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The Circus Comes to Town
UP’s window of opportunity just started closing. With Democrats in control of Congress, prepare for The Circus to come to town.
UP in Denial
UP is swimming in a whole lot of cognitive dissonance with this merger.
Why We Have $6 Diesel and Why it Isn’t Going Away
The US Oil & Gas Industry has a tumultuous history. If you think a commodity so deeply entwined in geopolitics is going to sit idly on the side as this unfolds, think again.
CARLOADSAUG 2026
1,040,716
▲ 2.3% Y/Y
MONTHLY · SOURCE LAG
INTERMODALAUG 2026
1,314,324
▲ 4.9% Y/Y
MONTHLY · SOURCE LAG
VELOCITYOCT 30
23.3 mph
● 0.0 VS 4-WK
WEEKLY
TERMINAL DWELLOCT 30
22.9 h
A Shipper’s Dilemma
POET supports the merger and highlights why shipper support has been so problematic and Dick Kloster gives UP yet another chance to make things right.
All Rail Service is Local
In all the talk about a transcontinental railroad and nationwide coverage, UP would do will to take a leaf out of Tip O’Neill’s book and remember that all rail service is local.
Well, They've Got a Point
I was hopeful the post-PSR hangover was forcing folks to start thinking seriously about commercial strategy, but the UP-NS merger derailed that. Will we be back to the same place once it’s all done?