The document provides an analysis of the rail transportation sector in Canada. It notes that Canadian railways transported 28.3 million tonnes of freight in June 2023, down 6.9% from the previous year, with reduced shipments of iron ores, potash, and fuels contributing to the decline. It discusses the rail sector's ongoing transition to more sustainable operations through investments in green technologies like hydrogen-powered locomotives.

1. TRANSPORTATION SECTOR -
RAILWAYS - ANALYSIS AND
COMMENTARY – AUGUST 2023
BY: PAUL YOUNG CPA CGA
SENIOR CUSTOMER SUCCESS MANAGER - DATA AND AI
DATE: AUGUST 23, 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
SOURCE – STATS CANADA

6. CAR LOADING / RAIL - USA

7. RAIL OIL SHIPMENTS

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

9. 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

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

11. 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.

12. 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

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

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

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

16. 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

17. 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

18. 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

19. 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

20. SUMMARY
• Railways will continue to move forward with their green transition
Blog – Sector – Rail Transportation – Analysis and Commentary – August 2023
Summary:
Canadian railways transported 28.3 million tonnes of freight in June, down 6.9% from
June 2022 and the second consecutive month of year-over-year decline. Overall traffic was at its
lowest level for the month of June in more than five years.
Reduced shipments of iron ores and concentrates, potash, and fuel oils and crude petroleum were
the main contributors to the overall decline. Wildfires raging across the country in June may
have resulted in some supply chain adjustments.
Source: https://www150.statcan.gc.ca/n1/daily-quotidien/230822/dq230822c-eng.htm
Sources and Links:
Green / Engines - https://energynews.biz/revolutionizing-railways-germany-opts-for-electric-trains-over-
hydrogen/
Sustainability - https://www.commtrex.com/resources/commtrex-quick-reads/rail-logistics-solutions/rail-
logistics-solutions-by-commtrex/how-does-rail-logistics-contribute-to-sustainability-and-environmental-
conservation-in-freight-transportation-by-martin-lew-commtrex-ceo
T
op railways - https://dividendearner
.com/best-railway-stocks/
Canada rail - https://www.steelorbis.com/steel-news/latest-news/canadian-railway-freight-volume-
down-69-percent-in-june-1303087.htm
Vegetation - https://www.up.com/aboutup/community/inside_track/vegetation-management-tech-it-
220304.htm
Scope 3 - https://environment-analyst.com/global/109623/addressing-the-scope-three-challenge
Asset monitoring - https://www2.wi-tronix.com/products-solutions/freight/
Intermodal-Report-W
eek-33-2023.pdf
20232308_Rail Car
Loading.pdf
Pipeline Safety_June
2023.pdf
Rail Safety - Canada -
June 2023.pdf
Green and
Transportation.pdf
Railways and
Sustainability - ESG.pdf
Top railway
stocks.pdf
Freigh - Rail -
Canada - June 2023'.pdf
Vegetation and
Railways - Risk.pdf
Scope 3 challenges -
Rail.pdf