The San Joaquins service is unique in the state and nation because of its extensive network of dedicated Amtrak Thruway bus routes that are critical to the performance of the service. Over 55% of passengers on the service use one of these bus routes during part of their trip.[2] Amtrak Thruway routes are timed to meet trains and offer connections to points in Southern California (including Los Angeles Union Station where passengers can continue their journey on the Pacific Surfliner or Amtrak's long-distance trains), the city of San Francisco, the Central Coast, the North Coast, the High Desert (including Las Vegas), Redding, Reno, and the Yosemite Valley.
The San Joaquins is Amtrak's seventh-busiest service in the nation and the railroad's third-busiest in the state of California. During fiscal year 2023, the service carried 847,364 passengers, a 19.3% increase from the prior year.
Like all regional trains in California, the San Joaquins service is operated by a joint powers authority. The San Joaquin Joint Powers Authority (SJJPA) is governed by a board that includes two elected representatives from each of eight counties the train travels through. The SJJPA contracts with the San Joaquin Regional Rail Commission to provide day-to-day management of the service, Amtrak to operate the trains, and Transit Services America to maintain the rolling stock (locomotives and passenger cars). The California Department of Transportation (Caltrans) provides the funding to operate the service and also owns the rolling stock.
The San Joaquins service runs over lines that once hosted several passenger trains a day. The top trains were the Golden Gate on the Atchison, Topeka and Santa Fe Railway (predecessor to BNSF), and the San Joaquin Daylight on the Southern Pacific Railroad (later acquired by Union Pacific). Prior to 1960s service cutbacks passenger service continued south of Bakersfield, to Glendale and Los Angeles.[3]
In April 1965, as ridership on passenger trains continued to drop, the Santa Fe Railway received permission from the Interstate Commerce Commission to severely curtail Golden Gate operations, with service finally abandoned three years later. The San Joaquin Daylight was discontinued with the start-up of Amtrak in May 1971.
Other passenger trains that ran through the Central Valley included Southern Pacific's Owl and Santa Fe's San Francisco Chief and Valley Flyer.
Amtrak era
Amtrak routed all Los Angeles-San Francisco service over the Southern Pacific's Coast Line in its initial 1971 route structure, leaving the San Joaquin Valley without service. Both the Southern Pacific's San Joaquin Daylight and the Santa Fe's San Francisco Chief had served the region.[4] Beginning in 1972 Amtrak revisited the decision at the urging of area congressmen, notably Bernice F. Sisk, who favored service between Oakland and Barstow or, failing that, Barstow and Sacramento.[5] The first run was on March 5, 1974 – revenue service began the following day with one daily round-trip between Bakersfield and Oakland and bus connections from Bakersfield to Los Angeles and Oakland to San Francisco.[6] The San Joaquin could not continue south of Bakersfield due to capacity limits over the Tehachapi Loop, the only line between Bakersfield and points south and one of the world's busiest single-track freight rail lines.[7] Amtrak chose the Santa Fe route over the Southern Pacific, citing the higher speed of the Santa Fe – 79 miles per hour (127 km/h) versus 70 miles per hour (113 km/h) – and freight congestion on the Southern Pacific. The decision was not without controversy, with Sisk alleging that the Southern Pacific lobbied the Nixon Administration to influence the decision.[8]
Madera station and Richmond station were added on October 30, 1977, along with a Stockton–Sacramento connecting bus.[9] The schedule was changed on July 19, 1979, with an earlier northbound and later southbound departure, allowing single-day round trips to the Bay Area.[10]
Caltrans era
Passengers in the lounge seating area in the café car of a San Joaquins train, 2014
In 1979 Amtrak proposed discontinuing the San Joaquin as part of system-wide reductions ordered by the Carter Administration. The state of California stepped in to provide a yearly subsidy of (then) $700,000 ($2.94 million adjusted for inflation) to cover the train's operating losses, and it was retained. The state asked Amtrak to add a second round-trip between Oakland and Bakersfield and to extend the service south over the Tehachapi Pass to Los Angeles.[11] Amtrak added the second train on February 4, 1980, but attempts to extend the train over the Tehachapi Loop failed due to Southern Pacific's opposition.[12][13][14]
A third round trip was added on December 17, 1989.[15][16]: 15 Two days later, southbound San Joaquin train 708 collided with a tractor-trailer rig at a crossing east of Stockton, killing the driver of the rig and two Amtrak engineers.[17] A fourth round trip was added on October 25, 1992.[16]: 15 On May 16, 1999, Amtrak added a Sacramento–Bakersfield round trip - the fifth daily San Joaquins service round trip.[18][16]: 15 A second Sacramento–Bakersfield round trip was added on March 18, 2002, along with an infill station at Lodi.[19][16]: 15 [20]
