Ep137: Breaking Down the Proposed UP-NS Mega-Merger with Jay Shabat of Railroad Weekly
Update: 2025-10-22
Description
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.
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