1. TRANSPORTATION
SECTOR - RAILWAYS -
ANALYSIS AND
COMMENTARY –
MAY 2023
BY: PAUL YOUNG CPA CGA
PRE-SALES, BUSINESS
DEVELOPMENT, AND CUSTOM
SUCCESS EXPERT.
DATE: MAY 30, 2023

2. PAUL YOUNG - BIO
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – ESG and Sustainability Policy and Reporting
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@outlook.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Pre-Sales, Business Development, and Customer
Success Specialist

3. AGENDA
• Transportation Shipments
• % change in Transportation Shipments
• Government Policies / Rules
• Global Ranking / Quality of Infrastructure
• Global Ranking / Quality of Supply Management – Infrastructure
• Analytics / Rail Safety
• Blog – CN Rail
• Climate Change – Rail
• Summary

4. CAR LOADING / RAIL
SOURCE – STATS CANADA

5. CAR LOADING / RAIL - USA

6. RAIL OIL SHIPMENTS

7. RAIL SAFETY https://www.bst-tsb.gc.ca

8. CAPITAL INVESTMENT / RAILROAD
Source - https://www.cn.ca/en/investors and http://s21.q4cdn.com/736796105/files/doc_financials/quarterly-report/2018/q1/Q1-2018-
Presentation-FINAL.pdf
CP

9. CP RAIL
Source - https://investor.cpr.ca/financials/default.aspx

10. AIR TRANSPORTATION ACT
Source - https://www.mccarthy.ca/en/insights/articles/bill-c-49-shakes-air-transportation-law-canada
With the adoption of bill C-49, the terms of these exemptions have now become law and the CTA’s foreign
ownership cap has passed from 25% to 49%. That said, a single foreign corporation or entity can only own up to
25% of the voting interests, and any number of foreign airlines may together own a total of 25% of the voting
interests of a “Canadian” airline. In addition, bill C-49 does not modify the CTA’s requirement that notwithstanding
any foreign participation, a “Canadian” entity must be “controlled in fact” by Canadians.
With the adoption of bill C-49, the CTA requires that the Agency make regulations establishing a new airline
passenger rights regime. The regulations will govern flights to, from and within Canada, including connecting
flights, and will specify the requirements governing a carrier’s obligations in the case of flight delay, cancellation or
denial of boarding, as well as minimum standards of treatment, compensation and assistance in completing the
planned itinerary.

11. RAIL TRANSPORTATION ACT
Source - https://www.mccarthy.ca/en/insights/articles/bill-c-49-brings-important-changes-rail-transportation-
canada
• More reporting on shipments
• Ownership rules changes to CN
• Improvements to monitoring of Rail Systems (i.e. black box)
• Inter switching rate changes

12. PIPELINE ACCIDENTS
Source - http://www.bst-
tsb.gc.ca/eng/stats/pipeline/2022/08/p2
022-08-t1.html

13. RAIL SYSTEMS / QUALITY
Source - https://www.theglobaleconomy.com/rankings/railroad_quality/

14. GLOBAL / SUPPLY MANAGEMENT - INFRASTRUCTURE
Source - https://lpi.worldbank.org/international/global?order=Infrastructure&sort=asc

15. ANALYTICS AND RAIL TRANSPORTATION
• Data Analytics / Rail - https://www.globalrailwayreview.com/article/97670/four-benefits-data-analytics-
safety-modern-rail/
• Rail inspection / AI - https://www.railwayage.com/regulatory/ai-machine-learning-enhance-track-
inspection/
• Analytics / Rail - https://www.ibm.com/industries/travel-transportation/rail
• Broken Rail Detection - https://trn.trains.com/news/news-wire/2020/10/27-canadian-pacific-deploying-
new-broken-rail-detection-system-in-dark-territory

16. CLIMATE CHANGE / RAIL
• CP conversion to Hydrogen - https://www.cpr.ca/en/media/cp-announces-hydrogen-powered-
locomotive-pilot-project
• Replacing Diesel with cleaner options - https://www.railjournal.com/in_depth/hydrogen-and-battery-
trains-end-for-diesel-traction
• CN and CP emissions reduction - https://trn.trains.com/news/news-wire/2020/12/17-canadian-
national-canadian-pacific-seek-alternatives-to-diesel-electric-locomotives

