Populist movements don't build themselves ...

... It doesn't matter what the "horse race" outcome of the campaign is, if we fight the campaign. Fighting it, we learn how to fight. Learning how to fight political battles, we become citizens again. Becoming citizens again, we reclaim the Republic that lies dormant beneath the bread and circuses of modern American society.

Showing posts with label trains. Show all posts
Showing posts with label trains. Show all posts

Wednesday, October 13, 2010

Sunday Train: Northeastern HSR Alignments & The Move to Tuesdays

Burning the Midnight Oil for Living Energy Independence

For the Daily Kos edition of this essay, I wrote:
This is a fairly short Sunday Train, but I thought I better get something posted, so I had somewhere to put this scheduling announcement:
  • Due to a new prep on Monday Morning this coming Fall term, the Sunday Train is temporarily moving to Tuesday Evenings until the end of year Holidays, starting next week (19 October)
... but, hell, given the haphazard scheduling of the crossposts (eg, posting on Sunday and crossposting on Wednesday evening), y'all likely won't notice the change.

The actual Sunday Train portion is about one element of the Amtrak proposal for a High Speed Rail corridor for the Northeast: the alignment. At the preliminary proposal stage, an alignment must be selected for study so that preliminary cost and patronage estimates can be performed. However, if the decision is made to go ahead, a range of alignments will be (and, indeed, must be) studied.

So tonight I take a brief look at the alignment options from the report.

______________________________


Amtrak in the NEC: The Next Generation

For those who missed last week's Sunday Train, the "Next Generation" proposal aims to build on the NEC Master Plan to provide Express High Speed Rail service in the Northeastern region, from DC to Boston via NYC.

The Master Plan aims to bring travel times on the highest speed Acela services down by a noticeable amount, but the main priority is on increasing service reliability. The NG-HSR plan aims to bring:
  • NYC/DC times down from 2:42 to 1:55 on the Express and 1:36 on the Flyer;
  • NYC/Boston times down from 3:31 to 1:46 on the Express and 1:23 on the Flyer; and
  • DC/Boston times down from 6:33 on the Acela to 4:06 on the Express and 3:23 on the Flyer.



The Northern Alignments

In the Northern alignments, there are three strategies for getting out of New York City:
  • the Long Island alignments, which then tunnel across and arrive in Connecticut running toward the north by northeast;
  • the New Rochelle alignment, which runs alongside the existing NEC through to New Rochelle, and then either runs along existing NEC shore or along the Air Line (with the modifications required by Express HSR, of course); and
  • Up the Hudson River valley toward Poughkeepsie (forcing me to finally learn to spell Poughkeepsie, Tough Keep Sie except with a P)


There are two basic ways to get into Boston:
  • along the existing NEC, either from Providence or joining the NEC near the boarder at Route 128
  • in from Worcester toward the west by southwest.


And then, depending on the alignment out of New York, there is a wide range of rail and highway alignments to get through Connecticut.

One option that is not in the scope of the preliminary planning is more than one alignment: that is to say, one Regional HSR corridor, similar to the NEC, and focusing on the additional populations connected with Boston on one side and New York City on the other, and one Express HSR corridor, focusing on connecting metro Boston and metro New York.


The Southern Alignments

There are a similar set of southern alignments, but I expect that the alignments to the east of the NEC can be set aside, which leaves the main contenders as being the "Allegheny" alignment and paralleling the existing NEC. Note that for the Allegheny alignment, the Emerging HSR Philadelphia/Harrisburg or "Keystone" corridor takes on added significance, since a Semi-Express could run NYC/Philalphia and then onto the Alleghany Express HSR via the Keystone corridor.

Further, the Keystone corridor could be used to connect the (informal) Appalachian Hub to NYC. Long time readers will recall that one backbone of the Appalachian Hub is a Steel Interstate on the Shenandoah Valley & Tennessee corridor. From the northern end of this backbone at Harrisburg, a service could continue down the Keystone corridor to the Alleghany NG-HSR corridor at Westchester PA (see map) and then on to NYC.


Alignments and Connecting to the Rest of the Country

As already suggested above, the choice of alignment in the Northeast can affect how easy it is to integrate into the Express HSR corridors from outside of the Northeast. And the map of potential emerging Mega-Regions in the United States gives one indication why that is important: the Great Lakes / Midwestern Mega-Region and the Piedmont-Atlantic Mega-Region are immediate neighbors to the Northeast, and at distances where Express HSR is a viable competing transport option under current energy prices ~ and where even 110mph Emerging HSR will be a viable competing transport option at the energy prices that we may well see in the decade ahead.

In my view, the westernmost alignments give the best connections. For New York and Massachusetts, the Hudson to Massachussets Highway alignment provide excellent benefits. For Pennsylvania, there are pluses and minuses to the Allegheny alignment ~ a major plus being the opportunity to split a train from Pittsburgh at Harrisburg, with one service heading to Philadelphia and south to DC and the other service heading express to NYC and beyond.

And of course, the western NY/MA alignment provides a substantial headstart both on an Express HSR corridor from NYC to Montreal via Albany and a Regional HSR corridor from Boston to Albany and the upstate New York region of Syracuse / Rochester / Buffalo.

However, for Connecticut, the westernmost alignment mostly bypasses the places they would most want to connect, and so if the western alignment is adopted for the Northern segment, we would want to be serious about pursuing a Regional HSR connecting the center of the state to both NYC and Boston.

