In general, 2024 was “a tough year” for the industry, but the situation “has shifted far more toward the positive and will continue to do so in 2025.” That’s the message CSX
Riders on New Jersey Transit’s rail lines had to do without their trains for four days in the middle of May, due to a strike by engineers represented by the Brotherhood of
We upgrade shares of Norfolk Southern and CSX to Buy as the likelihood of rail consolidation moves up considerably. A Union Pacific bid for NSC likely results in a BNSF bid for
This is obviously the topic of the day, with lots of different aspects to it. Given this is an operations and service report, here’s the past 75 years of industry service and
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.
Change, change and more change. I’ve experienced huge technological and operational advancements during the course of my 50-plus year career in Tech.
As Innovation Week comes to a close, few sectors better illustrate the quiet power of American ingenuity than freight rail—where century-old infrastructure is being reimagined with cutting-edge technology to move goods more safely, efficiently, and sustainably than ever before.
TD Cowen recently hosted a call with industry executives from the rail equipment market. From that, we heard order books are seeing no notable growth, attributable to tariff uncertainty, and used car
Given the Fourth of July effect in the most recent weekly data, we’ll give Canadian Pacific Kansas City (CPKC) a break from our weekly critique as it continues to try to restore fluidity after the May 3 U.S. IT cutover from
the old Kansas City Southern (KCS) Management Control System (MCS) to Canadian Pacific’s (CP) “TYES” system. Just kidding.
Our friends at Texas Rail Advocates (led by our own Chair Emeritus Peter LeCody) reported July 10 that the North Central Texas Council of Governments Regional Transportation Council has come up with