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#class-i-railroads
(3 articles)Trade Policy & Tariffs
High ImpactJul 27, 2026CN Backs UP-NS Merger Deal, Gains Shipper Access
Canadian National has agreed not to contest the proposed merger between Union Pacific and Norfolk Southern, a pivotal shift in North American rail consolidation. Under the deal framework, CN will gain
Supply Chain Dive#railroad-merger#up-ns-merger#canadian-national
Shipping & Freight
High ImpactJul 2, 2026U.S. Rail Speeds Hit Multi-Year Lows as Intermodal Volume Surges
The major U.S. Class I railroads—BNSF, CSX, Norfolk Southern, and Union Pacific—are facing significant capacity constraints as shippers redirect freight to rail to escape high fuel prices and elevated
FreightWaves#rail-capacity#intermodal-volume#train-speed-decline
Trade Policy & Tariffs
High ImpactJun 18, 2026UP-NS Mega-Merger: Competition Boost or Consolidation Risk?
Union Pacific CEO Jim Vena is actively campaigning to position the proposed Union Pacific-Norfolk Southern mega-merger as a pro-competitive move that will ultimately benefit the broader transportation
The Loadstar#railroad-merger#union-pacific#norfolk-southern