Grain By Train

Grain By Train

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Every week, we break down how rail performance is impacting the movement and export of Western Canadian Grain.

Pulse Canada


    • Apr 24, 2023 LATEST EPISODE
    • infrequent NEW EPISODES
    • 13m AVG DURATION
    • 89 EPISODES


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    Latest episodes from Grain By Train

    Playing Catch Up

    Play Episode Listen Later Apr 24, 2023 16:34


    Greg and Milt recap rail performance for grain weeks 33-36. Tune into this week's episode of Grain by Train to hear what's contributing to the railway's best performances going back to August and the patterns in improving order fulfillment heading into spring.

    Spring Brings New Challenges

    Play Episode Listen Later Mar 23, 2023 10:19


    Greg and Milt recap rail performance for grain weeks 30 - 32. Tune into this week's episode of Grain By Train to hear how the warm spring weather brings better rail performance and what the forecast looks like for the upcoming weeks.

    A Smaller Hill to Climb

    Play Episode Listen Later Mar 3, 2023 16:57


    Greg and Milt recap rail performance for grain weeks 27-29. Tune into this week's episode of Grain By Train to hear how the railways are regaining control of demand and their strategies to ensure trends continue to head in the right direction.

    A Month of Ups and Downs

    Play Episode Listen Later Feb 13, 2023 20:00


    Greg and Milt return to recap rail performance for grain weeks 23-26. Tune into this week's episode of Grain By Train to hear about the backlog of orders, volatility, and how the weather has affected performance.

    New Year & New Opportunities

    Play Episode Listen Later Jan 12, 2023 17:30


    A new year and grain week 22 is here! Tune into this week's episode of Grain By Train to hear Greg and Milt recap performance in weeks 20, 21, and 22 and discuss the forecast ahead as both railways try and recover from two of the worst weeks for performance in 2022.

    Trending Down

    Play Episode Listen Later Dec 23, 2022 19:27


    Grain week 19 sees demand trending down going into the colder months. Tune into this week's episode of Grain By Train to hear Greg and Milt discuss idle car counts, winter operating plans, and both railways' potential for recoverability to help minimize disruption in winter months.

    A Critical Time For Railways

    Play Episode Listen Later Dec 12, 2022 14:28


    Grain week 17 railway performance stays consistent with previous weeks as winter operations and restrictions continue to dictate service levels. Tune into this week's episode of Grain By Train to hear Greg and Milt discuss the impending closure of The Port of Thunder Bay and the ongoing changes in demand.

    The System Slows Down

    Play Episode Listen Later Dec 6, 2022 18:25


    Grain week 16 rail performance takes a dip, with one railway's performance failing to meet the return of higher demand levels. Tune into this week's episode of Grain By Trian to hear Greg and Milt discuss how both railways are dealing with the winter weather and car capacity as the system slows down. 

    Demand Management and Industry Expectations

    Play Episode Listen Later Nov 25, 2022 15:18


    Grain weeks 13, 14, and 15 performance is settling into a pattern, and both railways are managing their demand. Tune into this week's episode of Grain By Train to hear Greg and Milt discuss the fair weather rail performance and the realistic expectations for order cancellation and rationing as more severe winter weather approaches.

    The Mountain Continues to Grow

    Play Episode Listen Later Nov 4, 2022 16:03


    Grain weeks 11 and 12 performance was split, with one railway struggling to meet rising demand. Tune into this week's episode of Grain By Train to hear Greg and Milt discuss the performance of the supply chain and what the future looks like heading into the snow season.

    Order Rationing and Traffic Volumes

    Play Episode Listen Later Oct 20, 2022 16:53


    Grain weeks 9 and 10 show consistency in rail performance, but orders continue to pile up. Tune into this week's episode of Grain By Train to hear Greg and Milt discuss the need for both railways to meet demand and avoid order rationing in the coming weeks. 

