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Cedar Rapids, Iowa

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Posted by greyhounds on Sunday, January 24, 2021 7:53 PM

Shadow the Cats owner
Well this should tell you something about the tare weight issue.  That Prime looked into reefer containers and decided that there was NO way that for their business model that they could make the tare weight issue work for them.  The loss of almost 3 tons of cargo capacity was just to much for them to even consider even with the newest models able to carry 30 skids in them.  The weight difference is just to much.  When you can scale 5k more pounds with full tanks when hauling beef or produce you tend to make more money when your paid by the hundred weight.  

Prime can make their own decisions about their own equipment.  Other truckers with intermodal reefer operations have acquired the reefer containers.  (KLLM, for example.)

Prime is apparently going with lightweight reefer trailers for intermodal.  Fine with me.  As long as they go intermodal.

A railroad can keep TOFC trailers competitive with its pricing policy.  I know BNSF has done this at times.  

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Posted by Shadow the Cats owner on Saturday, January 23, 2021 6:17 PM

Well this should tell you something about the tare weight issue.  That Prime looked into reefer containers and decided that there was NO way that for their business model that they could make the tare weight issue work for them.  The loss of almost 3 tons of cargo capacity was just to much for them to even consider even with the newest models able to carry 30 skids in them.  The weight difference is just to much.  When you can scale 5k more pounds with full tanks when hauling beef or produce you tend to make more money when your paid by the hundred weight.  

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Posted by charlie hebdo on Saturday, January 23, 2021 10:10 AM

Two points:

1. Obviously I was referring to above tare weight as the phrase "capacity/weight carried" clearly means. 

2. If additional containers are need to carry the same given load than trailers, obviously that certainly  influences the economics. 

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Posted by Overmod on Saturday, January 23, 2021 8:14 AM

charlie hebdo
If Shadowcat is correct,  the capacity/weight carried in trailers is considerably more than that of containers. This also figures into the economics.

I think this applies more to load as a percentage over tare, not absolute weight -- but remember that we're discussing scheduling and turnaround in hours, not throughput in tons or even ton-miles.  This is an equipment utilization question, not an overall economic analysis.  

Were the containers to be loaded to 'ship' standards, they would of course carry far more than any road-going or domestic container, and the usual ISO marine container is of course designed to that capability by standard.  In my opinion it would be far easier to refit (or build new) railroad equipment capable of marine loading than to attempt to build road chassis (likely with multiple axles and sophisticated weight-sensing and accommodating suspension) to handle it -- and rely more on a break-bulk or cross-dock type of operating model at the various 'regional' intermodal points in the supply chain.

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Posted by charlie hebdo on Saturday, January 23, 2021 7:45 AM

If Shadowcat is correct,  the capacity/weight carried in trailers is considerably more than that of containers. This also figures into the economics. 

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Posted by Overmod on Saturday, January 23, 2021 7:18 AM

BaltACD
Doesn't seem like apples and apples are being measured.

How so?  

The chief difference is in the oversight, and consequent control, of the "dispatching" of the load-carrying equipment -- for these purposes it is almost immaterial if they are trailers or containers.  Admittedly STCO's equipment is often purpose-built and probably of expensive construction with expensive maintenance, so there's more of an incentive to minimize dwell and maximize turns.  But outside the time actually spent moving in consists, the handling of truck-line-owned boxes is little different from handling of trailers, with only the consideration of 'chassis management' complicating it -- and this kind of consideration is well-understood with respect to other intermodal efforts from Flexi-Van through the 'second iteration' of RoadRailer with articulated three-piece trucks to the present.

Reading between the lines, the relatively long turns may be perceived as 'adequate' by the operators -- there are certainly ways, some of them very simple and cost-effective to implement, to reduce that time.  I'm quite sure there are people at the various companies at least as knowledgeable, and perhaps disinclined to lay out their reasoning in a competitive environment, which may be a strong indication to study the actual service to see where speed is needed vs. where it costs more than it contributes.

As we get further into the supposed game-changing alternative-power autonomously-enabled future, we can expect both the market and the economics to change, at which point I'd certainly anticipate the railroads' part in the exercise to b 'streamlined' where they deem practical.  It would certainly be fun to see at least one of the big operators heavily invested in box traffic, like J.B. Hunt, test some of the methods earlier.

