define('DISALLOW_FILE_EDIT', true); define('DISALLOW_FILE_MODS', true); trains – Catbus https://www.cat-bus.com Anton Dubrau's blog about maps, transit ideas and implementations Fri, 12 Jan 2018 15:58:08 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 The “World’s First Solar Train”     is in Reality a Battery Train https://www.cat-bus.com/2017/12/the-worlds-first-solar-powered-train-is-in-reality-a-battery-powered-train/ https://www.cat-bus.com/2017/12/the-worlds-first-solar-powered-train-is-in-reality-a-battery-powered-train/#comments Fri, 29 Dec 2017 05:44:11 +0000 http://www.cat-bus.com/?p=531 This month, Australia’s Byron Bay Railroad, a short tourist shuttle, started service. It’s special, because it claims it’s a “world-first truly solar train”. I think it’s great that it’s a solar-powered train, but it’s actually even more exciting that it’s a battery-powered train.

© Byron Bay Railroad Company

The PR imagery shows that there are solar panels on top of the train, which makes it seem the 3-km shuttle powers itself via those roof-mounted panels. When I read their website more closely, I saw that actually it’s powered more by a battery bank. The battery bank is charged by the roof-mounted solar panels and by solar panels on the train storage shed.

This made me wonder — do the roof-mounted solar panels actually provide enough energy to power this train? To answer this question, I took a look at the numbers.

Every hour, the train may generate 6.5kWh, in theory, under ideal conditions (which is only possible at full sun and if the panels were all oriented towards it), but it requires 8kWh to make its round-trip. So even under ideal conditions, the roof solar panels don’t provide enough energy to power the train.

And that’s despite running extremely slowly (25km/h), and standing still ⅔ of the time.

Byron Railroad Fact Sheet
Power of solar panels installed on the train: 6.5kW
Hourly round-trip Length: 6km
Energy use per hourly round-trip: 8kWh
Round-trip travel time: 20 minutes
Total Layover time: 40 minutes
Hours of operation: 7 hours
 
Capacity of battery On Train: 77kWh
Power of solar plant at station: 30kW

Effectively, the solar train concept is almost viable for the Byron Bay Railroad, because the train spends most of the time standing still. During all that time, the batteries will get charged by the sun, but it doesn’t have to spend energy too move.

But even then, there’s not enough power coming from the roof-mounted panels. Most of the actual power for this system comes from a small solar power plant installed at one of its stations. And the train has a battery that’s large enough to keep the train running for almost 10 hours.

So the solar panels on top of the train act mostly as a kind of top-up, to reduce the number of times the train has to be plugged in during layover.

Solar power plant at station. © Byron Bay Railroad Company

Don’t get me wrong. This is an interesting concept. And unlike India’s “first solar powered train” (that is really a train pulled by a diesel-locomotive, with solar panels that power the lighting and fans), most of the power for this train does come from solar — just not from panels installed on the train.

In some sense, the fact that this is a battery train is more interesting than being a solar train.

Trains powered by solar panels on the train are inherently not viable. If we covered Germany’s Highspeed trains completely in solar panels, and assuming Germany was actually a very sunny place, it would sill only be possible to generate 5% of the required power [1].

For San Francisco’s BART transit system, which runs slower and thus uses less enenrgy, it would be possible to generate 10% of the required power via solar [2].

On the other hand, the battery concept is indeed very interesting. For the Byron Bay Railroad, a vintage diesel rail unit was converted to full electric operation, and one of the two diesel engines replaced by a bank of batteries (the other was kept for emergencies). What I see is that batteries may become viable to replace diesel engines in places where it is too expensive to install overhead electrification — as long as those stretches aren’t too long.

Traditionally, Batteries in trains didn’t work well — the vehicles and batteries were too heavy to make them work. Just like trucks are difficult to power with batteries compared to cars, due to weight.

So hats off to one of the world’s few battery-powered trains, even if it wants to be known as a solar powered train.

Footnotes

[1] The ICE in Germany uses about 20kWh/km. It runs for about 0.5 million km per year. This means every train needs 10 million kWh of electricity per year.

Assuming a very sunny 1500kWh/m^2/year, and a power efficiency of 40% (that’s a lot), and assuming the whole train is covered in solar panels (about 2.5m*360m of panels are facing the sun at all times), this means the train solar panels will generate about 0.5 million kWh per year.

That’s 5% of the required energy.

[2] Some time back, BART had 669 cars requiring 300,453,720kWH/yr.

San Francisco has a solar insolation of about 1600kWh/m^2/year. Assuming each BART car is ~22m long, again about 40% of efficiency, every car would produce about 42MWh per year. The 669 cars would produce 28 million kWh per year, which is about a tenth of what’s needed.

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Privatization of the Deux-Montagnes Line:How to Value a Transit Line? https://www.cat-bus.com/2017/12/privatization-of-the-deux-montagnes-linehow-to-value-a-transit-line/ https://www.cat-bus.com/2017/12/privatization-of-the-deux-montagnes-linehow-to-value-a-transit-line/#comments Wed, 20 Dec 2017 22:52:05 +0000 http://www.cat-bus.com/?p=520
How do you make subsidized transit profitable overnight, without moving a single stone?
– By privatizing it, but not in the way you’re thinking.

During the BAPE consultations for the REM last year, I ran into Aref Salem, a city councillor who was a board member of the AMT (now RTM). He was quite in favour of the rail project: his riding is bisected by the Deux-Montagne commuter rail line, which will be replaced by the REM. He was also part of then-mayor Coderre’s administration.

When I expressed concerns about below-value privatization of the infrastructure of the Deux-Montagnes line, including the important Mont-Royal rail tunnel, he assured me: “there will be a detailed accounting”.

Well, Quebecers are still waiting for that detailed accounting, which is starting to be urgent, since the project is still rapidly moving forward: in 2 months, the CDPQ hopes to announce the consortium who will build the REM.

How much will the CDPQ pay for the Deux-Montagne line?

CDPQInfra has repeatedly dodged the question of how much they will pay for the line. So far, there has been no clear answer, although they claimed they won’t receive subsidies via the line, and that they will pay “market value” – the market value of an asset being the price that can be obtained on an open and competitive market.

It’s hard not to be cynical about this kind of statement, as there isn’t exactly an open “market” for underground rail tunnels. There also isn’t any competition, for example in the form of a bidding process. Instead, the government has decided to transfer the Deux-Montagnes line to the CDPQ, just like that.

So how much will they pay for the line?

From the few numbers that are available, we know that:

  • the CDPQ planned to pay 585M$ for the “acquisition of the corridor” (which includes the line), relocation of utilities and soil decontamination.
  • the responsibility for moving utilities and soil decontamination was apparently later shifted to the government of Quebec, which lists it as 180M$ in this budget note (see page 16)
  • Which leaves only 400M$ for all land acquisition. But the existing Deux-Montagnes line is only 30km out of the 67km required for the REM, so they can’t have counted more than a couple hundred million to buy it.

Although CDPQInfra hasn’t given explicit numbers on how much they expect to pay, they like to remind us that the AMT bought the line from CN in 2014 for only $97 million. As if to insinuate that the line is really only worth that much.

We’re talking 100M$ for an electrified, rapid transit line that is 30km long, including a 5km tunnel. Am I the only one who thinks that seems just a little bit too low for a line that would surely cost billions to build today?

Yet we keep hearing that number, as if that was all the money we’ve ever put into the line.

Evaluating the actual value of infrastructure is not exactly a straightforward task. In this article, I’ll be looking at:

How Much Money did we actually invest in the line?

It turns out that we’ve invested much more into the rail line over the last decades. Even the original construction of the line and the Mount-Royal tunnel a hundred years ago was actually paid by the public. The tunnel and line were built by the private Canadian Northern Railway, but the Federal government paid for it when the company was nationalized (aka bailed out) in 1918 in exchange for funds to repay construction debts.

Of course it probably doesn’t make sense to count investment from that far back, and the line didn’t see much investment in the 60s, 70s and 80s anyway.

However, there was major renovation starting in 1992. It cost about 300M$ to rebuild the overhead electrification infrastructure and buy new trains. After that, the AMT invested more money, most notably over the last couple of years.

To figure out how much in total, we can look at the three-year capital plans of the AMT. This document is published every year and contains not only a breakdown of funds the AMT hopes to spend on every project in the future, but also the total amounts spent in the past.

By looking at consecutive years and calculating the difference in the total amounts spent, it is possible to figure out how much money was actually spent every year:

Example: some capital plan entries for the Eastern Junction Grade separation project.
In any year, the AMT never really spent as much as they hoped beforehand.
Also, the total estimated budget keeps increasing.

Going through the capital plans since 1996 (I found 20 in total), and tracking every project related to the Deux-Montagnes line, I found that we spent the following:

Big Projects 733.3 M$
DM infrastructure rebuild (1993-1995) 168.0 M$
Trains – MR-90 acquisition (1994-1995) 130.0 M$
Acquisition from CN (2014) 97.0 M$
Jonction de l’Est (2011-2015, 100%) 50.6 M$
Reno Tunnel (2012-2017, 100%) 43.2 M$
Reno Tunnel (2018-2019, 100%) 50.2 M$
Centre Entretien P-St-Charles (2008-2017, 60%) 175.2 M$
Centre Entretien P-St-Charles (2018, 60%) 19.1 M$
Small Projects 152.5 M$
Trains – MR-90 improvement projects 19.7 M$
Parking lots 11.6 M$
Stations 3.0 M$
Infrastructure (tracks, signals, overhead,h etc) 20.2 M$
Studies 5.3 M$
Other Deux-Montagnes Projects 1.0 M$
Various Shared Projects 91.8 M$
TOTAL 885.8 M$

We find that even though we only bought the line 3 years ago for 97M$, the public invested about 886M$ in the line over the last 25 years. Even if we remove the trains (rolling stock) from the calculation (the RTM will likely keep them), that still leaves 736M$ invested [3]. If CDPQInfra takes control of the line, acting like a private entity, shouldn’t they reimburse us for these investments?

But it may not be so easy: The money invested may not ended up on the books of the RTM. Maybe we could check how much these investments are considered to be worth on the books.

How much is the line worth on the Books of the RTM?

When a company invests money into assets, these assets will show up on the balance sheet with their book value. The book value is basically the original cost of the asset, minus amortization. Amortization reduces the book value every year to account for the fact that assets may have a limited useful life (and may eventually become worthless and will need to be replaced).

The AMT has a very basic asset statement in their annual reports, which was broken down by line, but unfortunately only until 2008. Since then the AMT has become more secretive, and I wasn’t succesful trying to get this information via an access-of-information request. Either way, the data we have allows us to get an idea of the book value at least until 2008:

1997 2002 2005 2008 2017
Book Value: Trains
   cost 129.2 M$ 129.2 M$ 129.7 M$ ? ?
   amortization ? 27.5 M$ 54.3 M$ ? ?
   net ? 105.0 M$ 75.4 M$ ? ?
Book Value: Land & Infrastructure
   cost 87.6 M$ 93.9 M$ 95.5 M$ 97.1 M$ ?
   amortization ? 50.8 M$ 40.4 M$ 29.9 M$ ?
   net ? 43.1 M$ 55.1 M$ 67.3 M$ ?
Comparison: Land & Infrastructure Investment
Investment 171.0 M$ 179.7 M$ 1,837.3 M$ 209.1 M$ 666.9 M$

We see that the “Cost” of the Book value is lower than the money invested, and the amortization keeps reducing it further. Of the big renovation project in the early 90s, only the trains (about 130M$) ended up on the books in its entirety, whereas only half of the 168M$ infrastructure investment did – and was reduced to only a quarter within ten years by amortization!

By 2008, even though about $200M were invested in the line (excluding trains), the net book value was only about $67M. Since then, there has been much more investment into the infrastructure, and the line (land) was purchased for $97M.

If the book value has continued trailing the invested money as much as it did until 2008, my best guess is that the book value may be somewhere between $200M and $300M, maybe some more.

We see that, even though the AMT invested a lot of money, this is likely not reflected in the book value of the assets. Maybe it’s related to the AMT investing in infrastructure that was owned by CN, a private entity. Since the AMT/RTM isnt’t a private company, and they don’t pay taxes, this doesn’t really matter.

But it does matter when we want to privatize their assets: It is quite possible that the CDPQ hopes to pay exactly this low book value for the Deux-Montagnes line, as the estimates seem somewhat similar. It also matches Aref Salem’s assurance that “there will be a detailed accounting”.

A further problem is that the book value is not representative of the market value anyway. The book value is really just a tool used in accounting and taxation. And in the case of the Deux-Montagnes line and the AMT, it seems to be much less than the money we invested.

In general, most businesses are actually worth much more than their book value. This is because in a business, the assets come together to create a more valuable whole, which keeps increasing in value over time as well, whereas the book-value is always going down!

For comparison, utility companies are worth about 3x more than their book value on average, meaning the the Deux-Montagnes line, if considered like a utility company, could be worth $600M – $900M (assuming the book value isn’t an under-estimate).

