Podcast: Talk Track
Welcome to Podcast: Talk Track, the Telegraph podcast that dives into all of the nitty gritty that makes up the freight rail industry. Follow along wherever you listen to your favorite podcasts for plenty of thoughtful conversations, real-world insights, + bold ideas on what is driving the industry forward.
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Reading the Revised UP-NS Filing: Fewer Intermodal Units, Fewer Jobs + A Whole Lot More Questions
The headline agreements are largely done. Now it’s time for the fine print. In our latest episode, David + Harris walk through the revised UP–NS filing + find the numbers moving in one direction: diverted intermodal units revised down, projected…
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Merger Update: CN Settlement, Q2 Earnings Calls + the Importance of Chicago
Chicago has always been the bottleneck. CN’s decision to no longer oppose the UP-NS merger comes with better Mexico access for CN, terminal ownership, + a few other perks…but UP gains running rights over the all-important former EJ&E, which is…
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Freight Cycles Explained: Why Markets Turn + What Shippers Should Do
Freight markets always turn. The question, then, is what shippers + carriers should do before that happens. In this episode of “Talk Track”, David is joined by Dr. Angi Acocella, research scientist at the MIT Center for Transportation & Logistics,…
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Talk Track: STB Greenlights UPNS Merger Application…With Conditions
The Surface Transportation Board hit the industry with a surprise May 28th when it suddenly came in with a ruling on the UPNS merger application. In our latest Talk Track episode, Harris + David start unpacking what the filing actually…
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Talk Track: Union Pacific + Norfolk Southern Merger Filing – What the Revised Submission Really Means for Rail
The revised merger filing between Union Pacific + Norfolk Southern has landed on + it grew from roughly 6,800 pages to over 7,000. But do more words on paper actually mean more clarity? On this episode of Talk Track, Harris…
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Talk Track: Crude Intentions
When conflict half a world away closes the Strait of Hormuz + sends West Texas Intermediate (WTI) crude past $100 a barrel, the ripple effects don’t just stay in the Middle East, they also show up on American railroads. In…
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