Articles by Tony Hatch
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Rails - Burn The Witches! And other thoughts on East Palestine
Published February 22, 2023
Read Article →Rails - Happy New Year!
Published January 5, 2023
Read Article →Rails Holiday Wrappings (Up!)
Published December 22, 2022
Read Article →Rails - Labor Strike in the Rearview; NSC in Preview
Published December 5, 2022
Read Article →RailTrends Reflections, Labor (& COO) Turmoil, etc
Published November 28, 2022
Read Article →Rails - A VERY Quick Look at UNP's Q3/22
Published October 20, 2022
Read Article →Rails - Q3/22 earnings Preview, Sort Of....
Published October 19, 2022
Read Article →RailTrends 2022 preview - Hello & Goodbye!
Published October 19, 2022
Read Article →Rails - Rebuttal Eve after a long drag of hearings plus Q&A with a Major RR Supplier
Published October 5, 2022
Read Article →STB & CPKC - A Long Day in DC Sets the Tone
Published September 29, 2022
Read Article →Rail Musings Pre-STB - Or "Mr Hatch Goes to Washington"
Published September 27, 2022
Read Article →Rails - Quick Note Post Drama/Pre-NEARS and CPKC
Published September 20, 2022
Read Article →Rails: Sound, Fury - and an Actual Surprise/DRAFT
Published September 15, 2022
Read Article →Rails - Dog Days Reflections and More
Published August 25, 2022
Read Article →Rail Earnings Bottom of the Second, eh - Canada Scores
Published August 4, 2022
Read Article →Rail Earnings/Bottom of the 2nd - A Look at NSC & TOP/SPG/?
Published August 2, 2022
Read Article →Rail Earnings Top of the 2nd, Two On (CSX & UNP) and No Runs
Published July 24, 2022
Read Article →Rails - Insights from Chicago Meetings, More Clues on the CN, etc
Published June 28, 2022
Read Article →Rails - Summer Reports
Published June 21, 2022
Read Article →Rails - CN Vibrations A'Happening?
Published June 1, 2022
Read Article →NARS and Reflections on Rails' Troubled Spring
Published May 17, 2022
Read Article →Greetings from NARS Eve in KC - Observations on the State of the RR Industry Post Earnings & Hearings
Published May 9, 2022
Read Article →....Musings on the STB Star Chamber
Published April 28, 2022
Read Article →Quick Thoughts on CN's Earnings & the Debut of Mrs Robinson - and the STB (Again)
Published April 27, 2022
Read Article →Rails _ Top of the Order Q2/21 - and the STB (Again)
Published April 26, 2022
Read Article →Rails - Earnings Eve Thoughts
Published April 19, 2022
Read Article →NEARS Rapid Reflections/STB: "We're Baaaack"
Published April 8, 2022
Read Article →Rail and Intermodal Musings
Published March 31, 2022
Read Article →Rails' Day in Court Day 2 Reflections
Published March 17, 2022
Read Article →Rails & the STB Day One - The Star Chamber
Published March 15, 2022
Read Article →REF - Rail Fun in the Sun - Plus Ackman's back! STB Access Hearings Outlook!
Published March 14, 2022
Read Article →Rails - SEARS, REF, Traffic and Warlike Actions
Published March 7, 2022
Read Article →BNSF (at long last) Reflections
Published February 28, 2022
Read Article →Rails - Some Thoughts whilst Waiting on Warren (plus some calendar items)
Published February 11, 2022
Read Article →CPKC – Looking back (earnings/Webcast) & Looking Ahead
Published February 3, 2022
Read Article →Reflections on NSC Earnings/Outlook Webcast - Talking Transitions
Published February 1, 2022
Read Article →Game Over - My Take on CN's Big Surprise
Published January 26, 2022
Read Article →Rails - Reflections on the First Two
Published January 25, 2022
Read Article →Rails- Top Ten Things We Hope to hear (but may not) on the Earnings Calls
Published January 19, 2022
Read Article →Rails - Life on Mars & Greetings form Isolation
Published January 17, 2022
Read Article →Rails - NRC Yields Some Solid Intel
Published January 10, 2022
Read Article →Happy New Year
Published January 3, 2022
Read Article →Rails - Really the Last RR Missive (barring Canadian Surpises)
Published December 28, 2021
Read Article →Holiday Rail Reflections 2021 (Anything New?)