The raw book value, while higher than the $97 million acquisition, still seems rather low. To see that, let’s compare it to the value of the land alone.

The Land Value

We can actually make a good estimate of the value of the land the line is on. For any building, we can go to the assessment roll, plug in its address (or lot number) and find the municipal valuation. It’s not quite a market valuation, as it is only used for tax purposes, but it gives a pretty good idea. If you’ve ever bought or sold a house, you know that municipal valuation is often much lower than the selling price of the property.

It turns out that almost every piece of land is in the assessment role, including public land.

Lots belonging to the Deux-Montagnes line can be found by collecting them with infolot.
This image shows the lot just outside of the Northern Mont-Royal Tunnel portal.

I have collected a list of lots belonging to the Deux-Montagnes line in Montreal, Laval, and Deux-Montagnes, and tallied their municipal valuations in a spreadsheet. Here’s the summary:

Land Valuation – excludes tunnel, infrastructure, rolling stock
Property value 238,760,007 $
Building value 2,932,400 $
Land value (property minus building)
235,827,607 $
Terrain area (square-metres) 1,149,038
Value per square-metre 205 $
Number of roll entries 55

The actual value of the Deux-Montagnes line is much higher, since:

  • Some lots are valued at only 1$ (maybe because the AMT/RTM doesn’t have to pay taxes anyway).
  • The list only includes the lots that I could find, there may be some missing.
  • It’s not a market valuation of the land, as previously mentioned.
  • The building values (the values of what’s build on top of the land) are very low — which means the valuations effectively only include the value of the land, it doesn’t include the infrastructure (rail + electricity supply + parking lots).
  • It doesn’t include the trains, the Mont-Royal tunnel, or the downtown connection.

Even so, the municipal valuation of just the land itself is similar to what I estimated for the book value.

Clearly the market value of the line must be much higher than that, given all the infrastructure that is on it. But how do we make a more rigorous and accurate estimate, based on accounting principles, that’s not just a guess?

Business valuation – the Value of the Contract

One key element is that the REM is a business. Its goal is to make money by operating the transit line. And unlike what the news have been saying, the profits won’t come from ticket sales, but from the per-passenger subsidy paid by the ATM, which is guaranteed in the contract between the CDPQ and the ARTM.

This is how it works: the ARTM will collect the fares, and pay CDPQ Infra a fixed price of 70 to 71 cents per passenger-kilometre, which is actually more than what it costs to run the line today (30cents)!

People like to think that privatization is a good way to increase cost efficiency, and REM proponents like to suggest that it will be profitable because of automation, but this is simply false. The REM will be profitable because of the Contract, and the subsidies granted by it.

So how do you make subsidized transit profitable overnight, without moving a single stone?
— By privatizing it and over-subsidizing it, and suddenly the subsidies are called “profits”!

If you think about it further, without even building the REM, if the Caisse just keeps running the Deux-Montagnes line as it is run today, the line will suddenly become profitable!

And if you have a bit more imagination, the CDPQ could take ownership of the line, contract the operations back to the RTM and STILL make millions in profit every year without doing anything!

But back to our valuation: the fact that the Deux-Montagnes line will be a profitable business, thanks to the large amounts of subsidies, allows us to use a simple business valuation method usually used for valuing companies on the stock market (i.e. for stock valuation), the dividend discount model.

This method is used for dividend-paying companies, which pay out their profits to shareholders instead of investing into growth, and thus have relatively little growth. The REM fits this category. The idea behind the dividend discount model is that a company is worth the sum of all future dividend payments, adjusted back to their present value.

In simplistic terms, it says if a company pays 5$ in dividends each year, and you believe that a company with that risk profile should yield 5% every year, that the company should be worth 100$ (meaning you will make back your initial investment in 20 years). If there’s an expectation that the dividends will increase, than company should be worth some more.

The valuation will depend on:

  • The expected profits
  • The expected growth in profits
  • The target return rate (i.e. annual return on investment)

The target return rate depends on how risky your investment is: you want more return on more risky investments. As a comparison, bonds, which are one of the safest forms of investment, typically only return 2 to 3%, whereas the overall stock market returns about 5 to 6%. Riskier investments require much higher returns to make financial sense.

In the case of the Deux-Montagnes line, the risk is pretty low. The ridership is already established (based on population) and has been consistent for many years. In fact there’s pent-up demand that the line cannot serve. Furthermore, there’s language in the agreements/laws with the CDPQ that public transit agencies are not allowed to establish competing transit services, which basically grants the REM a cushy monopoly!

In fact the only risk for the line is operational (can we continue operating the line at the current cost without major issues?). It is quite reasonable for a company like that to have a return of 5%-6%. This is also similar to Canadian funds of dividend-paying companies, which have total returns in the 5-6% range (but tend to have higher risks because they are businesses that need to compete with others).

For the growth, let’s just assume there’s no ridership growth whatsoever, and simply assume that income, cost and thus profits will rise with inflation, about 2%.

To figure out the profit, we need to deduct the operating cost (30c/passenger-km) and the capital costs from the subsidy per passenger-km (70c/passenger-km), and multiply that by the total number of passenger-km per year (140 million km).

To complete the equation, we need to find the capital costs. During the last 25 years, the public invested about 25M$ per year in the line, mostly for the renovations in the early 90s and further investments in recent years. These were done to significantly increase ridership. If we are only interested in keeping the infrastructure in a good state of repair (and replace the trains every 40 years), we only need 15M$ per year, as a sort of steady-state capital cost.

To go back forth between the cost per passenger-km and the total cost, we simply have to multiply or divide by the total number of annual passenger-km on the line, 140 million km.

$/passenger-km total $
operating cost 0.30 $ 42,000,000 $
steady-state capital costs 0.11 $ 15,000,000 $
revenue (subsidies) 0.70 $ 98,000,000 $
profits 0.29 $ 41,000,000 $

Applying the dividend discount model, we get the following valuations:

target annual rate of return 5% 6%
profit / year 41,000,000 $ 41,000,000 $
profit growth per year 2% 2%
Valuation 1,366,666,667 $ 1,025,000,000 $

Business valuation – With some Investment to Increase Ridership

One thing to consider is that there’s a lot of pent up demand on the line that cannot be met because the capacity of the line is too low today. Investments in recent years were aimed at providing more service to catch all that potential ridership, but there’s been no increase in service yet. So even a small additional investment, like 200M$, could get a ridership increase of 25% [1]. This changes the valuation as follows:

target annual return rate 5% 6%
profit / year 41,000,000 $ 41,000,000 $
growth per year 2% 2%
one-time investment 200,000,000 $ 200,000,000 $
one-time ridership growth 25% 25%
valuation 1,508,333,333 $ 1,081,250,000 $

This business valuation indicates the Deux-Montagnes line and Mont-Royal tunnel may be worth $1.2B. A transfer to the of the assets to the REM for some hundred(s) of million would then be a subsidy of a cool billion dollars.

So why should we care? – The Ownership Model of the REM

The REM markets itself as a “public-public partnership”. Since the RTM (former AMT) is a public agency, and the CDPQ is a crown corporation, who cares who owns what. Who cares about subsidies, isn’t it just a case of moving money from the left pocket to the right pocket?

Except… that’s not actually quite true: when the RTM owns the infrastructure, it’s both under control and ownership of the government. Once it’s transferred to the Caisse, it won’t be owned by the public anymore.

Today, if we want to transfer infrastructure between different government agencies, then only the government needs to agree. For example, the AMT built the Laval Metro extension. After it was finished in 2007, the assets were transferred to STM. The government owned the AMT, the government owned the STM [4], deal is done, thank you, goodbye.

So how is it different if we transfer assets to CDPQInfra? Because CDPQInfra is not owned by the Caisse de Dépôt; it is part of the assets that are managed by the Caisse de Dépôt. And these assets belong to the Caisse’s depositors: Government employees’ pension funds (62%), Retraite Québec/Québec Pension Plan (23%) and others.

It’s the same principle as your personal investments: you have an investment portfolio (RRSP, for example) that is being managed by a financial institution (let’s say Desjardins). Your portfolio may contain shares of Bombardier. Desjardins manages your money, but ultimately you are the owner of these Bombardier shares.

The diagram below shows the ownership structure of the Deux-Montagnes line before and after the REM. As you can see, under the REM, if you start at the Deux-Montagnes line and go up the ownership chain (green arrows), you end up with the Depositors of the Caisse, 62% of which are the pension funds of government employees, and only 23% belong to Québec’s pension plan, the proverbial “bas de laine” everyone talks about.

But ownership is only half the story, and if this was the only problem, I would have given up a long time ago and just accepted that we’re making a very strange deal.

The real problem, the bigger problem, for anyone who cares about the future of transit in Montréal and mobility in the whole province, is control of our infrastructure.

If you go up the control/management chain (blue lines) in the chart above, you see that it ends at the Caisse de Dépôt. Moreover, the Government of Québec explicitly states that it gives up all control to the Caisse.

Losing control of the infrastructure means losing the ability to determine how it will be used: The Deux-Montagnes line includes the Mont-Royal tunnel, which many transit lines need to use to reach downtown. But after privatization, the line will not only have a lower capacity, but half the lines that need to use it will be cut off from direct access downtown, maybe forever.

Also, while in the rest of the world, public-private partnerships have private corporations build new infrastructure that are eventually given back to the public, our innovative public-public partnership privatizes already-built public infrastructure, without reverting back to the public, and with no chance of ever getting it back.

Transferring it back under public control would effectively expropriate the pension funds who own the assets, while breaking contracts and laws in the process. Essentially, getting our transit line back may require an act of communism.

Of course we could maybe buy it back from the Caisse… I wonder how much they charge for a 30-km line with 5 km of tunnel, which happens to be the only access to downtown Montreal? When the government must negotiate at arms length, and has very little leverage. Do you think they’d let it go for $100M?

But maybe I’m concerned for nothing. After all, I’ve raised the issue with politicians and other proponents of the REM, and the attitude I’m getting is a dismissive “we’ll just build another tunnel”. Piece of cake.

This brings up a new kind of valuation — how much would the Deux-Montagnes line cost if we built it from scratch?

Replacement Value

To get an idea how much the line would cost as a hole, we can make a simple comparative analysis. We can break down the line into the surface section (25km) and the tunnel section (5km), and make an estimate by comparing to various per-km costs.

We could compare the Mount-Royal tunnel to various other comparable, recently built rail tunnels (ones with no stations inside the tunnels), but this will not account for the downtown connection. A lot of the value of the Mount-Royal tunnel is the fact that it directly connects to Gare Centrale.

If we built a new tunnel, it would be very difficult to make a new connection to Gare Centrale — there are buildings in the way! Plus, the REM will use up a lot of space of the station.

This means we’d either have very complicated and very expensive construction to make the connection; we could purchase expensive buildings and tear them down; or build a new underground central station. Either way it’s going to be very expensive. This is where a lot of the cost of a new Mount-Royal tunnel would come from.

Deux-Montagnes Line Replacement Cost
item cost length item cost
25km of surface rail 70 M$/km 25km 1,875 M$
5km Mont Royal Tunnel 140 M$/km 5.4km 756 M$
Downtown tunnel Station / Access 350 M$ 350 M$
TOTAL 2,981 M$

We see the Mont-Royal tunnel adds up to a cool billion, and the surface part to almost two. The Mont-Royal tunnel is the most likely part that will need replacing, and again we’re coming up with a billion dollar figure.

Summary

We’ve looked at various ways to grasp the value of the Deux-Montagnes line and Mont-Royal tunnel, and made a comparison to how much CDPQInfra will pay to privatize it.

 

type of valuation valuation amount (M$)
What CDPQ may pay 100-200?
Book Value
Note: estimate based on continuing 2008 book value
200-300?
Municipal assessment of Land

Note: excludes tunnel, infrastructure, downtown access, parking, trains – and it’s a below-market, municipal valuation
236
Total Investment excluding trains 736
Total Investment including trains 886
Business Valuation (dividend discount model) 1000-1400
Business Valuation assuming small improvement 1100-1500
Replacement Value of whole line 3000
Replacement Value of Mont-Royal Tunnel only 1100

In my opinion, we should get reimbursed about a billion dollars, maybe a bit more, in exchange for transferring the assets of the transit line, losing control of the infrastructure forever, and giving CDPQinfra an operating contract that would make them profit from day one. Anything else would be a large subsidy, and completely inappropriate to give, without bidding process, to a company acting like a private, commercial entity.

The Deux-Montagnes line is an essential puzzle piece in the creative accounting at work that will create a profitable transit line owned by a private entity — and I worry the public will be “taken for a ride”.

Footnotes

[1] The estimate that 200M$ investment will allow a 25% ridership increase comes from the 2005 annual report of the AMT.

“An estimated $173.9 million is recommended to increase the line’s capacity in order to accommodate the ridership estimated at over 40,000 passengers a day. The work includes the grade separation of the East junction, double railway tracks between Bois-Franc and Roxboro, the addition of two stations and the purchase of 22 new cars.”

Note the current ridership is 30,000 passengers per day.