17. ESG AND SUSTAINABILITY
Blog - The Rise of ESG 3.0 - How the Future of ESG Can Deliver Better Results - https://www.linkedin.com/posts/paul-young-055632b_the-
rise-of-esg-30-how-the-future-of-esg-activity-7034528825854095360-46L2?utm_source=share&utm_medium=member_desktop
https://www.nasdaq.com/articles/the-rise-of-esg-3.0%3A-how-the-future-of-esg-can-deliver-better-results
Here are a few links:
Additional Sources
Circular Economy - https://www.slideshare.net/paulyoungcga/what-is-the-circular-economy-and-how-can-data-and-ai-drive-outcomespptx-
257103318
Risk and Compliance - https://www.slideshare.net/paulyoungcga/strengthen-internal-controls-and-compliance-through-data-and-ai-as-part-
of-the-regulatory-and-corporate-reporting-cyclepptx
ESG and Sustainability Reporting - https://www.slideshare.net/paulyoungcga/introductory-to-esg-and-sustainability-reportingpptx
Data Management - https://www.slideshare.net/paulyoungcga/how-to-solve-data-management-isuses-for-both-the-private-and-public-
sectorspptx
Close, consolidate, and reporting - https://www.slideshare.net/paulyoungcga/close-consolidate-and-reporting-cyclepptx-256864692
Top Reporting Challenges - https://www.slideshare.net/paulyoungcga/top-reporting-challenges-facing-both-the-private-and-public-
sectorpptx
Data and AI - https://www.slideshare.net/paulyoungcga/leveraging-realtime-analytics-as-part-of-driving-data-and-ai-to-improve-business-
outcomespptx

18. GEOSPATIAL (VEGETATION AND FLOOD MITIGATION)
https://www.linkedin.com/posts/rwlord_river-flood-highest-since-2001-in-miss-valley-activity-
7062395985708085249-YI2M?utm_source=share&utm_medium=member_desktop
Leverage data and AI as part mitigating geopolitical risks and threats is becoming increasing
important for both private and public sectors. The ability to leverage geospatial data with business
analytical tools like Cognos Analytics and Planning Analtyics can lead to better risk mitigation as
part of safeguarding assets.
Blog – Geospatial data with Planning Analytics - https://www.linkedin.com/posts/paul-young-
055632b_geospatial-data-with-planning-analytics-activity-7062420172178915328-
l43Y?utm_source=share&utm_medium=member_desktop

19. SUMMARY
• Railways will continue to move forward with their green transition
Blog – Analysis and Commentary – Railway – Mary 2023
The non-intermodal freight loaded in Canada accounted for the overall increase in freight carried in
March, rising 11.7% year over year to 26.6 million tonnes. While widespread, growth was driven by
considerable increases in the loadings of some agricultural and food products―most notably grains.
Grain shipments by rail continue to reflect a rebound in Canadian grain production during 2022. Loadings
of wheat have risen each month since September 2022 and surged by 132.3% (+1 596 000 tonnes) year
over year in March―the largest percentage increase ever recorded.
Similarly, loadings of canola grew 154.4% (+565 000 tonnes) in March from the same month in 2022, the
sixth consecutive month of year-over-year growth, while other cereal grains were 39.2% (+137 000
tonnes) above March 2022 levels.
Other significant increases were reported for iron ores and concentrates, with loadings rising 4.8% (+235
000 tonnes) in March 2023 compared with March 2022. Loadings of animal or vegetable fats, oils and
flours were up 26.1% (+100 000 tonnes) year over year in March 2023, the eighth consecutive monthly
increase.
Source - https://www150.statcan.gc.ca/n1/daily-quotidien/230530/dq230530c-eng.htm
Additional sources and Links:
CN Rail - https://www.trains.com/trn/news-reviews/news-wire/cn-operational-improvements-will-
enable-significant-volume-growth/
Alstrom - https://www.alstom.com/press-releases-news/2023/5/emerging-stronger-alstom-delivers-
good-fy-202223-results-growing-rail-market
FreightCar - https://www.globenewswire.com/news-release/2023/05/09/2665013/0/en/FreightCar-
America-Inc-Reports-First-Quarter-2023-Results.html
Freight - https://www.chrobinson.com/en-ca/resources/insights-and-advisories/north-america-freight-
insights/