East Central South Dakota | My fear is that transportation could be the limiting factor in export sales. Lots of demand, but we have to get it from the interior to a port. Will capacity in transportation be used for beans at the expense of corn ?
BN dwell times and speed have not improved and dedication of resources to AG have decreased.
Not much secondary freight for October even trading.
BN operating worse in AG than last year in capacity.
BN running 500 coal trains, 170 oil, and 120 grain. Coal is king as we have to build winter stocks to keep the lights on.
Looks to me the Gulf and river barges will be crucial. What if the river markets freeze over with ice?
Anybody know anything about Great Lakes shipping? Is it an option?
Exports in 2012-13 dropped because we didn't have the grain to export, demand was still there. We are surplus now and is a NATIONAL tragedy transportation in rail could limit us. |