The Eastern junction project was completed (for about 60M$), the 22 rail-cars where purchased but allocated to different rail lines, the double tracking is still outstanding. It’s reasonable to assume that the double-tracking and purchase of new rail cars will now cost 200M$.

[2] To arrive at the estimate of 70 M$/km for surface rail construction and 120 M$/km for tunnel construction (for a tunnel without stations), I used the following comparative projects:

Comparative tunnel costs
project length location opening year cost inflation- adjusted in CAD cost per km (CAD)
Mount-Royal tunnel 5.0km Montreal 1918 10 M$ 145M 29 M$
2nd Hudson-Tunnel 3.7km New York 2026? 11.1B USD 14.3B 3,865 M$
Barcelona AVE tunnel 5.8km Barcelona 2013 179.3M€ 277M 48 M$
East Side Access, only Manhattan tunnel contracts 3.8km New York 2023 415M USD 535M 141 M$
Crossrail, only tunnel contracts 21km London 2019 1.5B £ 2.6B 124 M$
Fildertunnel 9.5km Stuttgart 2021 754M€ 1142M 120 M$
Tunnel Obertürkheim 5.7km Stuttgart 2021 350M€ 530M 93 M$
Comparative Surface costs
project length location opening year cost inflation- adjusted in CAD cost per km (CAD)
Eagle PPP electric surface commuter rail (A-line) 54.7km Denver 2016 2.2B USD 2.83B CAD 52 M$
REM St-Anne Branch 16.8km Montreal 2021? 1400M CAD 1400M CAD 83 M$
REM Rive-Sud (includes tunnel) 15km Montreal 2021? 1730M CAD 1730M CAD 115 M$

In order to calculate the costs of the individual branches of the REM, I distributed the the estimated construction costs from this document as follows:

REM Branches Breakdown
branch length km infra-structure cost system & rolling stock cost parking / terminus cost acquisition cost (approx.) total cost
St-Anne-de-Bellevue Branch 17 km 680 M$ 446 M$ 125 M$ 147 M$ 1 398 M$
Deux-Montagnes line incl. tunnel (upgrades) 31 km 820 M$ 810 M$ 266 M$ 1 897 M$
South-Shore Branch 15 km 1 090 M$ 399 M$ 110 M$ 131 M$ 1 729 M$
Airport Branch 5 km 320 M$ 125 M$ 41 M$ 486 M$
 TOTAL 67 km 2 910 M$ 1 780 M$ 235 M$ 585 M$ 5 510 M$

[3] 885.8M$ (total) – 130M$ (MR-90 acquisition) – 19.7M$ (MR-90 improvements) = 736M$

[4]The STM is actually owned by the city of Montreal, not the government of Quebec – but being a public body regulated by the government and existing because of a Quebec law. Arguably, the city of Montreal is owned by the government of Quebec.

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What’s a Gadgetbahn? https://www.cat-bus.com/2017/12/gadgetbahn/ https://www.cat-bus.com/2017/12/gadgetbahn/#comments Mon, 04 Dec 2017 01:30:30 +0000 http://www.cat-bus.com/?p=511 For some time, I’ve been meaning to write about German transportation systems like what’s an S-Bahn or what’s a Stadtbahn.

With the recent news out of Quebec, I figured I’d instead talk about a transportation concept that doesn’t actually transport anybody at all: the Gadgetbahn.

The word is a portemanteau of the English “Gadget” and the German word “bahn”, which means rail or train. A gadgetbahn is a speculative transportation concept that proposes to solve planning and financial issues via some sort of magical techno-fix, likely some technology that doesn’t even exist yet.

Classic examples of gadgetbahns are: monorails, “personal rapid transit”, maglevs, or the newest addition to the family, the “hyperloop”.

Proponents of these technologies may be referred to as gadgetbahn enthusiasts, or more derogatorily, “pod-people”. They often promise the sky in terms of reduced cost and increased speed and comfort, often with little consideration for capacity, risk, safety or realism.

Back to  Quebec: the prime minister decided he wants a fast transit link between Montreal and Quebec City, but not a train, because “we can do much more modern things now”.

Instead, he wants something “futuristic”, something from the minds of Quebecers. (note from editor: Sorry to pop his bubble, but Quebec is not exactly known for having a long history on the bleeding edge of transit technology.)

The problem of the gadgetbahn isn’t necessarily that it’s a techno-fix. It’s that it is a technology for the sake of technology, a shiny gizmo to brag about, with little regard to solving the actual transportation problem.

The transportation minister clarified his position himself: he wants anything you can conceive of, any project; innovate, come up with new ideas!

And somehow, some consortium sprung up ready with proposals, renderings, promises and deadlines to build a high speed monorail (“MGV”), and all they want is a quarter of a billion dollars to develop it.

Cost, Speed, Comfort
– The problem is geometry, physics and the Right of Way

The beauty of proposing a gadgetbahn is that since it doesn’t exist, proponents can make up all sorts of quasi-magical properties for their technology, which supposedly make it superior. Since there aren’t real-world examples, proponents can use the most optimistic theoretical scenarios they can come up with, and compare them with the actual performance of projects that have been built and which are bound to the constraints of the real world.

For example, the high speed monorail promoters claim their system is cheaper than conventional rail, because they could just use existing highway medians, with an elevated rail system where vehicles are suspended from above.

The “MGV” (monorail a grande vitesse), high-speed pods on elevated tracks, suspended from above

When you look at its basic structure, compared to conventional rail, this monorail essentially differs in the method of propulsion: instead of two wheels on two rails below the train, we have two wheels on one rail above the train.

The main conceptual difference between conventional rail and ‘MGV’:
the location of the wheels

Like for any gadgetbahn, the claim is that this new technology provides more speed, more comfort at lower cost.

But in the real world, these three aspects are always intricately connected and subject to tradeoffs – due to simple geometry and physics.

Want faster transportation? Then you need very straight tracks. Don’t have straight tracks but still want high speed? Then your trip will become a barf-ride, so less comfort.  Want to build cheaply in an already existing highway median? Well the highway curves are made for cars going at 100km/h, so your choices are:

  • slow down (less speed),
  • run inside the existing geometry at higher speed (less comfort),
  • straighten the curves (more expensive).

These problems will always come together. At the end of the day, you’re still pushing a metal can full of people at high speeds you can’t get out of issues of geometry and physics by changing where you put the wheels.

Going further, once it appears the basic problems have been overcome, the next issues become capacity, safety, energy and access (stations).

For example, Elon Musk is proposing to build tunnels with his “Boring Company”, which will supposedly be cheap, because the tunnels will be relatively narrow. This reduces capacity, because only smaller vehicles will fit in the tunnel. To compensate, he may propose that vehicles will run super close together – which will represent a huge safety issue unless they run slowly. A small tunnel with a lot of vehicles that are barely smaller than the tunnel diameter, running at high speed may become a death trap in case of emergency, if there isn’t enough space and facilities for egress. If somehow he manages to solve all these issues, there’s still the problem of getting everybody into this tube of his.

All these considerations come down to the one fundamental constraint on which everything else depends: the right of way — how much space do you have available, how straight is your path, how and where is the downtown access, and how much space is available at stations.

The Maglev

An example of this issue is the maglev technology (essentially magnetically elevated monorails). The concept has been around for ages. The Germans and Japanese have been developing the technologies for a long time. In the early 2000s, the Germans were able to sell their Transrapid technology to China for the Shanghai Maglev airport connector, a 30-km line. It was a pilot project, with the hope to eventually cover the whole country with maglev network.

The Maglev was seen as the next generation of trains, mostly by being faster. But there was also the hope that it could even be cheaper, by putting the whole track on stilts, without having large elevated bridge-like structures. But in the end, conventional high speed rail and maglev require similar geometries, a similar kind of infrastructure, and it turns out that the speeds are not that different (Shanghai Maglev up to 430km/h, conventional rail up to 350km/h, both with a maximum experimental speed of around 600km/h).

At more than 300km/h, a lot of energy is spent to overcome the air drag of the trains themselves. Issues also become noise, and the required straightness of the infrastructure. And the issue that with stops, decreasing travel time by increasing maximum speeds becomes marginal. Overall, speeds above 300km/h tend to become uneconomical, no matter the propulsion system.

From a distance, elevated conventional high speed rail (left) and maglev (right) appear strangely similar – the requirements on the tracks are due to physics and geometry, so the propulsion method alone won’t give one system a clear advantage over the other in terms of infrastructure cost

All of these issues come together to make the technological choice a bit of a wash.

In the end it makes more economic sense to build from conventional technology which has been developed for a longer time, has multiple vendors, has existing infrastructure that can be built on top of. This way, you can upgrade lines for high speed service, while being able to run the new high speed trains on existing tracks inside cities or to other cities. This provides a huge economic advantage.

So indeed, although the Shanghai Maglev works, in an economic sense it’s a failure. It convinced the Chinese to focus on high speed rail: ten years after the opening of the Maglev, the country still had the same 30km of maglev, but built 20,000km of high speed rail.

(Oh and btw, I’ve taken the maglev, it’s not a very smooth ride; it rumbles like a rollercoaster)

The Real Issue: Economics

The real issue of using a gadgetbahn to solve a transportation problem is not really technical. It’s that it re-frames the problem to build an infrastructure as the problem to develop a new technology — now you’ve got two problems to solve!

The technical problem should really be solved through private investment, not public funding. Thus I view the ‘offer’ to develop the “high speed mono-rail” for “only” 250M$ with a great amount of distrust. If the idea is viable and the people behind it are competent, it should have attracted private investment, as there should be a potential to make profit selling the technology. After all, the proposal has been around for 23 years.

When proposing a completely new technology in order to solve a specific transportation problem, the major problem is Risk:

  • Technological risks: Will it even work? Will it deliver on claims? Will it have sufficient capacity?
  • Cost-related risks: How much will it cost to develop? How much will one kilometre cost once the technology developed?
  • Regulatory/safety risks: Will it be safe? What will safety requirements be? How fast will we be allowed to run?
  • Risks because timelines are not understood: How long will it take to develop? How long will it take to plan & construct?
  • Operating Risks: How much will it cost to operate? How much will it cost to maintain the infrastructure? Will automated/unattended operation actually be possible?
  • Risks because we need to build complete systems at once, rather than incrementally updating existing infrastructure.
  • Also, new technology means relying on a single vendor, which is again extremely risky, both in terms of cost and availability of the technology in the future: Will the vendor exist in the future? How much will they charge us once we depend on them, given the lack of competition?

For any technology that’s already existed and been researched for decades, and that may have tens of thousands or hundreds of thousands of kilometers of infrastructure built today, all these question are much easier to answer. There will be much less risk, and thus less cost.

Be distrustful of Gadgetbahn Concepts

Any time somebody in power proposes to solve an infrastructure problem by first developing some new technology, or by using some proposed technology that hasn’t been delployed yet, we should be distrustful.

Often, the proposal may simply be an excuse to not invest in infrastructure today, because tomorrow some techno-fix will come along and solve all our problems ‘for free’. This tactic may work especially well if the proposal includes an appeal to some futuristic dream or a nationalistic project.

The gadgetbahn may really just be a big diversion. For example in Quebec, the most realistic scenario to get a fast link between Montreal and Quebec is the “high-frequency train” proposed by VIA rail, which would link the cities with conventional rail. After repeatedly proposing high speed rail for the last 40 years and getting no support from the governments, VIA decided to propose a system that’s not true high speed rail – but it would use dedicated passenger rail tracks, allowing somewhat faster speed than today, and no interference with freight.

This would hit an economic sweet spot for VIA, allowing them to almost finance and build the system themselves, with only relatively little public support.

But the main problem is the access to Montreal – VIA hoped to use the Mont-Royal rail tunnel to access Gare Centrale. But with the REM light rail project pushed hard by the prime minister, the tunnel would be converted to light rail, an incompatible technology, which will cut VIA off. In some sense, the prime minister’s announcement that he wants some gadgetbahn to Quebec City means VIAs rail project would become obsolete, and the conflict would become moot.

So is it really just a diversionary tactic to hide the regional rail planning problems in Montreal?

 

Interesting related reading (and with thanks for some inspirations) by Alon Levy:
“Loopy Ideas Are Fine, If You’re an Entrepreneur”

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Barcelona’s Line 9 – Inspiring Montreal’s Pink Line https://www.cat-bus.com/2017/10/barcelonas-line-9-inspiring-montreals-pink-line/ https://www.cat-bus.com/2017/10/barcelonas-line-9-inspiring-montreals-pink-line/#comments Tue, 31 Oct 2017 10:25:42 +0000 http://www.cat-bus.com/?p=493 Why do we care about Barcelona anyway?

During the current electoral campaign in Montreal, Valérie Plante (Projet Montréal) proposed to build a new metro line, the Pink line, which would run diagonally from Montréal-Nord to downtown.

The Pink line is actually inspired by Barcelona’s Line 9, both in terms of construction method and in some of the way it is planned to maximize its usefulness by connecting to neighborhoods, and not following the street grid by running deep underground.