Published December 22, 2021
Read Article →RR Reflections and More "Hellos & Goodbyes"
Published December 10, 2021
Read Article →RRs - Goodbyes & Hellos
Published December 2, 2021
Read Article →Reflections on RailTrends 2021 - Talking the Talk....
Published November 23, 2021
Read Article →RailTrends Eve and Holiday Fears
Published November 17, 2021
Read Article →RailTrends Preview
Published November 15, 2021
Read Article →More Rail Reflections & Much More Canadian Drama
Published November 3, 2021
Read Article →CSX Returns the STB's Serve
Published October 26, 2021
Read Article →RailTrends, RR Earnings, & Tweets
Published October 26, 2021
Read Article →Rails - CP+KC (Earnings) - and (More!) Drama at CN!
Published October 22, 2021
Read Article →CN's Bombshell Blows a 50-Amp Fuse
Published October 19, 2021
Read Article →CPKC and CNI/TCI - Endgames?
Published September 24, 2021
Read Article →NARS Takeaways & CNI in a Dogfight
Published September 13, 2021
Read Article →RRs - Back to School Update
Published September 7, 2021
Read Article →KSU Match- CN gets hit with a Combination
Published September 1, 2021
Read Article →RRs - Still Waiting but Meanwhile...
Published August 31, 2021
Read Article →RR Merger News - no, not THAT one, CSX-Pan AM!
Published August 27, 2021
Read Article →Rails - Summer 'Dog Days" Reflections
Published August 19, 2021
Read Article →Short Update on the KSU Odyssey
Published August 13, 2021
Read Article →The KSU Odyssey - More $ and is the STB Fiddling while the Deal Burns?
Published August 10, 2021
Read Article →CNI+KSU+ISS & BNSF etc
Published August 9, 2021
Read Article →CP - The Waiting is the Hardest Part
Published August 4, 2021
Read Article →RRs - NSC, CSX & UNP All EPS "Wins" BUT is an Emerging Tone-Deafness an Issue?
Published July 28, 2021
Read Article →Rails - Service/Perception & Inflation
Published July 27, 2021
Read Article →KSU & CNI Start earnings Slowly - But We hear the Trumpets
Published July 22, 2021
Read Article →Railroads & the Executive Order - Everyone Take a Breath!
Published July 9, 2021
Read Article →Railroads - Post Fireworks Catsup
Published July 7, 2021
Read Article →KSU Commentary, Short Lines, Intermodal, Supply Chains - and Rail Service Issues (Again?)
Published July 1, 2021
Read Article →Rails - Back to the (Live) Conferences But Some Old Topics (Mergers, Volumes, Service)
Published June 22, 2021
Read Article →KSU - Getting to Brass Tacks
Published May 31, 2021
Read Article →KSU - Battle Stations
Published May 28, 2021
Read Article →KSU - War and - Or - Peace
Published May 26, 2021
Read Article →CP and CN - Why Cant We Be Friends
Published May 24, 2021
Read Article →RRs in the Lull - Stuff and Nonsense
Published May 17, 2021
Read Article →KSU Takeaways - Summer Horror Movie or RnR Song
Published May 10, 2021
Read Article →KSU - That was the Week that Was
Published May 3, 2021
Read Article →KSU - The Bitter War of the Words (so far....)
Published April 26, 2021
Read Article →KSU Disappoints in Q1-21 - Not That Anyone Cares
Published April 20, 2021
Read Article →Slight KSU Earnings Miss Soon to-be Forgotten
Published April 18, 2021
Read Article →Fwd: CP+KSU - How Do You Like It?
Published April 13, 2021
Read Article →Perfdah! CP+KSU - Good Friday Reveals only Modest Surprises, some Humor
Published April 5, 2021
Read Article →More Thoughts - and Presentations on CP+KSU
Published April 1, 2021
Read Article →Opening & April Fools & Merger Day
Published March 31, 2021
Read Article →POST-CALL UPDATE - March Madness Upset bid! Confirmed - CP+KSU and Thoughts Before the Conference Call
Published March 21, 2021
Read Article →Late Saturday Night Surprise – reports – unconfirmed - that CP will buy KSU for $25B!