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Posted by BaltACD on Friday, January 22, 2021 10:41 PM

charlie hebdo
 
Shadow the Cats owner

I know that our trailers on average 4 loads or more a month based on logbook records.  That is for our van side our tanker side is closer to 6 loads a month for the acid boys and our peumatics are around 4 to 5 loads a month also.  Our tank division is a shorter distance hauled normally 800 miles or less and unless we have a tank wash in the area they come back empty.   

You are doing 12+ loads per quarter while the other guys' calculation was 5.31 loads.  It doesn't seem like they are competitive. 

Doesn't seem like apples and apples are being measured.

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Posted by charlie hebdo on Friday, January 22, 2021 10:15 PM

Shadow the Cats owner

I know that our trailers on average 4 loads or more a month based on logbook records.  That is for our van side our tanker side is closer to 6 loads a month for the acid boys and our peumatics are around 4 to 5 loads a month also.  Our tank division is a shorter distance hauled normally 800 miles or less and unless we have a tank wash in the area they come back empty.  

 

You are doing 12+ loads per quarter while the other guys' calculation was 5.31 loads.  It doesn't seem like they are competitive. 

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Posted by Shadow the Cats owner on Friday, January 22, 2021 4:52 PM

I know that our trailers on average 4 loads or more a month based on logbook records.  That is for our van side our tanker side is closer to 6 loads a month for the acid boys and our peumatics are around 4 to 5 loads a month also.  Our tank division is a shorter distance hauled normally 800 miles or less and unless we have a tank wash in the area they come back empty.  

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Posted by greyhounds on Friday, January 22, 2021 3:30 PM

MP173
a key metric was the intermodal loads - 524906 during 4Q, 2020.  Quite impressive.  However, it took JBH 98689 containers to move those loads....an average of 5.31 loads per quarter, or one load every 16.9 days (based on a 90 day quarter). Break down the info a bit more (trusty slide rule at my side) and that is $140 per day revenue for each container.  That is not very much. Consider that the JBH intermodal is in very concentrated lanes and their average length of haul is 1711 miles with average revenue per load at $2360 ($1.38 per mile for those of you wondering).  The mileage from LA to KC is roughly 1700 when drayage is considered...perhaps a bit more. Five and a fraction loads per quarter for a container moving in highly concentrated lanes 1700 miles does not seem very efficient to me.  Or am I overlooking something?

Good point.  And I’ll have to use some speculation to deal with it.
First, what would be interesting to know is how the container days per load for JB hunt’s reefer fleet compare with their total fleet average days per container load.  They seem to be being successful with a 5.31 loads per quarter average for the overall fleet.  But it would be remarkably interesting to see if they do better with the more expensive reefers.  Anyway, I’ll speculate that they didn’t acquire the reefers without calculating that the equipment would turn a profit.
I’ll break down a JBH container move as requiring three elements of investment on their part.  1)  the container, 2) the chassis, and 3) the tractor.  The total required investment in these three elements is what needs to be compared with the total required investment (tractor and trailer) for an over the road move.  It’s the utilization of the total invested dollars that counts, It’s not the utilization of just the container itself, but the utilization of the entire required investment.
A normal 53’ dry intermodal container is relatively inexpensive.  It’s basically just a big steel or aluminum box.  It has no wheels, lights, brakes, etc.  So, we’re talking about utilization of a relatively inexpensive asset.  A refrigerated container will be more expensive and require a different method of management.
With both the intermodal move and a competing highway move the most expensive asset required will be the tractors.  While intermodal probably lags with regards to its container utilization, it can provide far better investment utilization for the far more expensive tractors.   A tractor shuttling pork loads from Tyson at Waterloo, IA to a rail terminal in Cedar Rapids will do multiple loads per day.  An over the road tractor will use days for each load while the intermodal tractor will produce multiple loads per day.  So, the intermodal tractor should produce a better utilization of invested dollars than the over the road tractor.  Each intermodal tractor should also require less investment than an over the road tractor.  It won’t need living quarters for the driver, for example.  A smaller engine will generally do for intermodal tractor service.
This brings us to the chassis.  They’re kind of in between.  They won’t get the utilization of the intermodal tractors because the containers are going to sit on them while at the customer and the terminals.  And they’ll have the added cost of wheels, lights, brakes, etc.  But an over the road trailer will require those investments too.  If a chassis handles five loads per week, it’s going to use its invested dollars far more efficiently than a highway trailer.
So, again, we’ve got to look at the utilization of the entire required investment and not just the utilization of the container.
And keep in mind, for actual cost of moving the load from Cedar Rapids to the coastal population centers  double stack cannot be beat.  And yes, I’m including the expense of the rail equipment in that rail movement cost.
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Posted by SD60MAC9500 on Friday, January 22, 2021 3:05 PM
 