A quick word about costs

Projet Montréal estimates the Pink line to cost $6 billion, a number that cynical Montrealers were quick to dismiss. Incumbent Mayor Coderre first claimed it would cost $10 billion, now he’s trying to convince us it will be more like $25 billion. The scare tactic seems to resonate with budget-weary Quebecers who have seen their fair share of cost overruns on infrastructure projects. After all, the Orange line extension ended up costing more than projected, right?

However, if we actually look at the numbers, we realize that $6 billion means $200 million per kilometre overall. Or, considering that a quarter of the line would be overground, about 250$ million per km for the underground sections.

Compare that to the Orange Line extension, which ended up costing $143M/km and which was, puts it in response to the mayors outrageous cost claims: “We’re proposing a metro line, not a space program”.

Projet Montreal’s Sylvain Ouellet presenting the Pink Line concept (source)

In their presentation of the Pink Line, Projet Montreal referred to the concept of the Barcelona Line 9 as an example to show its technical and financial feasibility.

Barcelona’s Line 9 – The Longest Subway Line in Europe

Barcelona’s Line 9 (pdf), currently under construction, is a very interesting for many reasons:

  • It will be the longest metro line in Europe, with 48 km in total
  • The metro line will be completely automated
  • The construction is based on the idea of a single 12-metre wide tunnel, large enough to hold 2 tracks (plus platform) on two levels
  • The stations are nearly completely enclosed inside the envelope of the tunnel
  • Despite the high complexity of the line, the overall cost is quite reasonable

The metro line is almost completely contained in this single tunnel, which is wide enough to host other infrastructure: extra tracks to park trains at night, ramps to connect between the two directions, and facilities for egress and other equipment.

The tunnels are built using a giant tunnel boring machine (TBM). A TBM is a kind of tunnel-building factory. It will dig a tunnel and install it’s supprting walls at a rate of about 100 meters per week (page 9).

The two phases of tunneling: pushing forward & installing the tunnel lining (check out the full video here)

Over the years, the TBM technology has improved a lot. Even at this size, machines are standard and surprisingly affordable.

A Single Shaft for Each Station

At the stations, round pits, 25m in diameter connect the surface to the tunnel below.

Station access column

This station access column includes several elevators, which provide access to an intermediate level between the two metro platforms. There’s also an elevator that provides level wheelchair access to both underground platforms, and a set of emergency stairs.

This means that at ground level, the impact of building stations is small – basically only the round 25m pits – so they can be built at locations that will maximize the nearby population or connections to other lines.

Line 9 station construction pits

As for the tunnels, they run pretty deep, below all other infrastructure, which means they can go basically anywhere without disturbing existing structures and easily reach the stations, wherever they are built.

Connection between station pit and tunnel

This technology allows for a lot of flexibility in the location of stations, so city planners can focus on serving the population along the line, providing adequate transfers and optimizing the line to relieve the traffic on other, congested, metro lines.

Branching!

The Barcelona Line 9 project actually consists of two lines, Line 9 and Line 10, with a shared downtown section.

Barcelona’s line 9 and line 10, which form the line 9 project (source)

This type of design allows more population to be served on the outskirts, while providing more frequency on the shared trunk section (which, being downtown, is also more expensive to build, so it makes sense to share the tracks). Of course, the frequency of service is lower on the outer branches, but having automated lines means there will be a train every 2 minutes (!) on the downtown section, and every 4 minutes on the branches.

Branching point South of Gornal station, upper level. Since trains are on two levels, the branching connection is very easy: you don’t need flyovers to cross oncoming traffic (video source)

Without branching, i.e. merging multiple outlying lines into a single one downtown, it would be necessary to build multiple, nearly parallel downtown lines, if all the outlying lines are to have a direct connection downtown. Each of those would require less carrying capacity compared to a single line combining the branches. But overall, it’s much cheaper to increase the capacity on a line (i.e. by using 90m trains instead of 45m trains), compared to building multiple downtown sections.

Several construction methods

The Barcelona Line 9 doesn’t use the 12m diameter stacked tunnel along its whole route. Some sections are built using different construction methods, presumably because they are cheaper. This mostly depends on the local geography and available space.

The map below shows the different construction methods used along the 9 and 10 lines:

The different construction methods of the Barcelona Line 9

We can see that while the dense inner city segments use the large diameter tunnel, some outside areas use a smaller tunnel with two side platforms, excavated from above. There are also some short mined sections and sections built using cut-and-cover. Lastly, on a suburban branch, about 4km of the line were built above-ground on a viaduct.

Profile view of tunnels constructed with different methods

Planning and optimising for network effects

When constructing such a large infrastructure project, you have to consider it within the larger transit network. It appears that the Barcelona Line 9 is not just planned as an isolated line, but as a component of the overall network, with 20 of the 32 stations having transfers to other lines.

One interesting aspect is the integration with the area around the large Segrera station, a new, large, mostly underground station complex where metro lines, regional trains and long distance trains meet. Around this area, the L9/L10 is running parallel with an extension of the L4.

The central section of L9/L10, currently under construction, with several transfer stations. Note the short extension of L4 (bottom right) to complete the network around the La Sagrera station project.

At the Sagrera station, the L9/L10 lines have a cross-platform transfer situation (similar to Lionel-Groulx in Montreal). This allows fast transfers, while reducing cost (compared to building two separate stations), by sharing infrastructure and being built at the same time.

The La Sagrera station. Note how the metro station at the bottom left is designed fors cross-platform transfers between L4 and L9/L10. (source)

Interesting safety concept

One thing I find interesting is the metro line’s approach to safety. Nowadays, many subway lines are constructed using two tunnels, one for every direction. Using frequent cross-passages, one tunnel can act as the emergency exit for the other one.

By having two levels separated by a ceiling, the two levels of the Barcelona Line 9 actually act as two separate tunnels for emergency purposes – despite being initially dug as a single tunnel.

So you get the advantage of the cost reduction of using a single tunnel, together with the safety advantage of two separate tunnels. This also means that frequent emergency exits to the surface are not necessary, as required when using a single undivided tunnel.

Tunnel section with a track ramp connecting the two levels/two directions. Notice the lack of emergency walkways next to the track.

One interesting thing to notice is that there isn’t much space for walkways inside the tunnels. In the image above, there’s no place to walk between the center wall and the train.

It appears that the tracks themselves must be used as the evacuation passage. It’s helpful to build the tracks on concrete slabs without any ties – providing a mostly smooth surface to walk on.

Also note the use of an overhead power to provide electricity. This is unusual for a metro, especially one which is so space-constrained: metros generally use a third rail on the ground to provide power to the trains, and overhead wires are used for more spacious main line tracks.

By using an overhead rail instead of overhead wires, the power supply is much more compact. Using the overhead power has the advantage that there are no open high voltage power lines on the ground. During any evacuation situation, there’s no worry anybody will accidentally step somewhere they shouldn’t and get electrocuted.

An interesting innovation is the use of long ramps in the front and back of the metro trains (pdf) that can be used in emergencies, even by wheelchairs. It allows passengers to evacuate via the front and back, so tunnels can have a very small profile and still be safe.

The emergency ramp of the Barcelona Series 9000

It’s interesting to have this integrated safety concept. It combines the single large diameter tunnel, overhead wires, smooth track areas and ramps on trains into a single package.

Some concerns

Having stations so deep underground is a great way to avoid having to deal with all the infrastructure already in place in a city, but it also means you have to go pretty far down to reach the metro. Even with fast elevators, this can take time.

With great depth comes great access time

Preferably, stations should be built as close to the surface as possible, to minimize the time it takes to get to the train.

Relatedly, by only providing a single access, the area that lies within walking distance is smaller, compared to having two access points, one at each end of the station.

Again, if stations are less deep, accesses are cheaper to build, and it will possible to build two of them. Any line should always attempt to stay as close to the surface as possible (for Montreal’s Pink Line, these great depths don’t seem to be necessary, so we should be in good shape).

Another issue of the Barcelona Line 9, is actually cost.

The Initial estimates for the Barcelona Line 9 pegged the cost at around 2 billion Euros (3 billion CAD), but actual construction cost turned out to be 6.927 billion Euros (10.3 billion CAD). Per kilometre, that’s 145 million Euros (216 million CAD).

But we have to consider that this project is hugely complex (much more than the Pink line), with great tunnel depths, station insertions in the middle of neighborhoods, 20 transfer stations, complicated geology. So overall, the cost is still very reasonable .

Overall, Barcelona’s Line 9 is a very interesting project that should definitely be used for inspiration, not just for the technological aspects (large diameter TBM with stacked tracks, use of different construction methods including viaducts), but also the planning aspects (maximizing population access, network thinking, branching).

Using some of the same techniques, good spending discipline and some cost optimizations, it should indeed be possible to construct the “Pink Line” proposed by Project Montreal with cost projections that are at least similar to the estimated $6 billion.

Also check out this video introducing the line.

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Does Automating the Metro Save Lots of Money? https://www.cat-bus.com/2017/07/automation-metro/ https://www.cat-bus.com/2017/07/automation-metro/#comments Thu, 27 Jul 2017 13:36:06 +0000 http://www.cat-bus.com/?p=469 As a continuation of my recent post on the cost of operating the Montreal Metro, I wanted to look at the merits of automation. The recent discussion of the planned REM light metro has brought that subject up repeatedly, with the implication that drivers are super expensive and that you can save a lot of money by running completely unattended trains. The PR keeps touting that it would be one of the largest automated metro systems, often along the claim that transit will be profitable from now on.

But can automation actually turn a heavily subsidized transit system into a suddenly profitable one?

A while back I spoke to the technical director of CDPQInfra (the private company which wants to build the REM), at one of their poster sessions. I was doubtful automation would reduce operating cost very much. How expensive can the drivers possibly be, compared to the rest of the system? The technical director emphasized that back in Lyon, where he gained a lot of his experience, they had three automated lines, and one non-automated one — and that line always gave them problems, and was much more expensive to operate.

I looked it up later, and it turns out that this one manually operated line of the Lyon Metro, the Line C, is a tiny, 2.4km-long cog-railway, with steep inclines of 17%, operated with a tiny fleet of 2-car trains that were built specially for this operation. Of course this line is going to be expensive to operate!

Lyon Metro Line C

Lyon Metro Line C (source)

I find it rather strange that this example was being brought up at all in the discussion of automation. It means a line that is inherently very expensive is being used as an example to show the expensiveness of manual train operations.

Back to the Montreal Metro. My previous article on the cost of the metro already showed that it is likely cheaper to operate per passenger-km than the REM will be, despite one having drivers and the other not. This is probably thanks to its concentration in urban areas and resulting high ridership. But how much could we save if we automated the metro and get rid of the drivers?

One way to estimate this is to calculate the cost of metro drivers, and compare that to the cost of converting to automatic operation.

The Cost of the Metro Drivers

In 2011,the STM employeed 308 metro drivers – and more than 9000 employees overall. Already there’s a hint that 3% of the employees will probably not have a very large financial impact overall.

Assuming 100,000$ cost per metro driver in 2015 [1], and assuming that the number of metro employees increased by the same amount as the amount of service between 2011 and 2015 [2], this means the drivers cost about 31 million $ per year.

The table below shows the cost of drivers compared to the operating cost and total cost of the metro:

STM Metro Drivers 2015     cost Cost per
passenger-km
% of
operating cost
% of
total cost
Total pay of Metro drivers 31M$ 1.4¢ 7.6% 3.5%
Metro operating cost 406M$ 18.3¢ 100.0% 46.2%
Metro operating + capital cost 878M$ 39.7¢ n/a 100.0%

(see spreadsheet with complete calculations)

$31 million may sound like a lot, but it only represents about 7.6% of the metro operating costs, and only about 3.5% of the total operating + annualized capital costs of the metro system.

The number of metro drivers is relatively small — there are many more people tasked with maintaining the trains and tracks. There are also a lot more ticket booth attendants than driers: 447. It would probably be easier to save money by removing those.

Still, let’s say saving a couple of percent on the operating cost of the metro would be great. A penny saved is a penny earned!

In order to know how much it will save, we need to know how much it will cost.

The Cost of Automation

The problem with automation is that in order to create a completely unattended system, the industry best practice is to install platform screen doors to ensure that nobody can ever enter the tracks.

Platform screen doors at Sacoma station in Sao Paolo (source)

The STM estimates the cost to install platform screen doors to be about 10M$ per station, or 5M$ per platform. (In Toronto a detailed study came up with the same amount.)

Let’s assume this is still a realistic cost estimate, that this is the only cost needed to get to full automation and that the Montreal signal system is already ‘ready’ for automation. This would give us the following cost:

Platform screen doors cost per platform 5M$
Number of metro platforms 146
Total capital cost 730M$
Annual cost of capital 4%
Annual cost of platform screen doors 29.2M$

So assuming that we can get rid of all metro drivers by automating, and assuming that we can automate by simply installing platform screen doors, we find that the annual cost of drivers matches the annual cost of paying off the upgrades (~30M$).

In our completely optimistic calculation, the already small savings are being completely undone by the costs.