The trick will be working out a system for funding. The 10 cents per gallon tariff on imported crude oil that I have previously suggested, with 1/4 of the proceeds to go to HSR funding, would only be a start toward funding any substantial number of miles of Express HSR corridor. However, if focused on 110mph Emerging HSR and 125mph Regional HSR, it seems like it could certainly support a 110mph or 125mph alignment to extend the Northeastern intercity route matrix.


Midnight Oil ~ King of the Mountain

Sunday, November 22, 2009

Sunday Train: Revisiting 5 Lessons Learned from America was made for HSR

Burning the Midnight Oil for Living Energy Independence

I return to 2007 for "America was made for HSR" (Agent Orange links retained as the other blog I was posting to at the time is no longer up)
Wow, what a ride. Sometimes on Thursday ...

Thursday 22 March 2009, that is ...
... it felt like the America was made for High Speed Rail diary was going 200 mph itself. And I kept the ride going, cross posting the diary on the Euro and Booman Tribunes. And based partly on comments here and partly on comments there, kept polishing up the map.



Like the first diary, this is only a sketch, and 200mph routes are not the be-all and end-all of passenger rail, and this isn't a silver bullet ... but damn if it isn't one silver BB that is cool as all hell.

Now, I'm going to say the lessons follow below the fold in no particular order, so that if you see an order, I can call it serendipity, and if you don't see any order ... I told you so. ...

... (and anyway, any excuse to use the word serendipity is a good excuse, it's such a lovely word ... and you'd never believe how I stumbled across it ... but that, dear readers, is another story) ...

... with some additional reflections from late 2009.

Lesson One: Give the Silver BB image. Rinse. Repeat.

I am not sure I used the the Silver BB explanation enough times, early enough or often enough. I don't know whether I coined the phrase or stole it from someone else, but its become community property, used by farmerchuck, alizard, and A Siegel, ... among others, and hopefully more to come.

When people promise a "silver bullet" solution to solve all your problems (e.g., kill the werewolf that is troubling your village) and bake you the celebration cake too, it never works out as promised. Sometimes it does something useful, but its never a silver bullet ... indeed, some of the things that we are suffering from now, like gasoline powered motorcars spreading pollution, global warming, and suburban sprawl like an inexorable plague, were the silver bullets of an earlier day.

So the idea is to find the silver BB's ... the actual, if partial, solutions to a part of a part of the problem ... pack as many into a shotgun shell as can fit, and blast away. Repeat as necessary.

High Speed Rail is a silver BB. It has been proven to work at what it does, but what it does is only a part of a part of the solution. It can get some people out of some plane trips, and after that a smaller share of car trips, and after that a little air freight, and after that it can at times be used to assist with a very few road freight tasks.

And my diary was only about one small issue involved in one silver BB (but its such a shiny silver BB that lots of people wanted to talk about it, so they forced the discussion out of the confines of that tiny little issue).

So to everyone who pointed out that this does not solve Express land freight, or local commuter travel, or cross country air travel ... yes, and yes, and yes. But for getting people out of that plane that takes off from Columbus International Airport to O'Hare in Chicago, which reaches cruising altitude, cruises ten minutes, then starts its descent ... it can do that.


Aye-yup. At the time the silver BB's of walkable Transit-Oriented Development and the Nation of Bikeways strategy for cycling on the public right of way was already in view. Since then, the Silver-BB's of the Steel Interstate, regional stopping trains, Rapid Streetcars, trolley buses have also been added - and that is just the dimension of sustainable transport. Sustainable energy production, sustainable agriculture, and sustainable shelter are also each necessary and also each insufficient on their own.

Lesson Two: Use Old Numbers and People Will Call You On It

This all started out as a back of the envelope kind of exercise that spilled out of control. My cut-off for cities to look at was 1m ... that came from a rule of thumb circulating on the European Tribune. And I used 2000 Census Urbanized Area numbers. While these are not the SMA numbers that people are used to, it is also true that many of the cities near the edge will have grown over 1m mark in the 7 years since the census.

For the (very tiny) issue raised in the diary, it doesn't matter. The issue was, if criteria are set out, and HSR is allowed to grow project by project based on local enthusiasm and local market conditions, would the result look anything like a network created under a Master Map? Because, if we get a reasonably good Map from a bottom-up approach, then we can avoid the political fight over what the map should look like, and focus on getting reasonable criteria put into place.

In the new map above, the dashed red lines between the Northeast and Southeast networks show part of what happens if precisely three cities tip over the 1m mark ... Memphis and Nashville, in the traditional urbanized area sense, and Charlotte NC as a "networked" city based on (currently ongoing) investment in local rail knitting the broader area together. There's also dashed lines for Jacksonville. Don't fret if you reckon that there are more ... it could easily take thirty years for the system to be built out, and by that time a number of cities will come into the frame.


I have yet to see any dramatic proof in any of the dramatic top-down maps offered that they offer something dramatically better than setting more or less reasonable criteria and getting started.

And this leads straight into lesson three ...

Lesson Three: What Is High Speed?

We Americans are awfully insular people. I should have said seven times that what we call "High Speed" in the US is simply not high speed. 100mph is not HSR. We were going 100mph in 1930. European and Japanese HSR had reached 150+ mph by the 1960's, and have since built routes and trains that allow effective trip speeds of 200mph ... for conventional High Speed Rail. This is not "maglev", but steel wheels on steel tracks.