Expansion of the service would stagnate after 2002, and 10 years later, frustrated by what was perceived to be Caltrans' slow response to regional concerns, local leaders pushed lawmakers to allow local control of the San Joaquins service.[30] On September 29, 2012, Governor Jerry Brown signed Assembly Bill 1779, which enabled regional government agencies to form the San Joaquin Joint Powers Authority (SJJPA) to assume administration and management of the route, while the state of California would continue to fund operations.[31] Under the joint powers authority model, the service would be governed by a board composed of eight elected officials, appointed by an agency in each of the counties the train travels through. The governance structure was modeled after the Capitol Corridor Joint Powers Authority, which has been operating the Capitol Corridor regional train in Northern California since 1998.[30]
The first SJJPA Board meeting was held on March 22, 2013, to begin planning for the shift in control. In that time, the SJJPA board contracted with the San Joaquin Regional Rail Commission to provide day-to-day management of the service and contracted with Amtrak to continue to operate the service and maintain the rolling stock (locomotives and passenger cars). Control of the train service shifted from Caltrans to the SJJPA on July 1, 2015.[30]
A fifth Oakland–Bakersfield round trip was added to the service on June 20, 2016, the first expansion of the service in more than 14 years.[16]: 15
Two years later, the SJJPA established an early-morning "Morning Express Service" between Fresno and Sacramento, allowing same-day trips to the state capitol for the first time, was expected to result in increased ridership from business travelers.[16]: 34 The change was criticized by Bakersfield-area officials, because it required ending the last southbound train of the day in Fresno, reduced daily service to Bakersfield by one daily round trip.[32] The service began on May 7, 2018, but proved to be unpopular, with ridership counts showing an average of just 50 people on the train, compared to 130 with the old timetable.[33] The "Morning Express Service" was eliminated one year later on May 6, 2019, and trains were reverted to their previous schedule.[34]
Sacramento service was discontinued and one round-trip to Oakland was cancelled on March 25, 2020, amid the COVID-19 pandemic.[35] The cancelled Oakland trip was reinstated on June 28, 2021.[36]
Planned expansion
2013 map of planned intercity rail improvements in California
As of 2020[update] the agency is increasing capacity on its routes to avoid conflicts with freight trains and add additional trips as well as plan for connections to the California High-Speed Rail system. The level junction in Stockton where the two San Joaquin routes divert was the busiest rail junction in the state by 2019 – the north-south Union Pacific line is planned to be elevated over the BNSF line.[37][38]: 3 Two additional Sacramento round trips are planned to be added, routed over the Union Pacific Railroad Sacramento Subdivision north of Stockton. Unlike the 1999-initiated route on the Fresno Subdivision, the Sacramento Subdivision has spare capacity to allow the increased service.[39][38]: 36 Six new stations are planned: Lodi (separate from the Lodi Transit Station), Elk Grove, three locations in Sacramento, and Natomas.[40] The Sacramento Subdivision trains will not serve the existing Sacramento Valley Station, but RT Light Rail connections and a shuttle bus to Sacramento International Airport are planned elsewhere.[39][38]: 25 These improvements are being done in cooperation with Altamont Corridor Express (ACE), which will share the route to Natomas from Stockton and add an additional branch south to Ceres in 2023 with an extension to Merced in 2027.[41] When the Natomas runs are initiated, one existing Oakland trip is planned to terminate at Stockton-Downtown, freeing a slot for a full Natomas to Bakersfield round-trip while continuing to provide five trips from the Bay Area.[38]: 25
The San Joaquin Joint Powers Authority will serve as the high-speed rail service provider in the Valley per a memorandum of understanding with the California High-Speed Rail Authority.[42] Upon completion of the high-speed rail initial operating segment, trains are expected to terminate at that system's new Merced station to act as a feeder to high-speed service. A new rail link is planned to run between the BNSF line currently used and the Union Pacific subdivision on which that station is planned in order to facilitate trips and transfers.[43] Sacramento to Merced service is thus planned to increase in frequency to hourly service.
As of 2019[update], Oakland to Bakersfield trips take just over six hours, which requires an expensive crew change in Merced. The SJJPA wishes to reduce travel times to eliminate this expense, which may involve terminating some trains at Emeryville, skipping stops on some trains, increasing current 79-mile-per-hour (127 km/h) speeds to 90 miles per hour (140 km/h), and/or operational improvements like decreasing dwell times.[38]: 27 Longer-term proposals include extending Oakland trains to Oakland Coliseum station to provide service to Oakland International Airport and a second BART connection; routing some trains via the ACE route through the Tri-Valley; consolidating all Stockton service at Robert J. Cabral Station; and extensions to Marysville/Yuba City, Oroville, or Redding.[38]: 40 The SJJPA ultimately plans to increase Sacramento service to hourly headways.[38]: 40
In December 2023, the Federal Railroad Administration accepted an application by Caltrans to enter the San Joaquins route into its Corridor Identification and Development Program. Proposed improvements include additional frequencies and an extension north to Chico and Redding. The program grants $500,000 toward service planning and prioritizes the corridor for future federal funding.[44]
Trains to the Sacramento Valley Station diverge in Stockton and run north to Sacramento on Union Pacific's Fresno Subdivision and on the Martinez Subdivision within Sacramento.