But the reality is more complicated than that. Firstly, you can’t get rid of all employees in the metro system. In Vancouver’s automated Skytrain network, a large number of attendants are roaming the system to ensure safety and deal with emergencies.

Further, salaries paid to employees living in Montreal have a way of circulating back to the budget (via taxes), but also circulate in the local economy. I don’t think it’s the role of the state to employ people, but I think this consideration does skew the equation towards paying people rather than buying things from international vendors where most of the money will get exported away.

So if we’d take these points into account, we will actually lose money every year by converting the metro to automatic operation, based on the cost of platform screen doors alone.

There’s another problem: Platform screen doors have to be placed exactly to match the location of the doors of the trains. But the new Azur trains of the Montreal Metro have 3 doors per car instead of 4 like the existing trains. So any automation effort can really only be done after the line is converted to all new trains.

Are there Arguments for Automation besides Cost?

This analysis so far has only looked at the cost of drivers. But are there other arguments in favor of automation?

When talking about automation, we generally separate “automatic train operation” (ATO), where a computer drives the trains to the next station, from “unattended train operation” (UTO), where a computer also opens and closes the doors.

So under ATO, there are still “drivers”, who open and close the doors, ensure the safety of passengers, and deal with emergency situations. But the driving itself is done by a computer. It ensures that the trains respect safe distances and speed limits, accelerates and decelerates the trains, and makes it stop at the next station.

The ability to increase the frequency of trains and thus capacity is the main argument in favor of automation, not necessarily driver cost.

The Montreal Metro is actually already operated this way, the drivers mostly ensure safety of the passengers, but the trains drive themselves to the next station.

Being able to increase the frequency of the metro would be incredibly useful, especially on the overcrowded Orange line. But the bottleneck is not the computer or signalling system that drives the trains. The main problem is the safety in the tunnels.

The metro uses only a single tunnel for both directions, so there’s no separate one that can be used for egress in emergency situations. Therefore the system has adopted a rule that a train may only leave a station when the path to the next station is clear.

If we want to increase frequency and thus capacity, we would have to upgrade the safety systems and plans to allow multiple trains in the tunnels between stations.

So in the end, the main benefit of automatic train operation isn’t the removal of drivers, but the increase in capacity. But for the Montreal Metro, further automation would not help at this point, because the bottleneck today is due to the safety rules in the tunnels — which we would have to fix first.



[1] Every of the 9374 employees cost the STM about 90,774$ on average, including all benefits (see page 50 of the 2015 budget).

[2] total vehicle-km increased by 1.7% between 2011 and 2015, from 77 million to 78.3 million vehicle-km.

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Is the Montreal Metro Profitable? https://www.cat-bus.com/2017/07/is-the-montreal-metro-profitable/ https://www.cat-bus.com/2017/07/is-the-montreal-metro-profitable/#comments Thu, 06 Jul 2017 17:01:42 +0000 http://www.cat-bus.com/?p=455

Recent discussions about transit and profitability seem to imply that a transit system could be profitable if you privatize and automate it. This led me to wonder whether the Montreal Metro, a semi-automated system, is actually profitable.

From an accounting perspective, profitability is simple: add up the revenues and the costs of doing business, and if your revenues exceed your costs, you’re profitable.

I don’t do this with a view of exploring the merits of subsidies, but with a desire to get a more accurate accounting of the cost of transit, in particular comparing different modes of transit.

A transit system generates revenues through fares and other activities like selling ad space (other revenues). Costs include not only operations (ongoing labour, maintenance, energy/gasoline, etc.), but also capital expenses (building new lines, buying trains/buses, major renovations, technology upgrades like the Ibus tracking and fleet management system, etc.). A transit system also receives subsidies (which it counts as revenue) because fares generally don’t cover operations and capital expenses.

The STM’s numbers are easily found in their budgets, Which gives us the totals for costs and revenues of the bus and metro system.

The budget pools together paratransit, bus and metro, so if we only want to calculate the profitability of the metro, we’ll need to split up the costs and revenues by mode. Also, the investments shown in the operating budget do not include all the capital costs of the STM, so we will need to find those numbers as well.

To be able to compare the revenues and costs across the different systems with different number of passengers engaging in trips of different lengths, we need a common measure that accounts for these differences. One such measure is the passenger-km, which represents the total number of kilometers all passengers are travelling in the system. It provides a good way to compare the revenues and costs across different networks, and provides a common point of reference when discussing profitability and subsidies.

An example of the use of passenger-km (or pass-km) is in the following chart published by CDPQInfra, the promoters of the REM, to compare costs and subsidies of the REM and the existing networks in Montreal.

Back to Metro profitability, we will need to do the following:

  • Find the passenger-kilometres of the STM and how they are split between the bus and metro
  • Divide the cost of operations between bus and metro
  • Divide the revenues between bus and metro
  • Divide capital costs between bus and metro.
  • Divide all the costs by the total passenger-kilometres.

In order to make numbers more comparable, we will exclude paratransit. I’ll show my calculations for the year of 2015, but numbers don’t change much during the years.

If you’re not interested in the detailed breakdowns, you can skip ahead to the result:

1) Passenger-Kilometers of the STM

The STM publishes very little information about the passenger-kilometers they achieve. Luckily we have access to the Canadian Public Transit Association (CUTA) factbook, which provides this number. According to the CUTA factbook of 2015, the STM moved passengers a total of 3.45 billion km.

Unfortunately, we are still left with the problem of splitting the kilometres between the bus and the metro. There is almost no information available about this. After much searching, the only reference I found is in a 2013 presentation given by the STM at a conference in the Czech Republic. It indicates that the metro accounts for 64% of the passenger kilometers of the system. This number is a few years old, but it still provides the best estimate for our calculations — even if the total ridership has changed, the proportions are likely similar.

Passenger-Kilometers of the STM
metro passenger km 2,211 million km
bus passenger km 1,243 million km
total passenger-km           3,455 million km

2) Cost of Operations of Bus and Metro

The budget of the STM provides the the following revenue and cost summary in their 2015 budget (page 10):

On the revenue side, we see plenty of income from fares, but also a lot of subsidies.
On the expenses side, most of the money is spent operating the bus and metro, but a large chunk also goes towards paratransit. The budget also includes some investments (capital costs).

To split the costs by metro and bus, we can look further in the budget, where the STM provides a breakdown of operating costs by administrative unit (page 61):

Luckily for us, the operating costs of the metro is shown separately from bus and paratransit. However, to get the complete picture, we have to figure out how to allocate the cost not directly associated with the metro or bus system, but represents services shared between them. In the absence of specific information, the best we can do is find a reasonable split. On the one hand, the metro transports more passengers and is generally more technically complicated to operate than buses. On the other hand, the bus network has twice the numbers of employees (page 62 in 2005 budget) and costs twice as much to operate compared to the metro. Considering this, I decided that splitting the shared services 40% for the metro and 60% for the bus was reasonable.

Strangely, the costs shown in the STM chart do not add up to the budget’s total operating cost but we will ignore this for our calculations.

Bus & Metro Operating Costs of the STM (2015)
metro 405M$
bus 679M$
bus & metro 1,085M$

3) Revenues of Bus and Metro

The next step is to allocate the revenues between the metro and bus, as they are reported together in the STM budget. Again, this is not a trivial task.

To illustrate the complexity, imagine a passenger purchases a single ticket and takes a bus for 2 km, then the metro for 6km, then another bus for 2km. How should we split the fare between the bus and metro? Should we split the fare 60/40 based on the number of travelled kilometers? What if the passenger transfers from one metro line to another? Or 50/50 between bus and metro? Or 33/66 because the metro was taken once, but buses were taken twice (or, in industry terms, “by boarding”)? What if the passenger transferred from one metro line to another?

To answer this question, I tried to find out how the STM and agencies share revenues for passes that span multiple transit agencies. I found that a hybrid is used: for TRAM monthly passes covering multiple agencies, the first 23.75$ are shared in proportion to the number of trips, the remainder according to passenger-km travelled (budget 2015, page 141). I applied a similar sharing model to the calculations, and allocated 20% of the revenues by boarding and the rest by passenger-km.

While analyzing revenue-splitting, I considered factoring-in the type of tickets to get more accurate numbers. Analyzing STM OPUS card tap-in data, I found that there are more single and short term tickets used on the metro compared to the bus, which in turn sees more weekly and monthly passes. This may be relevant, since single tickets bring in more revenue per trip compared to pases. On the other hand, the Metro sees more monthly passes that are shared with other agencies (TRAM passes), which complicate revenue allocations.

Without being able to model these accurately, we’ll simply assume that the usage of different tickets across the different networks has a negligible impact on revenue.

Bus & Metro Revenue (2015)
per boarding per km combined
metro 384 M$ 422 M$ 415 M$
bus 275 M$ 237 M$ 245 M$
total 660 M$ 660 M$ 660 M$

4) capital cost

Capital costs are the big one time costs used to build lines, upgrade them or make large renovations.

It is possible to trade operating costs for capital costs — for example, a system could decide to spend a lot of money to replace an expensive-to-operate heavily used bus line with an automated light metro line, which may reduce the number of staff required and thus the operating cost – but requiring a lot of capital expenditure.

On the other hand, a system could decide to never build capital-intensive rail lines at all and transport everybody by bus all the time. Then the capital costs will be much lower (since you basically only need the buses and garages), but the operating costs will be very high.

So in order to get a complete picture of the total cost of running transit, we need to consider the capital costs.

Generally, we expect the capital costs for a metro system to be large due to the expensive infrastructure, and the capital costs for a bus system to be small. For the operating cost it’s the other way round — and depending on how many users there are running on the line, the total cost of one or the other may be cheaper per passenger.

Figuring out how to count the capital costs can be quite tricky. Some investment spendings come out of the operating budget. Capital spending may vary from year to year, depending on the construction projects. Capital costs are also often paid via debt, which then spreads the costs over many years and makes it hard to identify when the costs happen.

From an accounting perspective, there are two approaches to counting the capital costs: when the money is made available and when it is spent. Both approaches have shortcomings, as debt makes it hard to track when the money for capital projects is paid out. The STM budget also doesn’t provide a detailed view to track this information. Further, it’s impossible to split the information to bus and metro spending.

Tracking when the money is spent is much easier: each year there is a capital budget, and there is even a listing of the projects where most of the money is spent. This allows to differentiate bus and metro spending. The problem is that this pretends that the capital cost of the system is only due to projects that are being done in one year, when in reality most of the capital spending may have been done in the past, with the debt being paid off slowly.

Looking at the capital budget over multiple years, we see that the spending has been relatively constant, around 600M$ per year (although there were some spikes in recent years due to the purchase of new metro cars). Also consider that the only metro extension in nearly thirty years, the 2007 Laval extension of the Orange line, cost 745M$ in total — not much more than a single year of capital budgets now.

The capital budget can be relatively easily split into bus and metro, since most of the budget is for major projects:

It seems overall, using the year-of-expenditure view of capital cost provides a reasonable approximation of the total capital cost of the system, and allows us to break it down into bus and metro spending.

The Results

Putting all of these numbers together, we’ll get the following results:

Bus & Metro Cost & Revenue per Passenger-km (2015)
Metro Bus Overall
revenue (per passenger-km) 18.7c 19.7c 19.1c
operating cost (per passenger-km) 18.3c 54.6c 31.4c
capital cost (per passenger-km) 21.4c 11.9c 18.0c
total cost (per passenger-km) 39.7c 66.5c 49.4c

As expected, the metro is cheaper to operate, but the capital costs are higher, compared to the bus. The capital costs for the STM bus system actually seem a bit high — this may be due to large bus infrastructure projects going on right now, work on garages and updated real-time tracking systems.

Also note that the bus has more revenue per kilometre. This is because metro trips are longer on average compared to bus trips, ever since the metro extension to Laval (page 20).

Conclusion

We find that the metro is barely profitable operationally. Since the subsidies are provided to both the metro and the bus system, we could claim that the metro is profitable after subsidies, and that these profits are used to subsidize the capital costs of the metro, or more likely, the operating costs of the buses.

One important thing to remember is that the STM forms a system of buses working together with the metro. Many passengers use buses to get to the metro, meaning the buses extend the reach of the metro. Without the feeder buses, the metro could not attract enough riders to be profitable.

So we can say overall that the metro is operationally profitable but only if we ignore the help of the feeder buses.

See the detailled spreadsheet for all the data.


Aside: On Presenting Reproducible Numbers

One thing I found during this work is that the story could change if the numbers were picked slightly differently, if I made different choices and assumptions. It would be possible to make the metro look unprofitable or make it look much more profitable, by changing the way costs and revenues are split between buses and metro, or if one were to sneak the cost of paratransit into the equations.

So if somebody provides numbers like this, it’s important that they publish their assumptions and calculations alongside it.

This brings us back to the graph made by CDPQInfra, the private promoters of the REM. Firstly you can see that the Montreal metro is as cheap or cheaper to operate than the fully-automated REM would be in the future (19c vs 19-25c).

