Competition in the Railroad Industry, 2748-2751 [2011-774]
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Federal Register / Vol. 76, No. 10 / Friday, January 14, 2011 / Notices
entity must comply with the
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O. Kevin Vincent,
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[FR Doc. 2011–819 Filed 1–13–11; 8:45 am]
BILLING CODE 4910–59–P
DEPARTMENT OF TRANSPORTATION
Research and Innovative Technology
Administration
Advisory Council on Transportation
Statistics; Notice of Meeting
Research Innovative
Technology Administration, U.S.
Department of Transportation.
ACTION: Notice.
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AGENCY:
This notice announces, pursuant to
Section 10(a)(2) of the Federal Advisory
Committee Act (FACA) (Pub. L. 72–363;
5 U.S.C. app. 2), a meeting of the
Advisory Council on Transportation
Statistics (ACTS). The meeting will be
held on Thursday, February 24, 2011,
from 9 a.m. to 5 p.m. EST in the
Oklahoma City Room at the U.S.
Department of Transportation, 1200
New Jersey Ave., SE., Washington, DC.
Section 5601(o) of the Safe,
Accountable, Flexible, Efficient
Transportation Equity Act: A Legacy for
Users (SAFETEA–LU) directs the U.S.
Department of Transportation to
establish an Advisory Council on
Transportation Statistics subject to the
Federal Advisory Committee Act (5
U.S.C., App. 2) to advise the Bureau of
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Transportation Statistics (BTS) on the
quality, reliability, consistency,
objectivity, and relevance of
transportation statistics and analyses
collected, supported, or disseminated by
the Bureau and the Department. The
following is a summary of the draft
meeting agenda: (1) USDOT welcome
and introduction of Council Members;
(2) Overview of prior meeting; (3)
Discussion of the FY 2012 budget; (4)
Discussion of product dissemination; (5)
Council Members review and discussion
of statistical programs; (6) future
Council activities and (7) Public
Comments and Closing Remarks.
Participation is open to the public.
Members of the public who wish to
participate must notify Petrina Collier at
Petrina.Collier@dot.gov, not later than
February 2, 2011. Members of the public
may present oral statements at the
meeting with the approval of Steven K.
Smith, Deputy Director of the Bureau of
Transportation Statistics. Noncommittee
members wishing to present oral
statements or obtain information should
contact Petrina Collier via e-mail no
later than February 9, 2011.
Questions about the agenda or written
comments may be e-mailed or submitted
by U.S. Mail to: U.S. Department of
Transportation, Research and Innovative
Technology Administration, Bureau of
Transportation Statistics, Attention:
Petrina Collier, 1200 New Jersey
Avenue, SE., Room # E34–457,
Washington, DC 20590,
Petrina.Collier@dot.gov, or faxed to
(202) 366–3640. BTS requests that
written comments be received by
February 9, 2011. Access to the DOT
Headquarters building is controlled
therefore all persons who plan to attend
the meeting must notify Ms. Petrina
Collier at (202) 366–5796 prior to
February 9, 2011. Individuals attending
the meeting must report to the main
DOT entrance on New Jersey Avenue,
SE., for admission to the building.
Attendance is open to the public, but
limited space is available. Persons with
a disability requiring special services,
such as an interpreter for the hearing
impaired, should contact Ms. Collier at
(202) 366–5796 at least seven calendar
days prior to the meeting.
Notice of this meeting is provided in
accordance with the FACA and the
General Services Administration
regulations (41 CFR part 102–3)
covering management of Federal
advisory committees.
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Issued in Washington, DC, on the 30th day
of December 2010.
Steven K. Smith,
Deputy Director, Bureau of Transportation
Statistics.
[FR Doc. 2011–770 Filed 1–13–11; 8:45 am]
BILLING CODE 4910–HY–P
DEPARTMENT OF TRANSPORTATION
Surface Transportation Board
[Docket No. EP 705]
Competition in the Railroad Industry
Surface Transportation Board.
Notice.
AGENCY:
ACTION:
The Surface Transportation
Board will receive comments and hold
a public hearing to explore the current
state of competition in the railroad
industry and possible policy
alternatives to facilitate more
competition, where appropriate. The
Board is seeking written comments prior
to the hearing addressing the legal,
factual, and policy matters described
below.
SUMMARY:
Initial comments are due on
February 18, 2011. Reply comments are
due 28 days thereafter, on March 18,
2011. The hearing will begin at 9:30
a.m., on Tuesday, May 3, 2011, in the
Board’s hearing room at the Board’s
headquarters located at 395 E Street,
SW., Washington, DC. The Board plans
to hold the hearing in a single day, but
may extend the hearing if the number of
participants or the breadth of submitted
written testimony so requires. The
hearing will be open for public
observation. However, only parties who
have notified the Board of their intent
to participate will be permitted to speak.
Any party wishing to speak at the
hearing shall file with the Board a
notice of intent to participate
(identifying the party, the proposed
speaker, and the time requested) no later
than April 4, 2011. With the notice of
intent, the party shall provide written
testimony on the issues it will address
at the hearing.
ADDRESSES: All filings may be submitted
either via the Board’s e-filing format or
in the traditional paper format. Any
person using e-filing should attach a
document and otherwise comply with
the instructions at the ‘‘E-FILING’’ link
on the Board’s ‘‘www.stb.dot.gov’’ Web
site. Any person submitting a filing in
the traditional paper format should send
an original and 10 copies of the filing to:
Surface Transportation Board, Attn:
Docket No. EP 705, 395 E Street, SW.,
Washington, DC 20423–0001.
DATES:
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Copies of written submissions will be
posted to the Board’s Web site and will
be available for viewing and selfcopying in the Board’s Public Docket
Room, Suite 131. Copies of the
submissions will also be available (for a
fee) by contacting the Board’s Chief
Records Officer at (202) 245–0236 or
395 E Street, SW., Washington, DC
20423–0001.
