$CNI

The Transportation Safety Board (TSB) urges the Canadian government to enhance oversight of railway medical fitness assessments. This follows an investigation into a 2023 collision involving Canadian National Railway (CN) trains, where an engineer with incomplete diabetes assessments was cleared to work. The TSB found gaps in CN's medical evaluations and no audits by Transport Canada in 12 years.

The U.S. imposed 50% tariffs on $20B of Canadian goods, prompting Canada to retaliate. Canadian National Railway (CNR), Magna International (MG), and Algoma Steel Group (ASTL) are exposed. Tariffs may impact trade, inflation, and specific industries.

The article highlights three Canadian stocks with a history of dividend growth: Fortis (TSX:FTS) with a 3.26% yield and 52 years of increases, Canadian National Railway (TSX:CNR) with a 2.09% yield and 30 years of growth, and Bank of Nova Scotia (TSX:BNS) with a 3.64% yield and a recent dividend increase.

Canadian National Railway (CNR) reported progress on its hybrid locomotive program, testing three units and planning to convert two more by late 2026. The pilot locomotive showed up to 50% fuel efficiency, fewer failures, and lower emissions. The company projects CA$20.9B revenue and CA$5.9B earnings by 2029, requiring 5.5% yearly revenue growth. Analysts' fair value estimates for CNR range from C$132.87 to C$190.11.

Atlas Salt (TSXV: SALT) and Canadian National Railway (CN) signed a non-binding MOU to explore rail logistics for distributing de-icing salt from the Great Atlantic Salt Project. The MOU targets reducing delivered salt costs, focusing on rail movement, equipment, and transload arrangements. Atlas Salt's current cost disclosures do not include post-port trucking costs, which the MOU aims to address. The project's feasibility study estimates an all-in sustaining cost of $34.9 per ton FOB at Turf P

Canadian National Railway (CNI) says three hybrid-electric locomotives are in testing. It plans to convert two more locomotives to hybrid-electric platforms with AC traction by end-2026. In a pilot, CNI reported up to 50% fuel-efficiency gains and fewer engine failures. The upgrades use solid-state batteries (2.8 MWh) with an 800-hp Tier 4 engine and 3,800 total HP.

Canadian National Railway (CN) said it advanced its hybrid locomotive program after a pilot. CN is testing three hybrid locomotives and plans to convert two more into hybrid-electric units with AC traction by end-2026. The pilot reportedly improved fuel efficiency up to 50% and reduced engine failures and idling. CN expects better efficiency, reliability, and lower emissions.

Canadian National Railway (CNI) reported record grain volumes for the 2025-26 crop year, moving over 33.8 million metric tons from Western Canada, above the prior record 32.6 million metric tons. It also cited a July record of 2.62 million metric tons. CNI shares are up 34.5% over the past year.

Simply Wall St says new US customs rules could raise tariffs on Canadian exports to as high as 50% from Aug 19, 2026, increasing cross-border risk. It highlights Canadian National Railway (CA$17.8b revenue, ~CA$106.6b market cap), West Fraser Timber (~CA$7.9b), and Saputo (~CA$16.1b) as exposed to US demand and trade uncertainty.

Canadian National Railway (CN) raised its full-year 2026 freight volume outlook, citing firmer demand and shifting economic conditions, after reporting higher Q2 profit and revenue, according to the Wall Street Journal. Norfolk Southern also reported higher Q2 revenue on improving demand trends. The article also notes DP World’s planned UAE terminal expansion and the Port of Long Beach considering an on-site nuclear reactor.