Shows / Talk Track by Telegraph
Talk Track by Telegraph
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…
Episodes
- Talk Track by Telegraph
Why the STB Wants Jim Vena’s Video Made Public. Plus: Shipper Rates + the Elections
Harris had to do a double take + the culprit was a Surface Transportation Board decision. In this episode of Talk Track, David + Harris unpack the STB’s order…
- Talk Track by Telegraph
How Consumer Brands Move by Rail: Tariffs, Freight Data + the 2027 Cost Outlook
Peanuts, barley, + a good deal of the brands in your pantry: plenty of what’s on your shelves rode a train to get there. In this episode of Talk Track, David…
- Talk Track by Telegraph
UP-NS Merger Concessions, Energy Prices + BNSF's Barstow Bet
The responsive applications are in + if you were hoping for a quiet autumn, we have bad news for you. David + Harris work through what BNSF, CSX, CPKC, + CN…
- Talk Track by Telegraph
Q3 2026 Freight Rail Forecast: Carload, Intermodal, + Bid Season Pricing
Harris + David break down the Fourth Edition of the Telegraph Market Consist, out now. What’s inside? Q2 carload volumes came in up 6% against our own forecast…
- 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…
- Talk Track by Telegraph
Reading the Revised UP-NS Filing: Fewer Intermodal Units, Fewer Jobs + A Whole Lot More Questions
The headline agreements are largely done. Now it’s time for the fine print. In our latest episode, David + Harris walk through the revised UP–NS filing + find…
- Talk Track by Telegraph
Merger Update: CN Settlement, Q2 Earnings Calls + the Importance of Chicago
Chicago has always been the bottleneck. CN’s decision to no longer oppose the UP-NS merger comes with better Mexico access for CN, terminal ownership, + a few…
- Talk Track by Telegraph
Freight Cycles Explained: Why Markets Turn + What Shippers Should Do
Freight markets always turn. The question, then, is what shippers + carriers should do before that happens. In this episode of “Talk Track”, David is joined by…
- Talk Track by Telegraph
STB Greenlights UPNS Merger Application…With Conditions
The Surface Transportation Board hit the industry with a surprise May 28th when it suddenly came in with a ruling on the UPNS merger application. In our latest…
- Talk Track by Telegraph
Union Pacific + Norfolk Southern Merger Filing: What the Revised Submission Really Means for Rail
The revised merger filing between Union Pacific + Norfolk Southern has landed on + it grew from roughly 6,800 pages to over 7,000. But do more words on paper…
- Talk Track by Telegraph
Cloudy with a Chance of Carloads
The forecast is calling for grain, grain, grain…with a slight chance of geopolitical disruption + a 40% probability that everything changes again before next…
- Talk Track by Telegraph
Crude Intentions
When conflict half a world away closes the Strait of Hormuz + sends West Texas Intermediate (WTI) crude past $100 a barrel, the ripple effects don't just stay…
- Talk Track by Telegraph
The Intermodal Ultimatum
In this episode of “Talk Track”, David sits down with Larry Gross - a 46-year rail industry veteran, award-winning “intermodalist,” + long-time market analyst…
- Talk Track by Telegraph
A Series of Uncertain Events
In “A Series of Uncertain Events”, Harris + David break down the “Telegraph Market Consist” for 1H 2026 + what the next three to six months may hold for…
- Talk Track by Telegraph
The STB Strikes Back
The merger saga just took a dramatic turn. In “The STB Strikes Back”, Harris + David are breaking down the STB’s decision to reject the UP-NS application, as…
- Talk Track by Telegraph
The Importance of Being Competitive
The proposed Union Pacific + Norfolk Southern merger has been framed as a means of establishing more competition among railroads, but is this message supported…
- Talk Track by Telegraph
Gone With The Freight
Telegraph’s first-ever Market Consist is here and Harris + David are pulling back the curtain on what the data really tells us about the state of freight rail…
- 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…
- Talk Track by Telegraph
A Tale of Two Railroads
It’s the story currently dominating industry news: the pending merger between Union Pacific + Norfolk Southern. Beyond the headlines, this merger raises big…