Norfolk Southern Returns Rail Capacity To Service
August 26 2009 - 12:31PM
Dow Jones News
Norfolk Southern Corp. (NSC) has boosted capacity by returning
nearly a third of its parked railroad fleet to service in a further
sign of a U.S. economic recovery.
More than a quarter of the U.S. rail car fleet has been put into
storage this year as the broad downturn dried up demand for freight
transport, according to some estimates.
Union Pacific Corp. (UNP) said last month that it had begun
using some of its parked cars and locomotives again because of
improved conditions in some markets.
Norfolk Southern executives echoed that sentiment in an
interview Wednesday, noting improvements in the steel, coal and
automotive sectors.
They said about 9,500 of the 35,000 freight cars stored by the
company have been brought back into service over the past six
weeks, as have about 200 of the 700 parked locomotives.
Norfolk Southern still has about a quarter of its rail car fleet
and about 14% of its locomotive fleet in storage.
Chief Operating Officer Mark Manion declined to predict if more
of the idled capacity will be brought back in coming weeks. He said
that the trend "totally depends on what we see from here" in terms
of demand for freight transport.
But both Manion and Chief Marketing Officer Donald Seale
expressed cautious optimism, albeit stressing that they don't
expect a rapid recovery for the broad economy.
Seale said Norfolk Southern's freight volumes are down about
19.5% overall so far in the third quarter compared to the year-ago
period, a big drop but an improvement nonetheless from the second
quarter's 26% year-over-year decline.
"We are bumping along the bottom (and) making some headway in
some markets," Seale said. "We are somewhat encouraged (but) we
know it is going to take some time for a recovery from this deep in
the recession."
He cited steel production among the sectors recently showing
signs of life, saying blast furnaces have been restarted in
Alabama, Illinois and Ohio. The trend has led to an uptick in
transport of finished and semi-finished steel products, as well as
in shipments of coal used in steel production.
The automotive sector also has improved, Seale said. He credited
the federal "cash for clunkers" stimulus effort but said he thinks
the trend can continue even following the end of the program
because inventories are extremely low.
Union Pacific said last month that it had brought back into
service about 11,000 of the peak 71,000 freight cars it had in
storage in May, and 200 of the 2,100 locomotives.
CSX Corp. (CSX) said this week that it hasn't initiated any
major effort to bring back into service its estimated 30,000 stored
freight cars and 640 stored locomotives. Burlington Northern Santa
Fe Corp. (BNI) declined to comment.
-By Bob Sechler; Dow Jones Newswires; 512-394-0285;
bob.sechler@dowjones.com