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 jay@railroadweekly.com 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.