But also, note that both the Metro system itself and the STM overall are cheaper to operate than whatever ‘existing networks’ CDPQInfra presents, and that the total cost including capital costs is much lower as well. They are showing numbers without providing the details of their calculations, trying to tell a story that may not withstand scrutiny.

This is a bit concerning, because their whole story of profitable transit, which is presented as having the same overall cost as the existing transit lines, is used to justify important policy decisions and spending of large amount of public money.

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The CDPQ and Bill 137:Constructing Alternate Realities https://www.cat-bus.com/2017/05/the-cdpq-and-bill-137constructing-alternate-realities/ https://www.cat-bus.com/2017/05/the-cdpq-and-bill-137constructing-alternate-realities/#comments Wed, 24 May 2017 03:58:20 +0000 http://www.cat-bus.com/?p=450 It’s been quite a while since I wrote about the REM, Montreal’s controversial light rail project. Since my last analysis on the subject, I spent more time following the official channels to try to participate in the discussion — I submitted a 100 page brief and a 20 minute presentation at the independent environmental consultations office to try to improve the project and point out problems.

The final BAPE report, generally warned of the many issues that I have also discussed on this blog, and indicated they could not recommend this project to go forward at this time.

One thing that the BAPE criticized was the lack of information regarding the financing of the project, especially the operating costs. So shortly after, CDPQInfra released a Note on the financing that does include a few numbers on the operating cost, mostly trying to show that the it will not be larger than for the existing public transit system, even though the REM will have to pay off the capital costs and the rather large 8% return demanded by the Caisse.

Most of their document is concerned with trying to prove that the existing transit system is basically crap and that the REM is the only way to fix that, and that the REM will be much better than the current network.

I’ve become weary of the proclamations by CDPQInfra, I’ve previously written about how they like to cook numbers and distort facts in order to make their projects appear great while dismissing criticism. They’ve made claims that later turned out to be half-true or not true, or true only from their own narrow point of view.

For example the claim that “transit would be profitable” turned out to be that “transit would be profitable for the Caisse, as long as the public pays a large number of subsidies”. Or the claim that “there would be no shut-downs of the Deux-Montagnes line, except may for a weekend or two” turned out to mean “we will single-track the whole line and only offer some rush-hour service in one direction”. They also keep referring to their project as a public-public partnership, when it is actually a full-on privatization project.

The “Financing Note” for the REM

What struck me in this “Financing Note” document is that they even misrepresent facts that can easily be verified, numbers that we can just look up.

Case in point, the following table from their document, which I helpfully annotated with some corrected numbers:

Let’s go through some of these numbers.

Note that the “Existing Networks” is labelled with “(2022)”, meaning that we should also take into account the improvements that were planned on the network before the REM was announced.

1) “Deux-Montagnes frequency (peak): ~30 minutes on average”
If we look at the actual schedule (link) during the peak hour, we see that the departures are actually 20 minutes apart (4 departures between 6:35 and 7:37, and 4 departures between 16:30 and 17:25).

Furthermore, the AMT has recently done some upgrades to allow running their heavy dual-mode engines and multi-level passenger cars on the line, which could allow increasing the service. The AMT capital budget for years has shown an unfunded project to increase double-tracking on the line, an item costing a mere 50M$, which would also allow increasing peak service substantially – and it could easily be implemented by 2022.

2) “Deux-Montagnes – Downtown Travel time: 40-45 minutes”
A quick look at the schedule finds that the travel time is actually 35-40 minutes. CDPQInfra simply adds 5 minutes of travel time to make their project look better.

3) “South Shore Frequency (peak): 15 minutes”
Looking at the actual schedules, we find that Terminus Chevrier is served by the 90, during the peak, every 3min-5min, with some departures only 2 minutes apart.

Terminus Panama is served by the 45 bus shuttling downtown. During the peak it runs less often, in the 8min-10min range. But also during the peak, 20-30 bus lines that generally terminate at Panama are through-routed to downtown, most stop at Panama. The Transit App trip planner tells me there are departures every 1min-4min.

4) “Airport Travel Time: 45-60 minutes”
To get to the airport by transit, you have to take the 747 express bus. This bus stops at two large metro stations (Berri-Uqam, Lionel-Groulx) and at various places in-between that connect pretty well to several downtown hotels. Generally, most people come from the metro system, and most connect at Lionel-Groulx.

During my last couple of trips to the airport, I have measured the bus travel time from Lionel-Groulx to be around 20 minutes. Indeed, the scheduled time is around 18-22 minutes, increasing to about 28 minutes in the rush hour direction. Once the construction around the Turcot highway interchange and the Dorval circle is finished by 2022, the bus will run on dedicated lanes — which should bring the travel times to 18-22 minutes at all times.

5) “Additional Capacity: Saturated Networks”
This claim is the most egregious. It basically comes down to claiming that if the REM is not implemented, there could be no improvements to the existing networks. Even though there are current projects in the pipeline to increase service (like the previously mentioned 50M$ double-tracking project of the Deux-Montagnes line). There are ways to add capacity for much cheaper than the complete rebuild that the REM proposes.

Overall, the theoretical capacity of the existing heavy rail network is much higher than today. It’s possible to triple the capacity with some investment — as for example proposed in the 2007 AMT study to place stations at Edouard-Montpetit, which assumed 5 minute frequencies in the tunnel.

Beyond that, there do exist North American heavy rail lines that allow 120 second frequencies – for example the North River tunnels in New York City. If similarly advanced signalling and emergency measures were implemented in the Mount-Royal tunnel, it would essentially six-tuple its capacity compared to today.

The REM would run at 150 second frequencies from the beginning — very close to the claimed maximum theoretical frequency of 90 seconds. Assuming this is actually possible, this would mean the absolute maximum theoretical capacity is only about 66% higher than the initial capacity — really much less room to grow.

And this absolute maximum theoretical capacity of the REM (24,000 PPHD) is still less than upgrading the existing heavy rail system to 120 second frequencies (60,000 PPHD).

So the claim that additional capacity opportunities are “substantial” for the REM, while the existing networks are “saturated” is simply not true.

CDPQInfra: A company of Spin and PR

Just taking a closer look at the above table, it’s easy to see that the CDPQInfra relies on simply printing false numbers in their pronouncements. They have trouble being honest. Whatever they say should be questioned vigorously, especially by journalists repeating those press releases. For a company that claims to be public (which isn’t actually true either), it is probably one of the least trustable.

Within this context, their first reaction after the release of the BAPE report is rather ironic: CDPQInfra came back blasting the whole BAPE process right away, in a press release titled “BAPE report on the REM project: An analysis that overlooks facts and distorts reality”. “Distort reality”, that’s pretty rich.

A similar thing happened when journalist Francis Villes form La Presse crunched some numbers that indicate that the operation of the line will cost the public a lot of money every year in order to ensure the profitability to the CDPQ. When he asked CDPQInfra for comment, their spokesperson responded with the following:

“Le REM offrira un service de qualité et à haute fréquence, qui promet de transformer la mobilité dans la région et d’améliorer la performance du transport collectif. Et ce, au même niveau de coût par passager-kilomètre que les réseaux actuels. Pour des revenus par passager-kilomètre équivalents à ceux des réseaux actuels, le REM couvrira non seulement ses frais d’exploitation, mais également les coûts d’immobilisation, ce qui démontre la très grande efficacité du modèle d’affaires. Prétendre le contraire revient à induire le public en erreur.”

Effectively he’s again repeating this will be a great project, and it will supposedly cost the public the same in subsidies as the current public transit system — and to be pretending otherwise would be to “mislead the public”.

It’s the pot calling the kettle black.

Enter Bill 137

This brings us to bill 137. It’s a rather concerning development, a bill proposed by the government of Quebec to fast-track the REM project.

The bill

  • Disallows those being expropriated from contesting the expropriation.
  • It exempts the REM from municipal taxes.
  • It simply declares that the REM will be deemed in compliance with the BAPE.
  • It overrides the act respecting the preservation of agricultural land allowing the REM to convert a bunch of agricultural land.
  • It stipulates that the ARTM (the AMT replacement) will have to transfer 512M$ to the REM project “in lieu of land value capture” (receiving no equity in return).
  • It forces the ARTM to enter into an agreement with the REM for the ongoing financing of the REM — and if the ARTM doesn’t do it, the minister can just decide the terms of the agreement.
  • It gives servitudes to public roads in order to build the REM.

This is basically a law that that overrides existing rules and gives powers, large amounts of subsidies and resources to a private company that will privatize essential transit assets, move it out of public control, and extract large amounts of money from the public to run it.

And just like CDPQInfra keeps trying to construct an alternate reality to advance their project, the government is constructing an alternate reality where the REM doesn’t break the rules of the environmental consultation process and the preservation of agricultural land.

My trust in this company is rather low at this point, but apparently the Liberal government trusts it more than actual public agencies.

I look at this with concern and agree with UdeM urbanism professor Gérard Beaudet, who calls the REM the creation of a “Barony in the heart of the Metropolis”.

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The New Vendôme Station – Long Transfers Ahead https://www.cat-bus.com/2017/03/the-new-vendome-station-long-transfers-ahead/ https://www.cat-bus.com/2017/03/the-new-vendome-station-long-transfers-ahead/#comments Mon, 13 Mar 2017 07:59:49 +0000 http://www.cat-bus.com/?p=422

Last Wednesday, I presented a memoir at the the Société de Transports de Montréal’s (STM) consultations on the “Vendôme Access Project”. The STM plans to build a second entrance and pedestrian corridor at Vendôme Station, to link together the Metro station, the commuter rail station, the new MUHC hospital, and the residential area to the North of Vendôme. The project will also add elevators, which will finally make the station accessible to people with reduced mobility.

Originally, I did not plan to attend these consultations, and hoped that the STM would come up with a reasonably efficient design. However, after seeing the video mockup of the new station, I found the STM’s proposal inefficient and decided to participate after all.

The main issue: long-winded transfers that force commuters to take stairs up and down and up again, without any escalators.

The STM always presents the project with an image that shows a modern, airy station building, presumably one that passengers would enjoy using:

While very pretty, this image does not represent the actual user experience of most travellers, who do not exit at Vendôme, but instead want to transfer between the AMT and STM trains.

Those transferring from buses will not be using this new entrance. In fact, this new édicule will essentially be used by residents East of the station and people with mobility issues who need the elevators.

The majority of passengers, those transferring between the Metro and the commuter trains, will perceive the station like this:

The Planned Vendôme Station, with Eastbound (purple) and Westbound (red) transfer walks shown.

A 104m transfer, 3 times the geographical distance between the 2 platforms, stairs totalling 94 steps that make users climb 3 times the actual height between the overground and underground platforms. No escalators, and those who need elevators must take 3 separate elevators along the way.

The walking distance is more than the existing concourse at Vendôme, which has a transfer length of 88m to 105m (depending on which platform you are coming from) and ~60 steps.

This is surprising given that the physical distance between the platforms is much shorter at the location where the new transfer will be built. One should expect the new concourse to have a shorter transfer!

Existing (left) vs proposed (right) transfer concourses at Vendôme Station, metro-level view (source)

Effectively, the new concourse squanders the opportunity for a shorter, more efficient transfer, made possible by the better positioning along the platforms, by instead providing a transfer-walk which is worse than the existing one!

And this matters, because people really hate wasting time in transfers. Transit agencies consider the psychological penalty of transferring to be more than two times the actual time it takes for the transfer. The problems are exacerbated by the many long flights of stairs, which require more time and effort.

In the end, when users have to choose between taking the car or the train, these extra minutes during the most inconvenient time of the commute may tip the scale and result in many people choosing driving over transit.

Why Vendôme Matters

Vendôme is an important transfer point between the Orange line and 3 commuter rail lines. These lines form the “CP division” of the commuter rail network. While these 3 lines see about 33,700 passengers per day, the infrastructure is very much underutilized. This is largely due to the limited number of trains (low frequency), more expensive fares compared to the STM, and lack of stations in NDG (between Montreal-Ouest and Vendôme).

The CP line passes through one of the densest areas of Montreal that is not served by rapid transit. Several bus lines running parallel to the corridor have more ridership than the commuter rail lines, so the demand is clearly there.

Population density near the transit network centered around Vendôme station (source: 2011 census).
The area in NDG is one of the densest areas of Montreal not already served by rapid transit.

At the same time, Vendôme sits in the corridor that is the main access point downtown from the West of Montreal, and there have been multiple proposals to connect various areas using this line. If utilized better, this line could easily triple its ridership.

Still, the rail line has one major issue: the quality of the connection downtown. The terminal station is Lucien l’Allier (built when access to Gare Windsor was cut off by the construction of the Bell Centre). It is located downtown, but the walking distance to many work places is rather long.

Work places in Eastern downtown can not be reasonably reached by walking — commuters will have to use the metro to reach them.

Lucien l’Allier (red, centre-left), compared to the places of work in downtown.
Every red circle represents 500 workplaces (source: 2006 census).

Note that Lucien l’Allier also has a connection to the metro. But this transfer is rather long, because of the distance between the metro and AMT station locations and the depth of the metro station.

Vendôme station is therefore the most important transfer to connect the AMT CP division to downtown.

