Freight railroad network in North America
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In this episode, we kick things off by examining an ambitious infrastructure proposal that could dramatically reshape freight movement in the South. An influential coalition is leveraging the proposed Union Pacific and Norfolk Southern mega-merger to demand a massive freight rail bypass around Atlanta that would free up track for passenger trains and thin out the city's legendary traffic congestion. The six-billion-dollar project would divert eighty percent of freight trains onto a U-shaped route, opening capacity for fourteen commuter rail lines and offering a far cheaper alternative to the ninety billion dollars Georgia would otherwise need to spend on highway expansion by 2050. Next, we shift over to the rails to discuss a brazen cargo theft in California's Mojave Desert that illustrates how quickly high-value freight can disappear. San Bernardino County deputies recovered over $150,000 in New Balance shoes after reports of people breaking into BNSF boxcars near Daggett, an unincorporated community east of Barstow along I-95. Authorities arrested a suspect following a traffic stop and foot pursuit, underscoring how rail cargo theft can move high-value inventory from a railcar to a highway within minutes. Finally, we cover the passing of an American icon who made professional drivers part of her final business chapter. Country music legend Dolly Parton died peacefully Tuesday in Nashville at age 80, just two months after making a surprise appearance at the grand opening of Dolly's Tennessean Travel Stop in Cornersville, Tennessee. The facility, located about an hour south of Nashville, was designed specifically for professional drivers and featured truck parking, fuel, showers, laundry, restaurants, and a dog park, reflecting Parton's decades spent touring the country by bus. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off by examining a major cold chain infrastructure investment at one of the Atlantic seaboard's fastest-growing container gateways. Americold has opened a roughly eighty million dollar import-export hub at Port Saint John, stitching together DP World and CPKC into one seamless cold chain and eliminating the inefficient routing of Canadian-bound refrigerated freight through U.S. ports. This temperature-controlled facility, which provides twenty-two thousand pallet positions, is the only one in Eastern Canada directly connected to a port without drayage, arriving just as Port Saint John's container volumes surged one hundred seventy-five percent since 2021. Shifting gears to the rails, we examine how BNSF is aggressively capturing truck freight between two of the Southwest's fastest-growing metropolitan areas. The Class I railroad has expanded its intermodal rail service between Phoenix and North Texas to six days a week, completing the route in just over three days as domestic peak shipping season approaches. The enhanced service is explicitly designed to convert over-the-road truck freight to rail as shippers face tighter highway capacity and higher rates, while BNSF simultaneously builds out Logistics Park Phoenix, its second intermodal facility in the region. Finally, we explore a major routing shift that positions UPS to strengthen its Asia-Pacific freight network as the logistics giant grows aggressively in the region. The U.S. Department of Transportation has approved UPS's transfer of six Hong Kong flying rights to Clark Airport in the Philippines, where a hub expansion project is expected to be completed later this year. The move comes as UPS's Asia-to-Asia export volume surged thirteen point six percent year over year in the second quarter, enabled by recent investments including a major expansion project for its Hong Kong hub and terminal upgrades at Incheon airport in Seoul. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of FreightWaves Today, Craig Fuller and Julie Van de Kamp break down the latest signals from across trucking, rail, intermodal and the broader industrial economy. Thom Albrecht of Reliance Partners joins the show to discuss where the freight cycle is headed, improving demand signals and the supply-side forces reshaping trucking. Albrecht explains how English-language proficiency enforcement, non-domiciled CDL scrutiny, changes to CDL and ELD self-certification, safety enforcement and major court decisions could affect capacity and potentially extend the current freight cycle. The show also dives into what the railroads are telling us about the health of the industrial economy, including strength across commodities such as chemicals, scrap metal, steel-related freight and grain. Craig and Julie examine the continued shift of freight toward intermodal and BNSF's expanded Phoenix-to-Dallas-Fort Worth service as railroads look to capture more over-the-road truckload freight. Plus, Bloomberg Intelligence's Lee Klaskow provides his outlook for transportation and what the fourth quarter could hold, Oliver Sawbridge brings a supply chain intelligence perspective to the conversation, and Bill Stephens closes out the show with a deeper look at the rail industry and what current volumes are signaling about the economy. Craig and Julie also cover the day's biggest freight headlines, including Americold's new $80 million cold-storage hub at Port Saint John, BNSF's intermodal expansion between Phoenix and Dallas-Fort Worth, and UPS strengthening its Asia-Pacific air cargo network. Subscribe to FreightWaves for the latest news, analysis and conversations covering trucking, transportation, logistics, supply chains and the global freight economy. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off by examining a violent cargo-theft case that underscores the escalating danger of rail corridor crime in Southern California. After gunfire erupted from a moving BNSF freight train during a confrontation with suspected burglars, authorities arrested five men on charges ranging from attempted murder to cargo theft and conspiracy. The arrests came after task force members discovered equipment used to burglarize rail cars, highlighting how armed theft crews endanger railway employees while disrupting freight moving through critical corridors. Next, we explore how consolidation is reshaping the finished vehicle sector as Overland Park–based Acertus officially acquires Auburn, Massachusetts–based Fisher Shipping, expanding its carrier network and relationships with original equipment manufacturers and dealers. Fisher Shipping will continue to operate under its existing banner while gaining access to Acertus' expansive platform with enhanced fraud prevention and real-time shipment visibility. The deal follows another massive acquisition this week in which Proficient Auto Logistics agreed to acquire Hansen & Adkins for one hundred thirty million dollars, creating a combined entity expected to haul over four million vehicles annually. Finally, we break down how ocean carrier Maersk is betting that vertical integration from port to doorstep is the key to winning the last-mile battle in e-commerce logistics. According to Maersk executives, last-mile delivery is no longer just a cost center—it's a data intelligence engine that reveals upstream issues like inventory allocation, product development, and order response times. Rather than building its own delivery fleet, Maersk manages a pool of carriers on customers' behalf through a multi-carrier model with single API integration, creating one consistent customer experience that connects every link from vessels crossing the ocean to final doorstep delivery. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to another episode of the Outdoor Adventure Series! Today, Howard Fox takes us to the heart of Barstow, California, where he sits down in the cool comfort of the family-run Crave Kaffee Haus with Eugene Butticci, Executive Director of the Barstow Chamber of Commerce, and his daughter Yvonne Butticci, Owner of Crave Kaffee..In this episode, we dive into the welcoming vibe of Barstow's local businesses, explore how the Main Street murals and Route 66 festivities bring history and community pride to life, and uncover the impact of major projects shaping the region's future. Along the way, Eugene Butticci shares insights on economic development, hidden gems for visitors, and what makes Barstow a destination worth more than just a roadside stop. Plus, Yvonne Butticci reveals how their coffee shop has become a true home away from home for locals and travelers alike.DISCUSSION1. Introduction of Guests and Their ConnectionEugene Butticci introduced as Executive Director of Barstow Chamber (00:37)Discussion of affiliation with Crave Kaffee Haus( 01:12)Eugene shares it's his daughter's business and a family-run operationYvonne Butticci introduced as daughter, provides details on family involvementDescription of the coffee house atmosphere and hospitality (01:57)2. Crave Kaffee Haus: Branding and Social MediaYvonne explains their presence on Facebook and Instagram, spelling out the unique brand (02:32)3. Eugene Butticci's Journey with the Chamber of CommerceOrigin with the Chamber, starting as ambassador in 2014 (03:23)Background: Not originally from Barstow, from Buffalo, NY (03:45)Explanation of becoming a Chamber ambassador after job loss (04:49)Importance of maintaining visibility in the community4. The Role and Impact of the Chamber in BarstowPurpose of the Chamber: Supporting business community membership (05:19)Major local initiatives:Main Street USA Festival (05:46)Background and expected impact from Route 66 centennial (07:21)Anticipated growth in attendance and community outreach (07:37)Barstow International Gateway (BIG) Project (06:00)Project overview: Inland port, 20,000 jobs, large economic boost (06:14)Anticipated demands for local services (hotels, groceries, restaurants) (06:46)Expansion in logistics and warehousing (07:07)5. Details on Main Street USA FestivalDate/timeline for event: October 9 and 10 (09:16)Activities and highlights:Car show expansion, inclusion of modern and off-highway vehicles (08:39)Children's area with train rides, jump houses, water slides, sponsored by BNSF (08:56)National Miss Route 66 contest moved to October 9, allowing for more mingling (09:24)Theater production of "Grapes of Wrath" and reference to “Mother Road” (10:04)Events held at historic Harvey House (10:27)6. The Role of Murals in Barstow's Tourism and Community IdentityEvolution into historical, cultural draw and tourist attraction (11:40)Murals as economic anchor: Encouraging travelers to stop, visit, and spend in Barstow (12:26)Parallels with mural programs in other towns (13:21)Pride in Main Street Murals' achievements (12:58)7. Downtown Barstow Revitalization ProjectsUpcoming renovations in pocket park and Main Street visual improvements (14:28)Timeline: noticeable transformation within four months (14:18)Notes on multi-phase approach as funding becomes available (14:52)8. Changing Perceptions of BarstowYvonne describes Barstow as more than a stopover “gas up and go” town (15:14)Promotion of local hidden gems (murals, local culture, hospitality) (15:23)Impact of detours (e.g., traffic on I-15) encouraging travelers to check out Barstow (15:36)9. Community Engagement and AmbassadorshipImportance of local “brand ambassadors” (16:27)Value of volunteers and residents in enhancing visitor experience (16:39)10. Eugene's Personal Reflections and "Aha" MomentsPersonal awe at connections and opportunities through Chamber leadership (17:16)Example of event access: NASA/Goldstone Deep Space Network facility (17:54)Experience transitioning to Barstow from Orange County (18:34)Comparisons of SoCal travel times and Barstow's central location (19:19)Appreciation for Barstow's scenery and proximity to nature and federal lands (19:32)11. Local Recreation and ExplorationDiscovery of Rainbow Basin and other local excursions (20:24)Emphasis on Barstow as a base for outdoor adventures (19:52)LEARN MOREThank you to Main Street Murals for facilitating the today's tour and the interviews - https://mainstreetmurals.com/To learn more Barstow, its calendar of events, and how to do business locally, visit the Barstow Chamber's website at https://barstowchamber.com/Check out Crave Kaffe Haus' website at https://cravecoffeerte66.com/, or on these social sites:Facebook: https://www.facebook.com/p/Crave-Kaffee-61564514467253/Instagram: https://www.instagram.com/cravekaffeeLearn more about Bartow, and its rich history by visiting:The Historic Harvey House:https://www.barstowca.org/residents/harvey-house-information.Route 66 Museum:https://www.motherroadmuseum.com/NEXT STEPSVisit us at https://outdooradventureseries.com to like, comment, and share our episodes.KeywordsEugene Butticci, Barstow Chamber of Commerce, Yvonne Butticci, Crave Kaffee Haus, Jane Laraman-Brockhurs, Mainstreet Murals, Barstow, Barstow History, Route 66, Outdoor Adventure Series, Podcast Interview#EugeneButticci #BarstowChamberofCommerce #YvonneButticci #CraveKaffeeHaus #JaneLaramanBrockhurst #MainStreetMurals #Barstow #BarstowHistory #Route66 #OutdoorAdventureSeries #PodcastInterviewMy Favorite Podcast Tools: Production by DescriptHosting BuzzsproutShow Notes by CastmagicWebsite powered by PodpageBe a Podcast Guest by PodMatchBanner Customization by Nano Banana & Canva
In this episode, we kick things off with a massive consolidation move reshaping the finished vehicle logistics market. Jacksonville-based Proficient Auto Logistics announced a one hundred thirty million dollar agreement to acquire California-based Hansen & Adkins, a deal that will push the combined company's market share to roughly 25 percent of the new car hauling market. The acquisition will more than double Proficient's fleet to over seven hundred twenty-five company-owned units and add four hundred million dollars in annual revenue, with the deal expected to close in mid-August as the auto haul industry faces rising regulatory pressures and tightening capacity. Next, we explore a brewing battle in the parcel sector where a Senate bill aimed at solving Zip code confusion is triggering fierce pushback from postal leadership. The Homeland Security and Governmental Affairs Committee endorsed legislation requiring the U.S. Postal Service to designate unique Zip codes for eighty-three communities, but Postmaster General David Steiner is warning that the mandate would cause irreparable harm to both the organization and its customers. Steiner claims implementation would cost well over eight hundred million dollars, completely erasing last quarter's hard-fought performance gains for an agency that has lost nearly fifteen billion dollars over the past twenty-one months. Finally, we break down strong second-quarter results from one of the nation's largest freight railroads as BNSF Railway reported pre-tax earnings rising nearly fourteen percent on higher volume and revenue. Parent company Berkshire Hathaway disclosed that BNSF's earnings climbed to two point zero six billion dollars as revenue increased fourteen point six percent to six point five six billion, driven by a six and a half percent volume surge and higher revenue per unit. Consumer products traffic grew nine point three percent thanks to increased West Coast imports and tightening truck capacity, while agricultural and energy shipments jumped eleven and a half percent, though the railroad's operating ratio deteriorated slightly as fuel costs surged sixty-eight percent year over year. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off with a massive consolidation move reshaping the finished vehicle logistics market. Jacksonville-based Proficient Auto Logistics announced a one hundred thirty million dollar agreement to acquire California-based Hansen & Adkins, a deal that will push the combined company's market share to roughly 25 percent of the new car hauling market. The acquisition will more than double Proficient's fleet to over seven hundred twenty-five company-owned units and add four hundred million dollars in annual revenue, with the deal expected to close in mid-August as the auto haul industry faces rising regulatory pressures and tightening capacity. Next, we explore a brewing battle in the parcel sector where a Senate bill aimed at solving Zip code confusion is triggering fierce pushback from postal leadership. The Homeland Security and Governmental Affairs Committee endorsed legislation requiring the U.S. Postal Service to designate unique Zip codes for eighty-three communities, but Postmaster General David Steiner is warning that the mandate would cause irreparable harm to both the organization and its customers. Steiner claims implementation would cost well over eight hundred million dollars, completely erasing last quarter's hard-fought performance gains for an agency that has lost nearly fifteen billion dollars over the past twenty-one months. Finally, we break down strong second-quarter results from one of the nation's largest freight railroads as BNSF Railway reported pre-tax earnings rising nearly fourteen percent on higher volume and revenue. Parent company Berkshire Hathaway disclosed that BNSF's earnings climbed to two point zero six billion dollars as revenue increased fourteen point six percent to six point five six billion, driven by a six and a half percent volume surge and higher revenue per unit. Consumer products traffic grew nine point three percent thanks to increased West Coast imports and tightening truck capacity, while agricultural and energy shipments jumped eleven and a half percent, though the railroad's operating ratio deteriorated slightly as fuel costs surged sixty-eight percent year over year. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Andrew, Ben, and Tom discuss Berkshire Hathaway finally deploying its cash pile with the $6.8 billion purchase of Taylor Morrison Homes, a $10 billion new stake in Google now among its top five holdings, and $4.5 billion in buybacks, prompting the question of whether Buffett's years of caution are giving way to optimism, operating earnings up 24% and utilities profit up 27% even as BNSF and Geico continue to lag, TSMC's strong July sales supporting Q3 guidance for 46-48% revenue growth, a rough stretch for agriculture with Taylor Farms recalling jalapeño products in a salmonella outbreak following an earlier Cyclospora scare, and Treasury Wine Estates taking a $500 million charge and retreating from its US "masstige" strategy as global wine consumption hits its lowest level since the 1960sJoin our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure
Send us Fan MailIn S2E44, we bring Jackson on for the first time and immediately get into Europe, Tucson heat, brick houses that refuse to cool down, and why Ian's biggest complaint is still no AC. Jackson talks about his new private jet flying gig, hitting 49 out of 50 states, Alaska float planes, bush pilots, scary little-plane stories, and why he is absolutely not a water-plane guy. We also get into The Secret Life of Walter Mitty, buying art in Europe and accidentally paying more for shipping than the artwork, trains versus planes, getting stuck on the Dallas airport Skylink, flying railroad security for BNSF, catching people by the tracks with heat cameras, and why train thieves apparently wait for thunderstorms. From there, we talk mechanic life, airline benefits, brutal ramp temperatures, Phoenix heat shutting down takeoffs, negative-fifty cold, Robby's climatic lab memories, cigars, vapes, car wraps, rust, Japan's strict JCI inspections, Jackson's GTI engine disaster, Robby's Beetle still needing wiring and a motor, fun little manual cars, EcoSport Mario Kart energy, drunk Facebook Marketplace decisions, and buying a turbo Beetle because the guy actually drove it down to Tucson. Support the show
Craig and Julie have a jam packed show to start of the week! FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2. Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives. Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops. Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value. Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Craig and Julie have a jam packed show to start of the week! FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2. Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives. Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops. Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value. Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition. Follow the FreightWaves Today Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Vancouver resident Sharon Nasset makes the case that removing the I-5 bridges is unnecessary — arguing seismic upgrades are feasible, a supplemental bridge one mile west could add capacity, and a second BNSF lift could reduce bridge raises by 95%. https://www.clarkcountytoday.com/uncategorized/letter-why-are-we-removing-the-i-5-bridges/ #I5Bridge #ColumbiaRiver #IBR #Vancouver #ClarkCounty #Transportation #Opinion #BridgeReplacement #WashingtonState #PacificNorthwest ---
In "Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain" Joe Lynch and Joey Evans, Senior Director, Government Affairs & Business Development, TNW Corporation, discuss how Class III short line railroads leverage technology, sustainability, and first-and-last-mile service to keep American commerce moving. About Joey Evans Joey Evans is the Senior Director, Government Affairs & Business Development, TNW Corporation. He is a seasoned rail industry professional with over 20 years of experience, leading TNW's development and execution of government affairs and strategic growth initiatives. His role oversees legislative strategy, public funding efforts, real estate and industrial development projects, and supports acquisition and expansion activities aligned with the company's long-term objectives. Joey serves as President of the Texas Short Line and Regional Railroad Association (TSLRRA) and is a member of the TxDOT Freight Advisory Committee. His career spans various leadership roles across the short line railroad industry. Prior to his current position, he led Customer Success for TNW, encompassing customer service, revenue protection, and infrastructure technology. His journey began as a conductor and engineer, where hands-on experience laid the foundation for his transition into management. About TNW Corporation TNW Corporation owns and operates three short line railroads — TXNW Railway, TXGN Railway, and TXR Railway — along with multiple rail logistics facilities across Texas, serving as a strategic supply chain partner to industries, shippers, fleet managers, and Class I railroads. With more than 40 years of transportation logistics experience, TNW delivers the efficiency, reliability, and customer service that keep North American commerce moving. TXNW Railway, operating in the Texas Panhandle since 1982, is a One-Stop Supercenter and boasts the largest privately owned railcar storage capacity in the United States. TXGN Railway, also a One-Stop Supercenter, has served central Texas since 1992, operating approximately 67 miles of storage and loop track with Union Pacific interchange. TXR Railway, based in Brownwood, serves the Camp Bowie Industrial Area and interchanges with BNSF Railroad. TNW's full suite of services includes rapid interchange, transloading, railcar storage, repair, cleaning, scrapping, warehousing, and rail-served industrial development. Key Takeaways: Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain In "Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain" Joe Lynch and Joey Evans, Senior Director, Government Affairs & Business Development, TNW Corporation, discuss how Class III short line railroads leverage technology, sustainability, and first-and-last-mile service to keep American commerce moving. Revenue, Not Track Length, Defines Railroad Classes: Railroad classification is strictly determined by annual revenue, not physical distance. Class I railroads (the "interstates" like BNSF and UP) exceed $1 billion in annual revenue, Class II regional railroads fall between $1 billion and $47 million, and Class III short lines—where TNW Corporation operates—fall below $47 million. Short Lines Serve as the "First and Last Mile" for Rural America: While Class I railroads excel at long-distance freight movement, North America's 615 short line railroads provide essential first- and last-mile service to industrial parks and rural communities. Operating in smaller towns (often under 15,000 people), short lines keep vital agricultural, manufacturing, and petrochemical hubs connected to the national rail network. Lowering the Barrier to Entry with Truck-to-Rail Conversions: Because one railcar holds the equivalent capacity of four trucks (4:1 ratio), TNW launched a dedicated logistics and transloading business. This allows smaller regional shippers within a 50-to-100-mile radius to enjoy the economic benefits of rail by breaking bulk rail loads down into local trucks, without requiring a massive capital investment in dedicated track infrastructure. High-Volume Commodities and Major Public-Private Infrastructure Investments: Short lines primarily handle heavy, bulk commodities like petrochemicals, plastics, lumber, agricultural yields, and construction aggregates (rock). To support these loads, short lines reinvest a massive 33% to 50% of their annual revenue into infrastructure, a timeline accelerated by federal CRISI (Consolidated Rail Infrastructure Safety Improvement) grants to expand track fluidity. Transitioning from Rail's Historic "Black Hole" to High-Tech Visibility: Spurred by rising post-COVID consumer expectations (the "Amazon experience"), TNW developed a proprietary digital portal called My TNW. This tool