Deliveries will be increasing shortly in my opinion. I live along the Burlington Northern southern mainline in Montana and ride my bicycle along a couple hundred miles of their routes. They started new sidings in 4 locations between Fallon MT and Forsyth MT (80 highway miles) and have completed 3 for sure now. In addition they've installed new routing gear at Terry MT to remotely switch trains at 40 MPH from the west to either the old Milwaukee tracks heading east through southern N. Dakota or NE into NW N. Dakota and the Baaken-Three Forks shale developments.
There were large numbers of brand new Cat/Deere excavators, scrapers, etc at each of those sites.
Then last week end I took the Amtrak train east from Wolf Point, MT to Minot, ND. In one spot I saw 2 brand new Cat backhoes--I no longer know the numbers but they would have been about 225's when I used them a lot and 5 comparable Deere backhoes--not a scratch on them. The amtrak schedule has been lengthened to give more time to get through the construction areas plus they warn of up to 6 hour delays. My train managed to make up enough time for the extended schedule coming in less than an hour late each way.
From Williston east, there is now double track most of the way. And Amtrak is rerouted away from Rugby and Grand Forks as those tracks are in the process of being upgraded--I suspect those would go into Duluth.
Last year the mines in Colstrip on the southern route were not even willing to price low enough to get any business. The tracks which carried coal N. from Colstrip mines to Forsyth and the main BN track sat idle with excess coal cars piled up on that single line. Trainloads of coal did come through Forsyth, Miles City, Terry, but not as many as we are used to.
I strongly suspect BN will be capable of carrying at least twice the freight on the two routes which was carried in past years in just a few more weeks. We don't see nearly as much oil going west as coal going east, but with longer sidings, they should be able to move trains much more effectively. Capitalism works wonders--it just takes a bit of time.