Tariff Announcements

RSI monitors rail rates across a number of industries as we assist companies in managing their rail rates. We track this information by carrier, rate authority, commodity, and transportation lane. A sampling of recent changes that we have noted during the past few months are summarized below.

 

Date Industry Notes and Commentary
 Q1 2018  Revenue per car increases 1Q ’18 vs 1Q ’17: BNSF 3.2%, UP 4.8%, CN 1.4%, CP 4.5%, NS 2.4%, CSX 4.2%, KCS 3.5%
4/26/18 UP Q1-2018 earnings review:  operating revenue +7%, operating income +8%, net income +22%. 2% rise in volume, a 3% increase in fuel surcharges, and 2% increase in core pricing
4/25/18 NS Q1-2018 earnings review:  financial performance is up from 2017:  volume 3%, revenue 6%, Income from operations 10%, net income 27%. Pricing is up across their merchandise, intermodal, and coal sectors.
4/23/18 CN Q1-2018 earning review:  revenue flat, carloads up 3%, expenses and investment are up, net income -16%.
4/19/18 CP Q1-2018 earnings review:  revenue +4%, freight revenue per ton mile -2%, adjusted operating income -2%, adjusted income +6%. 2018 outlook for mid-single digit revenue growth.  (Cowen reports contract renewals averaging 3.8% have been reported.)
4/17/18 CSX Q1-2018 earnings review:  y-o-y revenue flat, 17% decrease in capital investment, operating income +36%, net earnings +92%.
4/17/18 Cowen’s 1Q18 Rail Shipper Survey:  respondents expect rail pricing to increase 3.8% on average in the next twelve months. This is the first time in nearly three years that the survey result has gone above the long term average of 3.7%.
Tariff Announcements (BNSF)
Tariff Number Commodity Update Description Date Effective
BNSF 90054 Alcohols and Solvents Adjustments will be determined on a lane-specific basis 8/1/18
BNSFQ 112828
BNSFQ 111350
BNSFQ 111393
BNSFQ 111790
BNSFQ 111270
BNSFQ 111349
BNSFQ 111530 (KCS)
BNSFQ 112263 (CN)
BNSFQ 112266 (NS)
BNSFQ 112267 (CSXT)
BNSFQ 112272 (UP)
Steel Adjustments will be determined on a lane-specific basis 8/1/18
BNSF 90008
BNSF 90016
BNSF 90071
BNSF 90019
Clay Adjustments will be determined on a lane-specific basis 8/1/18
 BNSF 90058 Lubes, Oils, and Wax Adjustments will be determined on a lane-specific basis 7/1/18
BNSF 80014
BNSFQ 112416
BNSFQ 112404
Food and Beverage Adjustments will be determined on a lane-specific basis 7/1/18
BNSFQ 109989 Manufactured Products Adjustments will be determined on a lane-specific basis 7/1/18
BNSF 90046
BNSFQ 112507
Salt Adjustments will be determined on a lane-specific basis 7/1/18
BNSF 90076
BNSF 90111
BNSF 90126
Sand Increases/Decreases vary per lane 7/1/2018
BNSF 90020 Empty Equipment Increases/Decreases vary per lane 7/1/2018
BNSF 90083
BNSF 90086
BNSF 90087
BNSF 90088
BNSFQ 111625
Non-Ferrous Increases/Decreases vary per lane 6/1/2018
BNSF 90066 Plastics Increases/Decreases vary per lane 5/1/2018
BNSF 90054 Alcohol and Solvents Increases/Decreases vary per lane 5/1/2018
BNSF 90028 Lime Increases/Decreases vary per lane 5/1/2018
BNSF 80025 Aggregate Unit Trains Increases/Decreases vary per lane 5/1/2018
BNSF 90022
BNSF 90029
Bulk Foods Increases/Decreases vary per lane 4/1/2018
BNSF 90058 Lubes, Oils, and Wax Increases/Decreases vary per lane 4/1/2018
BNSF 90017 Carbon Black Increases/Decreases vary per lane 4/1/2018
BNSF 90085 Liquefied Petroleum Gas Increases/Decreases vary per lane 4/1/2018
BNSF 90093
BNSF 90118
BNSF 90121
Fuels Increases/Decreases vary per lane 4/1/2018
BNSF 90055
BNSF 90056
Petroleum Coke Increases/Decreases vary per lane 4/1/2018
BNSF 90064
BNSF 56906
BNSF 58187
BNSF 57088
BNSF 58178
BNSFQ 112502
Aggregates, Lightweight Aggregates and Minerals Increases/Decreases vary per lane 4/1/2018
BNSF Paper Products and Pulpmill Feedstock Increases/Decreases vary per lane 4/1/2018
BNSF 90038 Industrial Chemicals Increases/Decreases vary per lane 3/1/2018
BNSF 90118
BNSF 90121
Petroleum and Fuels Increases/Decreases vary per lane 3/1/2018
BNSF 90059 Asphalt Increases/Decreases vary per lane 3/1/2018
BNSFQ 100805 Farm and Construction Machinery Increases/Decreases vary per lane 3/1/2018
BNSFQ 112424
BNQ 105784
BNSFQ 113396
BNSFQ 112622
Perishable Boxcar Increases/Decreases vary per lane 3/1/2018
BNSF 80022 Cement Increases/Decreases vary per lane 3/1/2018
BNSF 90007 Ash Increases/Decreases vary per lane 3/1/2018
BNSF 90072 Gypsum Increases/Decreases vary per lane 3/1/2018
BNSFQ 111332
BNSFQ 113098
BNSFQ 112828
BNSFQ 113099
BNSFQ 111350
BNSFQ 112244
BNSFQ 111393
BNSFQ 113101
BNSFQ 111270
BNSFQ 111349
Steel Products Increases/Decreases vary per lane 3/1/2018
BNSFQ 105355
BNSFQ 101048
BNSFQ 112092
BNSFQ 106129
BNSFQ 112091
BNSFQ 110965
BNSFQ 110966
BNSFQ 113355
BNSFQ 113479
Lumber and Panel 4% increase across most lanes 2/12/2018
BNSF 90054 Alcohol and Solvents Increases/Decreases vary per lane 2/1/2018
 BNSF 90073 Food and Beverage Increases/Decreases vary per lane 2/1/2018
BNSF 90058 Petroleum Lubricating Oil ~3% increase 1/1/2018
 BNSF 90020 Empty – Revenue Move ~10% increase 1/1/2018
 BNSF 4022 Barley Extension 1/1/2018

