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Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Sat Jan 15, 2022 8:38 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

That could indeed be interesting. It also sounds like in yesterday's hearing, CSX made it clear that they won't be hauling everything up to Rigby anymore like Pan Am does now, only to be brought back South, but will instead build multiple blocks for drop off along the way. As has been discussed, the...

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Sat Jan 15, 2022 8:10 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

CN, I guess we will have to agree to disagree. The proof will be in what CP's car counts in Maine look like a year or two from now. Mr Norman, yes both NS and CSX can price directly in or out of shared asset, my point is that in a few months, CSX will be able to offer shippers single line pricing fr...

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Sat Jan 15, 2022 4:37 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

John, there is no doubt that CSX isn't going to get all the lumber business. That being said, in terms of what NS handles today, both they and CP still have cause for concern. First, some of that NS lumber traffic ends up in shared asset (both North Jersey & Philly), where CSX will now have sing...

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Sat Jan 15, 2022 2:48 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

I'm guessing their first priorities will be the Worcester main and to get the former MEC North of Royal Jct all the way to Keag upgraded to class 2/3 and 286K. I would imagine that the Rumford and Shawmut branches are both fairly high priorities as well. NH main, Augusta and Bucksport branches are p...

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Sat Jan 15, 2022 2:14 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

CN, all you have to do is go to any lumber receiver up and down the East Coast and you will see Irving and other ME and Maritime shippers cars on spot. You can go on those companies websites and they all are clear that the US Northeast/East Coast is their main markets as that is where the major popu...

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Sat Jan 15, 2022 12:06 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

CN, I'm not denying the fact that CP didn't buy the CMQ for its' DH traffic and that Intermodal/Auto are clearly the higher profile business. That being said, I'm just not sure realistically how much they can expect those business lines to grow. The bulk opportunities are pretty murky in my view as ...

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Fri Jan 14, 2022 10:09 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

CSX's takeover of the PAR system will not effect CP's high-profile intermodal and auto business, but it is most definitely going to effect their manifest traffic substantially.

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Fri Jan 14, 2022 8:57 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

Yes, it was discussed during the hearing by Fabian oil.

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Fri Jan 14, 2022 7:56 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

The D&H will lose any ME & NB traffic moving to/from CSX, which is considerable, but as Newpy pointed out, there's still enough left for it to remain viable. It's their line across Maine that is going to take the bigger hit.

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Fri Jan 14, 2022 5:53 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

I think CP knows they're in big trouble in Maine and is just using the PAS argument as a last ditch effort to delay things, since they know that the PAR acquisition itself is not anti-competitive and will in fact create MUCH more competition for them. You heard today about the big new LPG terminal g...

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Fri Jan 14, 2022 10:51 am ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

Could also be CBR or if they flip the big Butane move.

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Thu Jan 13, 2022 8:44 pm ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

Why would anyone be surprised about all the SJ talk? There is no other low hanging fruit that comes close to having what SJ and the rest of the Irving road empire has to offer. Sure there is some incremental growth at the paper mills, industrial development opportunities, truck diversion, etc but th...

Re: Derailment in Biddeford 01-10-2022

 by roberttosh ¦  Tue Jan 11, 2022 11:14 am ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: Derailment in Biddeford 01-10-2022 ¦  Replies: 9 ¦  Views: 1549

Was this one of the DO locals or a mainline job? Sounds like it may have been near CHS.

Re: Rockland Branch Discussion

 by roberttosh ¦  Fri Jan 07, 2022 2:14 pm ¦  Forum: New England Railfan ¦  Topic: Rockland Branch Discussion ¦  Replies: 735 ¦  Views: 185869

Any indication on what the volume could be on this lane? I doubt it's replacing the barge move to Boston in its' entirety?

Re: CSX to acquire Pan Am Railways

 by roberttosh ¦  Fri Jan 07, 2022 10:48 am ¦  Forum: Pan Am Railways (formerly Guilford Rail System) ¦  Topic: CSX Acquisition of Pan Am Railways ¦  Replies: 4515 ¦  Views: 840069

That segment saw up to 10 trains per day back in the 90's so there must be a way to handle the additional traffic.

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