If the tracks for the Central Valley segment of California High-Speed Rail (HSR) are completed prior to that system's full startup, there are calls for the San Joaquins trains to use the HSR infrastructure to speed up traditional rail service to 125 mph.[45][46]
The route is Amtrak's seventh-busiest service in the nation and the railroad's third-busiest in the state of California.[29]
Stations and connections
The San Joaquins service has an extensive network of dedicated Amtrak Thruway buses. Over 55% of passengers on the route used an Amtrak Thruway bus on at least one end of their trip.[2]
For its first two years of operation, the San Joaquin used single-level coaches Amtrak had inherited from other railroads. In October 1976, Amtrak introduced new Amfleet coaches to the service.[47] From 1987 to 1989 Amtrak used Superliner and ex-ATSF Hi-Level coaches.[48] For a short period beginning on June 15, 1987, this included a full dining car on one of the trains.[49] Amtrak reequipped the San Joaquin trains again in 1989, this time with new Horizon coaches, when service expanded to three daily round-trips.[50] The San Joaquin began receiving Superliner-derived, bi-level California Cars in 1995.[51] The bi-level fleet was supplemented by a fleet of single-level Comet Cars (refurbished NJ Transit cars) between 2013 and 2019.[52] Between 2024 and 2026, both the bi-level and Comet Car fleets are expected to be replaced by Siemens Venture trainsets.
Daily inspections, cleaning, and maintenance of equipment are conducted in Oakland, Bakersfield, and Sacramento. Heavy maintenance is performed by Transit Services America in Stockton. Previously, all maintenance took place in Oakland, but both the Capitol Corridor and San Joaquins voted to shift to a new contractor in 2023, citing the contractor's ability to adhere to high maintenance quality and cleanliness and be more agile with overhaul projects.[53][54]
Locomotives
A San Joaquins train powered by a Siemens Charger (left) and Capitol Corridor powered by a F59PHI (right) at Emeryville station, June 2018
The San Joaquins and Capitol Corridor share a combined fleet of 13 EMD F59PHI and ten Siemens Charger SC-44 locomotives.[53]
The Charger locomotives meet EPA Tier IV emission standards and are capable of operating at 125 mph in revenue service.[53] Many of the F59PHI have been re-engined to meet more stringent EPA Tier II emission standards.[55]
These locomotives are owned by Caltrans and carry its CDTX reporting marks. Amtrak-owned locomotives are also occasionally used on the San Joaquin, including the P42DC.
California Car bi-level trainsets
A bi-level "California Car" trainset on the San Joaquins at Fresno station
The San Joaquins service is equipped with Amtrak California's fleet of California Car bi-level, high-capacity passenger cars owned by the California Department of Transportation (Caltrans). Each trainset typically consists of two coach cars, a coach/baggage car, a café (food service) car, and a cab/coach car. The cab/coach car is similar to other coaches but with an engineer's operating cab and headlights on one end, allowing the train to be operated in push-pull mode, which eliminates the need to turn the train at each end-point. Caltrans is in the process of refitting the cab/coach cars to have a space on the car's lower level for storage for checked luggage and bikes.
Caltrans also owns several Surfliner bi-level cars that are used on some San Joaquins trainsets. The newer cars look very similar to the California Car fleet but feature reclining seats, open overhead luggage racks, and a restroom on the upper level of each car.