Published March 20, 2021
Read Article →SWARS and....
Published March 17, 2021
Read Article →Rails - Last Reflections of the Winter
Published March 10, 2021
Read Article →BNSF Closes the RR Books, Finally - plus STB/Eastern Rail Map
Published February 24, 2021
Read Article →RR Tech, Cars, Storms and Threats
Published February 20, 2021
Read Article →RR Reflections 4 - Northern Soul
Published February 17, 2021
Read Article →RR Reflections 3 - NSC PLUS Moving Blocks Day
Published February 12, 2021
Read Article →Rail Reflections Part 2 - KSU PLUS a slight rant walk-back
Published February 8, 2021
Read Article →Rails- Earnings Call Reflections Part 1 - and a Rant
Published February 4, 2021
Read Article →RRs-The Final Countdown (Plus MARS and Earnings!)
Published January 19, 2021
Read Article →Rails - 2020 Top 10
Published January 6, 2021
Read Article →RailTrends 2020 recap — by Tony Hatch
Published December 31, 2020
Read Article →Holiday Catsup, or Ketchup - No - Catch-up!
Published December 27, 2020
Read Article →Reflections on RailTrends Plus
Published December 22, 2020
Read Article →RT
Published December 10, 2020
Read Article →RailTrends 2020, Railroads and the Future of Freight Rail
Published November 18, 2020
Read Article →RailTrends 2020: A virtual cornucopia — by Tony Hatch
Published November 5, 2020
Read Article →Calm Canada - Rail Earnings as the US Holds its Breath....
Published November 3, 2020
Read Article →Rails - Earnings & KSU and New Jobs & the Pilot Program is born!
Published October 22, 2020
Read Article →Short Lines Conferences and More RR Thoughts
Published October 8, 2020
Read Article →Rails - Quick Hits & (Another) Mea Culpa
Published September 25, 2020
Read Article →BNSF Shatters the Glass (Ceiling) and RT20 goes Virtual - ETC
Published September 18, 2020
Read Article →Railways - Back to School? Plus End-of-Summer Savings on Rumors
Published September 11, 2020
Read Article →RRs Summer Doldrums? Not so Fast!
Published September 4, 2020
Read Article →Rails, Trucks, Technology
Published August 27, 2020
Read Article →KSU - Deep Dives & Flying Leaps!
Published August 17, 2020
Read Article →CSX & Jim Foote 2020 RRIoY
Published August 3, 2020
Read Article →KSU Rumors Redux/Quick Thoughts
Published August 1, 2020
Read Article →Union Pacific adds to the Rails' Record of Positive EPS Success but Loses a Leader to NSC
Published July 28, 2020
Read Article →Opening Night but the Stars are in Canada
Published July 23, 2020
Read Article →KCS Q2-20 - Facing Up To C19 and Trade Issues
Published July 21, 2020
Read Article →Rail Earnings Start (Does it Matter?) with KSU - Plus DC Matters
Published July 16, 2020
Read Article →Rails - Dealer's Choice? Plus, send in the USMCA, LNGR and Traffic
Published July 10, 2020
Read Article →KSU, Mexico, and the Maybe-Manana of Near Shoring
Published June 23, 2020
Read Article →Eastern Rails from the Conferences
Published May 27, 2020
Read Article →Calm Before the Storm? The Last 2 RRs Beat Expectations (& Raise Questions)
Published May 7, 2020
Read Article →Railcar Oil Storage - More Fools' Than Gold?
Published May 4, 2020
Read Article →UNP Leads a Trio of Surprising RR Results in Q1/20
Published April 29, 2020
Read Article →CSX Solid - Mea Culpa
Published April 24, 2020
Read Article →CP makes the RRs 2-for-2
Published April 23, 2020
Read Article →Does KSU's Great Q1 Matter? Yes, Actually....
Published April 21, 2020
Read Article →Rails - More C19 Update Kudos to KSU; Wherefore the Rest?