eliminates the historic visibility "black hole" of rail shipping by providing customers with complete data transparency, allowing them to track cars across both TNW property and intersecting Class I networks. Embracing AI and Autonomous Infrastructure Safety: The rail industry is heavily adopting AI, autonomous railcars, and automated track inspection tools. These automated systems travel the lines to instantly pinpoint structural micro-cracks, gauge misalignments, or railcar defects. Removing the human error factor from these tedious inspections helped the rail sector chart its safest operational year in its 200-year history in 2025. Meeting Corporate ESG Targets Through "Clean and Green" Operations: Rail remains one of the most inherently sustainable modes of land transportation, moving a ton of freight roughly 500 miles on a single gallon of fuel. Beyond fuel efficiency, TNW helps shippers meet strict corporate environmental goals by certifying all properties under Operation Clean Sweep, which enforces strict handling frameworks to prevent plastic pellets and commodities from spilling into local ecosystems. Learn More About Short Lines, Big Impact: How Short Line Railroads Power America's Supply Chain Joey Evans | Linkedin TNW Corporation | Linkedin TNW Corporation | Instagram TNW Corporation | Facebook TNW Corporation | YouTube TNW Corporation The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
Nvidia was tot nu toe een van de sloomste chipaandelen van het jaar. Intel, AMD, Samsung, SK Hynix en zelfs ons eigen Besi fietsten de gifgroene chipreus lachend voorbij. Maar misschien is dat nu voorbij! Het bedrijf komt met een nieuwe superchip en dat betekent - naar eigen zeggen - een heel nieuw tijdperk voor computers. Het betekent in ieder geval flinke pijn voor beleggers in Qualcomm en Intel. Iets verderop zitten beleggers in Arm, Microsoft, ServiceNow en Hewlett Packard juist feest te vieren. We bespreken waarom. Verder doet de opvolger van Warren Buffett zijn eerste overname, in een totaal andere business: huizen bouwen in de VS. We bekijken waarom Berkshire opeens 6.8 miljard dollar in een sector plempt waar het kroonjuweel van Buffett al flinke belangen in heeft. Gast Erik Mauritz heeft het te doen met Greg Abel, die moeilijk in de voetsporen van het Orakel van Omaha kan treden. Maar toch ziet hij in Berkshire Hathaway een van de betere manieren om jezelf te beschermen tegen oververhitte AI-aandelen wereldwijd. Oh ja, en vlák voor uitzending diende Anthropic nog even de vertrouwelijke documenten in voor zijn beursgang. Nondeju! Verder in deze aflevering: SpaceX en vage cryptoconstructies, futurecontracten en andere dubieuze derivaatjes SoftBank steekt 75 miljard euro in grootste datacenterproject van Europa Wapengekletter: Czechoslovak Group aast nog steeds op een belang in KNDS, maar moet daarbij Franse en Duitse staat dulden CEO-loos Heineken Te gast: Erik Mauritz van Trade Republic. BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.
In this episode, we kick things off by examining autonomous trucking's major geographic expansion as Einride deploys cabless electric trucks in Ohio in partnership with EASE Logistics. This proof-of-concept deployment represents a significant shift beyond the Sun Belt, bringing SAE Level 4 autonomous technology to the industrial Midwest for the first time. Operating between warehouses in Marysville, the project is part of Ohio and Indiana's Truck Automation Corridor initiative to evaluate real-world impacts on safety and freight efficiency. Next, we explore the equipment sector where Volvo Trucks North America has unveiled a completely redesigned D13 engine engineered to meet 2027 EPA standards taking effect January 1st. The next-generation powerplant slashes nitrogen oxide emissions by a staggering eighty-three percent and particulate matter by fifty percent, making it Volvo's cleanest engine ever. With compacted graphite iron block construction, a higher compression ratio, and innovative fourteen-wave piston design, the engine delivers up to 540 horsepower while fundamentally redefining heavy-duty performance and environmental compliance. Finally, we cover a sudden leadership shakeup at the western Class I railroad as BNSF's chief operations officer departed after just five months in the top operations role. Matt Garland, a twenty-five-year BNSF veteran who took the COO position on January 1st, has been replaced by Craig Morehouse, who will now oversee the entire operations organization. The abrupt transition comes as Berkshire Hathaway's new leadership pushes BNSF to further improve its operating ratio and operational performance. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off by examining autonomous trucking's major geographic expansion as Einride deploys cabless electric trucks in Ohio in partnership with EASE Logistics. This proof-of-concept deployment represents a significant shift beyond the Sun Belt, bringing SAE Level 4 autonomous technology to the industrial Midwest for the first time. Operating between warehouses in Marysville, the project is part of Ohio and Indiana's Truck Automation Corridor initiative to evaluate real-world impacts on safety and freight efficiency. Next, we explore the equipment sector where Volvo Trucks North America has unveiled a completely redesigned D13 engine engineered to meet 2027 EPA standards taking effect January 1st. The next-generation powerplant slashes nitrogen oxide emissions by a staggering eighty-three percent and particulate matter by fifty percent, making it Volvo's cleanest engine ever. With compacted graphite iron block construction, a higher compression ratio, and innovative fourteen-wave piston design, the engine delivers up to 540 horsepower while fundamentally redefining heavy-duty performance and environmental compliance. Finally, we cover a sudden leadership shakeup at the western Class I railroad as BNSF's chief operations officer departed after just five months in the top operations role. Matt Garland, a twenty-five-year BNSF veteran who took the COO position on January 1st, has been replaced by Craig Morehouse, who will now oversee the entire operations organization. The abrupt transition comes as Berkshire Hathaway's new leadership pushes BNSF to further improve its operating ratio and operational performance. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off in Washington, where the U.S. House of Representatives has just unveiled the BUILD America 250 Act, a sprawling federal surface transportation reauthorization package. This massive legislation allocates $240 billion in authorized and direct funding for trucking, rail, aviation, and ports, including a historic $102 billion investment in passenger and freight rail—the largest federal rail commitment since Amtrak's creation—along with $110 billion for roads and bridges, $17 billion for port upgrades, and $25 billion for airport modernization. Debate on the bill begins Thursday, just months before the current authorization expires in September. Shifting gears to the rails, we examine a brutal rate war erupting between two Class I giants as they battle for freight customers in front of federal regulators. Union Pacific has filed a 129-page complaint with the Surface Transportation Board alleging that BNSF Railway hiked reciprocal switching charges by as much as 472 percent at locations where UP recently won or grew business from BNSF customers. UP claims BNSF canceled longstanding unit grain train switching rates and forced customers to pay nearly triple the cost under merchandise train rates, while BNSF has rejected entire unit train shipments this month, allegedly to make UP service noncompetitive and drive shippers back to BNSF. Finally, we unpack the evolving threat landscape in supply chain security as traditional cargo theft tactics give way to far more sophisticated criminal operations. While overall theft incidents declined to 574 in the first quarter of 2026, deceptive pickup fraud schemes using fake identities and forged credentials jumped 31 percent year over year, with nearly half of those fraud incidents occurring in California. Electronics remained the most frequently targeted cargo at 17 percent of all incidents, while auto and parts thefts surged 142 percent from Q4 2025, prompting warnings from security experts that organized criminal networks are heavily investing in fraud infrastructure that traditional security measures like padlocks simply cannot stop. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, we kick things off in Washington, where the U.S. House of Representatives has just unveiled the BUILD America 250 Act, a sprawling federal surface transportation reauthorization package. This massive legislation allocates $240 billion in authorized and direct funding for trucking, rail, aviation, and ports, including a historic $102 billion investment in passenger and freight rail—the largest federal rail commitment since Amtrak's creation—along with $110 billion for roads and bridges, $17 billion for port upgrades, and $25 billion for airport modernization. Debate on the bill begins Thursday, just months before the current authorization expires in September. Shifting gears to the rails, we examine a brutal rate war erupting between two Class I giants as they battle for freight customers in front of federal regulators. Union Pacific has filed a 129-page complaint with the Surface Transportation Board alleging that BNSF Railway hiked reciprocal switching charges by as much as 472 percent at locations where UP recently won or grew business from BNSF customers. UP claims BNSF canceled longstanding unit grain train switching rates and forced customers to pay nearly triple the cost under merchandise train rates, while BNSF has rejected entire unit train shipments this month, allegedly to make UP service noncompetitive and drive shippers back to BNSF. Finally, we unpack the evolving threat landscape in supply chain security as traditional cargo theft tactics give way to far more sophisticated criminal operations. While overall theft incidents declined to 574 in the first quarter of 2026, deceptive pickup fraud schemes using fake identities and forged credentials jumped 31 percent year over year, with nearly half of those fraud incidents occurring in California. Electronics remained the most frequently targeted cargo at 17 percent of all incidents, while auto and parts thefts surged 142 percent from Q4 2025, prompting warnings from security experts that organized criminal networks are heavily investing in fraud infrastructure that traditional security measures like padlocks simply cannot stop. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices
Adam Mead is a professional investor, CEO of Mead Capital Management, and author of the 850-page second edition of The Complete Financial History of Berkshire Hathaway — one of the most exhaustive chronicles of Warren Buffett's conglomerate ever written.Episode Sponsor: Fiscal AI is a modern data terminal that gives investors instant access to twenty years of financials, earnings transcripts, and extensive segment and KPI data—use my link for a two-week free trial plus 15% off: https://fiscal.ai/talkingbillions/3:00 – Adam explains why a second edition was necessary: the pandemic, Apple's rise to 50% of the portfolio, Allegheny and Pilot acquisitions, Japanese trading houses, losing Charlie Munger, and Buffett's retirement 5:58 – Berkshire's underlying philosophy hasn't changed — it's the world that changed; living through history feels more intense than researching it on the page 8:25 – Why Buffett sold the airlines: as largest shareholder, Berkshire could have blocked bailout funds, putting the airlines' survival at risk 11:28 – New investment cases rhyme with the past; patient capital allocation works; $72B in share repurchases between 2020–2024 was the real “elephant” 15:22 – Japanese trading houses financed with 1% yen-denominated debt — currency-insulated and opening future partnership opportunities 17:56 – The new chapters are Buffett's final years; succession to Greg Abel was methodical, not sudden; Greg made material improvements visible in the financials 22:01 – Global expansion under Greg Abel could be Berkshire's next chapter, following Fairfax's playbook 23:50 – Sum of the parts walkthrough: $373B cash (~$320B deployable), $234B equities (after Apple adjustment and deferred taxes), BNSF $80-90B, BHE ~$70B, MSR businesses ~$205B, insurance underwriting ~$42.5B, minus $22.5B holding company debt = just over $1 trillion intrinsic value 44:41 – S&P underperformance is more about the index going “nuts” than Berkshire missing something 48:47 – Cash buildup is confluence, not structural: Apple gains, expensive market, Berkshire shares at/above intrinsic value — like a water balloon filling up 56:41 – Berkshire's edge: de-emphasize information, emphasize continual learning, patience, and underappreciated liability management 1:00:54 – AI won't replace conviction; if it could be done by clicking a button, the advantage negates itself 1:10:15 – Conviction requires deep work; shallow roots won't hold through volatilityPodcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
Colorado's Front Range is one of the most obvious “should have a train” corridors in the United States, yet the Denver to Boulder to Fort Collins connection has stalled for decades. We dig into what's changing and why a new Front Range passenger rail push is suddenly picking up real momentum, including the practical realities that have blocked progress before: freight railroad ownership, dispatching priorities, and the price of buying access to the BNSF corridor.We walk through the current proposal for the Colorado Connector “CoCo,” focusing on the most likely phase one starter service between Denver and Fort Collins with intermediate stops like Boulder, Longmont, and Loveland. We get specific on the numbers, the plan to launch with just three daily round trips, and the pros and cons of treating rail as a pilot service. Is limited frequency a smart way to control costs and prove demand, or does it make the train too hard to use compared to a 40-minute drive?Subscribe for more deep dives on transit, share this with someone stuck on I‑25, and leave a review telling us where you land: invest in rail now, or scale what's already working on the bus network?Send us Fan MailSupport the show
In this episode of Supply Chain Connections, Brian Glick sits down with John Anderson, Operating Partner at Greenbriar Equity, to unpack the role of private equity in the transportation and logistics industry. John shares insights from over two decades of investing in and operating supply chain businesses, offering a clear view into how private equity firms evaluate companies, create value, and drive growth.The conversation explores what private equity really means for companies and employees, how leadership and culture impact outcomes, and where technology—especially AI—is shaping the future of logistics.Key topics discussed include: What private equity firms do and how they invest in logistics companies How value is created through growth, operations, and M&A strategies Why combining companies can unlock cost and revenue synergies The importance of leadership, culture, and decision-making in PE-backed businesses How employees can better understand and adapt to private equity ownership The evolving role of technology and AI in supply chain operations Why AI is more about better decision-making than just cost reduction How time horizons influence investment decisions and company strategy The long-term outlook for logistics and the role of capitalism in industry growthJohn also shares his perspective on how innovation, data, and automation are reshaping the industry—and why logistics remains one of the most dynamic and essential sectors in the global economy.About the Guest:John Anderson is an Operating Partner at Greenbriar Equity, where he focuses on investing in and growing transportation and logistics companies. With over 25 years of experience in private equity and a background that includes leadership roles at Fenway Partners, BNSF, CSX, and McKinsey & Company, John brings deep industry expertise across operations, strategy, and M&A.Discover Greenbriar EquityConnect with BrianFollow Chain.io on LinkedIn
Rail-freight demand is subdued but stable as economic uncertainty and shifting global trade patterns cloud near-term volume expectations. In this Talking Transports podcast, BNSF Chief Marketing Officer Tom Williams joins Bloomberg Intelligence’s Lee Klaskow to discuss the railroad’s demand outlook. Williams highlights the railroad’s improving service, noting that consistent transit times are key to converting more truckload freight to rail. He also outlines how investments in technology, infrastructure and network efficiency have reduced dwell times and improved velocity across the system. The conversation covers trade volatility, tariff impacts on import flows, the proposed Union Pacific–Norfolk Southern merger and why he’s still celebrating his beloved Indiana Hoosiers’ national championship in college football.See omnystudio.com/listener for privacy information.