Now, 100mph is a really good idea, for both passengers and freight. I would love to see a 100mph network from one side of the country to another (noth to south and east to west). I would love to see 100mph lines from New York and Boston to Albany, then through the upstate cities to Buffalo, then to Cleveland, Akron, Canton, Newark, Columbus, Dayton, Cincinatti, Louisville and on ... and Cleveland, Toledo, Detroit, west across Michigan and to Chicago. And multiply that nationwide.

In trying to find a term that allows me to convey a feeling of pretty darn quick without making America look silly and backward in Europe, I've settled on "Express" for that "1930's era HSR" kind of pace.

And bear in mind that the French are not shy about taking their TGV off the high speed corridor onto the regular train network (though not running at 150mph or 220mph). The Paris-Bordeaux service is high-speed less than half-way, from Paris to Tours. So if the high speed corridor bypasses a smaller city, that does not mean that all the services bypass that city. Some will come out of the corridor on a local Express rail network, pick up passengers, and return to the corridor further along.

Indeed, this French service has a terminus in a resort area where they do not allow overhead electric wires for the TGV, so its being towed by a diesel locomotive:


So I probably should have stressed that HSR corridors are the trunks for HSR services, but the services are not limited to the corridors. In particular, the HSR will have a station at a major hub airport if it passes in the vicinity ... and the remaining HSR stations will be selected from the three to five most important interchange stations between local commuter/shopping rail systems and interurban Express passenger rail system ... whether those systems are in place or still on the drawing board.


And then Senator Obama won the Presidency, and made Roy LaHood his Secretary of Transportation, and the entire fuzzy mess was clarified with their three tier system - true "Express HSR"; the 125mph tier of "Regional HSR", slower than Express HSR but faster than road transport; and the 110mph tier of "Emerging HSR", time-competitive with road transport, at roughly half the cost of Regional HSR and a fifth of the cost of Express HSR.

I argued at the time and still think that this is very politically adroit. It is, indeed, much of the political foundation for the present situation where the White House submits a budget figure for HSR and the political fight is whether to raise that by 20% or to quadruple it.

Indeed, I wish the administration could have been that adroit on most things - getting the argument to be on whether to be a little bit better than the White House proposed or a lot better would be a welcome sight in either the Health Insurance Reform or Climate Bill debates.

Lesson Four: Running Next to Highways

A lot of people raised the question of where we are going to get the Right of Way for these corridors ... and a lot of people suggested using Interstate Highway right of way. When I took this to the European Tribune, I discovered that the Europeans are way ahead of us here (and I owe a special thanks to DoDo at the European Tribune):

This is in the Netherlands:


This is on a Belgian/German line:


This is in Italy:


This is in France:


This is on the Channel Tunnel Rail Link, and actually answers the question, "what do you do when the expressway is too bendy for HSR?" ... "You use the non-bendy parts and provide a straighter line corridor for the bendy bits":


So, yes, it would appear that one option is to build the HSR corridor into the fringe of selected Interstate Highways. And to answer the question as it is tickling up through some of your clever brains ... yes, all of these systems have automatic sensors to detect a car falling onto the line, in addition to their structural features designed to make that as unlikely as possible.


This is still a critical lesson. Indeed, after the 110mph Midwest and Ohio Hubs have been upgraded to 125mph, when it comes time to provide an Express HSR corridor between the greater New York area and the Great Lakes, a corridor generally along the I-80 alignment through New Jersey and Pennsylvania may bear a closer look

Lesson 5: The Core Corridors

On the European Tribune, I was asked to compute the geometric mean of population for mile for the various two-city pairs, to get an idea of where things would probably get started first. So I did. The geometric mean is the two populations multiplied together, then take the square root. The reason for using it instead of the simple average is that it adjusts for the fact that a pair of 3m:3m cities will have a bigger interurban travel market than a pair of 5m:1m cities.

And that is partly encoded in the map above. There was a substantial break between 16,000 and 18,000, so all the trips from 16,000 up (the biggest is New York / Boston at 39,000 average per mile) are shown in in the widest lines, and the ones 16,000-10,000 in the next wider lines.

The core lines (those over 16,000 in bold) are ... on the East Coast:
* 39,508 New York / Boston
* 33,476 New York / Philadelphia
* 31,627 New York / Baltimore
* 27,073 New York / Providence
* 20,978 New York / Washington
* 14,335 Orlando / Tampa
* 13,777 Washington / Virginia Beach
* 12,506 Washington / Pittsburgh
* 10,901 Miami / Orlando

In the Great Lakes / Midwest:
* 21,625 Chicago / Detroit
* 18,013 Chicago / Indianapolis
* 12,625 New York / Cleveland
* 11,828 Indianapolis / Cincinatti
* 11,114 Chicago / Cleveland
* 10,333 Chicago / Minneapolis (via Milwaukee)

In ... well, let's just call it Texas:
* 15,923 Dallas / Houston
* 11,140 Houston / San Antonio

On the West Coast:
* 37,435 Los Angeles / San Diego (via Riverside)
* 14,717 Los Angeles / Phoenix (via Riverside)
* 14,285 Los Angeles / Las Vegas (via Riverside)
* 12,687 Seattle / Portland

Now, in terms of population-miles served per dollar, the Express rail system is going to give the most "bang for the buck" in a lot of the United States. However, some areas could justify HSR right now, if the funding was available ... and, the more we build out an Express Rail network, the easier it will become to justify a HSR project, because of the opportunity to run HSR trains out of the HSR corridor into the Express passenger rail network.

Remember, this is just one silver BB ... but it sure is a shiny one.