FOR FURTHER INFORMATION CONTACT:
Amy Ziehm at (202) 245–0391.
Assistance for the hearing impaired is
available through the Federal
Information Relay Service (FIRS) at
(800) 877–8339.
SUPPLEMENTARY INFORMATION: The rail
network in the United States is a series
of interconnected lines owned by
various rail carriers. Because of the high
fixed cost associated with building a rail
network, sometimes there is only one
railroad serving a particular destination
and origin. Some companies that either
ship by rail, or would like to do so, have
complained about being physically
limited to a single rail carrier and would
like to have greater access to
competition from other railroads. Some
shippers have suggested that mandated
access by a second carrier to singly
served businesses would be in the
public interest. Railroads have
responded that such an action would
undermine their ability to price their
services differentially based on demand
and that, as a result, they would be
unable to earn enough revenue to invest
sufficiently in their networks. Over the
years, various possible measures that
would change the way rail shippers
currently obtain access to rail service
have been debated, including: (1)
Requiring railroads to quote a rate
between any two points they serve to
allow another railroad to serve the
shipper from an intermediate point to
the final destination; and (2) imposing
new rules for competitive access, such
as mandated reciprocal switching or
mandated terminal use arrangements,
including trackage rights.
It has been some time since the
agency has conducted a thorough
analysis of these issues. More than a
decade ago, the Board conducted a
comprehensive analysis of ‘‘captive
shippers’’ and their available remedies
for rate relief, as well as the incumbent
railroad’s rights and obligations. This
analysis culminated in a series of
decisions collectively known as the
‘‘Bottleneck’’ cases. Cent. Power & Light
v. S. Pac., et al., 1 S.T.B. 1059 (1996)
(Bottleneck I), clarified, 2 S.T.B. 235
(1997) (Bottleneck II), aff’d sub nom.
MidAmerican Energy Co. v. STB, 169
F.3d 1099 (8th Cir. 1999).
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The Board also conducted a review of
its competitive access standards in
Review of Rail Access & Competition
Issues, 3 S.T.B. 92 (1998).1 More
recently, in response to a
recommendation of the United States
Government Accountability Office
(GAO),2 the Board commissioned
Christensen Associates, Inc.
(Christensen Associates), to perform an
independent study to examine these
issues. The resulting report, A Study of
Competition in the U.S. Freight Railroad
Industry and Analysis of Proposals That
Might Enhance Competition (November
2009), is available on the Board’s Web
site or at https://www.lrca.com/
railroadstudy/.3
The United States railroad industry
has changed in many significant ways
since the Board’s competitive access
standards were originally adopted in the
mid-1980s. Among the more salient
developments have been the improving
economic health of the railroad
1 The competitive access standards were
originally adopted by the Interstate Commerce
Commission (ICC), the Board’s predecessor agency,
in the mid-1980s. Intramodal Rail Competition, 1
I.C.C. 2d 822 (1985), aff’d sub nom. Balt. Gas &
Elec. v. United States, 817 F.2d 108 (DC Cir. 1987);
and applied in Midtec Paper Corp. v. Chi. & Nw.
Transp. Co., 3 I.C.C. 2d 171 (1986), aff’d sub nom.
Midtec Paper Corp. v. United States, 857 F.2d 1487
(DC Cir. 1988).
2 Government Accountability Office, Freight
Railroads: Industry Health Has Improved, but
Concerns about Competition and Capacity Should
Be Addressed, GAO–07–94, October 6, 2006, pp. 1–
2. The GAO stated: ‘‘We are recommending that STB
conduct a rigorous analysis of the state of
competition nationwide and, where appropriate,
consider the range of actions available to address
problems associated with the potential abuse of
market power.’’
3 In addition to the original November 2008 report
(which was revised as of November 2009),
Christensen Associates has provided the Board with
two supplemental reports: An Update to the Study
of Competition in the U.S. Freight Railroad Industry
(January 2010) (Christensen Update); and
Supplemental Report to the U.S. Surface
Transportation Board on Capacity and
Infrastructure Investment (March 2009). These
reports are also available in the E–Library on the
Board’s Web site under ‘‘Studies,’’ and at the URL
provided above. In this notice, ‘‘Christensen Study’’
refers collectively to the original and supplemental
reports.
The Board solicited and received public
comments on the Christensen Study. Supplemental
Report on Capacity & Infrastructure Inv., EP 680
(Sub-No. 1) (STB served Apr. 8, 2009); Study of
Competition in the Freight R.R. Indus., EP 680 (STB
served Nov. 6, 2008). Many of the issues discussed
in the Christensen Study are also relevant to the
proceeding that is being initiated here. As such,
parties are invited to discuss in EP 705 any aspect
of the Christensen Study that is relevant to the topic
of competition in the railroad industry. Because EP
680 and EP 680 (Sub-No. 1) have served their
limited purpose of initiating a discussion on
competition and capacity in the United States
freight rail industry, and because a significant
portion of that discussion can continue in the
proceeding being initiated here, EP 680 and EP 680
(Sub-No. 1) will be discontinued on the service date
of this decision.
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industry, increased consolidation in the
Class I railroad sector,4 the proliferation
of a short line railroad network, and an
increased participation of rail customers
in car ownership and maintenance, as
well as other activities previously
undertaken by the carrier. Since 1980,
railroad productivity improved
dramatically, resulting in lower
transportation rates. However,
productivity gains appear to be
diminishing and, since 2004, overall rail
transportation prices have increased.
See Christensen Update at i & 3–26.
Taken together, these events suggest that
it is time for the Board to consider the
issues of competition and access further.
