Latest / Talk Track by Telegraph
Pride + Intermodal
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…
The skinny
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