Canada has an enormous transportation problem that is likely unprecedented, and it might rival Brazil in terms of shipping delays before all is said and done.

Canada has an enormous transportation problem that is likely unprecedented. Because the interior rail logistics are so snarled, it could be six months or more before any semblance of normalcy returns. Canada might rival Brazil in terms of shipping delays before all is said and done. What's the problem?

Canada blew away previous wheat and canola production records by 17 percent and 23 percent, respectively. Depending on whose numbers you believe, crude oil shipments by rail in Canada have surged from basically none in 2009 to somewhere around 150,000 cars in 2013. That takes an...