Latest / Talk Track by Telegraph
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 one.
From there, the conversation turns to the constraints on growth. Is freight rail demand constrained, or is it really that supply is constrained? What happened to service between 2014 + 2024 as the industry chased operating ratio? Why should rail be indexed to industrial production rather than GDP? And what does it mean that, over the past twenty…
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