Daily Network Status Report (As of 23:59) 2021-07-25

Highlights:

Loads on Wheels ƕ Average daily loads on wheels bumped up slightly from the prior week last week, averaging more than 8,500 cars per day on a system basis. ƕ We begin Week 52 with a notable decline yesterday with loads on wheels falling by more than 1,000 cars to slightly more than 8,000 cars. Cars Not Moving ƕ Idle car counts improved for the second straight week last week despite remaining above 2,700 cars on average per day. ƕ Counts changed little yesterday remaining above 2,700 cars reflecting improvement for CN and some deterioration for CP. Port Unloads ƕ West coast unloads averaged more than 650 cars per day last week - the best week in the last four. This continues to reflect Vancouver performance only with no unloads at Prince Rupert. ƕ Thunder Bay unloads declined for the third consecutive week last week averaging only 155 unloads per day - the lowest level in the last 8 weeks.

Today Change from Percent Change Daily Average Daily Average Percent Change Yesterday from Yesterday (Current Week) (Prior Week to Date) from Prior Week Loads On Wheels

Canadian National 3,854 -106 -3% 3,854 4,573 -16%

Canadian Pacific 4,025 -778 -16% 4,025 3,390 19%

Canadian Shortlines 11 -153 -93% 11 231 -95%

US Railways 150 1 1% 150 113 33%

Total 8,040 -1,036 -11% 8,040 8,307 -3%

Loads Not Moving 48+ Hrs

Canadian National 1,269 -329 -21% 1,269 2,125 -40%

Canadian Pacific 1,330 383 40% 1,330 917 45%

Canadian Shortlines 11 -153 -93% 11 225 -95%

US Railways 122 48 65% 122 81 51%

Total 2,732 -51 -2% 2,732 3,348 -18%

Port Unloads

Vancouver 926 238 35% 926 676 37%

Prince Rupert 0 0 2 -100%

Thunder Bay 81 81 81 96 -16%

Total 1,007 319 46% 1,007 774 30%

West Coast Unloads 926 238 35% 926 678 37%

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Loads on Wheels

Week 52 begins with a notable decline in loads on wheels although despite the reduction seen yesterday remain above 8,000 cars for the 14th consecutive day. Nearly all of yesterday's improvement is fuelled by a reduction on CP with both railways reporting lower volumes in the Vancouver corridor.

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Loads on Wheels by Corridor Note to Reader - values in the table below may vary from those reported on page 1 as these reflect CN and CP including affiliated short lines while short lines are reported separately on page 1. CN volumes declined yesterday principally in the Vancouver corridor. CP volumes declined notably (- 831 cars) with much of the improvement seen in the Vancouver corridor (- 735 cars).

Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total CN

Prior Day 573 98 205 12 4 3,168 4,060

Cars exiting corridor 10 2 1 7 0 461 481

New Cars Online 0 3 0 0 0 272 275

Net Change -10 1 -1 -7 0 -189 -206

Current Day 563 99 204 5 4 2,979 3,854

Prior Day 50 85 1,200 91 1 3,429 4,856

Cars exiting corridor 0 6 80 17 0 837 940

New Cars Online 0 0 0 7 0 102 109

Net Change 0 -6 -80 -10 0 -735 -831

Current Day 50 79 1,120 81 1 2,694 4,025

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Loads Not Moving 48+ Hours While system idle car counts improved last week for the second straight week they remain stubbornly high at more than 2,700 cars yesterday. Counts have largely been range bound for the last week between 2,200 - 2,700 cars. While system totals have changed little in the last week the most notable change below the top line has been the shift between CN and CP. A week ago CN counts were 3x those of CP at more than 2,000 cars. As of yesterday counts for the two railways are nearly equal with CN counts having declined and CP counts increased. CN counts improved notably yesterday (- 429 cars) with all of the improvement effectively seen in the Vancouver corridor (- 404 cars) with little change in other corridors. CP counts increased yesterday (+ 330 cars) with all of the increase seen in the Vancouver (+ 242) and Thunder Bay (+ 88) corridors. As might be expected given the reduced operational capability in the Vancouver corridor, idle car counts to Vancouver remain front and center for both railways totalling more than 1,800 cars - 65% of the system total. Not to be ignored are the rising idle car counts for CP in the Thunder Bay corridor which have now doubled in the last 48 hours to nearly 500 cars.