How Could We Fix The Proposed Design?

Thanks to a question during the information session by Matthew MacLaughlin, who runs metrodemontreal.com, the STM was asked to provide plans for the new station. Starting with those as a template, it’s possible to analyze the “constraints” that were often mentioned during the question session, when people asked about the inefficient design.

During my presentation at the consultation, I made the following suggestions for improvements:

Proposal 1.1: Connect the STM and AMT concourse

If we look at the proposed connection, we see that inside the green area highlighted in the below image, the paid Metro area (blue) and the AMT tunnel (grey) almost touch. But since these areas are not connected, passengers are forced on a detour up and down stairs, just to get on the other side of a wall.

The area highlighted in green looks like like this at the metro platform level:

STM Metro platform area (left), AMT tunnel area (right),
representing the area previously highlighted in green (modified from this)

Again, you see the paid Metro area on the left (highlighted blue) and the AMT area on the right (highlighted grey), separated only by a wall.

At the information session, the STM claimed that the AMT and STM areas don’t have exactly the same floor height — but the plans they provided do not show that. In fact it appears that people transferring from the Metro will have to walk up 31 steps on the right, then down 31 steps on the left, meaning the floor heights should be the same. Any difference should be minimal, and the floor height of the AMT tunnel could easily be adjusted to match the Metro platform.

If we realize that the main problem is the absence of doors in the wall between the AMT and the STM, we could fix it like this:

Proposal 1.1 (underground level)

Here, I simply added doors between the AMT and the STM area. The heavy turning doors are required because the STM needs a closed system for ventilation purposes. Note also that I removed one set of stairs on the left, and one elevator, because they have now become redundant — people coming from the left can use the stairs and the elevator on the right. Note also the added turnstiles, which passengers have to pass through to get to the metro platform.

Proposal 1.2: A single Concourse for STM and AMT

One of the quirks of the proposed design is that the station is divided into two completely separated areas: one with a paid fare area for the STM (with its own ventilation) and one for the AMT, which uses proof-of-payment and different ventilation. This is very strange, given the constrained space.

Basically, the planners of the Vendôme Access Project beautifully created a large amount of space by taking it from the adjacent bus loop and building. They then filled the space with all sorts of infrastructure, dividing it and making the space cramped and hard to use. It also means the AMT area does not benefit from the large window facade.

But it would be possible to have a shared concourse, by placing the whole station under STM ventilation and having turnstiles closer to the platform. This is done like this for example at station Bonaventure.

Current plan vs current plan removing all the walls inside the proposed edicule.
Imagine all the space and light opened up by using a shared concourse! (1m grid)

A single, shared concourse can allow an even better connection between STM and AMT:

Proposal 1.2, assuming shared concourse (underground level)

In the diagram above, we see that by opening up the space, we can now have two connections between the metro platform and the AMT tunnel, reducing walking distance along the platform to reach the tunnel.

Proposal 2: Escalators!

At information session, the STM was asked why no escalators were planned. They said there is not enough vertical space. This makes sense when we look at one of the cross-sections they provided:

Profile of current plans, with escalator envelope superimposed, showing conflict.

As you can see, the “machine room” of the escalator would conflict with the existing metro tunnel.

But this problem exists only at this one spot; the various other stairs don’t have that problem!

Stairs with clearance issues shown in red, stairs that should not have escalator clearance issues are shown in green.

And even for this one critical set of stairs, it would be possible to add escalators if we lowered the floor above the metro tunnel and move the stairs Westward, which will provide more clearance under that “crash-wall”.

This would allow us to add one upward escalator:

Proposal 2. Location of single upward escalator,
with enough 2m clearance (shown in blue) between the Metro tunnel and the escalator.

Proposal 3: Maximize Tunnel Level, minimize Mezzanine Level

The design so far has reduced the length of the transfer between the Southern metro platform and the AMT concourse from more than 100m to about 40m. To make an impact in the other direction, i.e. the transfer between the Northern (Westbound) metro platform and the AMT trains, we should try to remove the total number of stairs.

Optimizing this transfer essentially requires raising the AMT tunnel up, and lowering the mezzanine above the metro tunnel down, like so:

Profile view of Optimizing the Vendôme Station transfers

As the the two levels move towards each other,

  • the total number of stairs required for transfers from the Northern metro platform to the AMT goes down,
  • long flights of stairs will be turned into several shorter flights of stairs, which require less effort.

In an ideal world, the Metro tunnel should have been built lower or the AMT tracks raised at some point, so we could have a single mezzanine strategically placed between the Metro and the commuter rail platforms. Building this now would involve such a large impact on the existing infrastructure that it would be too optimistic to propose.

The ideal solution: a single mezzanine between Metro and commuter train.

However, without making major changes to the existing construction, we could still maximize the floor level of the AMT concourse by using a very low height for the tunnel (2.20m), and a very low profile rail bridge.

This would result in three split levels: the Metro platform level, the AMT tunnel, and the mezzanine above. They could each be about 2.20m apart:

Proposal 3, profile view. The height is meant to be to scale,
the horizontal features are approximate. The boxes represent elevators.

The area between the Eastbound Metro platform and the AMT tunnel, could look like this:

Proposal 3. (underground level). The darker area represent areas that are
At the STM level. The white areas represent areas that are at the AMT level.
The blue area represents the vertical clearance required for an escalator.
The dotted bar is the crash wall (all elevators have to be North of it).

The above design can easily deal with any separation between the STM and AMT level, up to about 2.5m — as long as a single, shared concourse is used between AMT and STM. Note the efficient use of the available space, the insertion of elevators in the constrained space between the “crash wall” (dotted line) and the existing metro tunnel, and the arrangement that allows adding an escalator for every set of stairs.

So using a single, shared concourse between AMT and STM, rather than two separated turf areas, together with some optimizations, we can significantly improve the transfer experience for tens of thousands of passengers.

Conclusion: Participate in the Consultations and Demand Improvements!

I believe my presentation has at least piqued the interest of the Commission (the president thanked me for the “well-researched and thoroughly thought-out presentation” and another wondered whether I was an architect).

After my presentation, I also spoke with attendees who seemed interested in the ideas I put forward.

This consultation has convinced me of the importance for people to voice their opinions.

For this project, many people asked questions about the inefficient design and the lack of escalators at the initial information sessions. But at the session where the public may make presentations, nobody besides me talked about these issues — so although the independent commission was aware of the problems, if nobody had come and complained about them, they couldn’t mention those in their report. It was my impression that the Commissioners were glad to have someone there who talked about station design.

Projects like these are often “designed by committee”, and the public isn’t directly involved. It’s only during the consultations, even if they are non-binding like this one, that we get a chance to “pull up a chair” and participate, and ask for improvements for users.

This time, one person showed up and entered concerns into the record, so there is a slight chance that improvements may happen. This chance increases with every voice that is added to the chorus. Participation is important, there may be nobody doing it for you.

See video of my presentation here, and read my brief here.

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La Controverse Autour du REM est Devenue une Guerre Médiatique… https://www.cat-bus.com/2016/10/la-controverse-autour-du-rem-est-devenu-une-guerre-mediatique/ https://www.cat-bus.com/2016/10/la-controverse-autour-du-rem-est-devenu-une-guerre-mediatique/#comments Mon, 17 Oct 2016 14:23:43 +0000 http://www.cat-bus.com/?p=419 English version below. The following was written as a response to the most recent ‘opinion’ published by the CDPQInfra in La Presse and Le Devoir.

La controverse autour du REM est devenue une guerre médiatique… sur un projet de transport en commun! Ça n’a aucun sens. Le projet devrait être évalué selon son mérite, avec l’objectif de construire un réseau intégré de transport.

Au lieu de cela, on se chicane sur des faits. CDPQInfra ne cesse de publier des article pour “corriger” ceux qui soulèvent des problèmes. Mais CDPQInfra ne fait que souligner les chiffres en leur faveur et tente de brouiller le débat sur les chiffres qui leur sont défavorables, pour nous convaincre que le REM est économiquement viable.

Par exemple, leur plus récent article paru dans La Presse et Le Devoir compare le coût de construction par kilomètre du REM avec celui du Canada line et du Confederation line, pour montrer que le chiffre est inférieur pour le REM, ce qui en ferait un meilleur projet.

Mais cette comparaison n’est simplement pas pertinente! Les lignes Canada et Confederation ont été construites de zéro; des tunnels neufs ont été creusés dans le centre-ville, la partie la plus onéreuse des projets. C’est complètement différent du REM: la moitié de la ligne et le tunnel existent déjà! Il est donc tout à fait normal que le coût par kilomètre soit moindre. Cela n’en fait pas un meilleur projet, malgré ce que CDPQInfra voudrait prétendre.

Le coût par kilomètre est un chiffre que la CDPQ brandit à tout vent car elle obscurcit tous les problèmes qui font du projet un mauvais investissement:

1) l’utilisation inefficace de l’infrastructure existante, particulièrement du tunnel du Mont Royal. Cet actif stratégique devrait être partagé entre le REM, les lignes de l’AMT et de Via Rail, mais la CDPQ refuse de prendre en considération un tel partage, car ils n’ont que faire des coûts occasionnés aux autres agences, ni du développement à long terme du transport à Montréal. Sans accès au tunnel, les lignes de l’AMT et de VIA Rail ne pourront jamais réaliser leur plein potentiel.

tunnel-cut

La CDPQ continue de prétendre que ce partage est impossible technologiquement, prétention réfutée à maintes reprises par des experts indépendants et par Via Rail.

2) la reconstruction non-nécessaire de la ligne Deux-Montagnes. Contrairement à ce que la CDPQ laisse entendre, la reconstruction n’augmentera en rien la capacité aux heures de pointe. Le REM ne fera qu’étendre le service durant la journée, alors que l’infrastructure actuelle permet d’atteindre ce résultat avec des améliorations beaucoup moins chères.

3) les antennes vers l’Ouest de l’Île génèreront très peu d’achalandage. La ligne est construite sur le bord de l’autoroute, là où très peu de gens habitent, et est mal connecté au réseau d’autobus. La ligne dépend presque exclusivement sur le parking incitatif, davantage même que les trains de banlieues existantes, ce qui en limitera l’achalandage.

Si le REM n’est pas fait pour maximiser la fréquentation, pas construit pour optimiser l’infrastructure existante, pourquoi voulons-nous aller de l’avant? Parce que nous avons mandaté une entité privée pour planifier notre transport en commun, à profit. Beaucoup de profit. Ce profit, qui sera extrait du public québécois, car nous devrons repayer la contribution de la Caisse d’une façon ou d’une autre.

Et ce motif de profit explique la guerre médiatique. La CDPQ veut le projet, même s’il ne fait aucun sens, même s’il ne maximise pas l’utilité publique, car elle n’est concernée que par le profit. Nos agences gouvernementales sont restées particulièrement silencieuses sur ce projet, et la plupart se sont rangés derrière la CDPQ malgré les failles du projet.

Étant donné l’inaction de nos institutions publiques, c’est au public québécois de s’assurer que la CDPQ soit redevable, et de demander les améliorations qui s’imposent.




The REM controversy has become a media war

The REM controversy has become a media war — over a transit project! It’s completely crazy. It should be about merit, about weighing positive and negative impacts. About building an integrated, regional transit network.

Instead, we’re arguing about facts. The Caisse keeps writing articles trying to ‘correct’ people bringing up issues. The Caisse only highlights facts to try to make them look good, and misleading the public about others, all to prove that their project supposedly makes financial sense.

For example, in the most recent article in La Presse et Le Devoir, CDPQInfra compares the construction cost per kilometre of the REM with the Canada line and Confederation line – showing that it is lower, supposedly to prove theirs is a much better project.

But this comparison is simply not apt. The Canada and Confederation lines were built from scratch, including downtown tunnels, which is the costliest part. This is completely unlike the REM: Half the the line already exists today; the downtown tunnel exists today. Most of the new stretches are along highways, where it is cheaper to build, but where it will have less ridership. It is normal that the cost per km is lower, but, contrary to what the CDPQ wants us to believe, that doesn’t mean it’s a better project.

The cost per kilometre is a number that the Caisse provides try to obfuscate the problems that make this project an inefficient investment:

1) The inefficient utilization of existing infrastructure. In particular the Mount Royal tunnel. This strategic infrastructure asset should be shared by REM, three AMT lines and VIA. But the Caisse simply refuses to consider sharing, because they do not care about the cost to other transit agencies and long-term transit development in Montreal. Without direct access to downtown, the AMT and VIA lines they will never be able to realize their full ridership potential.

tunnel-cut

Instead they’re arguing about whether a shared system is possible, a fact which many independent experts and VIA rail itself have explained multiple times.

2) The unnecessary rebuilding of the Deux-Montagnes line from scratch. Contrary to the claims of the Caisse, these upgrades will not improve capacity during peak hour. The REM will merely extend service throughout the day. The existing infrastructure could support this with simple, much cheaper upgrades.