The bi-level cars have doors that can operated remotely on either side of the train from a single point of control. This feature allows the operator to maximize passenger flow in boarding and alighting operations, and thereby minimizing station dwell time.[53]
Comet Car single-level trainsets
A single-level "Comet Car" trainset on the San Joaquins
Increasing ridership on the San Joaquins service led Caltrans to purchase 14 Comet IB rail cars from New Jersey Transit in 2008 for $75,000 each. The former commuter cars were refurbished and reconfigured by Amtrak's Beech Grove Shops to serve as intercity coaches at a cost of approximately $20 million. The refurbished cars have reclining seats with tray tables, WiFi, two power outlets at each seat pair, luggage racks, trash/recycling bins, a restroom, and six workstation tables in the center of the car.[52]
Caltrans also pays to lease three Non-Powered Control Units (F40PH locomotives converted into cab/baggage cars) from Amtrak. The agency also previously paid to lease three Horizon dinettes to serve as café cars.[52] The Horizon dinettes were eventually returned to Amtrak, and conductors offer free snacks and water bottles instead.[56]
Caltrans had planned to use the Comet Car trainsets on trains starting in July 2013, but the refurbishing process took longer than expected. The first Comet Car trainset was put into regular service on October 21, 2013,[57] and the second trainset was put into regular service on April 15, 2014. The addition of the Comet Cars to the fleet allowed Caltrans to break up two bi-level trainsets and use the cars to add another coach car to each of the San Joaquins' remaining California Car trainsets, along with adding cars to some Capitol Corridor trainsets.[52]
A major limitation of the Comet Cars is that they have manually operated doors, have high-floors and lack on-board wheelchair lifts. During boarding and alighting operations conductors must manually open doors, limiting the number that are opened, slowing the flow of passengers getting off and on the train, which extends station dwell time. Also, when passengers who use a wheelchair need to board or alight, conductors must use a hand-cranked mobile wheelchair lift.[53]
Since COVID-19 pandemic, the Comet Cars have seen less use. One of the trainsets has been broken up and its cars used to meet BNSF’s minimum axle count of 28 axles per train as required to mitigate the loss of shunt issues on the BNSF railroad. The other trainset remains available for use in an emergency. Once more Venture Cars are put into service, the state plans to move the Comet Cars to Southern California for use on other routes.[53]
Siemens Venture single-level trainsets
A single-level Siemens Venture trainset test train
In November 2017, the California Department of Transportation announced that it would be ordering seven Siemens Venture trainsets through its contractor Sumitomo Corporation.[58] The state had initially contracted Sumitomo, which in turn subcontracted with Nippon Sharyo, to build the Next Generation Bi-Level Passenger Rail Car, but a prototype car failed a buff strength test in August 2015. After the test failure, Sumitomo canceled its contract with Nippon Sharyo, and turned to Siemens to be the new subcontractor. The cars are being built at the Siemens factory in Florin, California, and will be hauled by California's existing fleet of diesel-electric locomotives.
California's trainsets will be used exclusively on the San Joaquins service and will consist of seven cars each: five coaches with economy seating, a café car, and one cab car (control car) with economy seating and a compartment for checked baggage.[59] The order includes 49 cars for California, formed into seven semi-permanently coupled trainsets. The advantage of semi-permanently coupled trainsets is a more seamless gangway between cars to allow for easier movement from car-to-car, including the ability to move between cars in a wheelchair.[53]
Like the earlier bi-level cars, the Venture trainsets have doors that can operated remotely on either side of the train from a single point of control. This feature allows the operator to maximize passenger flow in boarding and alighting operations, and thereby minimizing station dwell time.[53] To accommodate the low-level platforms along the line, the Venture cars also have automatically deployed stair steps. Since Siemens Venture trainsets were originally designed to be used with high platforms, the SJJPA modify all stations, adding two mini-high platforms (short lengths of high platform, each long enough for one door, with an accessible ramp to the longer low platform).[60] The cars will also be equipped with electrically operated wheelchair lifts.
The first trainset was supposed to go into revenue service in 2020,[61] though Caltrans only began accepting deliveries of the new rolling stock in late 2022.[62] The first trainset entered service on December 21, 2023, operating on trains 710 and 719.[63] The SJJPA plans to have four Venture trainsets in service by the end of 2024, with all seven trainsets in service by early 2026.[53]
Future
In September 2022, CalSTA ordered four hydrogen-powered trainsets from Stadler Rail, with delivery expected in early 2027.[53] The trainsets will be used for the Merced–Sacramento portion of the San Joaquins after the first segment of California High-Speed Rail begins service. The order includes an option for 25 additional trainsets for Amtrak California services.[64]
^"ATK-74-l0 202--484-7220"(PDF) (Press release). Amtrak. March 5, 1974. Regular revenue service begins in both directions between Oakland and Bakersfield on Thursday, March 6.
^Luczak, Marybeth (November 23, 2020). "Amtrak Releases FY 2020 Data". Railway Age. New York: Simmons-Boardman Publishing Inc. Archived from the original on November 24, 2020. Retrieved February 18, 2020.
^"DRAFT 2023 BUSINESS PLAN UPDATE"(PDF). SJRRA. p. 36. Retrieved October 25, 2023. For the San Joaquins, this will require a new track connection between the BNSF and UPRR mainlines known as the Merced Intermodal Track Connection (MITC) Project (see Figure 4.1). In coordination with CHSRA and the City of Merced, the proposed multi-modal station at Merced would be elevated and have a western boundary at "R" Street. SJJPA is taking the lead in the environmental clearance/detailed design for the MITC Project (CHSRA is environmentally clearing the Merced Multimodal Station). To most efficiently integrate the San Joaquins and the interim HSR services, Merced will become the southern terminus for San Joaquins rail service once operations begin on the HSR infrastructure at the end of 2030.
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