR Newswire items - it's "rah rah" stuff, not a cost/benefit analysis.  It's hard to justify a claim that NS's domestic double stack program is taking freight off the highways, soley because the gain in domestic double stack exceeds the gains presented by the trucking industry.  Did we also see the trends in NS's boxcar loadings in that slide show?  Is it possible that the upward trend in domestic double stack is inversely correlated with a downward trend  in boxcar loadings over the same time period?  If so, do ya think NS is going to tell us? [/quote] I got yer carloading stats right here!  It really wouldn't hurt you to look at ALL the slides and maybe even read the text, you know!  It isn't always all happy talk. <A href="http://www.nscorp.com/nscorphtml/speech06/dws072606/dws072606.pdf">http://www.nscorp.com/nscorphtml/speech06/dws072606/dws072606.pdf</A> (slide 6 - broken out by major commodity group.  This is all non-intermodal stuff.  Includes grain and slab unit trains.  Does not include coal.) Up 2% over all, similar to industrial production.  Note that chemical is down 7% YOY.  This is all tank car traffic and is not generally converted to intermodal.. [/quote] And automotive is down 3%.  Ag down 1% 2Q. (Slide 3) Non-coal revenue growth is lowest in intermodal (Slide 5) Wait a minute!  Domestic double stack down 9%, truckload up 11%!  (Slide 10) Weren't you all telling me about how domestic double stack is growing at the expense of OTR?  From these stats it looks as if the only shift is from doms to trailers, aka still no shift of highway traffic to rail.
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