Former Rail Executive: UP-NS Deal Likely to Get Done & Other Views –– Commentary From TD Cowen Via Railway Age

NEW YORK –– We hosted a former Class I CEO to review the recent Union Pacific-Norfolk Southern merger application. He sees a very strong filing with acceptance likely though not until 2027. The CGP (Committed Gateway Pricing) solution enhances competition and should pass STB’s test. The network plan supports disclosed truck conversion opportunities in transcontinental and watershed lanes. Competitors are likely compelled to adapt and could eventually propose their own combinations.

Arclin Acquiring WVCO

ALPHARETTA, Ga.- Arclin has entered into a definitive agreement to purchase Eugene, Ore.-based Willamette Valley Company (WVCO), which manufactures and distributes custom products and services for the railroad (WVCO Railroad Solutions), transportation, wood and consumer products,