Morning Minute | November 28, 2025
Description
This episode highlights Airbus kicking its A350 freighter program into high gear, with the prototype finalized and flight tests set for next October, aiming for a late 2027 service entry. Learn how the A350F promises a 40% reduction in fuel consumption and features a massive 175-inch wide cargo door, giving it a significant edge in handling bulky industrial cargo.
We also examine major rail consolidation, specifically the Surface Transportation Board approval of Fortress Investment Group's acquisition of two new regional lines, the Wheeling & Lake Erie Railway and the Akron Barberton Cluster Railway. This deal expands Fortress's roster of Class III railroads, and the STB agreed that the move would enhance the railways' access to capital for strategic investment and growth.
Finally, we cover the worrying financial distress facing the 3PL sector as Odyssey Logistics was hit with a second debt downgrade from Moody's in less than three months, dropping its corporate family rating deep into Caa-1 "junk status". Moody's noted this rapid deterioration was driven by sky-high leverage—expected well over seven times operating profit—which creates serious refinancing risk ahead of the company's significant debt maturities in 2027.
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