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January 2019 – AAR – Review

U.S. growth leads the way: U.S. volume growth led the way in powering North American loadings higher for much of 2018. The continental gain of 6% compared with the same rolling four weeks of 2017 is undergirded by a nearly 5% increase from the U.S. United States: U.S. volumes increased

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January 2019 – Train Speed Review

Intermodal train speeds enjoyed a seasonal uptick in mid-December, and a decline in dwell times gives hope that overall service will improve in 2019. When carriers have sustained service issues like they had in 2017 and 2018, it takes an improvement in yard performance to precede gains in velocity, which ultimately drives improvement

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January 2019 – Ports Review

North America Latest Import Statistics (Current Month) · Imports slowed compared with the breakneck pace set in October, but were still able to increase 3.2% compared with the same month in 2017. · Seasonally adjusted figures show a drop from October but November was still the third strongest performance in the last

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January 2019 – Intermodal Review

· Total: Intermodal growth has been choppy in the last few months, but seasonally-adjusted traffic levels continued to grow in November. · International: International volume grew faster than its domestic counterpart in November after each segment came off a robust October. International traffic could slow in December and January, as

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January 2019 – Executive Overview

· Overview: Intermodal growth slowed from the pace set in October, but remained at a healthy growth rate compared with the prior year. · International: International gains of nearly 5% year-over-year in November continued as shippers that pre-ordered goods to arrive before expected tariffs were to take effect are largely unable

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Carload volumes will likely lose support of energy in 2019

Carload volumes have benefited from the significant growth in energy-related traffic but may have to find a new benefactor in 2019 as those businesses start to slow. The Dallas Federal Reserve survey released this month showed a marked deterioration in the sentiment of energy company executives. Some of the comments indicated

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Industry Focus – U.S. Grain Outlook

Corn Corn prices doubled from the middle of 2010 through the middle of 2011 which prompted historic increases in planted acreage. Corn prices peaked in the midst of the 2012 drought. Over the next two years, prices declined steadily. Prices have been stable or slightly declining over the last four years at about

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January 2019 Carloads

■ The growth pace for carloads in November moderated to 0.5% above 2017 levels. The decline marked a significant step down from the 3.4% growth rate set in the third quarter and the 1.5% pace forecast for all of 2018. ■ Carloads are forecast to bounce back to the 2% pace in 2019, but that growth rate…

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January 2019 Executive Overview

■ Rail velocity has stabilized in recent weeks around the 23mph mark, and the rate of year-over-year decline has improved and held steady about 2% below prior-year levels. ■ Train speed will hopefully improve in 2019 as dwell times have started to show improvement in recent weeks.

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January 2019 Outlook

■ The U.S. rail carload market is forecast to have a couple weeks of above 2% year-over-year growth in the first half of 2019 before settling into a growth rate that is equal or less than 2%. ■ Energy will be less able to support carload growth in 2019.  ■ Railcar utilization is forecast

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