MP173

Good point BALT...but there seems to be a trend for more and more 24/7 shipping/receiving, particularly by the large DCs.  With the reduction of quarterly data from  90 days to 65 days (13 weeks * 5 days per week) one still has a load factor of every 12 days....based on an average haul of 1711 miles.  Not very efficient. 

It would be interesting to go behind the scenes of JBH, Hub, Schneider, and others to see how these truckload carriers actually operate.  

Ed

 

Part of the slow cycle time could very well be chassis availability.

 
 
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Posted by MP173 on Friday, January 22, 2021 9:42 AM

Good point BALT...but there seems to be a trend for more and more 24/7 shipping/receiving, particularly by the large DCs.  With the reduction of quarterly data from  90 days to 65 days (13 weeks * 5 days per week) one still has a load factor of every 12 days....based on an average haul of 1711 miles.  Not very efficient. 

It would be interesting to go behind the scenes of JBH, Hub, Schneider, and others to see how these truckload carriers actually operate.  

Ed

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Posted by BaltACD on Friday, January 22, 2021 9:02 AM

MP173
Back to hauling meat from Iowa...

I woke up this morning and suddening realized why this has not been implemented, or at least in my simple mind.

Earlier this week thru the wonders of a news feed on my phone a quarterly earnings report from JBHunt was featured.  I read it (yes I actually read financial statements...that is how uneventful my life is) and a key metric was the intermodal loads - 524906 during 4Q, 2020.  Quite impressive.  However, it took JBH 98689 containers to move those loads....an average of 5.31 loads per quarter, or one load every 16.9 days (based on a 90 day quarter).

Break down the info a bit more (trusty slide rule at my side) and that is $140 per day revenue for each container.  That is not very much.

Consider that the JBH intermodal is in very concentrated lanes and their average length of haul is 1711 miles with average revenue per load at $2360 ($1.38 per mile for those of you wondering).  The mileage from LA to KC is roughly 1700 when drayage is considered...perhaps a bit more.

Five and a fraction loads per quarter for a container moving in highly concentrated lanes 1700 miles does not seem very efficient to me.  Or am I overlooking something?

Cats...what is the efficiency of your trucking operation?  How many loads are you turning with a trailer each quarter?

Greyhound...how would you bend the cost curve to allow this Iowa Meat Express (IMX) to work?  

I havent even went down the rabbit hole as far as container costs and refer container costs are concerned, but $140 per day of revenue/dry van container doesnt seem very rich to me.

Comments?

One final thought...EHH has been hated for the PSR, but one of the key components was the reduction of assets thru more efficient usage.  Perhaps there is a need, based on JBH's financials for a PSIntermodal (PSI).  That asset usage is very leaky. 

Ed

One element that is routinely overlooked in equipment utilization  - weekends.  Many (most) businesses don't work weekend.  A load that arrives after close of business on Friday won't be handled until start of business on Monday, at the earliest.

Secondly, containers are not necessarily handled 'immediately' upon arrival for either loading or unloaded.  I have no idea what JBH's rules are for 'free time' on their equipment with their customers are; 'free time' is something that is built into all haulage to allow for expeditious loading/unloading of the container.

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Posted by n012944 on Friday, January 22, 2021 9:00 AM

SD60MAC9500
 

 Regardless of how you feel about him. Hunter Harrison made the right call to change the dynamic of NWOH. 

 
 
 
 
 
 
 
 

 

He didn't.  Which is one of the reasons why after his death, NWOH went back to  operating much closer to its original purpose.  