ATLP Rewind - Originally Released February 11, 2025On this month's Talking Ops with Don Irace, we're talking big operations with the owner of the BNSF Fall River Division, John Parker. John shares with us what it's like to prepare for and manage operations on his large layout. From track cleaning to crew selection and keeping them all busy, John gives a deep dive into what it takes to keep the BNSF moving.Learn more about this episode on our website:aroundthelayout.com/rewindThank you to our episode sponsor, ScaleSigns.com:https://scalesigns.com/Thank you to our episode sponsor, Oak Hill Model Railroad Track Supply:https://ohrtracksupply.com/Thank you to our episode sponsor, Tully Models:https://tullymodels.comVisit our website at aroundthelayout.comBecome a member of our Operating Crew for chances to win and much more!aroundthelayout.com/crewAround The Layout Podcast is a production of Thirty Five Productions LLC©2026 Thirty Five Productions LLC. All rights reserved.The views and opinions expressed by hosts and guests are their own and do not necessarily reflect those of Thirty Five Productions LLC or our sponsors.Use of any trademarks or trade names is for identification purposes only and does not imply endorsement.No portion of this podcast may be reproduced, distributed, or transmitted in any form or by any means without the prior written permission of Thirty Five Productions LLC, except for brief quotations used for purposes of review, commentary, or promotion.
Ihr kriegt aktuell 25 € vom Scalable-ETF, wenn ihr ein neues Konto eröffnet und nutzt. Dazu unterstützt ihr auch noch diesen Podcast. Mehr Infos gibt's hier. Netflix zieht sich aus Warner-Deal zurück und kassiert 2,8 Mrd. $ Strafe. Paramount steigt 20%. OpenAI sammelt 110 Mrd. $ ein, Amazon größter Investor. USA greifen Iran an. Block streicht 40% der Jobs. Dell boomt dank KI-Servern. Privatkredit-Sorgen drücken Banken. Buffetts Nachfolger Greg Abel schreibt seinen ersten Aktionärsbrief. Näher dran, strenger im Ton. BNSF soll Margen-Gap schließen, Pilot muss Nummer 1 werden. Berkshire Hathaway (WKN: A0YJQ2) bleibt konservativ. Carrefour (WKN: 852362) zieht sich auf drei Kernmärkte zurück. KGV von 9, Dividendenrendite von 6%. Schafft CEO Bompard den Tesco-Turnaround? Mehr zu Laurenz Malte Nienaber erfahren. Diesen Podcast vom 02.03.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
A federal court ruled Tuesday that BNSF Railway can't be held liable for vermiculite shipments that spread asbestos contamination along its tracks in Libby.
Host Taylor Inman details the major shifts coming to Northwest Montana this year, starting with a significant overhaul of visitor access in Glacier National Park. As the park officially ends its vehicle reservation system, officials are introducing a new ticketed shuttle service and a three-hour parking limit at Logan Pass to manage congestion. We also look at the extensive construction schedule for 2026, including utility and road projects at Two Medicine and St. Mary that will result in seasonal closures.The episode also breaks down the 2026 Economic Outlook for the region. Despite a national "no hire, no fire" economy, Flathead County continues to lead Montana in employment growth, fueled by persistent in-migration and a rebounding multi-family housing market. Finally, we cover a $2.3 million jury award in a personal injury lawsuit against BNSF Railway involving a longtime Whitefish engineer, marking a major legal conclusion to a three-year battle.A big thank you to our headline sponsor for the News Now podcast, Loren's Auto Repair! They combine skill with integrity resulting in auto service & repair of the highest caliber. Discover them in Ashley Square Mall at 1309 Hwy 2 West in Kalispell Montana, or learn more at lorensauto.com. This summer, we followed the Brist family from their fifth-generation Montana farm to the bright lights of the Northwest Montana Fair. From early morning chores to the intensity of the show ring, their journey shows the hard work, tradition, and bittersweet goodbyes that come with raising livestock. Discover Season 4 of our Deep Dive podcast, From Farm to Fair — coming Sunday, September 21st! Visit DailyInterLake.com to stay up-to-date with the latest breaking news from the Flathead Valley and beyond. Support local journalism and please consider subscribing to us. Watch this podcast and more on our YouTube Channel. And follow us on Facebook, Instagram and X. Got a news tip, want to place an ad, or sponsor this podcast? Contact us! Subscribe to all our other DIL pods! Keep up with northwest Montana sports on Keeping Score, dig into stories with Deep Dive, and jam out to local musicians with Press Play.
Welcome to the American Railroading Podcast! In this, our first episode of Season 4, our host Don Walsh is our guest. Don takes us on a journey through 2025 and gives us a recap of each of the podcast episodes from Season 3 along with a look behind the scenes and shares his thoughts not heard before on the episodes themselves. Don also discusses audience feedback and his favorite moments from Season 3, after which he gives his thoughts on where the industry is headed in 2026 and some hints on where the podcast is headed in Season 4. Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode including episode videos and more on the American Railroading Podcast's official website at www.AmericanRailroading.net . Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally with a 300% increase in downloads in the last year!The STB offers Stakeholder Committees including the Railroad Shipper Transportation Advisor Council, the Rail Energy Transportation Advisory Committee, the National Grain Car Council and the newly created Passenger Rail Advisory Committee.President Trump's proposed plan to improve the economy and reduce inflation is said to be like spokes on a wheel including reducing the cost of energy by increasing production, reducing government spending, reducing regulations and restrictions, reducing taxes and bringing manufacturing back to the U.S.While intermodal railcars make up only 4% of the U.S. national fleet, 48% of all U.S. rail traffic is generally intermodal rail shipments.Using Ai technology, the Duos Technologies - Railcar Inspection Portal (RIP) can inspect railcars at operating speeds from 3 MPH to 125 MPH, and report findings within 60 seconds.Most new tank car builds (at this time) are due to replacement needs as tank cars age out.Today there are approximately 2 million registered railcars in the U.S. national fleet, of which 22% (or 440,000) are tank cars, all of which require HM-216b qualification at regular intervals.Founded in 1838, Galveston, an island port city in Texas, quickly became the major hub for trade and immigration for not only Texas, but the entire southwest United States, and was the home of the first operating railroad in Texas, founded in 1850.The issue with tariffs isn't whether they're good or bad, it's that they keep fluctuating, they're not consistent, which makes it hard for businesses to plan.While there are 6 Class 1 railroads in the U.S. (UP, BNSF, CSX, NS, CN, and CPKC), there are 603 short line railroads.The AAR establishes safety, security and operating standards that provide seamless and safe operations across America's nearly 140,000-mile freight rail network.Don Walsh gives his opinion of the industry outlook for 2026!LINKS MENTIONED:
We got an update on the DOJ oversight, the BNSF deal and an economic outlook for 2026 from Supervisor Galvin with Maricopa County
Left-wing activists gathered in Seattle last night to pay tribute to the woman killed in the Minnesota ICE shooting. Washington Republican warns wildfire fund bill could hike electricity rates statewide. Guest: Saul Spady on the upcoming annual Steven Hauschka Pong tournament. // Big Local: A Redmond business owner is pleading with the city for bollards after repeated smash-and-grabs. BNSF is being sued for installing boulders to block homeless encampments in Vancouver. // Fridays with Jake Skorheim: Conan O’Brien calls out comedians that do nothing but bash Trump.
