07-13-2009, 02:22 PM
You can't look at the rail alone. That would be stupid. You have to look at the combination of Rail and Truck combined. Their are years where one will see a decline and one will increase. Especially with Rail. It is the cheapest way to move goods in the US but it also the slowest so intermodal isn't even touched by some supply chains.
The other thing is to always throw out the first quarter.
January, February and March numbers you might as well just toss when trying to have any logical discussion.
No one ships anything in those months no matter how good the year is. Christmas to Easter is dead. Inventories are full with no potential sales looming.
Peak is always August to November. You can't make any presumptions until the 2nd and 3rd quarters.
Vllad
The other thing is to always throw out the first quarter.
January, February and March numbers you might as well just toss when trying to have any logical discussion.
No one ships anything in those months no matter how good the year is. Christmas to Easter is dead. Inventories are full with no potential sales looming.
Peak is always August to November. You can't make any presumptions until the 2nd and 3rd quarters.
Vllad