‘Reinventing Normal’
Steve BobbEXECUTIVE VICE PRESIDENT AND
CHIEF MARKETING OFFICER
SEPTEMBER 30, 2021
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Today’s Topics
What’s Changing?
What’s Unchanged?
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Today’s Topics
What’s Changing?• Economy• Technology• Sustainability
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BNSF Weekly Volumes(thousands of units)
Source: Association of American Railroads
130
140
150
160
170
180
190
200
210
220
1 4 7 10 13 16 19 22 25 28 31 34 37 40 43 46 49 52Week
2019 2020 2021
Changing Economic Conditions
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BNSF Total Volume YTD 2021: 7,238K(thousands of units, with year-over-year change)
Source: Association of American Railroads through week 37, ending September 18, 2021
4,169K 2,350K 719KConsumer Products
Industrial Products
Agricultural Products
Y/Y Change +15.6% Y/Y Change +8.1% Y/Y Change +4.9%
BNSF 2021 Volumes
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Advanced Technology Drives Improvements
Local Service Notifications
Trace with Mapping Tool
Railcar Management Tool
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7
Integrating Systems to Exchange Information
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Today’s Topics
What’s Unchanged?• Safety• Bias for Growth• Service• Transparency
Copyright 2021 BNSF Railway. All rights reserved. All trademarks, copyrights and materials not owned by BNSF are the property of the cited source.
2.35
1.54
1.001.201.401.601.802.002.202.402.602.803.00
Industry Reportable Total REI RateBNSF Reportable Total REI Rate
Rate of train incidents per million train miles
BNSF – Safety ResultsSince 2011, the industry rail equipment incident rate has decreased by 15%, and BNSF’s rail equipment incident rate has been reduced by 44%.
Commitment to Safety
Source: FRA 1.12 – Ten Year Accident/Incident Overview. Industry reflects Class I United States operations, excluding Amtrak through June 30, 2021Copyright 2021 BNSF Railway. All rights reserved. All trademarks, copyrights and materials not owned by BNSF are the property of the cited source.
10
BNSF’s Bias For Growth
Demonstrated in everything we do:
• Capital Investments• Driving Efficiency• Competitive Solutions• Growing with our Customers
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Capital Investments Position BNSF for Growth
$2.99B13%
81%
6%
Expansion & Efficiency $401M
Freight Car & Other Equipment $183M
Core Network & Related Assets $2.41B
2021 Capital Investments
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Logistics Centers & Certified Sites Opportunities
BNSF Logistics CentersBNSF Certified Sites
Temple, TX
Shafter, CA
Newton, KS
Shelby, MT
Avard, OKGallup, NM
Sioux Falls, SD
Middletown, IA
Greenville, IL
Great Falls, MT
Ardmore, OK
Hudson, CO
Sweetwater, TX
Southern CA at Fontana
Oklahoma City
Los Lunas, NM
Minot, ND
Enid, OK
Clovis, NM
Libby, MTNorthgate, SK
Galesburg, IL
Wilmington, IL
Yorkville, IL
Surprise, AZ
Becker, MN
Holly Springs, MS
Hayti, MO
Gainesville, TX
Joplin, MO
New Century, KS
North Houston at Cleveland
Somerville, TX
Poplar, MT
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13
Transparent & Frequent Communications
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Questions?
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