The Bottleneck Issue. A rail
bottleneck rate issue arises when more
than one railroad can provide service
over at least a portion of the movement
of a shipper’s goods from an origin to a
destination, but where either the origin
or destination is served by only one
carrier, i.e., the bottleneck carrier. In
each of the Bottleneck cases, an electric
utility company sought to require the
bottleneck carrier to establish a ‘‘local
rate’’ for a segment of the through
movement that was served only by that
carrier, so that the utility could combine
that local rate with a rate for the
remainder of the movement by another
carrier. The utilities further sought to be
able to separately challenge the
reasonableness of the rate for the
bottleneck segment of the movement,
rather than having to challenge the
origin-to-destination rate in its entirety.
Each of the utilities in the Bottleneck
cases sought to divide the bottleneck
carrier’s long-haul and through rate into
smaller portions that could be priced
and, accordingly challenged,
independently. The utilities believed
that the total charges would be lower if
the reasonableness of the rates were
adjudicated only for the bottleneck
portion of the movement (with the rate
set by head-to-head rail competition for
the remainder of the movement), rather
than for the entire movement. Because
the Bottleneck cases raised issues of
broad importance, the Board provided
for extensive public input and held an
oral argument.
In the resulting decisions, the Board
concluded that a shipper could not
routinely direct a bottleneck carrier that
4 The Board designates 3 classes of freight
railroads based upon their operating revenues, for
3 consecutive years, in 1991 dollars, using the
following scale: Class I—$250 million or more;
Class II—less than $250 million but more than $20
million; and Class III—$20 million or less. These
operating revenue thresholds are adjusted annually
for inflation. 49 CFR pt. 1201, 1–1. Today, there are
7 Class I carriers and approximately 550 short line
carriers (i.e., Class II and Class III carriers) operating
in the United States.
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was capable of providing origin-todestination rail service for that shipper
to ‘‘short-haul’’ itself by routing traffic
over the lines of the non-bottleneck
carrier. Rather, the Board held that a
shipper could seek to force an
alternative routing that would include
the line of the non-bottleneck carrier
only if it could show, under 49 U.S.C.
10705 and the Board’s ‘‘competitive
access’’ rules developed in Intramodal
Rail Competition, that there would be
sufficient benefits associated with the
alternative routing.5 The Board also
held that, under 49 U.S.C. 11101(a) and
10742, a bottleneck carrier generally
cannot refuse traffic from other carriers
originating at sources that the bottleneck
carrier does not serve, even if the
bottleneck carrier can carry the identical
commodity in its own single-line
service from another source. Bottleneck
I, 1 S.T.B. at 1063–64.
Finally, for either type of movement—
same-source movements for which a
shipper has successfully obtained an
alternative routing, or different-source
movements that the bottleneck carrier
cannot handle in single-line service—
the Board held that it could not force
the bottleneck carrier to quote a
separately challengeable rate for the
bottleneck segment unless the
requesting shipper had already entered
into a rail contract for the nonbottleneck segment at the time that the
bottleneck rate was requested. In so
ruling, the Board relied on the Supreme
Court decision in Great Northern
Railway v. Sullivan, 294 U.S. 458, 463
(1935), which held that the
reasonableness of through rates
established by carriers should in general
be evaluated from origin-to-destination,
rather than on a segment-by-segment
basis.6
Competitive Access. Competitive
access can take the form of mandated
reciprocal switching, terminal use, or
trackage rights. Reciprocal switching
involves the incumbent railroad
5 Specifically, the Board’s rules state that the
shipper must, in such a case, demonstrate the
requested alternative route ‘‘is necessary to remedy
or prevent an act that is contrary to the competition
policies of 49 U.S.C. 10101 or is otherwise
anticompetitive, and otherwise satisfies the criteria
of 49 U.S.C. 10705 * * *’’ The Board will also
consider several other enumerated factors,
including efficiency, revenues, costs, and rates
charged. The Board must further find that the
complaining shipper (or carrier) would use the
alternative route for a ‘‘significant portion of its
current or future service * * *’’ See 49 CFR 1144.2.
6 The Board rejected the notion that the shipper
could first request the bottleneck rate, and then
enter into a contract for the remaining portion of
the route. Rather, under Great Northern Railway,
the Board considered the contract to be a condition
antecedent to the request for the bottleneck tariff
quote.
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transporting traffic, usually for a short
distance, over its own track on behalf of
a competing railroad for a fee.
Reciprocal switching thus enables the
competing railroad to offer its own
single-line rate, even though it cannot
physically serve the shipper’s facility, to
compete with the incumbent’s singleline rate. The agency has in the past
held that reciprocal switching should
not be ordered absent a showing of
competitive abuse. More specifically,
the complaining party must show that
the incumbent railroad has used its
market power to extract unreasonable
terms or, because of its monopoly
position, has disregarded the shipper’s
needs by rendering inadequate service.
Midtec, 3 I.C.C. 2d at 181.
Unlike reciprocal switching, forced
terminal arrangements (including some
forms of trackage rights) involve the
physical presence of a competing carrier
on a host carrier’s facilities owned by
the incumbent railroad. Under terminal
agreements, an incumbent railroad
grants access to its terminal facilities or
tracks to another carrier’s trains for a fee
so that the non-incumbent can serve
traffic it would otherwise be unable to
access.
Interchange Commitments.
Interchange commitments can also fall
under the broad rubric of competition
and competitive access in the railroad
industry. These are contractual
provisions included with a sale or lease
of a rail line that limit the incentive or
the ability of the purchaser or tenant
carrier to interchange traffic with rail
carriers other than the seller or lessor
railroad. The Board has addressed
interchange commitments in Review of
Rail Access and Competition Issues—
Renewed Petition of the Western Coal
Traffic League, EP 575, et al. (STB
served Oct. 30, 2007), and Disclosure of
Rail Interchange Agreements, EP 575
(Sub-No. 1) (STB served May 29, 2008).