 

 

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Posted by MP173 on Friday, January 22, 2021 6:28 AM

Back to hauling meat from Iowa...

I woke up this morning and suddening realized why this has not been implemented, or at least in my simple mind.

Earlier this week thru the wonders of a news feed on my phone a quarterly earnings report from JBHunt was featured.  I read it (yes I actually read financial statements...that is how uneventful my life is) and a key metric was the intermodal loads - 524906 during 4Q, 2020.  Quite impressive.  However, it took JBH 98689 containers to move those loads....an average of 5.31 loads per quarter, or one load every 16.9 days (based on a 90 day quarter).

Break down the info a bit more (trusty slide rule at my side) and that is $140 per day revenue for each container.  That is not very much.

Consider that the JBH intermodal is in very concentrated lanes and their average length of haul is 1711 miles with average revenue per load at $2360 ($1.38 per mile for those of you wondering).  The mileage from LA to KC is roughly 1700 when drayage is considered...perhaps a bit more.

Five and a fraction loads per quarter for a container moving in highly concentrated lanes 1700 miles does not seem very efficient to me.  Or am I overlooking something?

Cats...what is the efficiency of your trucking operation?  How many loads are you turning with a trailer each quarter?

Greyhound...how would you bend the cost curve to allow this Iowa Meat Express (IMX) to work?  

I havent even went down the rabbit hole as far as container costs and refer container costs are concerned, but $140 per day of revenue/dry van container doesnt seem very rich to me.

Comments?

One final thought...EHH has been hated for the PSR, but one of the key components was the reduction of assets thru more efficient usage.  Perhaps there is a need, based on JBH's financials for a PSIntermodal (PSI).  That asset usage is very leaky.

 

Ed

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Posted by Overmod on Thursday, January 21, 2021 2:23 PM

charlie hebdo
It appears OM's notion never made it to production, if that.

It certainly did not.  But I do think it might have some value as a prospective alternative if the perceived ability to transport large amounts of grain via container-intermodal chassis becomes something valuable to a logistics provider again.

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Posted by charlie hebdo on Thursday, January 21, 2021 2:18 PM

CSSHEGEWISCH

Sounds like loading and unloading containers with grain uses a similar technique to that used with boxcars in years gone by.  It probably includes a similar amount of leakage while in transit.

 

Also labor intensive,  probably.  It appears OM's notion never made it to production,  if that. 

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Posted by Overmod on Thursday, January 21, 2021 10:20 AM

For 'ag-in-a-box' seasonal intermodal, I developed the GrainTainer, which was basically a folding frame with membrane container which could be collapsed vertically and locked for storage or empty handling.  This was designed to be accessible by forks from below, spreaders from above, and some systems of sideloading, with the idea that 5 or more 'folded' could fit in the space on a rack flat occupied by a single ISO (I admit I designed for series 3, not series 1) container.  Folded containers could be stored, or handled 'asynchronously' on single flats or small blocks, to return them for 'reloading' as necessary.  I had them set up to be loaded at the top, with multiple internal 'cells', much like covered hoppers; there are a number of possibilities for emptying them although 'end doors' are not a good mechanical solution -- you would be amused by a couple of the options.

This was in the '70s, in the Fuel Foiler years, when sideloading into 'kangaroo pockets' was the coming thing for fast oil-saving TOFC and there was still a perceived benefit in COFC (as for Flexi-Van) in lower wind resistance.  While it's possible that collapsible units could be built to be stack-loaded, much of the effectiveness of the design, particularly with regard to a number of types of service failure, would be compromised if strengthened to allow that... this includes ground-handling.  Of course you would never allow this construction on a ship Surprise.

As a means of extracting grain from multiple loading points and converging it effectively and 'as quickly as cost-effectively desired' on bulk loading locations, it was, and I think it still remains, an interesting alternative.  In the West, where the 'jumping-off place' for most prospective grain shipments is now, the transition to 'bulk' is not as amenable to river/waterway loading as traffic toward the Mississippi or some of the logical eastern-port destinations.

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Posted by CSSHEGEWISCH on Thursday, January 21, 2021 10:08 AM

Sounds like loading and unloading containers with grain uses a similar technique to that used with boxcars in years gone by.  It probably includes a similar amount of leakage while in transit.