    A Compounding Problem

    Play Episode Listen Later Oct 6, 2022 16:18


    Grain week 8 sees rail performance dip, and outstanding orders pile up. Tune into this week's episode of Grain By Train to hear Greg and Milt discuss the increase in demand and the potential consequences of performance trending downwards.

    How Will an Increase in Demand Constrain Capacity?

    Play Episode Listen Later Sep 29, 2022 17:17


    Grain week 7 sees both railways' performance dip, but demand is growing. Tune into this week's episode of Grain By Train to hear Greg and Milt discuss how the increase in demand will affect rail performance and what to expect in the next few weeks.

    Labour Disruption in the U.S.

    Play Episode Listen Later Sep 16, 2022 10:29


    Grain week 5 sees volumes ramping up significantly, but with a potential strike or lockout in the U.S. coming later this week, will rail performance suffer in Canada? Tune into this week's episode of Grain By Train to hear Greg and Milt discuss rail performance and the potential effect of the ongoing labour situation in the states.

    Good Performance, But Demand Not Yet On Track

    Play Episode Listen Later Sep 9, 2022 12:16


    Grain week 4 brings a lack of demand but is a surge on the horizon? Tune into this week's episode of Grain By Train to hear Greg and Milt Discuss rail performance and forecast for this year's crop.

    How will the railways handle an upcoming test?

    Play Episode Listen Later Sep 2, 2022 14:50


    Greg and Milt cover Week 3 performance, review CP's annual grain plan and take a look at what's coming up that might present the first real challenge to the system this year.

    CN's Grain Plans

    Play Episode Listen Later Aug 23, 2022 14:26


    Despite a detailed list of recommendations for improvement from the Ag Transport Coalition, both railways still have lots of room to improve the information they provide in their grain plans. Greg and Milt dive deep into CN's grain plan and capacity concerns in this week's episode of Grain by Train. 

    A Strong Start or Low Demand?

    Play Episode Listen Later Aug 17, 2022 10:45


    Week 1 of the new grain year is in the books, and both railways started it off with solid numbers. But is it strong performance or simply low demand? Greg and Milt look ahead at the next few weeks and give a quick run-down on the newly released grain plans in this week's episode of Grain By Train.

    The End of The Grain Year, and Harvest Ahead

    Play Episode Listen Later Aug 10, 2022 10:21


    Grain Week 52 is over, and Canada is heading into a new grain year. On this week's episode, Greg and Milt look back over CN and CP's performance throughout the past year and dive into what lies ahead as harvest approaches. 

    A Look Back and a Look Ahead

    Play Episode Listen Later Jul 13, 2022 11:04


    Both CN and CP are set to release their annual grain plans on August 1. Greg and Milt return to cover what improvements the industry needs to see this year, plus give a recap of performance over the past 12 weeks in this week's episode of Grain By Train.

    For Better or Worse?

    Play Episode Listen Later Jun 2, 2022 16:58


    For week 42, Greg and Milt touch on rail performance across the country, then dive right into the newly proposed service and performance indicators from Transport Canada and how they could change how rail performance is recorded.

    A Milestone for the Current Grain Year

    Play Episode Listen Later May 25, 2022 9:27


    For week 41, Greg and Milt discuss the best rail performance we've seen in the current grain year and give a preview of the upcoming Railway Service and Performance Indicators publication in this week's episode of Grain by Train.

    The start of a slide? Or a bump in the road?

    Play Episode Listen Later May 16, 2022 6:20


    Week 40 sees CN's performance dip in Alberta, but CP remains consistent. Join Greg and Milt as they discuss CN's unsteady performance across the provinces on this week's episode of Grain by Train.

    Good is great. But good and consistent is better.

    Play Episode Listen Later May 11, 2022 10:48


    After months of inconsistency, both railways have found their stride with a comfortable level of consistency, but demand remains low. For week 39, Greg and Milt break down rail performance across the provinces and look ahead at what to expect in the next grain year on this week's Grain by Train.

    The best-combined performance in months

    Play Episode Play 60 sec Highlight Listen Later Apr 25, 2022 13:23


    Both railways moved in the same direction in week 37 - posting their best combined performance since November. But the correlation between demand and performance remains a mystery. Greg and Milt break down the latest on this week's Grain by Train.

