Show Highlights: Meet Jay Shabat, industry analyst and Railroad Weekly author. [04:25] Overview of Class I railroads and their market power. [08:01] Lessons from the pros and cons of the CPKC merger. [13:48] What's driving Union Pacific's acquisition of NS? [18:29] Why Norfolk Southern is open to a strategic merger with UP. [24:39] Potential impacts of the UP–NS merger on ag shippers. [31:31] The STB's regulatory relief for captive shippers and competitive remedies. [38:38] UP's argument for transcontinental shipping efficiency. [44:34] Will BNSF and CSX respond with their own merger? [49:31] Scheduled UP–NS deal closing and STB review process. [57:25] Access Railroad Weekly at https://railroadweekly.substack.com/. To contact Jay Shabat, please email him at [email protected] or reach out to him on LinkedIn at https://www.linkedin.com/in/jay-shabat-6477b31/. Click this link to find Jay's book Glory Lost and Found on Amazon. If you are interested in connecting with Joe, go to LinkedIn: https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.

Ver todos los episodios