There are also several pending cases
before the Board that will continue to
develop, on a case-by-case basis, the
Board’s policies. Because we will
continue to consider these issues and
look to improve the processes associated
with transactions involving interchange
commitments, this hearing will not
focus on interchange commitments or
the approach adopted in EP 575.
Procedures
This proceeding is intended as a
public forum to discuss access and
competition in the rail industry, and
with a view to what, if any, measures
the Board can and should consider to
modify its competitive access rules and
policies; whether such modification
would be appropriate given changes
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over the last 30 years in the
transportation and shipping industries;
the effects on rates and service these
rules and policies have had; and the
likely effects on rates and service of
changes to these policies. The Board is
providing an opportunity for any person
or entity that wishes to participate to
file written prepared comments in
advance of the hearing, and the Board
will provide an opportunity to parties to
file replies to those comments.
Subsequently, the Board will hold an
oral hearing at the agency to explore the
issues in more depth.
In particular, we urge the parties to
focus their comments, and subsequent
testimony and statements for the
hearing, as follows:
1. The Financial State of the Railroad
Industry. Parties are invited to comment
on the evolving economic state of the
railroad industry. The industry has
changed significantly since 1980, when
Congress passed the Staggers Act of
1980, Public Law 96–448, 94 Stat. 1895
(1980) (Staggers) and the ICC began the
process of devising the current
competitive access rules and policies.
Today, the industry is in substantially
stronger condition financially. In this
regard, parties should address both the
findings and conclusions of recent
studies of the railroad industry,
including (but not limited to) the
Christensen Study and the joint study of
United States Departments of
Agriculture and Transportation.7
2. 49 U.S.C. 10705 (alternative
through routes). Parties are invited to
discuss how to construe this provision
in light of current transportation market
conditions. In this regard, parties may
address pre-Staggers practice, Staggers’
effect on this issue, and whether there
are statutory constraints on the Board’s
ability to change policy at this time.
Parties are specifically invited to
comment on the differences between
§§ 10705(a)(1) and 10705(a)(2), the
circumstances under which carriers may
seek to protect their long hauls under
§ 10705(a)(2), and whether § 10705(a)(2)
should apply where multiple carriers
can originate the traffic, but only a
single carrier can deliver the traffic to its
destination.
3. 49 U.S.C. 11102(a) (terminal
facilities access). Parties are invited to
discuss how to construe the terminal
access provision in light of current
transportation market conditions. Again,
7 Study of Rural Transportation Issues, https://
www.ams.usda.gov (follow ‘‘Publications’’
hyperlink; then follow ‘‘Agricultural
Transportation’’ hyperlink; then follow
‘‘Congressional Studies’’ from the dropdown menu;
then follow ‘‘04–10: Study of Rural Transportation
Issues’’ hyperlink).
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parties may address pre-Staggers
practice, Staggers’ effect on this issue,
and whether there are statutory
constraints on the Board’s ability to
change policy at this time. The Board is
also interested in how the definition of
‘‘terminal facility’’ evolved over time.
4. 49 U.S.C. 11102(c) (reciprocal
switching agreements). Parties are
invited to discuss, separately from the
terminal facilities access provision, how
to construe this provision in light of
current transportation market
conditions. Again, parties may address
pre-Staggers practice, Staggers’ effect on
this issue, and whether there are
statutory constraints on the Board’s
ability to change policy at this time. In
particular, parties should address
whether the broad ‘‘practicable and in
the public interest’’ standard in the
statute should be constrained by the
provision permitting relief ‘‘where
* * * necessary to provide competitive
rail service.’’ Finally, parties may
discuss the distance limitations, if any,
associated with this provision.
5. Bottleneck Rates. Parties are invited
to discuss whether the Board could and
should change its precedent finding
only narrow authority to compel a
railroad to quote a separately
challengeable rate for a portion of a
movement. Parties are also asked to
comment on how the Great Northern
Railway decision—holding that the
reasonableness of a through rate
established by carriers is only relevant
to the shipper as to the total rate
charged, and thus should be evaluated
from origin to destination rather than on
a segment-by-segment basis—can
reasonably be applied in today’s
transportation world. In particular, we
want to explore how the agency would
evaluate the reasonableness of the more
elaborate through rates used in today’s
global transportation industry
including, for example, a local truck
movement at origin, a transload to rail
for shipment to a port, an international
water movement, and finally a foreign
rail or truck movement to destination. In
such an example, do Great Northern
Railway and other precedent require the
agency to evaluate the reasonableness of
the rates exclusively from origin to
destination? If so, how could the agency
evaluate the entire through rate when a
portion of that rate includes
transportation outside the Board’s
jurisdiction? Or does the agency have
the discretion to permit the shipper to
challenge just the rail carrier’s division
of the international through rate? Does
the agency have discretion in other
purely domestic settings? Participants
may also address the role that short
lines play in through rates, and whether
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the reasoning in Great Northern Railway
encompasses ‘‘bottleneck’’ situations and
a more highly concentrated rail
industry. Should freight rail customers
be allowed to determine intermediate
origin and destination points that would
enable a competing carrier or mode to
serve the shipper’s final destination?
6. Access Pricing. If the Board were to
modify its competitive access rules, it
would also need to address the access
price. The Board seeks comments on
what tools it can and should consider
using (within statutory and
constitutional limits) in evaluating how
the carriers can assess terminal access
prices, reciprocal switch fees, or
segment rates, such as Constrained
Market Pricing principles, or an
alternative set of principles, such as
cost-based pricing principles or Efficient
Component Pricing. What role, if any,
should a carrier’s current financial
standing and future prospects bear in
this determination? 8
7. Impact. Finally, we invite
comments from all interested parties on
the positive and negative impact any
proposed change would have on the
railroad industry, the shipper
community, and the economy as a
whole. The introduction of greater railto-rail competition could improve
service and lower rates for captive
shippers. But a loss of revenue could
lead to less capital investment,
constraining capacity and deteriorating
service for future traffic. Any party
advocating a change should address
these impacts.