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Posted by SD60MAC9500 on Thursday, January 21, 2021 9:55 AM
 

BaltACD

 

If grain in containers is to be a 'thing'.  Surprised that Covered Hopper style containers have not been developed.
 

Santa Fe experimented with just that back in the early 80's it was a part of their fuel foiler intermodal line.. The goal was to move goods to the Midwest loading the containers with grain for the return move to the West Coast. They were called A-Stacks and proved to be inefficient and cumbersome. 

As mentioned by tree. ISO boxes are loaded with a chute after putting into place a barrier typically made up of whatever old board is laying around. They are tipped at unloading to discharge their grain.
 
 
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Posted by tree68 on Thursday, January 21, 2021 8:47 AM

BaltACD
If grain in containers is to be a 'thing'.  Surprised that Covered Hopper style containers have not been developed.

I would opine that the ease of moving containers (including tipping for loading and unloading) would preclude the complexity of making them operate like a hopper car.  

Such tipping is already done.

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Posted by BaltACD on Thursday, January 21, 2021 8:23 AM

dpeltier
 
MP173

Which leads to the next questions, why hasnt a system been developed to load all those MT international containers with grain going to China? Shouldnt be too difficult to figure that out.

Ed 

For corn or wheat you're never going to match the efficiency of a unit train. But for some products that are generated in smaller volumes or that are more differentiated, that would otherwise move as carload freight in manifest service, "ag-in-a-box" is a real thing. 

I know of two ways in which ag-in-a-box products are shipped to the west coast.

The first is on regular intermodal trains. As with all such moves, it works best if the trip origin is close to the rail terminal.

The other way is that some companies have opened what are basically unit train facilities, except with well cars in place of hoppers. The railroad delivers a trainload of empty containers, the customer has a certain amount of time to deramp and load the cars up with loaded containers, and the train departs. A relatively new service of this type recently opened in Minot, ND for pulses and other specialty crops being exported through the PNW, but it is not the first. Individually the products do not generate whole trainloads to a single destination, but collectively they do.

The key feature for anything that uses intermodal equipment is just that there has to be a large number of containers moving from one terminal to another. With carload you can sort cars into blocks in a classification terminal; with intermodal, they are loaded into blocks at the originating rail terminal.

As I understand it, North Baltimore was an experiment in trying to create the functional equivalent of a classification yard for containers, so that intermodal could operate as a network instead of a fixed and limited set of O/D pairs. Apparently it was not considered a success. Given the massive investment required, don't expect anyone else to rush to try again for a while. If you want to open a rail intermodal terminal, you'll have to show that you can aggregate a large number of trips - probably a train's worth, in most cases - from your new terminal to a single destination terminal.

Dan

If grain in containers is to be a 'thing'.  Surprised that Covered Hopper style containers have not been developed.

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Posted by dpeltier on Thursday, January 21, 2021 12:01 AM

MP173

Which leads to the next questions, why hasnt a system been developed to load all those MT international containers with grain going to China? Shouldnt be too difficult to figure that out.

 

Ed

 

For corn or wheat you're never going to match the efficiency of a unit train. But for some products that are generated in smaller volumes or that are more differentiated, that would otherwise move as carload freight in manifest service, "ag-in-a-box" is a real thing.

 

I know of two ways in which ag-in-a-box products are shipped to the west coast.

The first is on regular intermodal trains. As with all such moves, it works best if the trip origin is close to the rail terminal.

The other way is that some companies have opened what are basically unit train facilities, except with well cars in place of hoppers. The railroad delivers a trainload of empty containers, the customer has a certain amount of time to deramp and load the cars up with loaded containers, and the train departs. A relatively new service of this type recently opened in Minot, ND for pulses and other specialty crops being exported through the PNW, but it is not the first. Individually the products do not generate whole trainloads to a single destination, but collectively they do.

The key feature for anything that uses intermodal equipment is just that there has to be a large number of containers moving from one terminal to another. With carload you can sort cars into blocks in a classification terminal; with intermodal, they are loaded into blocks at the originating rail terminal.

