What happens if Union Pacific and Norfolk Southern merge into a true transcontinental railroad?On this episode of Bring It Home, JP Hampstead sits down with SONAR’s Mike Baudendistel to unpack why shareholders overwhelmingly support the merger, why some shipper groups are opposed, and the impact it could have on U.S. and North American reindustrialization. Follow the Bring It Home Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Officials from the Great Lakes Economic Development Council talk to JP Hampstead about the opportunities and challenges in driving capital investment into a cross-border region that happens to be one of the world's greatest industrial centers. Follow the Bring It Home Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
JP Hampstead gives a presentation to shippers about what macroeconomic data tells us about production, employment, productivity, and the prospects for reindustrialization at FreightWaves' Future of Freight Festival in Chattanooga, TN. In this episode JP covers: - Why U.S. manufacturing output hasn’t recovered since the Great Recession - The surprising role of energy production in “industrial growth” - How offshoring reshaped America’s productivity curve - Why AI is now the largest driver of U.S. energy demand - Whether the big White House manufacturing announcements are real - Why nuclear power is surging back - How productivity gains reshape the workforce (100 years of data) - What the U.S. must fix to get industrial production unstuck Subscribe to the Newsletter: https://bringithome.us Subscribe to the Bring It Home YouTube Channel #FreightWaves #Manufacturing #Reindustrialization #SupplyChain #F3 Learn more about your ad choices. Visit megaphone.fm/adchoices
SONAR's Director of Freight Market Intelligence Zach Strickland sits down in studio with JP to discuss macroeconomic data around the American manufacturing economy, industrial production, and employment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Economic Innovation Group researcher Connor O'Brien discusses his research on Ohio's high-tech workforce, the role of immigration in growth, and how to reform the H1-B lottery with JP Hampstead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brooks Mendenhall of Astronomy Magazine joins host JP Hampstead for a conversation about SpaceX's unique approach to manufacturing the Starship. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dale Jordan from BDO USA discusses the tax implications of the One Big Beautiful Bill with JP Hampstead, including bonus depreciation, R&D expensing, and other provisions designed to stimulate manufacturing investment and reindustrialization. Learn more about your ad choices. Visit megaphone.fm/adchoices
Historian and energy writer Emmet Penney, host of the Nuclear Barbarians podcast, discusses the role nuclear power will play in America's reindustrialization with JP Hampstead, with wide-ranging commentary on the history of nuclear policy and recent announcements by Westinghouse. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason Roberts, SVP of Digital Enablement at Mode Global, sits down in the studio with JP to talk about how freight brokerage's business models and technology have changed since the pandemic, and puts it in the context of Chattanooga's freight scene. Learn more about your ad choices. Visit megaphone.fm/adchoices
Zane Hengsperger of NOX Metals / Delta22 tells JP Hampstead about going from tech to steel manufacturing and the rich heritage of automotive manufacturing in Windsor, Detroit, and the Great Lakes region. Learn more about your ad choices. Visit megaphone.fm/adchoices
Charles Yang tells JP Hampstead about his contribution to the Techno-Industrial Playbook, which explains the levers that the government can pull to expand financing for domestic critical mineral processing. Charles and JP discuss the economics of minerals commodity markets and the risks that domestic processors take on by entering a market whose prices can be manipulated by China. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Surface Transportation Board regulates railroad freight markets, maintaining a competitive landscape in the industry and ensuring that shippers have good service. Chairman Fuchs explains to JP Hampstead and Stuart Chirls how the STB is also enabling American reindustrialization. Learn more about your ad choices. Visit megaphone.fm/adchoices
Buffalo is growing again! Tom Kucharski, President and CEO of Invest Buffalo Niagara, tells JP about the long road to reindustrializing the Buffalo - Niagara region, including the Micron 'megafab' semiconductor plant currently under construction. Learn more about your ad choices. Visit megaphone.fm/adchoices
West Brow Capital founder and portfolio manager Seth Holm runs a fund focused on global transportation. In this episode recorded on April 8, Seth sits down with JP Hampstead and runs through his view of the transportation industry, mode by mode—where he's long and short. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sylvatex foudner and CEO Virginia Klausmeier tells JP about waterless lithium battery production processes, the future of climate tech, and the complexities of rebuilding industry in human geographies. Learn more about your ad choices. Visit megaphone.fm/adchoices
American Affairs founder and editor Julius Krein offers his vision of what America’s next industrial policy should be in a conversation with JP Hampstead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Union Pacific EVP and Chief Information Officer Rahul Jalali shares how the storied railroad is implementing technology, from shipment visibility to the physics simulator that keeps UP's trains from derailing. Learn more about your ad choices. Visit megaphone.fm/adchoices
Norfolk Southern's VP of Business Development and First and Final Mile Markets Stefan Loeb talks to JP Hampstead and FreightWaves staff writer Stuart Chirls about the railroad's work with industrial clients, from site selection and development to specialized customer service. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aaron Slodov, CEO of Atomic Industries and co-founder of the New American Industrial Alliance talks to JP Hampstead about rebuilding and modernizing America's industrial base and why the time is right for a new coalition of industrialists, technologists, and policymakers to come together on a strategic vision. Learn more about your ad choices. Visit megaphone.fm/adchoices
Boom Supersonic CEO Blake Scholl tells JP Hampstead the story of the XB-1's historic supersonic flight. Blake explains how the XB-1 broke the sound barrier without creating an audible sonic boom, and why that matters for the future of supersonic aviation. Learn more about your ad choices. Visit megaphone.fm/adchoices