Norfolk Southern CEO: New Railroad Rules Could Cost Jobs
June 03 2009 - 12:22PM
Dow Jones News
Norfolk Southern Corp. (NSC) will have little choice but to
further cut jobs and capital spending if new regulations cap its
ability to raise prices, the railroad's top executive said
Wednesday.
"We can shrink our way to profitability" in a worst-case
scenario, Chief Executive Wick Moorman said. "It is not beyond the
realm of conjecture that (advocates for new federal railroad
regulation) would push us there."
But Moorman, speaking during Norfolk Southern's investor-day
event, also voiced confidence that the rail industry can head off
efforts to enact what it considers heavy-handed oversight.
"I still am very optimistic that at the end of the day we can
defeat a bad bill," he said. "We have a lot of allies" on Capitol
Hill and elsewhere.
The top freight railroads, including Burlington Northern Santa
Fe Corp. (BNI), Union Pacific Corp. (UNP), CSX Corp. (CSX) and
Norfolk Southern, have been enjoying substantial pricing power
despite severely depressed freight demand amid the economic
downturn. But the trend has fueled a backlash from some railroad
customers and heightened calls for Congress to tighten industry
regulation.
Earlier this week, a key vote on a Senate bill that would strip
the rail sector of antitrust exemptions was canceled because the
measure is being included in other railroad legislation.
Moorman called the development "a positive thing" Wednesday,
saying "at least all of the issues in the Senate are in one
committee" now. Still, he noted that it's unclear what the House
will do or what additional legislative efforts might emerge.
"It is a stay-tuned story," Moorman said during his company's
Webcast event. He added that their positions.
Moorman and other Norfolk Southern executives made clear
Wednesday that they're seeing no let up in the decline in freight
volumes plaguing the transport industry, although Moorman voiced
some optimism that a bottom at least may be near.
The company's freight volumes through May were off 23% from a
year ago, meaning volumes have continued to deteriorate in the
second quarter from a 20% first-quarter drop.
In response to the trends, Norfolk Southern has taken a number
of measures to reduce costs, including furloughing employees and
cutting its capital-spending budget. The railroad said it will
spend about $1.3 billion on capital projects this year, 8% less
than its original forecast and 16% less than it spent in 2008.
Moorman and other rail industry executives have defended their
price increases as justified because of the need to invest in
high-dollar repairs and improvements. They also have argued that
railroad prices remain cheaper than those of trucks and, adjusted
for inflation, are lower than when Congress deregulated the rail
industry 28 years ago.
Norfolk Southern shares were off 2%, or 79 cents, recently at
$39.34.
-By Bob Sechler, Dow Jones Newswires; 512-394-0285;
bob.sechler@dowjones.com