Daily Network Status Report (As of 23:59) 2020-10-19

Highlights:

Loads on Wheels ƕ Loads on wheels declined yesterday returning below the 12,000 car threshold reflecting lower volumes for both CN and CP. Cars Not Moving ƕ The system count of cars not moving increased yesterday for the second straight day climbing to their highest single day total in more than a month at more than 2,200 cars. ƕ The increase yesterday reflects higher counts on both CN and CP with the increase seen on CP doubling that seen on CN. Two days of increasing counts results in this week's levels currently tracking 23% higher than at this point last week. Port Unloads ƕ West coast unloads (1,175) rebounded yesterday reflecting improved unloads at both west coast ports. Thunder Bay unloads remain robust exceeding 450 cars yesterday.

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 6,794 -128 -2% 6,858 6,944 -1%

Canadian Pacific 4,820 -198 -4% 4,919 4,569 8%

Canadian Shortlines 48 -120 -71% 108 170 -37%

US Railways 184 -4 -2% 186 163 14%

Total 11,846 -450 -4% 12,071 11,847 2%

Loads Not Moving 48+ Hrs

Canadian National 1,119 168 18% 1,035 805 29%

Canadian Pacific 1,043 372 55% 857 632 36%

Canadian Shortlines 39 0 0% 39 126 -69%

US Railways 55 24 77% 43 38 13%

Total 2,256 564 33% 1,974 1,602 23%

Port Unloads

Vancouver 973 92 10% 927 992 -7%

Prince Rupert 202 97 92% 153 211 -28%

Thunder Bay 454 97 27% 405 306 32%

Total 1,629 286 21% 1,486 1,509 -2%

West Coast Unloads 1,175 189 19% 1,080 1,203 -10%

AG TRANSPORT COALITION 1 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

Loads on Wheels

Daily traffic levels fell 5% last week as compared to the prior week averaging slightly more than 11,300 cars per day reflecting lower week over week volumes for both railways. Despite today's decline average daily loads on wheels early in the week continue to average slightly more than 12,000 cars per day - 6% higher than where last week ended.

AG TRANSPORT COALITION 2 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

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. Prince Rupert and Thunder Bay volumes continue to drive traffic levels this week at more than 1,800 and 2,200 cars on line today respectively reflecting increases for both corridors.

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

Prior Day 677 337 647 1,918 3,344 6,923

Cars exiting corridor 94 93 101 202 685 1,175

New Cars Online 73 1 104 103 765 1,046

Net Change -21 -92 3 -99 80 -129

Current Day 656 245 650 1,819 3,424 6,794

Prior Day 40 83 1,907 0 3,116 5,146

Cars exiting corridor 0 1 354 0 716 1,071

New Cars Online 25 106 140 0 487 758

Net Change 25 105 -214 0 -229 -313

Current Day 65 188 1,693 0 2,887 4,833

AG TRANSPORT COALITION 3 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

AG TRANSPORT COALITION 4 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

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AG TRANSPORT COALITION 6 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

Loads Not Moving 48+ Hours The net increase yesterday on a system basis in the count of loads not moving reflects higher counts for both CN and CP with the increase on CP outpacing CN by 2 to 1. System counts have now returned above 2,200 cars the highest level in more than a month. The net change on CN yesterday (+ 167 cars) reflects principally higher counts in the Prince Rupert corridor for the third straight day which now exceed 500 cars - the highest single day total in six weeks. Nearly all idle cars in the Prince Rupert corridor as of midnight last night are dwelling at origin locations. The net change on CP yesterday (+ 381 cars) reflects principally higher counts in the Thunder Bay and Vancouver corridors. At just under 1,100 cars the number of idle cars on the CP system has risen to the highest level in more than three weeks. The concentration of cars dwelling under load at CP's Coquitlam Yard rose slightly yesterday and now sits at 166 cars. This number has consistently been between 150 and 400 cars on a daily basis for much of the last three weeks.