If anything, I would amplify this. A single Express HSR corridor from New York City through northwestern NJ and northern PA, northern Ohio and northern Indiana to Chicago, combined with junctions to corridors already planned for 110mph systems (which, recall, can be upgraded to electrified, 125mph corridors in a series of incremental upgrades) means:
  • NYC / Chicago via lots of country in the middle of nowhere, and
  • NYC / Cleveland / Toledo /Detroit, junctioning with the 125mph corridor in NW PA;
  • NYC / Pittsburgh, junctioning with the 125mph corridor in NW PA;
  • NYC / Columbus / Dayton / Cincinnati, junctioning with the 125mph Triple-C corridor in northern OH;
  • Chicago / Cleveland / Buffalo, junctioning with the 125mph Triple-C corridor in northern OH;
  • Chicago / Detroit / Toronto, junctioning with the Columbus/Detroit corridor in NW OH
  • Chicago / Columbus, junctioning with the Columbus/Detroit corridor in NW OH
  • Chicago / Pittsburgh, junctioning with the 125mph Triple-C corridor in northern OH;


... and of course with the northern sections of the hypothetical "Appalachian Hub" proposal, the rang of destinations expands further.

So while I argue it is essential to think through what trips it makes sense to provide with Express HSR, given the populations and distances and other factors that drive transport markets ... it continues to be a mistake to think of Express HSR corridors in isolation from the next tier down.

All Done ... well, not all done learning lessons, but these are five that I wanted to write up ... a lot of others are still percolating in my head.


... and I can only underline that - I have only just begun to learn!

Midnight Oil: Forgotten Years

Still it aches like tetanus / It reeks of politics
Signatures stained with tears
Who can remember, we've got to remember

The hardest years, the darkest years / Forsaking aching breaking years
The time 'n' tested heartbreak years
These should not be forgotten years

The blinded years, the binded years / The desperate and divided years
These should not be forgotten years
Remember

Sunday, November 8, 2009

Sunday Train: Rescuing the Innocent Amtrak Numbers from SubsidyScope

Burning the Midnight Oil for Living Energy Independence

A few weeks back, SubsidyScope, "launched by The Pew Charitable Trusts, aims to raise public awareness about the role of federal subsidies in the economy", pursued its mandate into transport subsidies, coming out with a study with the headline figure of $32 subsidy per passenger for Amtrak.

Why Amtrak? Why not provide a headline figure on federal subsidy per motorist or airplane passenger? Critics of the report suggest that the answer is simple - consider, for instance, Charleston WV mayor Danny Jones:
Jones admits Amtrak relies heavily on subsidies, but so do other modes of transportation, he said.

"I think it's just easier to see how much of it's subsidized with Amtrak," he said.


And there is a lot of merit in that. Further, SubsidyScope is not focusing on Government subsidy, but on Federal subsidy. Not only is it harder to analyze government subsidies to driving and flying, given how many direct and indirect subsidies there are to take into account - but many of the subsidies are at the state and local government level, so for SubsidyScope's purposes they "don't count".

Even granting the grossly flawed mandate of looking at government subsidy without considering social benefit and of looking at only the Federal portion of that subsidy - SubsidyScope's analysis have a further glaring flaw, in that they do an entirely static analysis. This was pointed out shortly after the release of the study by Robert Cruickshank at the California HSR blog in his post of 27 October, 2009, How Much Per Driver Did US Freeways Lose?:
The number one flaw of the Pew report, by far, is it does not compare 2008 numbers to previous years. The report merely examines Amtrak route performance in 2008 alone. As you all remember, 2008 was a rather interesting year for American transportation. Most passenger trains - from Amtrak to the local subways and streetcars - experienced significant spikes in ridership as a result of the spike in gas prices.

Any study of 2008 passenger rail that does not take into account these effects is not credible. At all. And a study that doesn't even compare to past years is a joke.


Robert Cruickshank uses information from the Capital Corridor Joint Power Authority to show that even before the spike in ridership due to the Oil Price Shock in 2008, a 100% increase in state subsidy over the past decade has been met by a 269% increase in ridership, with four times the number of trains and the state subsidy per passenger mile dropping from $0.33 to $0.18.

Of course, the SubsidyScope analysis further confuses the issue by headlining subsidy per passenger, rather than subsidy per passenger-mile. This is, of course, absurd: it treats trips from Harrisburg to Philadelphia, from Washington DC to New York, and from Chicago to Seattle as each delivering identical "travel" benefit.

Indeed, Amtrak's figures themselves (p. 11, right) reveal that Federal subsidies are a declining share of Amtrak revenue.


Focusing on the Amtrak Routes

SubsidyScope extends its analysis to routes by by taking Amtrak figures on route performance, and then allocating costs that are not allocated by Amtrak to the routes, with a principle cost being depreciation.

The way that Subsidyscope does this is by working out the total unallocated costs, dividing by the number of passengers, and subtracting those from the per passenger profit/loss derived from Amtrak route information.

That is, if one passenger travels from Chicago to Fargo, North Dakota, Mayor Jones travels from Charleston WV to Chicago, and a third passenger travels from Providence, Rhode Island to Boston, each of them are considered to be participating in the same depreciation of Amtrak equipment and right of way.

This is, of course, absurd. Some services run in Amtrak corridors, others run in private railroad corridors paying an access fee. Charging depreciation of the Amtrak owned corridor to the passenger where the access fee is included in operating costs is obviously absurd. Charging the same depreciation of Amtrak trains to the passenger between Providence and Boston and the passenger between Chicago and Fargo is just as absurd.

