Commentary

Should BNSF and CSX Focus on the Watershed Now?

Don’t make me take you to the watershed: During Union Pacific and Norfolk Southern’s July 29 presentation announcing the proposed combination, the piece we found most interesting (beyond the audacity of attempting

Class I Briefs: CSX, CPKC

CSX earns Toyota’s Rail Quality Award for outstanding service. Also, Canadian Pacific Kansas City’s (CPKC) Dorion Subdivision maintenance-of-way team achieves three years injury-free.

“Georgia Ports continues to grow U.S. East Coast market share and with the shifting trade patterns in Asia and India, that bodes well for our future,” GPA President and CEO Griff Lynch said on July 29. (GPA Photograph)

Intermodal Briefs: GPA, Port NOLA

Georgia Ports Authority’s Port of Savannah logs the second busiest year on record. Also, the Port of New Orleans (Port NOLA) will collaborate with other Louisiana ports on a regional marketing strategy.

Commentary

UP+NS: An ‘Absolute Monster of a Railroad’

Since a Union Pacific/Norfolk Southern merger is now in process, I wanted to share data giving a sense of the absolute monster of a railroad UP+NS would represent. To do this, below

People News: Denver RTD, USDOT

The Denver Regional Transportation District (RTD) promotes Brett Feddersen to Chief Information and Technology Officer. Also, Michael Rutherford is nominated to lead the U.S. Department of Transportation’s (USDOT) Office of Multimodal Freight Infrastructure and Policy as Assistant Secretary for Multimodal Freight.

CSX: ‘We Continue to Stay Focused’ (Updated with TD Cowen Analysis)

CSX experienced a tough second quarter and first half of 2025, compared to the prior-year’s periods, but saw some sequential improvements over this year’s first quarter while “managing through mixed market conditions,

SC Ports’ Leatherman Rail Yard (above) will open in 2026. Located on a 118-acre site on the former Navy Base in North Charleston, it is slated to have a 1 million rail lift capacity. (Courtesy of SC Ports)

Intermodal Briefs: SC Ports, Port of Vancouver

South Carolina Ports (SC Ports) wraps up Fiscal Year 2025 with steady container volumes and record rail moves. Also, auto terminal capacity expands at the Port of Vancouver in Canada.

Commentary

Coast-to-Coast Rail M&A Implications

Class I merger talk comes back to center stage as the Wall Street Journal reports Union Pacific is in early discussions with Norfolk Southern. We hosted a call with Littlejohn & Co.

“A picture is worth a thousand words when it comes to documenting hazards, and the [Enablon] app allows just that,” says Carolyn David, Senior Manager, Safety Systems at CN. “It’s making a positive impact for our teams, who are empowered to look out for each other by reporting near misses or potential hazards. It means we can take any prompt corrective actions to keep employees safer.” (CN Photograph)

Class I Briefs: CSX, CN

CSX introduces a Mobile Collision Safety system and supports the Florida National Guard’s largest rail operation in 17 years. Also, CN’s investment in the Enablon Go reporting system pays off.

“The strength of our transload network lies in partnerships—whether it’s third-party operators or short line railroads,” says Helen Quirke, Vice President, Supply Chain and Business Development at CN. “When we align our capabilities, we open up new markets, simplify logistics, and create real value for customers.” (CN Photograph)

Class I Briefs: CN, UP, CSX

CN eyes a transload network expansion with its Top-Tier Transload Partner Program. Also, Union Pacific (UP) replaces all rail infrastructure—inside a tunnel—in less than 24 hours on the Black Butte Subdivision, and opens applications for its third-annual Sustainability Partner Award program; and CSX’s Waycross, Ga., yard team marks a safety milestone.

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