3) The West Island antennas have very little ridership. This is because the line is planned along highways, where almost nobody lives, and it has poor connections to buses. The line relies almost exclusively on parking, even more than the existing commuter rail lines, and this will keep ridership low.

If the REM will not be not built to maximize ridership, not built to maximize utilization of existing infrastructure assets, Why are we building it? It’s because we’re asking a private entity to plan our transit, for profit. A lot of profit. This profit will be extracted from the Quebec public, we will have to pay back the financial contribution of the Caisse one way or the other.

And the profit motive explains the media war. Once we take infrastructure planning away from our democratic institutions, and give it to a private entity to produce profit, then that entity will fight for the project no matter whether it makes sense, no matter whether it maximizes public utility. Our public agencies have been incredibly quiet, most are getting in line magically despite the obvious flaws of the project.

Given the lack of oversight from our public institutions, it is up to the public to hold the Caisse and the government accountable and demand improvements of the project.

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How VIA Rail Torpedoed its Own “High-Frequency Rail” Project and Montreal’s chance for Regional Rail https://www.cat-bus.com/2016/10/via-torpedoed-regional-rail/ https://www.cat-bus.com/2016/10/via-torpedoed-regional-rail/#comments Tue, 04 Oct 2016 16:20:49 +0000 http://www.cat-bus.com/?p=408 VIAs high-frequency rail project is a great opportunity for an integrated rail network in the greater Montreal region. This would require shared access to the Mount Royal tunnel, which the Caisse refuses to consider with the REM project. Instead of fighting for track sharing at the environmental impact hearings, VIA decided to throw themselves under the bus train.

The dream of high speed rail in Canada

Canadians have long dreamed of High Speed Trains in the Quebec-Windsor corridor. Many studies were done, but the problem was usually cost: a 2011 study put the cost at 19 to 21$ Billion.

Map showing two possible route options proposed by the 2011 HSR study (Page s-6). Both options use the same route through Montreal, using the Mount Royal tunnel

Map showing two possible route options proposed by the 2011 HSR study (Page s-6).Both options use the same route through Montreal, using the Mount Royal tunnel

VIA’s new approach: “high-frequency-rail”

With the appointment of Yves Desjardins-Siciliano as VIA CEO in 2014, the focus changed from speed to frequency. Instead of competing with flights, they decided to compete with cars. And in the short term, the new plan will only focus on Montreal-Toronto, and worry about Quebec to Windsor later.

Instead of spending 10$ billion high speed rail, VIA would build lower speed, dedicated tracks for 3-4$ billion, mostly along existing rail corridors. This would allow VIA to run trains as often as they want at full conventional speeds. According to Desjardins-Siciliano, “it’s a third of the cost for two-thirds of the benefit”

VIA also started a procurement process for new rolling stock that would be able to travel at 200km/h in diesel or electric mode, allowing gradual electrification.

The hope is to get this project up and running in the fall of 2019.

So far, the Federal government has only provided funding to prepare studies. But VIA has been in discussions with several large public-sector pension funds to get investment for the project. It’s interesting to note the projected return on investment on the slide posted above:

  • “mid-teen %” for HFR
  • “6.9%” for HSR

(holy cow, I’d like portfolio returns like that).

How would HFR be an opportunity for Montreal’s Regional Rail?

To understand the opportunity for Montreal’s regional rail, we have to consider that VIA wants to build dedicated tracks along existing rail corridors, and then share them with the AMT and other transit operators. Yves Desjardins-Siciliano explains the vision behind dedicated tracks as follows:

“We’re not promoting high-speed-rail, we’re promoting high-frequency-rail, which means dedicated tracks on which only passenger services run.

And when I say passenger services I mean not only the VIA rail intercity service but the metropolitan or regional services of our partners, metrolink here in Toronto, AMT in Quebec and whatever other operating enterprise the Caisse de Depot may come up with as part of its new mandate.”

The map below shows the likely trajectory of the VIA HFR line in red:

REM proposal, VIAs HFR proposal and AMT lines (including the St-Jerome line rerouted into the tunnel)

REM proposal, VIAs HFR proposal and AMT lines (including the St-Jerome line rerouted into the tunnel)

The map shows that the VIA and AMT lines overlap on the Vaudreuil-Hudson line in the West and on the St-Jérôme line in the North.

So if VIA and the AMT could share these new, dedicated, electrified passenger tracks, this could be a great opportunity for the AMT to greatly expand service.

The electrification makes operating trains much cheaper, which allows more frequent service. Electric trains are also faster and can stop more often, allowing the addition of more stops within the city. With updated signalling, VIA and AMT trains could run only minutes apart on the same track.

Imagine: service from downtown Montreal to Parc-Extension, Chabanel and Laval, every 10 to 15 minutes all day long. In the North we could create a new rapid transit line serving new areas while relieving the overcrowded Orange Line.

In the West of Montreal, we could implement the Train-de-l’Ouest project that West Islanders have been demanding for decades: frequent service on the Vaudreuil-Hudson line, with the possibility to serve the airport as well.

And the cost for all these upgrades could be shared with VIA, whose higher-paying passengers would finance a large amount of the capital costs. We would get new transit lines almost for free.

How will the REM affect the HFR project?

The REM proposed by the Caisse de Depot adds a giant snag to this plan. Instead of adding to the synergy of the regional rail network, the Caisse is doing its own thing and destroying regional network opportunities.

The big issue is the sharing of the Mount Royal tunnel. VIA, AMT & REM could all use the tunnel, which could provide a high-capacity trunk line through Montreal serving the whole region and cities beyond.

The REM will cut off direct access to downtown for many lines

The REM will cut off direct access to downtown for many lines

But the Caisse wants to privatize the tunnel and monopolize it. They insist on converting it to an incompatible technology, citing regulation and the need for frequency. But the automated light rail technology to be used by the REM and the heavy rail technology used by the other lines could be made compatible with each other and provide service at high frequency.

Some might say it’s crazy to have all these lines share a single tunnel. But consider that the REM and AMT will each only need a capacity of about 20,000 passengers per hour per direction (PPHD). Since two-track rail tunnels can accommodate 40,000 to 60,000 PPHD, it makes a lot of economic sense to have all lines share the same tunnel.

But the Caisse stubbornly refuses to consider this option, and its privatization and monopolization plan appears currently supported by all levels of government.

If the Caisse monopolizes the tunnel, the synergies between VIA and the AMT fall apart, and so will the chance for a large regional network.

VIAs Reaction to the REM

When the REM project was first announced, VIA didn’t seem to understand the implications of the project. In an interview with the Financial Post about a month after the REM project was unveiled, Desjardin-Siciliano only spoke of issues of funding:

“The Caisse announcement is somewhat bittersweet, (…) On the one hand, it supports our suggestion; on the other hand, their people will now be focused on delivering a very aggressive project on a very aggressive timeline, so it makes our project less of a possibility for them.”

Track Sharing is the Main issue

Since then, the issue of track sharing has come up numerous times. VIA itself has said that track sharing is technically possible if VIA and the Caisse sat down and designed the project together. They provided numerous examples of heavy and light rail sharing tracks, to show that is possible technologically. They also provided examples that show that it is possible to circumvent get around the regulatory issues for sharing of light and heavy rail.

CDPQInfra has simply dismissed this possibility. For instance, Jean-Vincent Lacroix, claimed the example of the O-train in Ottawa is not a relevant example because it has a different frequency and traction system than the REM — but completely misses the point of the example, which is to prove the willingness of Transports Canada to give waivers to antiquated rail-safety regulation if it is proven that safety can be provided by other means.

At the environmental assessment consultations, the BAPE hearings that ended last week, numerous experts came forward and described the possibility of track-sharing between REM, VIA & the AMT. Several environmental and municipal groups demanded track sharing as well.

Around the same time, Jacques Fauteux, Government and community relations at VIA Rail Canada wrote:

“Il est essentiel que le réseau de transport ferroviaire canadien [offert par VIA Rail] conserve son accès direct au centre-ville de Montréal [via la gare Centrale] pour optimiser la fluidité des transports et la connexion entre les régions du Québec et la métropole.”

Just days later, on the last evening of the hearings, towards the end of the session, VIA gave a presentation at the BAPE as well.

They did not submit a brief beforehand, and only made a verbal declaration (for video, see Jeudi, 29 septembre 2016, 19:00).

VIA at the BAPE hearings

Given the importance of track sharing, and how VIA has talked about the possibility of track sharing, most people expected that VIA would bring it up again. After all, the reason of the BAPE is to identify possible impacts, and to make recommendations to reduce them. It was a perfect opportunity to get the commission to recommend that the Caisse should investigate track sharing.

But at the BAPE, CEO Desjardins-Siciliano affirmed the opposite.

Instead of talking about impacts and warning about the need for integration, he declared the REM project basically perfect, that it “got to be executed without delay”. Despite the fact that VIA wouldn’t be able to access the Mount Royal tunnel if the REM goes forward without track sharing, he also claimed that both the VIA HFR and REM project are complementary and that there are zero impacts for VIA beyond the “usual construction impacts” that you’d expect from a project of this size. He dismisses concerns about the long-term impacts:

“It is not surprising that the project at the scale as the one projected by the Caisse de Depot whose scope is transformational has elicited its share of comments and opinions. But they should be analyzed without losing sight of the longer-term objective: implementation of a sustainable transportation infrastructure for the 21st century.”

Desjardins-Siciliano claims to advocate for “sustainable transportation infrastructure for the 21st century” as the “longer-term objective”, yet in the same breath pushes for the destruction of any possibility of an integrated regional network in the long term.

The commission seemed to be quite puzzled at these statements, given the many people who talked about track sharing before. They asked Desjardins-Siciliano numerous times about VIAs plans and the REM impacts, and the VIA CEO would merely repeat the same words over and over.

For any transit advocate interested in regional integration and concerned about the long-term effects of the decisions of today, this is a really frustrating hearing to watch. It felt like VIA Rail was sinking their own ship (and taking all of us with them).

“there's a way to increase ridership, as long as you only have one thing in mind, one concern: the customers” (2:06:17)

“there’s a way to increase ridership, as long as you only have one thing in mind, one concern: the customers” (2:06:17)

However, despite all the obfuscation, VIA’s CEO eventually did admit that their plans included the use of the Mont-Royal tunnel to reach Quebec City, and that it would have significant time savings, “we have an edge of one hour”.

But rather than admitting the importance of the Northern alignment via the tunnel, he used the fact that the travel time is much faster as an argument to dismiss the impact of the forced transfer, which is far away from downtown, in the middle of an industrial park, and inconvenient with luggage:

“…if it would cost 3-5 minutes of that hour (to transfer), this would still remain an important difference, so that most people would take it, independently of a transfer”.

He also kept repeating the fiction that forced transfers will not have an impact as long as you integrate tickets.

Why did VIA torpedo the BAPE process and their own passengers?

VIA rail could have just said something like “well it would be nice to have shared access to the Mount Royal tunnel, but if it is not possible, we can find a way around it”. But it took them several questions from the commission to even admit that it was in their plans.

Why would they argue so strongly for the project in its current incarnation, be so dishonest about the impact, and simply not answer questions regarding the technical feasibility of track sharing at all?

We can only speculate, and may never find out what happened here.

Maybe by the time the second phase of HFR will be built, which requires the use of the tunnel to connect to Quebec City, the VIA rail president won’t be in charge anymore so it is not his problem. He did previously say that VIA are looking at “strictly Toronto, Ottawa and Montreal as the first phrase to profitability and then expansion by other generations after my time.”

Or maybe it was an order from above to get in line.

Or more likely, maybe the Caisse promised some funding for their HFR project if they shut up about problems and get in line. After all, VIA did hope for private funding of their project, given that governments don’t seem very eager to invest in rail infrastructure. VIA’s presentation describing the project was done at a PPP conference, and Desjardins-Siciliano promised a high rate of return to investors. And he did describe the REM project as “bittersweet” when it first came out, as it had shifted the infrastructure funding priorities of the Caisse away from VIA.

It would be especially cynical if the reason that VIA will allow the cutting of the Quebec-Windsor corridor in half, adding two transfers for anybody travelling through Montreal, if it is done to ensure funding of the HFR project in the short term — after Desjardins-Siciliano’s big pronouncement that we should not lose “sight of the longer-term objective”.

The concern of privatizing public infrastructure planning

When the REM project was first announced, there were some rumblings from the AMT about how this will affect their network, but they quickly got in line.

Now, with VIA also getting in line and torpedoing the experts at the BAPE calling for a shared, regional system between AMT, VIA and REM, it strengthens the Caisse’s case for privatizing the strategic infrastructure assets and building a line that will prevent building a regional network in the long term.

How a private equity firm suddenly has so much power to make public infrastructure decisions against the long-term best interest of the public, against the warnings of expertise, how heads of big public agencies are made to make pronouncements against the interest of the people they serve – that’s the truly scary part.

We could go ahead and build a shared system. The technical and regulatory hurdles aren’t even that big. But we don’t, because we are in the process of moving decisions affecting the public for decades outside of the democratic control of our public institutions and into the control of private equity.

And we will only understand the impact of these decisions when it’s too late.

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