Canada’s Railroads Lock Out 9,000 Workers as Labor Talks Break Down 

 

Government has declined to intervene in labor conflict that threatens to stem 
cross-border trade, upend North American supply chains

 

By Paul Vieira/Wall Street Journal/ Aug. 22, 2024

 

OTTAWA—Canada’s two main railroads locked out over 9,000 employees Thursday 
after they were unable to reach new labor deals with a Teamsters union, the 
start of a work stoppage that threatens to stanch hundreds of millions of 
dollars in daily cross-border trade and upend North American supply chains.

 

The simultaneous moves by Canadian National Railway 
<https://www.wsj.com/market-data/quotes/CNI>  and Canadian Pacific Kansas City 
<https://www.wsj.com/market-data/quotes/CP>  sent the country’s businesses and 
policymakers scrambling to limit the fallout, as they warned of serious harm to 
the world’s 10th-largest economy unless the railroads and the Teamsters Canada 
Rail Conference clinched new agreements. The companies had set a deadline of 
12:01 a.m. Eastern time Thursday.

 

Canadian National said early Thursday that the union didn’t respond to another 
company offer in a final attempt to avoid a labor disruption. “We urge the 
Teamsters to engage in these negotiations with the urgency and importance that 
this situation requires,” the railroad said.

 

CPKC said the company bargained in good faith, “but despite our best efforts, 
it is clear that a negotiated outcome with the Teamsters is not within reach.”

 

The railroads and the union had said talks were at an impasse, and developments 
over the past week had cast a pall on talks. Teamsters Canada said both 
railroads are demanding concessions, on scheduling and fatigue management, that 
would compromise worker safety.

 

The union added it made several counteroffers, “none of which were seriously 
considered by the company.” A union official had said wages weren’t holding up 
an agreement.

 

Canada’s labor minister, Steven MacKinnon, and other senior officials had 
repeatedly declined calls by business groups 
<https://www.wsj.com/articles/canadas-government-rejects-call-to-intercede-in-rail-dispute-63c50b86?mod=article_inline>
  to intervene, saying it is the responsibility of the union and railroads to 
negotiate a new agreement. A labor stoppage at both railroads could cost the 
Canadian economy up to $250 million a day, according to analysts at Moody’s.

 

The threat of a work stoppage 
<https://www.wsj.com/articles/canadian-railroads-again-face-possible-strike-after-labor-board-ruling-4bc82ae1?mod=article_inline>
  was already reaching into Canada’s economy this week as the country’s two big 
railroads started to curtail operations 
<https://www.wsj.com/articles/canadian-national-railway-to-halt-intermodal-freight-headed-to-canada-b9782185?mod=article_inline>
  in anticipation that trains would stop moving. Experts warned the actions 
would throttle businesses from retailers to automakers and even reach into 
commuter trains that use tracks operated by the freight railroads. 

 

The Western Grain Elevator Association, whose members—among them commodities 
giant Cargill and Glencore 
<https://www.wsj.com/market-data/quotes/UK/XLON/GLEN> -backed Viterra—handle 
90% of western Canada’s bulk grain exports, warned a labor outage would cost 
the sector roughly $36 million a day. 

 

“When we lose shipping, we don’t get it back,” said Wade Sobkowich, the 
association’s executive director. The risk, he said, is that deliveries may be 
delayed until early 2025, when the Australian harvest emerges and global prices 
tend to drop.

 

“There’s limited capacity to store grain and so if we’re not moving grain by 
rail, we’re not bringing it in,” Sobkowich said.

 

Both carriers stopped taking in hazardous materials shipments the week before 
the deadline, citing safety concerns about having potentially dangerous goods 
idled in their networks. That had an immediate impact on the country’s big 
chemical producers. 

 

Bob Masterson, president of the Chemistry Industry Association of Canada, said 
stockpiles of chlorine, which Canadian municipalities used in water-treatment 
plants, are “now depleting.” Canada is the world’s biggest exporter of 
chlorine, which kills bacteria and is used in consumer products such as bleach, 
paints and drugs.

 

“If this isn’t addressed and the chlorine cannot flow again, you are talking 
about boil-water advisories to protect public health,” said Masterson, whose 
members ship over $20 billion of goods annually on Canada’s main railroads.

 

The American Chemistry Council also raised alarms. The U.S. imports nearly $25 
billion of chemicals from Canada, the council said. The Washington-based trade 
group said Canada supplies about 60% of the chlorine used in water-treatment 
plants in western U.S. states.

 

Jeff Sloan, the council’s senior director of regulatory affairs, said U.S. 
chemical producers could throttle production due to the labor stoppage, given 
the integration between the U.S. and Canadian economies

 

“You will have to start slowing down production pretty quickly if railcars 
aren’t being picked up or delivered,” Sloan said. 

 

Montreal-based CN operates about 20,000 miles of tracks, connecting Canada’s 
east and west coasts with the U.S. South, and carries about 300 million metric 
tons of cargo annually. CPKC’s network also runs about 20,000 miles, serving 
markets across Canada, the U.S. and Mexico, and in 2023 transported roughly 350 
million metric tons of cargo.

 

The two railroads also own tracks used by passenger rail operations in Toronto, 
Montreal and Vancouver, British Columbia, that could be curtailed in a labor 
outage. Roughly 7,500 commuters use one such line daily from the city of Milton 
outside Toronto as part of the region’s GO train services, for instance, said 
Andrea Ernesaks, a spokeswoman for GO operator Metrolinx. 

 

Both freight carriers have substantial business in the U.S. and connect to 
American railroads 
<https://www.wsj.com/articles/maersk-continues-to-accept-canada-cargo-as-operators-brace-for-rail-stoppage-5f3924dc?mod=article_inline>
 . 

 

The U.S. Bureau of Transportation Statistics estimates that, in 2023, rail 
accounted for about 16%, or $114 billion, of the freight that moved between the 
U.S. and Canada. The Canadian Chamber of Commerce said a simultaneous labor 
stoppage would affect the flow of about $730 million in goods a day, and reduce 
access to materials needed to build cars and homes, and provide heating for 
households.

 

The U.S. Agriculture Department warned that imports of Canadian grains and 
oilseeds “would be heavily impacted” by a simultaneous railroad labor stoppage. 
The USDA estimates that in the first half of this year, Canadian agriculture 
producers shipped about $40 million a day of goods by rail to the U.S. 

 

“The economic repercussions of a rail work stoppage of this magnitude would be 
devastating locally, and given the interconnectivity, consequently impact the 
movement of goods in the United States and beyond,” the department’s foreign 
agricultural service wrote in a note. 

 

Canada’s beef and pork producers say they might have to close processing plants 
should the labor stoppage extend beyond a week. 

 

The Canadian Meat Council and Canadian Pork Council noted last summer’s 
two-week strike involving more than 7,000 workers at Canada’s Pacific Coast 
ports affected shipments totaling over $7 billion, and reduced Canada’s 
economic output by $730 million.

 

“The impacts of two Class 1 railways striking at once will have even worse, 
unprecedented ramifications,” the councils said in a joint statement.

 

Robb M. Stewart contributed to this article.

 

https://www.wsj.com/articles/labor-turmoil-at-canadas-railroads-threatens-to-whipsaw-businesses-d45a0233

 

 

 



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