In addition to the guidance provided
above, parties are welcome to offer their
comments on any other aspect of our
competitive access rules. Parties are also
invited to comment on the specific
questions in our prior order on this
similar subject. Policy Alts. to Increase
Competition in the R.R. Indus., EP 688
(STB served Apr. 14, 2009). Board
Releases and Live Video Streaming
Available Via the Internet: Decisions
and notices of the Board, including this
notice, are available on the Board’s Web
site at https://www.stb.dot.gov. This
hearing will be available on the Board’s
Web site by live video streaming. To
access the hearing, click on the ‘‘Live
Video’’ link under ‘‘Information Center’’
at the left side of the home page
beginning at 9 a.m. on May 3, 2011.
This action will not significantly
affect either the quality of the human
8A
basis for the Board’s historic pricing policy
under Staggers and ICCTA was to permit demandbased differential pricing and allow captive
shippers to bear a greater share of the carriers’ fixed
and common costs to help the railroads achieve
revenue adequacy.
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2751
environment or the conservation of
energy resources.
It is ordered:
1. A public hearing in this proceeding
will be held on Tuesday, May 3, 2011,
at 9:30 a.m., in the Surface
Transportation Board Hearing Room, at
395 E Street, SW., Washington, DC, as
described above.
2. Initial comments are due on
February 18, 2011.
3. Reply comments are due on March
18, 2011.
4. By April 4, 2011, parties wishing to
speak at the hearing shall file with the
Board a notice of intent to participate
identifying the party, the proposed
speaker, and the time requested. With
the notice of intent, the party shall
provide written testimony on the issues
it will address at the hearing. Written
submissions by interested persons who
do not wish to appear at the hearing are
also due by April 4, 2011.
5. This decision is effective on the
date of service.
Decided: January 11, 2011.
By the Board, Rachel D. Campbell,
Director, Office of Proceedings.
Andrea Pope-Matheson,
Clearance Clerk.
[FR Doc. 2011–774 Filed 1–13–11; 8:45 am]
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E:\FR\FM\14JAN1.SGM
14JAN1
Agencies
[Federal Register Volume 76, Number 10 (Friday, January 14, 2011)]
[Notices]
[Pages 2748-2751]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: 2011-774]
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DEPARTMENT OF TRANSPORTATION
Surface Transportation Board
[Docket No. EP 705]
Competition in the Railroad Industry
AGENCY: Surface Transportation Board.
ACTION: Notice.
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SUMMARY: The Surface Transportation Board will receive comments and
hold a public hearing to explore the current state of competition in
the railroad industry and possible policy alternatives to facilitate
more competition, where appropriate. The Board is seeking written
comments prior to the hearing addressing the legal, factual, and policy
matters described below.
DATES: Initial comments are due on February 18, 2011. Reply comments
are due 28 days thereafter, on March 18, 2011. The hearing will begin
at 9:30 a.m., on Tuesday, May 3, 2011, in the Board's hearing room at
the Board's headquarters located at 395 E Street, SW., Washington, DC.
The Board plans to hold the hearing in a single day, but may extend the
hearing if the number of participants or the breadth of submitted
written testimony so requires. The hearing will be open for public
observation. However, only parties who have notified the Board of their
intent to participate will be permitted to speak. Any party wishing to
speak at the hearing shall file with the Board a notice of intent to
participate (identifying the party, the proposed speaker, and the time
requested) no later than April 4, 2011. With the notice of intent, the
party shall provide written testimony on the issues it will address at
the hearing.
ADDRESSES: All filings may be submitted either via the Board's e-filing
format or in the traditional paper format. Any person using e-filing
should attach a document and otherwise comply with the instructions at
the ``E-FILING'' link on the Board's ``www.stb.dot.gov'' Web site. Any
person submitting a filing in the traditional paper format should send
an original and 10 copies of the filing to: Surface Transportation
Board, Attn: Docket No. EP 705, 395 E Street, SW., Washington, DC
20423-0001.
[[Page 2749]]
Copies of written submissions will be posted to the Board's Web
site and will be available for viewing and self-copying in the Board's
Public Docket Room, Suite 131. Copies of the submissions will also be
available (for a fee) by contacting the Board's Chief Records Officer
at (202) 245-0236 or 395 E Street, SW., Washington, DC 20423-0001.
FOR FURTHER INFORMATION CONTACT: Amy Ziehm at (202) 245-0391.
Assistance for the hearing impaired is available through the Federal
Information Relay Service (FIRS) at (800) 877-8339.
SUPPLEMENTARY INFORMATION: The rail network in the United States is a
series of interconnected lines owned by various rail carriers. Because
of the high fixed cost associated with building a rail network,
sometimes there is only one railroad serving a particular destination
and origin. Some companies that either ship by rail, or would like to
do so, have complained about being physically limited to a single rail
carrier and would like to have greater access to competition from other
railroads. Some shippers have suggested that mandated access by a
second carrier to singly served businesses would be in the public
interest. Railroads have responded that such an action would undermine
their ability to price their services differentially based on demand
and that, as a result, they would be unable to earn enough revenue to
invest sufficiently in their networks. Over the years, various possible
measures that would change the way rail shippers currently obtain
access to rail service have been debated, including: (1) Requiring
railroads to quote a rate between any two points they serve to allow
another railroad to serve the shipper from an intermediate point to the
final destination; and (2) imposing new rules for competitive access,
such as mandated reciprocal switching or mandated terminal use
arrangements, including trackage rights.
It has been some time since the agency has conducted a thorough
analysis of these issues. More than a decade ago, the Board conducted a
comprehensive analysis of ``captive shippers'' and their available
remedies for rate relief, as well as the incumbent railroad's rights
and obligations. This analysis culminated in a series of decisions
collectively known as the ``Bottleneck'' cases. Cent. Power & Light v.