Considering passenger miles instead of just passenger counts is better - indeed, it may be the most reasonable rough estimate for depreciation of Amtrak trains. But it still suffers from the problem of counting the access fee paid to operate on private rail corridors, and then allocating the corridor a share in the depreciation of the rail corridor owned by Amtrak.

Clearly SubsidyScope's analysis is grossly and obviously biased against those routes that run in private corridors and in favor of those that run on Amtrak-owned corridors. It makes a mockery of any pretense of SubsidyScope that it is analyzing the "profit and loss" of specific routes when it makes these capital adjustments.

Indeed, one wonders whether there is an ulterior motive in this gross analytical mistake. For any going concern with some business lines relying on its own infrastructure and others relying on paying access fees for infrastructure owned by someone else - just spreading depreciation uniformly between the different business lines is either gross incompetence or an effort at deliberate deception.

Not having any information to the contrary, I will make the charitable assumption, and presume that SubsidyScope is merely being lazy and grossly incompetent in their adjustment for depreciation.

Whether ascribed to incompetence or to malice, Subsidyscope's analysis is clearly useless for improving our understanding of rail capital cost issues. However, this does not mean the analysis is entirely useless. They do collect the Amtrak route information on operating revenue per corridor and match it up with profit/loss per corridor prior to engaging in their absurd gymnastics in allocating depreciation.

That means that they have collected information that can be used to infer operating recovery ratios by route - that is, the ratio of operating revenues to operating costs (Amtrak's "operating ratio" is cost/revenue, rather than revenue/cost).


Pity the poor numbers, they didn't make SubsidyScope do it

So this is a boring old data report posting. I earnestly apologize for that, but after grasping what a hatchet job SubsidyScope did in terms of their reporting on profit/loss on a per line basis, I just had to go in and see what I could do to recover some information from their shambles.

With respect to operating recovery, there is one flaw inherited from the slanted frame within which SubsidyScope operates. Since they ignore state and local subsidies, that means they treat state subsidies for state-subsidized services as part of revenues. For purposes of computing operating ratios, they should be excluded.

Now, I am going to do something similar to what I have just blasted SubsidyScope for doing, and do a simple pro-rata allocation of the total state subsidy share of state corridor route revenues to each state corridor route. In my defense, I will say:
  • first, I know this is less than ideal, while SubsidyScope writes up a much more egregious pro-rata allocation as if it gives a precise answer;
  • second, if anyone has the specific subsidies on a specific corridor, I will happily enter it into that corridor, and adjust the balance of pro-rata shares to reflect that; and,
  • I am doing this analysis for free on a couple of Sunday afternoons, while someone got paid to make this kind of rough, back of the envelope calculation for SubsidyScope


If you are looking for something over and above looking at the operating ratios that I have rescued from SubsidyScope's numbers abuse - well, I hope you have already found it. The balance of this post is just a glance at these numbers.


The Northeast Corridor

The Northeast Corridor trains stand on their own. Of course, when running on track owned by Amtrak, access fees will be lower - and at the same time, this is where the bulk of capital depreciation on corridor infrastructure itself will be located. Still, according to SubsidyScope's figures, the entire Northeast Corridor yields an operating surplus.

The tables are set up with routes with operating recovery ratios at or above the total for the group in the left hand column, and those below the group's operating recovery ratio in the right hand column.


Northeast CorridorOp Ratio Northeast CorridorOp Ratio
NEC Overall 158%
Acela 183% NE Regional 139%



The State Corridor and State-Subsidized Routes

Corridor trains include the largest number of services that are eligible for direct replacement with an Emerging/Regional HSR service, as well as services that can be started relatively early in the development of the Steel Interstate system.

The most striking feature that emerges from SubsidyScope's information is the cluster of corridor service that are in the neighborhood of 60% operating recovery. A package of structural improvements - and, obviously improving effective trip speed will be a critical improvement - that can bring a "typical" corridor service from 60% to 100% operating recovery would bring the majority of routes and the corridor services as a whole into or close to an operating surplus.

The reasons for setting up the table into columns relative to the average for the group is for exploring the factors that help explain operating ratio. The table can be split in terms of above and below average length, or frequency, or population per route mile, or population per hour, or average on-time performance, and it can be seen at a glance when a factor tends lines up with the operating ratios. But that analysis will wait for some later set of Sunday afternoons.

While the average operating ratio for the State Corridor trains is not affected, bear in mind that the following involves a pro-rata distribution of state operating subsidies.

Corridor Route Op Ratio Corridor Route Op Ratio
Corridor Services 58%
Chicago-St. Louis IL/MO 79% Blue Water MI/IL 55%
Newport News DC/VA77% Zephyr IL54%
Carolinian NY/NC71% Vermonter VT/DC 54%
Illinois-Saluki IL 70% Albany-Toronto NY/ONT54%
Adirondock NY/Quebec69% Capital CA 53%
Heartland TX/OK67% Piedmont NC52%
Hiawatha IL/WI 66% Empire NY48%
Ethan Allen NY/VT65% Missouri River MO45%
Downeaster ME/MA 64% Pennsylvanian PA/NY43%
San Jaoquins CA61% Wolverine MI/IL39%
Keystone PA 61% Springfield Shuttle MA/CT32%
Cascades OR/BC 61% Hoisier State IN/IL15%
Pere Marquette MI/IL 59%
Pacific Surfliner CA 59%



The Long Distance Services

The long distance services are the ones that can gain the most converting the Strategic Rail Corridor Network into a network of Steel Interstates. Faster and more reliable Electric Rapid Rail service might be more important in terms of reducing cost per mile as in increasing ridership. Wages and salaries are 54% of long distance operating costs, and wages are paid per hour, not per mile - the faster the trip speed, the lower the labor cost per mile. And fuel and utilities is another 17% of operating costs, where electricity is less expensive on an equal-energy basis and electric locomotives are more energy efficient.