5pm: Top Stories Recap / Updates // Brian Heywood qualified 2 initiatives for Nov 2026 ballot // Washington State’s Tax Blitz // Washington's 95% nicotine tax drives customers across state lines to Idaho // Lawsuit claims BNSF illegally placed boulders to block homeless camps in Vancouver // Mercer Island Police take serving and protecting to a new level with DoorDash delivery // Video Guest – Talking Sports With Ry // Here’s who No. 1-seed Seahawks could face in NFL playoffs as dust settles // Ex-Seahawks coach Pete Carroll fired by Raiders // Letters
BNSF CEO: Rail merger still a “significant threat” to economy, consumers covers the intensifying opposition to the proposed Union Pacific and Norfolk Southern merger, as rival BNSF warns of potential service failures and higher rates. CEO Katie Farmer argues that the deal fails to meet regulatory requirements and offers public benefits that could otherwise be achieved through simple collaboration. We also analyze the "Chart of the Week" in Inventory management strategy shifts once again, which highlights a move toward leaner inventories after periods of over-ordering and destocking. This strategy increases the value of agile transportation services but carries the risk of missed revenue opportunities if demand suddenly spikes. Finally, we look at a discrimination lawsuit in Judge denies summary judgment in deaf driver applicant's rejection, where a federal judge ruled that a case against Wilson Logistics will proceed to trial or settlement. The suit alleges the company illegally refused to hire a qualified deaf driver who held a valid federal hearing exemption. Learn more about your ad choices. Visit megaphone.fm/adchoices
BNSF CEO: Rail merger still a “significant threat” to economy, consumers covers the intensifying opposition to the proposed Union Pacific and Norfolk Southern merger, as rival BNSF warns of potential service failures and higher rates. CEO Katie Farmer argues that the deal fails to meet regulatory requirements and offers public benefits that could otherwise be achieved through simple collaboration. We also analyze the "Chart of the Week" in Inventory management strategy shifts once again, which highlights a move toward leaner inventories after periods of over-ordering and destocking. This strategy increases the value of agile transportation services but carries the risk of missed revenue opportunities if demand suddenly spikes. Finally, we look at a discrimination lawsuit in Judge denies summary judgment in deaf driver applicant's rejection, where a federal judge ruled that a case against Wilson Logistics will proceed to trial or settlement. The suit alleges the company illegally refused to hire a qualified deaf driver who held a valid federal hearing exemption. Learn more about your ad choices. Visit megaphone.fm/adchoices
The BNSF development project continues to move forward despite a vote by the Maricopa County Board of Supervisors deciding not to fix a mapping error. Laura Deaver, Wittman resident, joined the show to explain why people are opposing this project.
The 100-year-old P Judge and Suns Trucking and Warehousing Company filed for Chapter 11 bankruptcy protection in New Jersey, listing both assets and liabilities between $1 million and $10 million. The podcast covers the ongoing debate surrounding the proposed merger between Union Pacific and Norfolk Southern, which UP CEO Jim Vena advocated for at the RailTrends industry conference. Vena stressed that the United States should not be the only country in North America without seamless rail service, noting that the merger is necessary to enable railroads to compete with the trucking industry. Strong opposition to the deal comes from Western Railroad BNSF, which views the merger as a disruption that would likely lead to a reshaping of the entire North American Rail Network. BNSF's chief marketing officer highlighted that customers are not advocating for the merger, and that existing transcontinental options are already practical through collaboration. Learn more about your ad choices. Visit megaphone.fm/adchoices
Maricopa County supervisors are weighing a $3.2 billion BNSF rail hub northwest of the Valley near Wittmann. The project promises up to 50,000 jobs and more than $250 million in tax revenue, with chambers of commerce calling it “transformative.”
In this episode, Stig Brodersen speaks with Tobias Carlisle — founder and managing director of Acquirers Funds — about Warren Buffett's timeless approach to risk. Drawing from Tobias's new book, Soldier of Fortune, they explore how ancient wisdom, especially from The Art of War, reveals the deeper logic behind Buffett's biggest and most misunderstood investing decisions. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:02:03 - Why the deal between General Re and Berkshire Hathaway was a masterstroke 00:16:48 - What the ancient text of the art of war can teach us about today's financial markets 00:27:28 - Why did Buffett buy BNSF when it's highly capital-intensive 00:36:28 - Why Apple was – perhaps – the best trade Buffett ever made 00:56:04 - Why Buffett's investment in Japan is in total alignment with the culture of Berkshire Hathaway 01:12:36 - If Berkshire Hathaway is more or less risky than the S&P 500 And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Tobias Carlisle's book, Soldier of Fortune – read reviews of this book. Tobias Carlisle's podcast, The Acquires Podcast. Tobias Carlisle's ETF, ZIG. Tobias Carlisle's ETF, Deep. Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book. Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com. Tweet directly to Tobias Carlisle: @Greenbackd. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Simple Mining Unchained HardBlock Kubera Vanta Shopify reMarkable Onramp Public.com Abundant Mines Horizon Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Chuck Baker, President of the American Short Line & Regional Railroad Association (ASLRRA). Together they discuss the story of the American short line railroads including their origins, their near demise due to regulations and increased trucking, their re-birth after deregulation, their significant role and impact on the U.S. economy, the effect of a government shutdown on the industry, and much more. Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 58 countries around the world, on 38 podcast platforms!Although growing up in Baltimore, MD., Mr. Baker is a graduate of Rice University in Houston, TX.Prior to becoming President of the ASLRRA, Chuck was a lobbyist specializing in government affairs in Washinton, DC for 15 years representing railroad clients before the Federal Government, including Congress & administrative agencies such as the DOT,FRA, STB, DHS & TSA.Don and Chuck discuss what criteria determines a Class 1 railroad.A short line railroad's role is to be the “First Mile, Last Mile” provider to local and regional businesses and communities, working in conjunction with Class 1 railroads.While there are 6 Class 1 railroads in the U.S. (UP, BNSF, CSX, NS, CN, and CPKC), there are 603 short line railroads.Short line railroads are a great American success story, employing 17,800 employees nationwide, contributing significantly to the U.S. economy.Chuck shares his opinion on the effect of a government shutdown on the railroad industry.The ASLRRA offers its members not only advocacy, but also training, grant assistance, disaster preparedness, education funds & industry scholarships, environmental initiatives, webinars, industry events, and more.If you like what we do, please leave us a 5-Star Review…and please Share the episode!LINKS MENTIONED: https://www.americanrailroading.nethttps://www.therevolutionrailgroup.com https://www.youtube.com/@americanrailroadingpodcast https://www.buymeacoffee.com/dwalshX https://www.enviroserve.com https://www.ASLRRA.org
For decades, Libby residents have lived with the deadly aftermath of asbestos exposure from a closed vermiculite mine. It contaminated the local baseball fields where kids played, it was in gardens, and it insulated homes. Hundreds have died from asbestos-related diseases. Two families were awarded damages from BNSF Railway in 2024. Now the railway is appealing that decision, saying it's not liable for those deaths.