S. Pac., et al., 1 S.T.B. 1059 (1996) (Bottleneck I), clarified, 2
S.T.B. 235 (1997) (Bottleneck II), aff'd sub nom. MidAmerican Energy
Co. v. STB, 169 F.3d 1099 (8th Cir. 1999).
The Board also conducted a review of its competitive access
standards in Review of Rail Access & Competition Issues, 3 S.T.B. 92
(1998).\1\ More recently, in response to a recommendation of the United
States Government Accountability Office (GAO),\2\ the Board
commissioned Christensen Associates, Inc. (Christensen Associates), to
perform an independent study to examine these issues. The resulting
report, A Study of Competition in the U.S. Freight Railroad Industry
and Analysis of Proposals That Might Enhance Competition (November
2009), is available on the Board's Web site or at https://www.lrca.com/railroadstudy/.\3\
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\1\ The competitive access standards were originally adopted by
the Interstate Commerce Commission (ICC), the Board's predecessor
agency, in the mid-1980s. Intramodal Rail Competition, 1 I.C.C. 2d
822 (1985), aff'd sub nom. Balt. Gas & Elec. v. United States, 817
F.2d 108 (DC Cir. 1987); and applied in Midtec Paper Corp. v. Chi. &
Nw. Transp. Co., 3 I.C.C. 2d 171 (1986), aff'd sub nom. Midtec Paper
Corp. v. United States, 857 F.2d 1487 (DC Cir. 1988).
\2\ Government Accountability Office, Freight Railroads:
Industry Health Has Improved, but Concerns about Competition and
Capacity Should Be Addressed, GAO-07-94, October 6, 2006, pp. 1-2.
The GAO stated: ``We are recommending that STB conduct a rigorous
analysis of the state of competition nationwide and, where
appropriate, consider the range of actions available to address
problems associated with the potential abuse of market power.''
\3\ In addition to the original November 2008 report (which was
revised as of November 2009), Christensen Associates has provided
the Board with two supplemental reports: An Update to the Study of
Competition in the U.S. Freight Railroad Industry (January 2010)
(Christensen Update); and Supplemental Report to the U.S. Surface
Transportation Board on Capacity and Infrastructure Investment
(March 2009). These reports are also available in the E-Library on
the Board's Web site under ``Studies,'' and at the URL provided
above. In this notice, ``Christensen Study'' refers collectively to
the original and supplemental reports.
The Board solicited and received public comments on the
Christensen Study. Supplemental Report on Capacity & Infrastructure
Inv., EP 680 (Sub-No. 1) (STB served Apr. 8, 2009); Study of
Competition in the Freight R.R. Indus., EP 680 (STB served Nov. 6,
2008). Many of the issues discussed in the Christensen Study are
also relevant to the proceeding that is being initiated here. As
such, parties are invited to discuss in EP 705 any aspect of the
Christensen Study that is relevant to the topic of competition in
the railroad industry. Because EP 680 and EP 680 (Sub-No. 1) have
served their limited purpose of initiating a discussion on
competition and capacity in the United States freight rail industry,
and because a significant portion of that discussion can continue in
the proceeding being initiated here, EP 680 and EP 680 (Sub-No. 1)
will be discontinued on the service date of this decision.
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The United States railroad industry has changed in many significant
ways since the Board's competitive access standards were originally
adopted in the mid-1980s. Among the more salient developments have been
the improving economic health of the railroad industry, increased
consolidation in the Class I railroad sector,\4\ the proliferation of a
short line railroad network, and an increased participation of rail
customers in car ownership and maintenance, as well as other activities
previously undertaken by the carrier. Since 1980, railroad productivity
improved dramatically, resulting in lower transportation rates.
However, productivity gains appear to be diminishing and, since 2004,
overall rail transportation prices have increased. See Christensen
Update at i & 3-26. Taken together, these events suggest that it is
time for the Board to consider the issues of competition and access
further.
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\4\ The Board designates 3 classes of freight railroads based
upon their operating revenues, for 3 consecutive years, in 1991
dollars, using the following scale: Class I--$250 million or more;
Class II--less than $250 million but more than $20 million; and
Class III--$20 million or less. These operating revenue thresholds
are adjusted annually for inflation. 49 CFR pt. 1201, 1-1. Today,
there are 7 Class I carriers and approximately 550 short line
carriers (i.e., Class II and Class III carriers) operating in the
United States.
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The Bottleneck Issue. A rail bottleneck rate issue arises when more
than one railroad can provide service over at least a portion of the
movement of a shipper's goods from an origin to a destination, but
where either the origin or destination is served by only one carrier,
i.e., the bottleneck carrier. In each of the Bottleneck cases, an
electric utility company sought to require the bottleneck carrier to
establish a ``local rate'' for a segment of the through movement that
was served only by that carrier, so that the utility could combine that
local rate with a rate for the remainder of the movement by another
carrier. The utilities further sought to be able to separately
challenge the reasonableness of the rate for the bottleneck segment of
the movement, rather than having to challenge the origin-to-destination
rate in its entirety. Each of the utilities in the Bottleneck cases
sought to divide the bottleneck carrier's long-haul and through rate
into smaller portions that could be priced and, accordingly challenged,
independently. The utilities believed that the total charges would be
lower if the reasonableness of the rates were adjudicated only for the
bottleneck portion of the movement (with the rate set by head-to-head
rail competition for the remainder of the movement), rather than for
the entire movement. Because the Bottleneck cases raised issues of
broad importance, the Board provided for extensive public input and
held an oral argument.