The Auto Train stands head and shoulders above the typical long distance route in terms of operating recovery, and would seem likely to have an operating surplus if run on a Steel Interstate.

Of course, our two main long distance transport systems run on operating subsidies, so that it would be biased to expect that long distance trains ought to break even when cars and planes are not expected too. However, even if we expect to continue subsidizing these operations, raising the operating recovery ratios allows us to leverage more transport service with the same level of subsidy. That is, consider a service operating on the basis of 40% service revenue, 60% subsidy. If that same amount of subsidy is maintained, then in terms of operating costs alone:
  • 50% operating recovery allows 1.2 times as much service
  • 60% operating recovery allows 1.5 times as much service
  • 70% operating recovery allows 2 times as much service
  • 80% operating recovery allows 3 times as much service
  • 90% operating recovery allows 6 times as much service


I am not sure what combination of fuel prices and service improvements are required to get these services up to operating break-even - or even whether we ought to be targeting operating break-even. However, it seems quite likely that the operations on a Steel Interstate system would allow the majority of the routes below to get into the range of 70% operating recovery.



Long Distance RouteOp Ratio Long Distance Route Op Ratio
Long Distance 49%
Auto Train VA/FL85% Silver Meteor NY/FL47%
Empire Builder 61% Capital Ltd DC/IL45%
Palmetto NY/GA55% Coast Starlight WA/CA45%
SW Chief IL/CA Crescent NY/LA44%
City of New Orleans IL/LA49% Texas Eagle IL/TX43%
CA Zephyr IL/CA43%
Silver Star NY/FL41%
Lake Shore Ltd MA|NY/IL41%
Cardinal DC/IL34%
Sunset Ltd LA/CA 23%



Conclusions

I have few conclusions, other than dismay that Pew would finance work like the work that SubsidyScope has turned out without demanding its money back. However, I do expect that I will be able to take these tables and find the key factors that tend to drive operating recovery up toward the direction of operating break-even.

Midnight Oil - River Runs Red
   Unauthorized Protest Concert at Exxon HQ

Sunday, November 1, 2009

Sunday Train: High Speed Rail - The Recruiters

Burning the Midnight Oil for Living Energy Independence

Note This is a repeat of one of my train diaries from 2007 that I wish to add into the Sunday Train knowledge base. Unless there is major rail news in the next week, Sunday Train next week will be considering the limitations inherited by the recent SubsidyScope report on Amtrack subsidies that they inherited from an uncritical acceptance of the limitations of traditional mainstream marginalist economic theory.

The big knock against high speed rail is, of course, that it does not run door to door. This is, of course, why the passenger air transport market is such a strategic target ... it is an existing fuel-inefficient mode of transport where everyone travels as a pedestrian. And a well designed high speed rail system will deliver the target market among pedestrian travellers from as close or closer to their origin, and drop them off as close or closer to their destination.

But those are not the only passengers that HSR will be catering to. A term I have heard railfans use for this type of activity is "recruiting" patronage, so, after the fold, I step through some of the important current, and potential, recruiters.




Ubiquitious Marginal Recruiter: Da Car

People today in the US normally get to the airport by car, so the first reaction of most people in the US when an airport-substitute becomes available is going to be to drive there.

This means that substantial parking will need to be provided in the vicinity of any outer suburban HSR station, for traditional park-and-ride use of the station.

However, we should never look at a fuel-efficient mode of transport, decide a strategic core market, and then stop there! A substantial benefit of high speed rail is that it brings rail outside of the inner-metropolitan core and through the outer suburbs, where a high speed rail stop can act as a support to a wide range of pro-Energy-Independence local transport.

In the balance of this piece, I am going to assume that about half of the eighth-of-a-mile zone surrounding the HSR station entrances will be devoted to the car ... access, egress, and parking. Often this will be two-level parking with covered walkway access directly to the station, making it easier for the individual park-and-ride users to avoid getting killed by the other park-and-ride users as they access and egress the station parking.

Hopefully, as the mode share of private vehicle use declines over the next two decades, some of the space devoted for car parking can be recaptured for a more intrinsically useful purpose.

Core Recruiters

There are a number of established transport technologies ... though not all of them established in the United States in this particular role ... that are inclined to act as very effective recruiters for a High Speed Rail station, because HSR provides them with an effective complement for the local transport services that they provide.

The five that come to my mind are walking, bicycles, neighborhood electric vehicles, local buses, and local rail (of all sorts).


Core Recruiter: Shanks Mare


The first recruiter is the transport mode called "Registration 11" in Grenada and what by those running the railroads of Oz are mostly thinking of as "self loading freight" ... that is, pedestrians.

The appeal of pedestrians is that they are a core market. A very large number of the people who rely heavily on foot power to get around locally will have a strong preference for the train over any other form of longer distance travel ... so market penetration by the high speed rail service among pedestrians living in the vicinity of a high speed rail station will be very strong.

On the other hand, it would seem as if we could disregard pedestrians in outer suburbia, because nobody in outer suburbia lives within walking distance to anywhere ... ... well, at least, practically nobody (after all, a handful live in small towns that have been swallowed up by outer suburbia).

