Class I Briefs: UP, BNSF
Union Pacific (UP) readies to serve Manner Polymer’s new solar-powered manufacturing facility in Mount Vernon, Ill. Also, BNSF welcomes the first tenant to its logistics center in Cleveland, Tex.
Union Pacific (UP) readies to serve Manner Polymer’s new solar-powered manufacturing facility in Mount Vernon, Ill. Also, BNSF welcomes the first tenant to its logistics center in Cleveland, Tex.
CSX Taft Yard in Orlando, Fla., marks a safety milestone. Also, CN’s Intermodal and Maintenance teams in Vancouver debut a custom EV shunt truck platform; and BNSF deploys its first solar- and wind-powered weather station in Haslet, Tex.
Though Union Pacific and Norfolk Southern have yet to file their formal merger application with the Surface Transportation Board, kicking off a process expected to take up to 18 months, the other
BNSF welcomes the launch of a soybean processing plant in South Dakota, and marks a milestone at the Havelock Wheel Plant in Nebraska. Also, Union Pacific (UP) wraps up a Big Boy limited excursion tour in Colorado and Wyoming.
CSX President and CEO Steve Angel hosts a town hall to connect with employees. Also, CSX introduces the Badger Overland Commander Trailer; and BNSF congratulates Tristar Transload, Inc., on the official opening of its Muscat Spur Terminal.
We lower Q3 EPS estimates below current consensus for both Eastern carriers, while modestly raising estimates for UNP, driven by outperformance in IM and coal. Broader freight demand remains challenged though M&A likely to continue to be center stage for most investor focus.
Union Pacific (UP) racks up strong performance numbers for its grain customers. Also, BNSF encourages stakeholders to share their views with the Surface Transportation Board (STB) regarding the proposed merger between Union Pacific (UP) and Norfolk Southern (NS).
The debut in late August 2025 of Amtrak’s long-awaited NextGen Acela trainsets for the Northeast Corridor captured media and rail industry attention at a time when Amtrak’s much larger—geographically speaking—Long-Distance (LD) network
BNSF provides an update on operational performance and capital expansion projects in Texas, Arizona, and California. Also, Norfolk Southern (NS) reflects on Hurricane Helene recovery efforts—one year later.
With tariff troubles hitting the Chinese market and Mississippi River water levels a continued challenge, America’s soybean farmers are keeping all their options open. As part of that, soybean farmer leaders were