In the resulting decisions, the Board concluded that a shipper
could not routinely direct a bottleneck carrier that
[[Page 2750]]
was capable of providing origin-to-destination rail service for that
shipper to ``short-haul'' itself by routing traffic over the lines of
the non-bottleneck carrier. Rather, the Board held that a shipper could
seek to force an alternative routing that would include the line of the
non-bottleneck carrier only if it could show, under 49 U.S.C. 10705 and
the Board's ``competitive access'' rules developed in Intramodal Rail
Competition, that there would be sufficient benefits associated with
the alternative routing.\5\ The Board also held that, under 49 U.S.C.
11101(a) and 10742, a bottleneck carrier generally cannot refuse
traffic from other carriers originating at sources that the bottleneck
carrier does not serve, even if the bottleneck carrier can carry the
identical commodity in its own single-line service from another source.
Bottleneck I, 1 S.T.B. at 1063-64.
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\5\ Specifically, the Board's rules state that the shipper must,
in such a case, demonstrate the requested alternative route ``is
necessary to remedy or prevent an act that is contrary to the
competition policies of 49 U.S.C. 10101 or is otherwise
anticompetitive, and otherwise satisfies the criteria of 49 U.S.C.
10705 * * *'' The Board will also consider several other enumerated
factors, including efficiency, revenues, costs, and rates charged.
The Board must further find that the complaining shipper (or
carrier) would use the alternative route for a ``significant portion
of its current or future service * * *'' See 49 CFR 1144.2.
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Finally, for either type of movement--same-source movements for
which a shipper has successfully obtained an alternative routing, or
different-source movements that the bottleneck carrier cannot handle in
single-line service--the Board held that it could not force the
bottleneck carrier to quote a separately challengeable rate for the
bottleneck segment unless the requesting shipper had already entered
into a rail contract for the non-bottleneck segment at the time that
the bottleneck rate was requested. In so ruling, the Board relied on
the Supreme Court decision in Great Northern Railway v. Sullivan, 294
U.S. 458, 463 (1935), which held that the reasonableness of through
rates established by carriers should in general be evaluated from
origin-to-destination, rather than on a segment-by-segment basis.\6\
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\6\ The Board rejected the notion that the shipper could first
request the bottleneck rate, and then enter into a contract for the
remaining portion of the route. Rather, under Great Northern
Railway, the Board considered the contract to be a condition
antecedent to the request for the bottleneck tariff quote.
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Competitive Access. Competitive access can take the form of
mandated reciprocal switching, terminal use, or trackage rights.
Reciprocal switching involves the incumbent railroad transporting
traffic, usually for a short distance, over its own track on behalf of
a competing railroad for a fee. Reciprocal switching thus enables the
competing railroad to offer its own single-line rate, even though it
cannot physically serve the shipper's facility, to compete with the
incumbent's single-line rate. The agency has in the past held that
reciprocal switching should not be ordered absent a showing of
competitive abuse. More specifically, the complaining party must show
that the incumbent railroad has used its market power to extract
unreasonable terms or, because of its monopoly position, has
disregarded the shipper's needs by rendering inadequate service.
Midtec, 3 I.C.C. 2d at 181.
Unlike reciprocal switching, forced terminal arrangements
(including some forms of trackage rights) involve the physical presence
of a competing carrier on a host carrier's facilities owned by the
incumbent railroad. Under terminal agreements, an incumbent railroad
grants access to its terminal facilities or tracks to another carrier's
trains for a fee so that the non-incumbent can serve traffic it would
otherwise be unable to access.
Interchange Commitments. Interchange commitments can also fall
under the broad rubric of competition and competitive access in the
railroad industry. These are contractual provisions included with a
sale or lease of a rail line that limit the incentive or the ability of
the purchaser or tenant carrier to interchange traffic with rail
carriers other than the seller or lessor railroad. The Board has
addressed interchange commitments in Review of Rail Access and
Competition Issues--Renewed Petition of the Western Coal Traffic
League, EP 575, et al. (STB served Oct. 30, 2007), and Disclosure of
Rail Interchange Agreements, EP 575 (Sub-No. 1) (STB served May 29,
2008). There are also several pending cases before the Board that will
continue to develop, on a case-by-case basis, the Board's policies.
Because we will continue to consider these issues and look to improve
the processes associated with transactions involving interchange
commitments, this hearing will not focus on interchange commitments or
the approach adopted in EP 575.
Procedures
This proceeding is intended as a public forum to discuss access and
competition in the rail industry, and with a view to what, if any,
measures the Board can and should consider to modify its competitive
access rules and policies; whether such modification would be
appropriate given changes over the last 30 years in the transportation
and shipping industries; the effects on rates and service these rules
and policies have had; and the likely effects on rates and service of
changes to these policies. The Board is providing an opportunity for
any person or entity that wishes to participate to file written
prepared comments in advance of the hearing, and the Board will provide
an opportunity to parties to file replies to those comments.
Subsequently, the Board will hold an oral hearing at the agency to
explore the issues in more depth.
In particular, we urge the parties to focus their comments, and
subsequent testimony and statements for the hearing, as follows:
1. The Financial State of the Railroad Industry. Parties are
invited to comment on the evolving economic state of the railroad
industry. The industry has changed significantly since 1980, when
Congress passed the Staggers Act of 1980, Public Law 96-448, 94 Stat.
1895 (1980) (Staggers) and the ICC began the process of devising the
current competitive access rules and policies. Today, the industry is
in substantially stronger condition financially. In this regard,
parties should address both the findings and conclusions of recent
studies of the railroad industry, including (but not limited to) the
Christensen Study and the joint study of United States Departments of
Agriculture and Transportation.\7\
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\7\ Study of Rural Transportation Issues, https://www.ams.usda.gov (follow ``Publications'' hyperlink; then follow
``Agricultural Transportation'' hyperlink; then follow
``Congressional Studies'' from the dropdown menu; then follow ``04-
10: Study of Rural Transportation Issues'' hyperlink).
