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To: BNSF Coal Customers
03/02/2017

Sharing of Inventory Information

Dear BNSF Coal Customer,

Throughout the last year, BNSF has asked for inventory information to help us ensure that the entire supply chain remains in sync and that we are meeting your service expectations. These inventory numbers have assisted BNSF in more accurately forecasting the coal transportation market, both in the short and long terms. With the dynamic changes taking place in the market, we appreciate your willingness to disclose this information.

We also understand the sensitivity regarding the sharing of this information, and we do not share inventory numbers with any third party without consent from the customer. The inventory numbers, which are only communicated internally, provide greater understanding on the market fundamentals that may impact overall transportation demand.

You should expect to receive an inventory survey next week, with subsequent surveys sent on a bi-monthly basis going forward. As we plan for the remainder of 2017 and beyond, we are grateful for your help in continuing to provide this inventory information so that we can maintain the high level of service that you expect from BNSF. As always, your business is important to us.

Thank you for choosing BNSF Railway as your transportation service provider.

Sincerely,

George T. Duggan
BNSF Railway
Group Vice President, Coal


If you have any questions, please send an email to Customer.Notifications@bnsf.com