In urban settings in Oz, where more people are accustomed to walking a few blocks, the high intensity pedestrian recruiting range for a train station is taken to be about a quarter mile, with a lower intensity recruiting range of just over 0.6 of a mile (and, yes, I have done the conversion from metres for you).

A quarter mile radius gives an ideal circle of around 19% of a mile. At 640 acres per square mile, that is about 120 acres within the high intensity recruiting range. With half acre blocks, that's merely 240 households ... with area wasted on streets, less ... with one acre blocks, only 120.

As suggested in Retrofitting Outer Suburbia, the key step in building pedestrian traffic is in actually building places for those pedestrians to live.

Rezone the area around the rail station so that inside an eighth of a mile radius, half of it is mixed ground floor streetfront business, 2/3 floor townhouse residential. Rezone the balance of the quarter mile radius so that it is three story stacked townhouse residential. If a townhouse occupies an eighth of an acre, that is about 1,400 households in the quarter mile to eighth mile ring, surrounding about roughly 120 households in the eighth of a mile radius ... more than 1,500 households in an short walk to the HSR station.

Of course, the zoning does not create the buildings ... building pedestrian traffic will be an ongoing, incremental process, over ten to thirty years, once the zoning is in place, and as the price of energy continues to rise. But permit a suburban village to emerge around a high speed rail stop, and in the energy cost conditions we will be facing over the next twenty years, it will emerge.

It is important to ensure that access to the station is pedestrian friendly ... in part for the direct use of the station by local residents, and in part to maintain the connection between the station and the small commercial precinct surrounding it. This has to be built in from the ground up, and certainly warrants funding as an aspect of the station infrastructure itself.


Core Recruiter: The Bike


To get improved mode share for cycle-and-ride transport, there needs to be infrastructure support. As was discovered in the first bicycle boom at the turn of the last century, effective bicycle transportation requires paved roads ... dirt or gravel roads are not nearly as ineffective. Luckily, most of outer suburbia is equipped with a suitable network of bike paths, connecting to each household in the area ... these bike paths are called "streets". So the infrastructure is already in place.

Some cyclists on arriving at the station will bring their bike with them on the train. However, others will require parking, and a generous amount of both cycle-post parking and cycle lockers must be provided.

The greater range of the bicycle means that it can provide a useful supplement to pedestrian traffic, even if only a relatively small share of the population adopt it. Taking 5 times the pedestrian recruiting range as the core bicycle recruiting range gives a radius of 1.25 miles ... the ring from a quarter to one and a quarter miles is about 4.7 square miles, or 3000 acres. With half acre blocks, that is 6000 households.

Even without infilling, if bicycles can gain a mode share of 5%, then that adds 300 households to the self-powered recruiting range of the station, more than 15% on top of the core pedestrian households ... raising it to over 1,800.

Further, the effective range of the bike is dependent on the strength of the rider. Assuming the same 5:1 ratio for the outer recruiting zone, then the outer recruiting "ring" is 1,600 acress, or 3,200 households, plus, with half acre blocks. If 1% of transport mode share was taken up by these "strong riders", then that would push the effective non-motorized transport market to over 2,000 households.


Core Recruiter: Neighborhood Electric Vehicles


This core recruiter is newer technology than the more than century old bike, and the Shanks Pony from as long as we have been around (how many millenia is, of course, is subject to some debate among the Republican Presidential candidates) ... but in the niche of getting around complexes, sprawling stadium parking lots, and similar tasks, it is a well established technology.

Neighborhood Electric Vehicles have a substantial part of their niche defined by the National Highway Traffice Safety Administration definition of a "low speed vehicle":
low-speed vehicles (as defined by the National Highway Traffic Safety Administration) are capable of up to 25 mph. Low-speed vehicles must have seatbelts, windshields, turn signals, headlights, brake lights and other safety equipment that golf cars don't require. NEVs are designed to be used in residential areas with low density traffic and low speed zones. With a top speed of 25 mph, low-speed vehicles can be used on streets with a posted 35 mph speed limit or less.


NEV's are street legal on 35mph or less streets, but unlike bikes are not normally legal to operate on higher speed avenues and highways. This makes it important to ensure that there is access to the train station via a network of 35mph routes.

The train station can encourage the use of NEV's by providing special parking close to the station for ultra-compact vehicles, and providing a charge station were a driver of a NEV can park&plug&ride.

Assume an average operating speed of 20mph, and a core recruiting radius of 15 minutes ... or 5 miles. With half acre blocks, that gives more than 100,000 households in the core recruiting radius. Turn 1% of those on to NEV's, and that is up to 1,000 additional core market households ... turn 5% on, and its up to 5,000.

Variety, of course, is the hallmark of a focus on high energy efficiency, since one-size-fits-all tends to be one-size-wastes-always. Also lying within this general niche are electric bikes and communities including a dedicated alternative path network for golf-carts.


Core Recruiter: Local Bus


Of course, some people are not in a position to walk a quarter mile to the station, and we will be building up both cycle-and-ride and park-plug-and-ride use of the HSR station over a decade or more to get the types of mode shares described in those sections.

Meanwhile, the first resort for providing an alternative to cars in outersuburbia is bus service. From personal observation, this is presently very heavily biased toward a mix of college, very low income, and wheelchair riders, but our experience in the US seems to have been that bus ridership can shift toward the mainstream as gas prices hit unaccustomed levels.

And it is in this respect that local buses and a HSR station can often be the best of friends. Part of the very successful re-introduction of commuter rail to Perth, Australia, was a system of short local bus routes tightly integrated to the service schedule at the local rail station. For some reason, people that would not dream of getting on a bus to go shopping will not blink twice at hopping onto a bus for a five minute ride to the local station.