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2. 49 U.S.C. 10705 (alternative through routes). Parties are
invited to discuss how to construe this provision in light of current
transportation market conditions. In this regard, parties may address
pre-Staggers practice, Staggers' effect on this issue, and whether
there are statutory constraints on the Board's ability to change policy
at this time. Parties are specifically invited to comment on the
differences between Sec. Sec. 10705(a)(1) and 10705(a)(2), the
circumstances under which carriers may seek to protect their long hauls
under Sec. 10705(a)(2), and whether Sec. 10705(a)(2) should apply
where multiple carriers can originate the traffic, but only a single
carrier can deliver the traffic to its destination.
3. 49 U.S.C. 11102(a) (terminal facilities access). Parties are
invited to discuss how to construe the terminal access provision in
light of current transportation market conditions. Again,
[[Page 2751]]
parties may address pre-Staggers practice, Staggers' effect on this
issue, and whether there are statutory constraints on the Board's
ability to change policy at this time. The Board is also interested in
how the definition of ``terminal facility'' evolved over time.
4. 49 U.S.C. 11102(c) (reciprocal switching agreements). Parties
are invited to discuss, separately from the terminal facilities access
provision, how to construe this provision in light of current
transportation market conditions. Again, parties may address pre-
Staggers practice, Staggers' effect on this issue, and whether there
are statutory constraints on the Board's ability to change policy at
this time. In particular, parties should address whether the broad
``practicable and in the public interest'' standard in the statute
should be constrained by the provision permitting relief ``where * * *
necessary to provide competitive rail service.'' Finally, parties may
discuss the distance limitations, if any, associated with this
provision.
5. Bottleneck Rates. Parties are invited to discuss whether the
Board could and should change its precedent finding only narrow
authority to compel a railroad to quote a separately challengeable rate
for a portion of a movement. Parties are also asked to comment on how
the Great Northern Railway decision--holding that the reasonableness of
a through rate established by carriers is only relevant to the shipper
as to the total rate charged, and thus should be evaluated from origin
to destination rather than on a segment-by-segment basis--can
reasonably be applied in today's transportation world. In particular,
we want to explore how the agency would evaluate the reasonableness of
the more elaborate through rates used in today's global transportation
industry including, for example, a local truck movement at origin, a
transload to rail for shipment to a port, an international water
movement, and finally a foreign rail or truck movement to destination.
In such an example, do Great Northern Railway and other precedent
require the agency to evaluate the reasonableness of the rates
exclusively from origin to destination? If so, how could the agency
evaluate the entire through rate when a portion of that rate includes
transportation outside the Board's jurisdiction? Or does the agency
have the discretion to permit the shipper to challenge just the rail
carrier's division of the international through rate? Does the agency
have discretion in other purely domestic settings? Participants may
also address the role that short lines play in through rates, and
whether the reasoning in Great Northern Railway encompasses
``bottleneck'' situations and a more highly concentrated rail industry.
Should freight rail customers be allowed to determine intermediate
origin and destination points that would enable a competing carrier or
mode to serve the shipper's final destination?
6. Access Pricing. If the Board were to modify its competitive
access rules, it would also need to address the access price. The Board
seeks comments on what tools it can and should consider using (within
statutory and constitutional limits) in evaluating how the carriers can
assess terminal access prices, reciprocal switch fees, or segment
rates, such as Constrained Market Pricing principles, or an alternative
set of principles, such as cost-based pricing principles or Efficient
Component Pricing. What role, if any, should a carrier's current
financial standing and future prospects bear in this determination? \8\
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\8\ A basis for the Board's historic pricing policy under
Staggers and ICCTA was to permit demand-based differential pricing
and allow captive shippers to bear a greater share of the carriers'
fixed and common costs to help the railroads achieve revenue
adequacy.
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7. Impact. Finally, we invite comments from all interested parties
on the positive and negative impact any proposed change would have on
the railroad industry, the shipper community, and the economy as a
whole. The introduction of greater rail-to-rail competition could
improve service and lower rates for captive shippers. But a loss of
revenue could lead to less capital investment, constraining capacity
and deteriorating service for future traffic. Any party advocating a
change should address these impacts.
In addition to the guidance provided above, parties are welcome to
offer their comments on any other aspect of our competitive access
rules. Parties are also invited to comment on the specific questions in
our prior order on this similar subject. Policy Alts. to Increase
Competition in the R.R. Indus., EP 688 (STB served Apr. 14, 2009).
Board Releases and Live Video Streaming Available Via the Internet:
Decisions and notices of the Board, including this notice, are
available on the Board's Web site at https://www.stb.dot.gov. This
hearing will be available on the Board's Web site by live video
streaming. To access the hearing, click on the ``Live Video'' link
under ``Information Center'' at the left side of the home page
beginning at 9 a.m. on May 3, 2011.
This action will not significantly affect either the quality of the
human environment or the conservation of energy resources.
It is ordered:
1. A public hearing in this proceeding will be held on Tuesday, May
3, 2011, at 9:30 a.m., in the Surface Transportation Board Hearing
Room, at 395 E Street, SW., Washington, DC, as described above.
2. Initial comments are due on February 18, 2011.
3. Reply comments are due on March 18, 2011.
4. By April 4, 2011, parties wishing to speak at the hearing shall
file with the Board a notice of intent to participate identifying the
party, the proposed speaker, and the time requested. With the notice of
intent, the party shall provide written testimony on the issues it will
address at the hearing. Written submissions by interested persons who
do not wish to appear at the hearing are also due by April 4, 2011.
5. This decision is effective on the date of service.
Decided: January 11, 2011.
By the Board, Rachel D. Campbell, Director, Office of
Proceedings.
Andrea Pope-Matheson,
Clearance Clerk.
[FR Doc. 2011-774 Filed 1-13-11; 8:45 am]
BILLING CODE 4915-01-P