NEARS

Commentary

TD Cowen Insight: NEARS NYC, STG Logistics

We attended the NEARS (Northeast Association of Rail Shippers) City Series event in New York City and hosted a call with a Farrukh Bezar, Chair of STG Logistics. Following are our takeaways.

Commentary

TD Cowen NEARS Fall 2024 Takeaways

At the NEARS (North East Association of Rail Shippers) Fall 2024 Conference in Pittsburgh, a leading IMC (intermodal marketing company) panelist sees a 99% chance of a week-long East Coast strike as

  • News

People News: NCRR, AITX, NARS

The North Carolina Railroad Company (NCRR) welcomes Patrick Pierce as its new Director of Economic & Business Development. Also, American Industrial Transport, Inc. (AITX) appoints Ashley Nelson as Chief Human Resources Officer; and TD Cowen Managing Director and Railway Age Wall Street Contributing Editor Jason Seidl is named to the North American Rail Shippers (NARS) Regional Advisory Council.

Commentary

NEARS Report: ‘The Seidl & Hatch Show’

Jim Blaze reporting on the NEARS (Northeast Association of Rail Shippers) Fall Conference: ABH Consulting independent analyst Tony Hatch and TD Cowen Managing Director/Railway Age Wall Street Contributing Editor Jason Seidl have

Commentary

NEARS Report: How FTR Sees the Market

Jim Blaze reporting on the NEARS (Northeast Association of Rail Shippers) Fall 2023 Conference: FTR Transportation Intelligence Vice President Rail and Intermodal Todd Tranausky and his colleagues conduct high-quality research. They are one

Commentary

TD Cowen: NEARS Conference Key Takeaways

We attended the NEARS (Northeast Association of Rail Shippers) Conference, where shippers discussed the current state of the rail industry. Rail service and safety was center stage, with panelist consensus embracing a challenged rail network to start 2023. In our view, decelerating rail volumes and excess capacity over the road may lead the rails to revise outlook during Q123 earnings.