Pull over. The lanes are talking.
The Intermodal desk tracks Class I pricing, box velocity, and the truck-to-rail conversion math. CN-CPKC competition, NS/CSX East Coast surge, BNSF/UP Western volume.
AAR week-19 print: BNSF system speed off 0.5 mph WoW, San Bernardino + Hobbs ramps each adding half-day dwell. IPI volumes from Long Beach are growing into the network faster than the railroad can clear it — and intermodal-to-OTR rate compression is reopening for the first time since February.