I'm not sure why the stigma associated with riding the bus is so easily waved off with, "I've got a train to catch". This may be mysteriously connected to the psychology in which someone over the age of 30 riding a bus to get downtown is a failure (to specialized Maggie Thatcher's famous turn of phrase), but a fifty year old in a suit and tie will readily hop on a downtown free circulator bus in distinctive livery to get to a lunchtime eatery.

On the one hand, the local bus has a greater top speed than the NEV ... but on the other hand, there is scheduling leeway required if it is going to arrive reliably in advance of the departing train. So as a rough guestimate, I'm happy to take the 100,000 houses in the radius of the LEV, and aim for a similar 1%-5% mode share in people who would use the bus to reach the HSR station.


Core Recruiter: Local Rail


A major advantage of local rail is that it can often share the HSR station, allowing on-platform transfers between the HSR and local rail. Local rail that does not run on standard rail can normally be integrated comfortably with dedicated transfer stations.

Of course, one of the benefits of local rail is that the local core recruiter net surrounding the HSR station can be replicated around each of the stations of the local rail system:
* Each can be zoned for a donut of higher density stacked townhouse housing surrounding a mixed commercial/residential core
* Each provides the center of a wider ring of cycle-friendly access to the station
* Each provides the target for NEV's in the vicinity
* Each provides an traffic driver and interchange anchor for a system of short, local bus routes.

Of course, the Route Matrix Revolution applies to local rail at the HSR stop as well. If one local rail line is along the corridor that is carrying the HSR, then the HSR station is a natural location for another local rail to intersect from a different line of travel. The local transport centers focused on a local rail station can radiate out from the HSR station in multiple directions.


New Recruiter Technologies

Of course, these are just established technologies. There are a number of new transport systems coming down the pike that could serve as effective recruiters for HSR stations, but there are three that I would like to single out for mention.

Pluggable Hybrid Electric Vehicles
Regular HEV's gain two advantages from the battery-electric component of their drive train. The first is the greater efficiency of running combustion engines at a steady pace, and second is the energy recycling from recapturing energy while breaking that can be used again when re-starting.

Pluggable hybrid electric vehicles also gain from the greater energy efficiency of all-electric traction and from the cost savings available when buying electric power off-peak ... but only for the portion of the journey that takes place on stored electric power.

This means that if the normal drive to the station and back, plus sidetrips, falls within the normal all-electric range of the PHEV, the HSR station offers a natural complement to reliance on the PHEV for local driving. Just as with NEV's, this can be extended further and made sticker by providing park-and-plug-and-ride parking, in which the HSR user would pull in, deposit funds or leave an authorization for the electricity stored by the car, and head off to catch the train.

Aerobus / Elevated Suspended Local Light Rail
I have mentioned the Aerobus system previous, in Retrofitting Outer Suburbia. In essence, the system involves laying light rail on suspension cable, with the vehicle consisting of a passenger compartment suspended below an enclosed pod that contain the motors and wheels. This allows for a suspended vehicle with capital costs similar to a light rail vehicle installed into an already available right of way.

This system never got beyond pilot test status in the West, but its cost advantages and the relative simplicity of crossing water with the Aerobus has won the company two contracts in China ... one in a "Three-Rivers" urban setting, and another to connect an island city with the neighboring mainland.

This is an especially appealing option for providing a local rail system that cuts across the HSR corridor, where there is no suitable Right of Way available. Individual pylons about 600 feet apart provides for the lowest capital costs, but if there are tricky clearances, its possible for individual pylons to be up to 2,000 feet apart.

Running an Aerobus system across a rail corridor would allow an Aerobus island platform to have direct ramp / stairs / escalator and elevator connection to two or more rail platforms underneath. Since it is common for major employment centers like Hospitals, Universities, Shopping Malls and Office parks to be located at some distance from existing rail corridors, and an Aerobus system can provide service closer to the door than the average car in the parking lot.

Rail/Bus
This vehicle, being developed in Japan, functions on the same principle of track maintenance vehicles that can get around track breaks by driving on the road. It has rubber wheels for running on the road, and steel wheels for running on the track. A short access siding would normally be the only new infrastructure required.

This, of course, can get over the passenger home side of the "door to door" equation, allowing a service that a passenger could book to stop in front of their house, to be let off directly at the HSR station platform. It is also appealing for small towns that have grown away from their original rail-orientation ... instead of bringing a new rail line to the people, bring the people to the existing rail line.

On-call mini-bus


This core recruiter was brought to my attention by das monde, who diaried on it on 31 January (2007) in A transport service to reduce CO2 emissions.

The On-Call mini-bus combined the conventional Dial-A-Ride with an on-call taxi service. The conventional dial-a-ride simplified the logistics of the process with notional routes served by the dial-a-ride service and lead times of a day or longer. The On-Call mini-bus uses modern logistics mapping and GPS tracking technology to create the bus route on the fly, in response to demand.

From the user perspective, the next available service or service with a target pick up time will be available from mobile phone or internet, or by conventional telephone ... and the bus service can automatically inform the user of when the service will be picking up by SMS or email.


Your Turn

Now I throw the floor open. What are your ideas for effective Recruiters for HSR system ... and, yes, irrespective of my framing of this as a hypothetical outer-suburban HSR station, you can place your HSR station where you like ... in the middle of downtown, in a traditional cross-roads small town, or even, if you wish, in a tunnel station underneath the main terminal building of the international airport.