24 Hour Change Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total CN

Prior Day 158 52 2 2 1,484 1,698

Current Day 133 53 1 2 1,080 1,269

Net Change -25 1 -1 0 -404 -429

Prior Day 5 39 411 66 479 1,000

Current Day 8 42 499 60 721 1,330

Net Change 3 3 88 -6 242 330

Percent Loads Not Moving Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total CN

Prior Day 28% 53% 1% 0% 50% 47% 42%

Current Day 24% 54% 0% 0% 50% 36% 33%

Prior Day 10% 46% 34% 73% 0% 14% 21%

Current Day 16% 53% 45% 74% 0% 27% 33%

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Current Day Status - Network Location Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total CN

Origin 1 877 878

Enroute 118 36 1 2 170 327

Destination Yard 3 12 30 45

Destination (Placed) 12 4 3 19

Origin 2 30 328 1 541 902

Enroute 6 10 60 3 133 212

Destination Yard 1 82 6 40 129

Destination (Placed) 1 29 50 7 87

Percent Loads Not Moving Eastern Canada USA / MEX Thunder Bay Western Canada Prince Rupert Vancouver Total CN

Origin 0% 33% 0% 0% 0% 75% 74%

Enroute 23% 49% 1% 0% 67% 13% 16%

Destination Yard 23% 100% 0% 0% 0% 9% 13%

Destination (Placed) 34% 40% 0% 0% 0% 2% 8%

Origin 100% 100% 100% 100% 0% 66% 77%

Enroute 14% 22% 14% 17% 0% 10% 12%

Destination Yard 0% 33% 26% 50% 0% 12% 19%

Destination (Placed) 0% 100% 100% 100% 0% 3% 25%

AG TRANSPORT COALITION 8 2021-07-25 Daily Network Status Report (As of 23:59) 2021-07-25

Network Breakdown

The percentage of loads on wheels not moving continues to improve for the third straight week although CP bumped up slightly to start the week. This metric can be volatile on a daily basis and as such a better guage of system performance is the weekly trend.

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Vancouver

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Prince Rupert

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Thunder Bay

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Eastern Canada

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Port Performance

West coast unloads have improved for two consecutive weeks now and at more than 650 cars per day last week are 4 times higher than they were only 2 weeks ago. Unloads continue to reflect only performance at Vancouver as Prince Rupert continues to report no unloads as there are currently no cars on line moving to the Port. Unloads at Vancouver yesterday surpassed 900 cars - the highest single day total since June 23rd - a good indicator of CN and CP returning to more "normal" operations in the Vancouver corridor. The improved unloads are consistent with the increasing cars arriving at the Port each day - nearly 900 yesterday - which have averaged nearly 750 cars per day over the last week. There are 1,200 cars on site in the Vancouver terminal this morning with half of these cars currently showing as on spot for unloading. Beyond the terminal there are 350+ cars enroute currently at or west of Kamloops and an additional 250+ between Kamloops and the AB/BC border. Given the available cars in the terminal we would expect another good day of unloads today. There were less than 100 unloads reported at Thunder Bay over the weekend including none for Saturday. There have now been fewer than 300 unloads reported each day for the last 10 days. There are 800+ cars on site this morning with a further 200+ cars currently enroute from Winnipeg. Loads on wheels to Thunder Bay continue to hold up at more than 1,400 cars on line this morning. Given the available cars in the terminal we would expect a good day of unloads today.

Today Change from Percent Change Daily Average Dail Average Percent Change Yesterday from Yesterday (Current Week) (Prior Week to Date) from Prior Week Vancouver

Cars unloaded 926 238 35% 926 676 37%

Cars Placed for Unloading 963 281 41% 963 647 49%

Cars on Hand 735 -214 -23% 735 697 6%

Cars Arrived at Destination 890 446 101% 890 708 26%

Prince Rupert

Cars unloaded 0 0 2 -100%

Cars Placed for Unloading 1 1 1 0

Cars on Hand 0 0 0 0%

Cars Arrived at Destination 1 1 1 0

Thunder Bay

Cars unloaded 81 81 81 96 -16%

Cars Placed for Unloading 6 -74 -93% 6 0

Cars on Hand 350 186 113% 350 728 -52%

Cars Arrived at Destination 75 69 1150% 75 169 -56%

West Coast

Cars unloaded 926 238 35% 926 678 37%

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Glossary

Loads on Wheels Count of loaded rail cars including all rail cars that have been released loaded at origin and have not been reported by the railway as unloaded at destination. Counts include all rail cars (hopper cars and boxcars) moving within a corridor. Loads Not Moving Loaded rail cars for which the railways have not reported a movement event for 48 hours or more whether the rail car is at origin, enroute or at destination. Cars Unloaded Count of rail cars reported by railways as unloaded at the western port destinations of Vancouver, Prince Rupert, and Thunder Bay. Unload counts include all rail cars (hopper cars and boxcars) unloaded by all receivers including major port terminals, transloaders and other receivers. Cars Arrived at Destination The number of railcars that have arrived at the destination railway yard in the prior 24 hours.

Cars Placed for Unloading The count of railcars reported as placed for unloading at a receiving facility in the prior 24 hours.

Cars Exiting Corridor The number of loaded railcars that have left a given corridor from the prior reporting day whether as a result of the car being unloaded or delivered to another railway via interchange. New Cars Online The number of new cars entering a specific corridor resulting from new traffic being released at origin or being received in interchange from another railway. Cars on Hand The number of railcars on hand at the destination railway yard that have not yet been placed at a receiver facility for unloading

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