    CP eliminates outstanding orders coming out of week 36

    Play Episode Listen Later Apr 22, 2022 12:23


    "The fact that they (CP) have completely eliminated their outstanding orders coming out of week 36 is a very good sign."CP with a near perfect week while CN saw some struggles in Alberta. Milt breaks down performance by province, with a guest host, on this week's Grain by Train.

    Smoother Days Ahead?

    Play Episode Listen Later Apr 12, 2022 11:40


    Both major railways rebounded in a big way last week, each fulfilling more than 80% of orders. How did it happen, and is this a sign of smoother days ahead? Greg and Milt discuss the uptick this week's episode of Grain by Train

    How did the labor disruption impact CP's performance?

    Play Episode Listen Later Apr 7, 2022 16:24


    CP manages to improve its overall performance week over week, even in the face of a labor disruption. But performance in the Thunder Bay corridor tells a different story. Milt and Greg cover the latest rail performance numbers on Grain by Train.

    How quickly can CP recover from the work stoppage?

    Play Episode Listen Later Mar 29, 2022 14:32


    How quickly can CP recover from last week's work stoppage? Greg and Milt cover the size of the backlog and what it will take to get back into full swing.

    CP heads back to work, but the impact of the stoppage will be felt for weeks

    Play Episode Listen Later Mar 24, 2022 18:52


    The work stoppage at CP was short lived, but its impact will be felt for weeks.Greg and Milt break down how quickly the system can recover plus discuss weekly performance in the latest episode of Grain by Train.Note: This episode was recorded prior to the work stoppage ending.

    The lowest demand seen in the last 5 years

    Play Episode Listen Later Mar 18, 2022 13:45


    The lowest weekly shipper demand in the last 5 years translated into a slight uptick in rail performance. With an impending work stoppage at CP, how will our rail supply chain react? Greg and Milt break down the latest in this week's Grain by Train.Note: This episode was recorded prior to the CP lockout.

    The threat of a work stoppage looms at CP

    Play Episode Listen Later Mar 9, 2022 13:16


    As order fulfillment continues to lag, the threat of a work stoppage has emerged at CP Rail.What could this mean for #cdnag? Greg and Milt discuss that, plus the latest numbers in this week's Grain by Train.

    Progress is made on order backlogs - when will they be cleared up?

    Play Episode Listen Later Mar 7, 2022 15:01


    Greg and Milt discuss the improvements made in addressing the backlog of orders the railways have been carrying for weeks. 

    An uptick in grain performance, how does it compare to rest of the rail system?

    Play Episode Listen Later Mar 7, 2022 19:50


    Milt and Greg review the latest performance numbers, plus take a deep dive into the latest report from Transport Canada.

    As both railways fulfill less than 50% of orders, which metrics will be the ones to watch?

    Play Episode Listen Later Feb 18, 2022 24:26


    Both major railways fulfilled less than 50% of hopper car demand in week 27. This week, Greg & Milt break down the numbers, discuss which corridors showed promise, and uncover which ATC report metrics will be the ones to watch as we head into spring.

    The worst performance period from CN in 5 years, what will turn it around?

    Play Episode Listen Later Feb 10, 2022 20:06


    Despite incredibly low demand from shippers, CN continues to struggle with fulfilling even half of the orders placed. This week on Grain by Train, Milt and Greg discuss what can turn this performance around.

    CN posts their worst 4-week performance period in 4 years

    Play Episode Listen Later Feb 1, 2022 16:34


    Rail struggles continued in Week 25, with CN posting its worst 4-week performance period in 4 years. This week on Grain by Train, Milt & Greg cover the numbers plus discuss the National Supply Chain Summit.

    A new low for CN's performance?

    Play Episode Listen Later Jan 28, 2022 17:50


    Hopper car demand is down, but so too is rail performance. In the lead up to next week's National Supply Chain Summit, Greg & Milt cover the latest numbers and discuss if any improvements can be expected in the weeks ahead.