As I understand it, North Baltimore was an experiment in trying to create the functional equivalent of a classification yard for containers, so that intermodal could operate as a network instead of a fixed and limited set of O/D pairs. Apparently it was not considered a success. Given the massive investment required, don't expect anyone else to rush to try again for a while. If you want to open a rail intermodal terminal, you'll have to show that you can aggregate a large number of trips - probably a train's worth, in most cases - from your new terminal to a single destination terminal.

Dan

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Posted by Shadow the Cats owner on Wednesday, January 20, 2021 11:19 AM

UP sad to say right now could really care less about more business.  They still are in the throes of PSR and to hell with growing business right now.  A company could offer them a million dollars a day contract that required local switching and UP more than likely would say no.  If you look at their intermodal trains they do have anything but 3rd party logistics and maybe a few England containers.  Then look at BNSF they're getting everything else.  When SWIFT refuses to even consider the UP for intermodal you're in a problem.  England uses them since well they don't have much choice in Salt Lake City.  

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Posted by SD70Dude on Tuesday, January 19, 2021 4:58 PM

MP173

Which leads to the next questions, why hasnt a system been developed to load all those MT international containers with grain going to China? Shouldnt be too difficult to figure that out.

That's already happening.  But it adds additional handling costs compared to bulk shipment of grain.

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Posted by MP173 on Tuesday, January 19, 2021 4:42 PM

Must have been some very potent PSR kool-aid they were drinking to turndown grain trains to the coast.  You build the rate to cover the return MTs.

Which leads to the next questions, why hasnt a system been developed to load all those MT international containers with grain going to China? Shouldnt be too difficult to figure that out.

 

Ed

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Posted by SD60MAC9500 on Tuesday, January 19, 2021 2:55 PM
 

greyhounds

 

 
Overmod
What would be interesting would be Z-train speed with dedicated blocks of reefers handled in consist, something that I'd think ought to be technically possible,

 

The UP has actually done that.  Tropicana reefer cars were modified to be able to operate at 70 MPH.  They took orange juice from Floirida to California and were handled in 70 MPH intermodal trains.

 

As does BNSF.. BNSF does not run unit reefer trains. They run reefer blocks for the most part in their z-train network. 

 

 
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Posted by jeffhergert on Tuesday, January 19, 2021 11:53 AM

greyhounds

 

 
Overmod
What would be interesting would be Z-train speed with dedicated blocks of reefers handled in consist, something that I'd think ought to be technically possible,

 

The UP has actually done that.  Tropicana reefer cars were modified to be able to operate at 70 MPH.  The took orange juice from Floirida to California and were handled in 70 MPH intermodal trains.

 

I don't know if they had to do much modification.  All reefers and auto racks are allowed 70 mph on the UP.

That being said, other restrictions like Tons per Operative Brake can reduce a 70 mph train to 60 or 50 MPH.

Jeff

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Posted by jeffhergert on Tuesday, January 19, 2021 11:50 AM

One of the tennants of PSR is to run a balanced network.  Run the same number of trains in each direction.  If there are 5 eastbounds and 6 westbounds, divide the traffic in that 6th train into the remaining 5.  (Or run off enough business so you only need 5 trains.)  Then retire (store, sell, furlough) any excess assests not needed to run the "balanced" network.  Only retain enough assests to run the balanced network, not allowing for any possible upticks in business. 

Unit trains, especially the low frequency users) throws off the balance.  The idea is to move that low volume traffic into the manifest network.  Instead of waiting 10 days for a 100 car train, work the industry more often and move the smaller blocks in manifest trains.  That way extra equipment and manpower doesn't have to be retained for the unit train.

From what I read elsewhere, that's what got Vena and some of the other PSR types removed/reassigned.  The Chinese were/are buying US grain due to their own ag problems.  UP was looking at a 50% increase in grain trains to the west coast/PNW. Vena didn't want to do it because it would throw off his balanced network.  Others on the board started askng why we have all these assests in storage instead of out producing revenue.  Throw in the rising customer complaints, which I imagine are becoming harder to hide or explain away, the possible change of who's in the driver's seat and you have the possibility of them pulling back from the heavy, gung-ho PSR. 

Every other railroad that has gone all out for PSR has eventually reached that point.  They don't pull away completely from all tennants of PSR, but they've cut and gutted to the point they can't cut any more.  They need to grow business.  UP may have reached that point.

Jeff

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