Published April 8, 2020
Read Article →Canadian Rails, Luck & Responsiveness
Published March 31, 2020
Read Article →RR's, C19 & a Personal Note
Published March 19, 2020
Read Article →RRs and Covid-19 - What Can One Say, Really? The data is, at best, incomplete.
Published March 4, 2020
Read Article →"Ahead by a Century" - Reflections on the Canadian Rails Q4/19and following the Florida Scrambles (and before tomorrow’s tour of the Port of Montreal!)
Published February 26, 2020
Read Article →Reflections #2: NSC & KSU - Can I See All Obstacles In My Way?
Published February 18, 2020
Read Article →I can see clearly NOW - KSU Q49 Reflections
Published February 17, 2020
Read Article →RRs - First Group Look Back/"Kind of a Drag" will lead into "I Can See Clearly Now...."
Published February 11, 2020
Read Article →Et tu, DL? (Letter to the editor David Lester of Railway Track & Structures)
Published January 16, 2020
Read Article →RRs - NRC Takeaways & Journey to MARS
Published January 14, 2020
Read Article →HNY Catchup on the Rail World
Published January 2, 2020
Read Article →Trade "Wins" and Reflections on RailTrends 2019
Published December 16, 2019
Read Article →Questions for RailTrends PLUS....
Published November 19, 2019
Read Article →Rails - More than Earnings Season
Published November 18, 2019
Read Article →Rail Earnings - the (Almost) Final Four/Takeaways Re-State & Wait
Published November 5, 2019
Read Article →Rails, IANA, Press, PSR, etc.
Published October 22, 2019
Read Article →Rails Indian Summer Grab Bag
Published September 30, 2019
Read Article →Reflections on NSC’s Q2/19
Published September 12, 2019
Read Article →RR Summer Grab-Bag
Published August 20, 2019
Read Article →Sanity Restored? Takeaways from the Western Rails - UNP & KSU
Published August 9, 2019
Read Article →Mothership is Back - Q2/19
Published August 1, 2019
Read Article →What's Going On? Quick Takeaways on CSX
Published July 23, 2019
Read Article →RR Q2/19 Preview: CP Out-performs - Better Late Than Never?
Published July 10, 2019
Read Article →Reflections on the proposed buyout of GWR
Published July 4, 2019
Read Article →Greetings from back in the good ol’ USA (But congrats to the Raptors – We the North!)
Published June 22, 2019
Read Article →CNI Investor Conference - We the North!
Published June 7, 2019
Read Article →Executive Spinning Wheel Spins Faster; Conferences Yield Few Nuggets - and Good News out of DC?
Published May 31, 2019
Read Article →Sound & Fury: Tomorrow and Tomorrow….
Published May 28, 2019
Read Article →NARS Preview
Published May 15, 2019
Read Article →Rails YTD Traffic Trends?
Published May 13, 2019
Read Article →An Unexpected Honor
Published May 9, 2019
Read Article →For What It’s Worth – Q1/19 CN Earnings Shortfall Reveals Underlying Strength
Published May 5, 2019
Read Article →Take Off! Big Kerfuffle in Cowtown, eh?! CP's Q1/19 EPS Miss
Published April 26, 2019
Read Article →Reflections on NSC's "Perfect Quarter" a Day Later
Published April 24, 2019
Read Article →Mother of Dragons! Two Western Rails Interpreting PSR Differently - UNP & KSU Q1/19 Earnings Takeaways
Published April 23, 2019
Read Article →CSX - The PSR Gift Keeps on Giving
Published April 18, 2019
Read Article →All the Patterns of a Pollack - Q1/19 Rail Earnings Preview
Published April 16, 2019
Read Article →2019 - Year of the Short Line? More (NEARS & ASLRRA) Rail Conference Takeaways (Before "Earnings Period")
Published April 15, 2019
Read Article →Rails Mixing Bowl - Updates in between Conferences
Published April 5, 2019
Read Article →Rails Update - SEARS 'n' Stuff
Published March 26, 2019
Read Article →More Rail "Bits 'n' Bobs"/March '19
Published March 14, 2019
Read Article →