BNSF + CSX made waves by announcing a new coast-to-coast intermodal service designed to strengthen east to west connectivity – a timely counterpoint to the proposed UP + NS merger. In “Pride + Intermodal”, Harris + David discuss whether this is the start of a second mega-merger conversation (spoiler alert: Uncle Warren has indicated it’s not), and if this move could complicate things for UP + NS with the STB.
By dissecting the competitive angles, service implications, + bigger strategic game at play, Harris + David look at how the Class I’s are positioning themselves for the future. Is this a true thorn in the side of UP + NS? A response to a mandate? Or just an opportunistic play? Harris + David are digging into the details to help figure it out!
Talk Track, hosted by Harris Ligon + David Correll of Telegraph™, is a spin-off series dedicated to timely rail industry news. From service shakeups to technology breakthroughs, each episode delivers a behind-the-scenes perspective on all the happenings shaping the future of freight rail.
Harris + David will bring their decades of rail experience to help them parse through the latest industry headlines, evolving regulations, + the long-term forecasts for how railroads move freight across North America. Find us at telegraph.io/insights, Apple Podcasts, Spotify, or wherever you listen to your favorite podcasts.