Tariff Announcements (CN)
Tariff Number Commodity Update Description Date Effective
CN 890000 Empty Equipment  ~6% increase 1/1/2018

Tariff Announcements (CSXT)
Tariff Number Commodity Update Description Date Effective
CSXT 28194 Industrial Inorganic Acids ~3% increase 8/1/2018
CSXT 4014 Nitrogen Fertilizer Solution various increases and decreases 7/1/2018
CSXT 20144 Meat and Bone Poultry and Fish Meal ~3% increase 7/1/2018
CSXT 3312 Plate and Long Products various increases and decreases 6/1/2018
CSXT 29114 Lube Oils ~3.5% increase 6/1/2018
CSXT 28002 Polyester Intermediates ~3% increase 5/1/2018
CSXT 29119 Petroleum Solvents ~3% increase 4/1/2018
CSXT 4312 Oils ~6% increase 2/1/2018

Tariff Announcements (NS)
Tariff Number Commodity Update Description Date Effective
NSRQ 66069 Chemicals Adjust to reflect market conditions 7/1/18
NSRQ 66086 Chemicals Adjust to reflect market conditions 7/1/18
 NSRQ 65720 Chemicals 2% to 4% increase 4/26/2018
 NSRQ 70022  Miscellaneous Construction Adjust to reflect market conditions 3/1/2018

Tariff Announcements UP
Tariff Number Commodity Update Description Date Effective
 UPRR 14
UPRR 149
 Construction Products  Adjusted prices to reflect the current market conditions  7/1/18
UP 4290
UP 4294
UP 4295
Fertilizer 1. Nitrogen: 2% increase to private and system cars
2. Phosphates: 3% increase to private and system cars
3. Potash: 3.50% increase to private and system cars
4. Ammonium Thiosulfate/Potassium Thiosulfate: 2% increase to tank cars
7/1/18
 UP 4052 Wheat and Food Grain Products $100 increase 7/1/2018
 UP 4050 Flour and Milled Products $100 increase 7/1/2018
UPRR 2500-E Crude Oil, Petroleum Products Expired 5/17/2018
UP 1195 Item 100/200 Fresh Fruits/Vegetables Increases/Decreases vary per lane 5/1/2018
UP 38 Fresh Fruits/Vegetables Increases/Decreases vary per lane 5/1/2018
UP 2037 Frozen and Refrigerated Products Selective increases vary per lane 4/15/2018
UP 1195 Item 100/200 Fresh Fruits/Vegetables Increases/Decreases vary per lane 4/1/2018
UP 4910
UP 4912
UP 4913
UP 4914
UP 4915
UP 4917
Petroleum Products, LPG, Crude Oil Selective adjustments 4/1/2018
UPRR 4848
UPRR 4029
Environmental Waste Adjust to reflect market conditions 4/1/2018
UPRR 24 Lumber and Panel Products Adjust to reflect market conditions 3/1/2018
UPRR 28126 Consumers Products and Machinery Adjust to reflect market conditions 3/1/2018
UPRR 14413 Minerals Adjust to reflect market conditions 2/1/2018
UPRR 26112 Lignin Liquor  Extension 1/1/2018
UPRR 4703 Item 1100/1200  Empty Equipment

 ~3.5% increase (item 1200); ~5% increase (item 1100)

1/1/2018