    With the lowest demand in four years, did the railways deliver on performance?

    Play Episode Listen Later Jan 18, 2022 13:04


    In the midst of the lowest demand in four years, both railways continue to miss the mark on performance. This week on Grain by Train, Milt and Greg discuss a question the country should be asking: why isn't Canada's rail system resilient?

    Nearly 50% of orders unfulfilled. A typical winter or something more?

    Play Episode Listen Later Jan 12, 2022 14:06


    Both railways recently had their worst performances of grain year, currently failing to fulfill nearly 50% of orders. This week on Grain by Train, Milt and Greg discuss what issues are causing these struggles and when farmers can expect to see the situation improve.

    False hopes? The railways continue to attempt recovery on the west coast

    Play Episode Listen Later Dec 22, 2021 13:07


    2,000 backlogged orders are being carried by the railways, and severely cold weather is on the horizon for the prairies.  This week, Milt & Greg discuss what the railways are facing as they continue their recovery on the west coast.

    Traffic to Vancouver Starts to Pick Up

    Play Episode Listen Later Dec 16, 2021 16:47


    Over 5,000 loaded grain cars were stalled en route due to the flooding in BC. Greg and Milt break down how quickly things can get back on track plus discuss the weekly performance numbers.

    An Update on Traffic to Vancouver

    Play Episode Listen Later Dec 9, 2021 15:44


    9,000 cars have not moved for at least 2 days on CP's network. While rail traffic to Vancouver is recovering, Milt and Greg caution that the numbers for grain don't tell the whole story.

    How is rail performance recovering after the impacts of the B.C. flood?

    Play Episode Listen Later Dec 7, 2021 11:25


    After flooding in B.C. damaged the main lines of both CN and CP, rail traffic to the Port of Vancouver was essentially halted. How have the railways recovery efforts progressed since? This week on Grain by Train, Milt and Greg look at the numbers and consider the role the weather forecast for the region may play in future performance.

    Why do we see inconsistent performance across primary corridors?

    Play Episode Listen Later Nov 15, 2021 9:32


    This week, Greg & Milt break down performance for Grain Week 13 and discuss why the railways can't seem to deliver consistently in their primary corridors week to week.

    Traffic to Prince Rupert Continues to Struggle

    Play Episode Listen Later Nov 12, 2021 12:33


    Inconsistent traffic to Prince Rupert has led to backlogs and an increase in idle car counts. Milt and Greg break down what is causing these issues, as well as discuss weekly performance.

    Winter is coming: What does it mean for CN?

    Play Episode Listen Later Oct 28, 2021 15:01


    Eleven weeks into the grain year, CN has only come close to their order fulfilment goals 3 times. This week, Greg and Milt discuss their concerns for CN heading into winter, along with Week 11 performance.

    A rise in idle car counts - what does it mean for Canadian ag?

    Play Episode Listen Later Oct 20, 2021 17:30


    What does the latest rise in idle cars and a slowdown at ports mean for Canadian ag? Greg and Milt break down what farmers can expect in the coming weeks, plus tackle weekly performance.

    How will a restructured CN impact rail service?

    Play Episode Listen Later Oct 7, 2021 18:55


    How will a restructured CN impact rail service for Canadian ag? On this week's episode, Greg & Milt discuss the changes at CN since its unsuccessful bid for Kansas City Southern. Plus, Week 8 performance numbers.

    Why is visibility so difficult to achieve?

    Play Episode Listen Later Sep 28, 2021 26:04


    Why is network visibility so tough to achieve? According to Milt, it comes down to 4 things: railway opposition, commercial issues, cost, and lack of agreement about the why & how.

    Who has visibility into rail system performance in Canada?

    Play Episode Listen Later Sep 23, 2021 20:29


    The health of the Canadian economy relies heavily on the performance of two corporations: CN and CP.  But what kind of visibility do we have into the performance of this critical supply chain link? This week on Grain by Train, we discuss the limited data available.

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