Union Pacific & Norfolk Southern plan a $72B merger to create America's first transcontinental freig...

President Trump fired Surface Transportation Board member Robert Primus. This comes before a decisi...

President Donald Trump has fired one of two Democratic members of the U.S. Surface Transportation Board to break a 2-2 tie before the body considers the largest railroad merger ever proposed. Board member Robert E. Primus said on LinkedIn that he received an email from the White House Wednesday night terminating the position he has [...]

Public Rail Now is happy to welcome back Railroad Workers United general secretary and SMART-TD member Nick Wurst to talk about the Union Pacific-Norfolk Southern merger. Adam and Nick discuss the way...

YouTube video by B.C. Begley

Union Pacific’s $85B bid for Norfolk Southern pitches national interest over investor value. Will the first U.S. coast-to-coast railway...

UP-NS Rail Merger: Will West Coast Ports Win or Lose? #RailMerger #Shipping #Logistics Union Pacific's proposed acquisition of Norfolk Southern could reshape North American rail freight - but will it help or hurt shippers? Mark Szakonyi (Executive Editor, Journal of Commerce) and Lori Fellmer (VP Logistics, BassTech International) break down: - The regulatory timeline (STB review, 1-2 years minimum) - Which ports stand to gain: LA-Long Beach, Tacoma, Seattle - The central question: Will this attract eastern cargo to West Coast ports? - Why efficiency gains won't necessarily mean competitive IPI pricing - Competition concerns: Will shippers lose negotiating leverage? - STB's role in protecting public interest vs rail-to-rail competition KEY INSIGHTS: Mark on the fundamental question: "Will this move the needle on attracting eastern cargo to the west coast because of this kind of transcontinental single connection, steel wheel interchange?" Lori on competition: "I personally don't see how this is going to meet [the public interest] criteria." Mark on shipper leverage: "I think they would lose leverage if they were a carload shipper. If they're intermodal, not so much because that's going through the container lines." ABOUT THE GUESTS: - Mark Szakonyi - Executive Editor, Journal of Commerce. Leading voice on North American rail and intermodal freight. - Lori Fellmer - VP Logistics & Carrier Management, BassTech International. Former NITL Ocean Committee Chair with deep rail shipper experience. This clip is from our TPM 26 preview episode, which also features an EXCLUSIVE interview with new FMC Chair Laura DiBella on global enforcement powers. 🎧 Full episode: https://youtu.be/kZ3NW1UwkhE Produced with support from Dimerco Express Group. https://dimerco.com/ 📧 Subscribe for weekly freight buying insights, carrier negotiations, and supply chain strategy. #FreightBuyers #ContainerShipping #RailFreight #UnionPacific #NorfolkSouthern #IntermodalFreight #SupplyChain #WestCoastPorts #TPM2026 #STB #RailCompetition #IPIFreight #TranscontinentalRail #LogisticsNews #FreightForwarding #CargoShipping

Investing.com -- CSX Corp. (NASDAQ:CSX) is working with Goldman Sachs (NYSE:GS) to explore potential rail consolidation options following the announcement of a major merger between competitors, according to a report from Bloomberg, citing people familiar with the matter. The Jacksonville, Florida-based freight operator has discussed the merits of a possible merger with the Wall Street bank, said the sources, who requested anonymity because the information is confidential. The discussions may not result in any transaction. Representatives for both CSX and Goldman Sachs declined to comment when contacted. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C. ProPicks AI are 6 model portfolios created by Investing.com which identify the best stocks for investors to buy now. The stocks that made the cut could produce monster returns in the coming years. Is GS one of them?

Investing.com -- Jefferies upgraded Union Pacific (NYSE:UNP) and downgraded Norfolk Southern (NYSE:NSC) saying the former stands to benefit more from a potential merger that would create the first coast-to-coast freight rail network in the U.S. The firm estimates the tie-up could generate $1 billion to $2 billion in annual earnings benefits by 2027–2030 through cost efficiencies and new revenue streams. Union Pacific was raised to Buy, with analysts noting the company is well positioned whether or not the deal goes through. “We upgrade shares of UNP and recommend investors start building a position to get in on the ground level on what we see as a transformational combination,” analyst at Jefferies said. Jefferies expects earnings to exceed $18 per share by 2027 if the merger proceeds, implying a valuation near $350. In a no-deal scenario, it forecasts $14 in EPS, supporting a price target of $200. Norfolk Southern was cut to Hold after a sharp rally, with Jefferies warning that much of the takeover premium appears priced in. It also cited regulatory hurdles and integration risks that could limit further upside, while maintaining a $300 target. Jefferies reiterated a Buy on CSX (NASDAQ:CSX), suggesting that a Union Pacific–Norfolk Southern merger could trigger broader consolidation, possibly involving Berkshire Hathaway-owned BNSF. “We continue to recommend CSX given what we see as an increased likelihood of a BNSF-CSX combination,” analysts said. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Sure, there are always opportunities in the stock market – but finding them feels more difficult now than a year ago. Unsure where to invest next? One of the best ways to discover new high-potential opportunities is to look at the top performing portfolios this year. ProPicks AI offers 6 model portfolios from Investing.com which identify the best stocks for investors to buy right now. For example, ProPicks AI found 9 overlooked stocks that jumped over 25% this year alone. The new stocks that made the monthly cut could yield enormous returns in the coming years. Is CSX one of them?