• August 11, 2025
• Class 1

Railway Age Commentary Around UP+NS Proposed Merger – ‘It Will All Come Down to This’

WASHINGTON, D.C. –– Cutting to the chase on the 2027 STB merger decision: On July 30, Union Pacific and Norfolk Southern submitted to the Surface Transportation Board their prefiling notification, which is basically a heads up on their official merger application, expected in three to six months (between Oct. 30, 2025 and Jan. 29, 2026).

• August 30, 2023
• Uncategorized

Commentary – UP Narrowly Avoided Disaster

When we set the stage for Tropical Storm Hilary, it was a good exercise in knowing what to look for and what to worry about. Specifically, we expected some track washouts but didn’t worry about it, because they’re relatively quickly repaired within a few days, and it’s primarily bridge outages on key arteries that represent a threat to broader network health.