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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Talk Track: How Consumer Brands Move by Rail: Tariffs, Freight Data + the 2027 Cost Outlook
Talk Track Episode 17 with Guest, Tom Madrecki, Consumer Brands Association Rail freight is built into how consumer brands make the products in your pantry. Tom Madrecki of the Consumer Brands Association joins Talk Track to break down tariffs, freight…
Full Episode
UP-NS Merger Concessions, Energy Prices + BNSF’s Barstow Bet
UP-NS Merger Concessions, Energy Prices + BNSF’s Barstow Bet The responsive applications are in + if you were hoping for a quiet autumn, we have bad news for you. David + Harris work through what BNSF, CSX, CPKC, + CN…
Full Episode
Q3 2026 Freight Rail Forecast: Carload, Intermodal, + Bid Season Pricing
Harris + David break down the Fourth Edition of the Telegraph Market Consist, out now. What’s inside? Q2 carload volumes came in up 6% against our own forecast of down 5%, so the conversation starts with what the model missed,…
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Freight vs Fiction: Rethinking Rail Metrics, Train Speed, + Capital Allocation
Harris + David unpack the presentation Harris delivered at MARS + the research behind it. The headline finding: train speed + volume are negatively correlated, which means record service metrics may say more about a thin network than a well-run…
Full Episode
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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