While consolidation sentiment varied at the NEARS conference, there was a belief that the deal would get done. Comments on the economic backdrop were not positive, varying from sub-seasonal to weakening. We
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.
Paddy O’Neil, who in 2002 retired from Norfolk Southern as Assistant Vice President Fleet Planning and Optimization, will be a featured speaker at the NEARS (Northeastern Association of Rail Shippers) Spring 2024
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
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.
