Thursday, May 6, 2021

Notes From All Over -- May 6, 2021

California recall: yesterday I mentioned in passing that the tea leaves suggested there would be no recall election in California. But if there it is, it will fail. Note:

  • Covid-19: California has the lowest Covid-19 positivity rates in the nation
    • driven in part by high vaccination rates
  • state budget: windfall could top $30 billion by next summer
  • re-opening: governor says he will re-open the economy by mid-June

California recall: likely opponents -- lack star power.

Surprise: no one saw any of this six months ago -- this could turn out to be quite embarrassing for the GOP. But a lot can happen between now and when/if the recall goes forward.

2021: The Year Of Rail

UNP: announces plans to open a new intermodal terminal in the heart of southern California's import distribution region; press release here;

  • fastest-growing region of industrial warehousing
  • located near the ports of Los Angeles and Long Beach
  • will open in 2Q21 -- within the next two months:
  • will provide expanded access to Chicago
  • the project will start with a "pop-up" terminal at it West Colton rail yard
  • initial service between southern California and Chicago
  • with plans to expand service to Dallas and southeast markets
  • UNP: says it has the largest intermodal network in North America with the most direct services from coast to coast
  • operates in 23 western states

From May 3, 2021, just a few days ago:

Natural Gas Fill Rate



  1. Cannot disagree that the recall could blow up, but having family/friends living there,I know there is a large groundswell of discontent within the state,
    It will blow up bad for one side or the other.

    1. Yes, there is a huge groundswell of discontent, but the polls show 50% / 50% -- and that won't be enough to bring in a new governor. If not, the incumbent governor comes out of this stronger than ever.

      Nietzshe: that which does not kill us makes us stronger.