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

Prior Day 99 78 57 337 381 952

Current Day 93 95 47 518 366 1,119

Net Change -6 17 -10 181 -15 167

Prior Day 13 29 197 434 673

Current Day 13 17 390 634 1,054

Net Change 0 -12 193 200 381

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

Prior Day 15% 23% 9% 18% 11% 14%

Current Day 14% 39% 7% 28% 11% 16%

Prior Day 33% 35% 10% 0% 14% 13%

Current Day 20% 9% 23% 0% 22% 22%

AG TRANSPORT COALITION 7 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

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

Origin 36 6 507 254 803

Enroute 33 82 9 48 172

Destination Yard 18 5 1 56 80

Destination (Placed) 6 7 42 1 8 64

Origin 4 1 166 332 503

Enroute 1 14 2 133 150

Destination Yard 1 2 210 166 379

Destination (Placed) 7 12 3 22

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

Origin 30% 86% 0% 62% 28% 41%

Enroute 11% 46% 0% 1% 3% 5%

Destination Yard 29% 0% 6% 100% 11% 11%

Destination (Placed) 3% 21% 29% 1% 4% 9%

Origin 14% 1% 43% 0% 33% 33%

Enroute 4% 18% 0% 0% 11% 8%

Destination Yard 100% 67% 26% 0% 33% 29%

Destination (Placed) 78% 0% 22% 0% 2% 10%

AG TRANSPORT COALITION 8 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

Network Breakdown

The percent of loads on wheels not moving today has jumped for CP reflecting the higher count of idle cars and lower loads on wheels. CN's ratio remains stable at last week's levels. This metric can be volatile on a daily basis and as such a better guage of system performance is the weekly trend.

AG TRANSPORT COALITION 9 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

Vancouver

AG TRANSPORT COALITION 10 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

Prince Rupert

AG TRANSPORT COALITION 11 2020-10-19 Daily Network Status Report (As of 23:59) 2020-10-19

Thunder Bay

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Eastern Canada

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Port Performance

Total west coast unloads (1,175) improved yesterday reflecting improved unloads at both Vancouver and Prince Rupert. Prince Rupert reported more than 200 unloads yesterday for the first time in three days. While the Port seemingly did not have sufficient cars on hand beginning the day yesterday CN delivered more than 200 cars to the Port yesterday resulting in the improved unload performance. As of midnight last night there were fewer than 150 cars on site available for unloading and only 250 cars west of Jasper enroute to the Port. The most current data as of this morning indicates that CN has spotted an additional train since midnight which should position the Port for 200+ unloads today. The pipeline in total remains robust with 1,600+ cars on line as of this morning with roughly half enroute and half dwelling at origin locations. Unloads at the Port of Vancouver improved yesterday but remained below 1,000 cars for the second straight day. Vancouver corridor volumes have been declining steadily over the last week and declined again yesterday. After averaging more than 7,400 cars per day Oct. 4-13 daily loads on wheels have declined steadily to their current level of 6,300 cars. As of midnight last night there were fewer than 1,500 cars in the Vancouver terminal available for unloading and fewer than 500 cars Kamloops and west destined to the Port. Thunder Bay continues its strong unload performance reporting 454 unloads yesterday - above 300 cars for the 12th time in the last 15 days. Corridor volumes remain strong at more than 2,300 cars today. As of midnight last night there were more than 1,000 cars on site and 600+ east of Winnipeg. There are currently 400+ cars destined to the Port that have now not moved for 48+ hours. There is a developing risk of bunching of cars with traffic needing to be slowed down to avoid congestion at the Port.

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 973 92 10% 927 992 -7%

Cars Placed for Unloading 821 -66 -7% 854 1,116 -24%

Cars on Hand 1,074 78 8% 1,035 1,511 -32%

Cars Arrived at Destination 904 -71 -7% 939 1,136 -17%

Prince Rupert

Cars unloaded 202 97 92% 153 211 -28%

Cars Placed for Unloading 230 27 13% 216 219 -1%

Cars on Hand 2 -18 -90% 11 3 267%

Cars Arrived at Destination 212 9 4% 207 218 -5%

Thunder Bay

Cars unloaded 454 97 27% 405 306 32%

Cars Placed for Unloading 488 274 128% 351 306 15%

Cars on Hand 952 -121 -11% 1,012 582 74%

Cars Arrived at Destination 371 -178 -32% 460 359 28%

West Coast

Cars unloaded 1,175 189 19% 1,080 1,203 -10%

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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

AG TRANSPORT COALITION 17 2020-10-19