Challenges and Triumphs in Industrial Development with Dan Balmelli In this episode of the Industrial Advisors podcast, hosts Bill Conant and Matt McGregor welcome Dan Balmelli, a principal engineer at Barghausen Consulting Engineers. With over 40 years of experience, Dan shares insights into the complexities of industrial development in Washington State, discussing difficulties related to environmental regulations, land scarcity, and community pushback. He highlights notable projects, including the Sumner Ridge and BNSF sites, and emphasizes the importance of problem-solving and client relationships in achieving market dominance. The episode also covers upcoming policy changes that may impact future developments. 00:00 Introduction and Guest Welcome 01:12 Dan Balmelli's Background and Firm Overview 02:25 Challenges in Industrial Development 04:37 Market Share and Success Factors 07:46 Policy and Regulatory Changes 11:45 Challenging Projects and Case Studies 15:05 Smooth Projects and Final Thoughts 16:12 Conclusion and Farewell
What would you do if you discovered a passion for operations well into your layout build? Our guest on this episode of Talking Ops with Don Irace, Mark Herrick, did just that and tells us how he took what he started, and with some inspiration and guidance from a good friend, turned his BNSF Montana Division that was originally designed for two and used artistic licence to turn it into an operations layout that hosts up to six and provides a diverse list of jobs. Mark talks about recreating lost industries to enhance the experience and how a layout owner should approach the process of developing jobs.Learn more about this episode on our website:aroundthelayout.com/193Thank you to our episode sponsor, Spring Creek Model Trains:https://www.springcreekmodeltrains.com/Thank you to our episode sponsor, Home Shops:https://homeshops.net/
This episode conducts a deep dive into the current volatility of the freight market, focusing on how agility is the critical metric for survival and success. Using recent ATBS data, we analyze how successful owner-operators are improving their net income, despite rising fixed costs, especially maintenance, by maintaining stability and focusing on calculating their contribution margin. New tariffs on imported heavy-duty trucks are expected to curb new truck orders, leading to a predicted rise in used truck prices due to scarcity. Meanwhile, on global ocean lanes, Asia-to-US West Coast container rates dropped another 15% last week, forcing carriers to blank about 13% of scheduled sailings to stabilize rates amidst ongoing trade risk . Not all global movement is weak, as the Port of Savannah stands out, having handled over 534,000 TEUs in August, due in part to infrastructure adaptation like the new fast-track routing system. We also cover the major policy fight concerning the Union Pacific-Norfolk Southern merger, which BNSF argues will hurt competition and service, while the merging parties claim it will boost volume with single-line options. In transportation technology, Einride achieved the world's first cabless electric fully autonomous cross-border delivery between Sweden and Norway, proving that autonomous systems can manage complex international regulatory requirements through digital integration. Conversely, the ongoing Canada Post strike is presented as a case study in failing to adapt with workers resisting modernization, leading to private carriers scooping up quickly diverted parcel volumes and the postal service's market share plummeting. Learn more about your ad choices. Visit megaphone.fm/adchoices
BNSF Railway claims Union Pacific and Norfolk Southern combination will severely hurt competition and service. BNSF's position paper argues that the $85 billion deal will force UP to drive up rates and favor high-density lanes, prompting the railway to urge shippers to contact the Surface Transportation Board with their concerns. Trade tensions are mounting in the trans-Pacific maritime sector as Beijing prepares a regulatory volley in response to U.S. charges on Chinese ships. China amended regulations to allow "necessary countermeasures," potentially including fees on vessels or prohibiting U.S.-service ships from entering or leaving Chinese ports, in retaliation for costly U.S. port fees. Finally, we look at the logistics impact of new U.S. duties on construction and home goods materials. The proclamation introduces a 10% tariff on imported softwood lumber and timber, and a 25% duty on imported kitchen cabinets, vanities, and upholstered wood furniture, all effective starting October 14. Critics caution that these tariffs, which the administration states are aimed at protecting the U.S. wood industry, will inevitably lead to higher costs for American consumers and builders. Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to the American Railroading Podcast! In this episode our host Don Walsh is joined by guest Eric Starks, Chairman of FTR (Freight Transportation Research Associates). Together they discuss the pending $85 billion dollar Union Pacific and Norfolk Southern merger, the current status of the U.S. economy, an update on U.S. manufacturing and production including new railcar production, rail traffic, market trends and risks, a forecast for 2026 and much more. We also announce our 2025 Honor our Heroes Award winner! Tune in to this episode to gain valuable insights and broaden your understanding of American Railroading! You can find this episode and more on the American Railroading Podcast's official website at www.AmericanRailroading.net , and watch our YouTube Channel at the link below. Welcome aboard!KEY POINTS: The American Railroading Podcast remains in the Top 10% of all podcasts globally, now downloaded in 57 countries around the world!The podcast continues to experience incredible growth in downloads and subscribers. Mr. Starks is a graduate of Indiana University and was an Adjunct Lecturer at Indiana University, Kelley School of Business for 4 years, teaching MBA students Transportation and Distribution Strategy, and was instrumental in creating the Indiana University Transportation Board.Eric does a deep-dive into our current U.S. economy and GDP and gives us his opinion on whether or not they are where we expected them to be.Don and Eric discuss Tariffs, what their intended use is by the current administration, and whether or not they are providing the intended results.Eric gives his opinion of the pros and cons of the pending UP and NS merger, and they discuss the recently announced BNSF and CSX partnership.Don and Eric do a thorough review of current rail traffic, velocity, dwell times, commodity and car type trends, and more.You don't want to miss Eric's 2026 forecast!Our 2025 – American Railroading Podcast - Honor our Heroes Award winner is……You'll have to listen to the end of the episode to find out.
This week, we dive into the pivotal shifts creating a complex and challenging freight landscape. We start at the U.S.-Mexico border, where a fascinating paradox is unfolding: U.S. tariffs are leading to job losses in the maquiladora industry, even as wages and foreign investment hit record highs. Then, we shift tracks to the rail industry, where Warren Buffett's BNSF is rejecting the mega-merger trend, creating a strategic split among Class I railroads. We also cover urgent regulatory changes, including the sudden elimination of the de minimis exemption that's throwing international parcel shipping into chaos, and the federal crackdown on trucker compliance that comes with multi-million dollar penalties. Finally, we break down why trans-Pacific ocean rates have plummeted to pre-Red Sea crisis lows, despite ongoing geopolitical risks. This is your essential guide to the interconnected forces that will define your operational strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices
It's a return to the “Lone Star” state and a visit with locomotive engineer Emory Lehman. We haven't talked to Emory for a few years since and decided it was about time to check up on what Emory‘s been doing. Things have changed quite a bit with his new job at the BNSF in Temple, Texas, a model railroader living across the street and his friend Mike making major changes to his layout. We also discuss the possible merger of the Norfolk Southern and Union Pacific railroads, and what are the possible effects it will have on railroading across America. Once again, it's a podcast with little or no direction, that's lots of fun with great discussion about everything under the sun. Enjoy!!
This episode, Walt sits down with Theo Vallis, VP Commercial, Luminary Logistics Solutions, and President of The Railway Industrial Clearance Association (RICA), and Greg McComas, Senior Manager Dimensional Clearances, BNSF, and Chair of AREMA's Clearance Technical Committee. The trio takes a 360-degree view of the world of clearances and the movement of high-visibility cargo across the North American market. From blades to bridges, they cover how oversized cargo gets from A to B without taking out infrastructure. It is an entertaining ride through the world of dimensional freight that is all around us – watch your head.
On this episode of WHAT THE TRUCK?!?, Thomas Wasson is joined by Justin Martin (@supertrucker). We're talking about some of the biggest headlines in freight, including Marten's sale of its intermodal unit to HubGroup, Warren Buffett's denial of BNSF merger rumors, and the ATA's proposal to replace the gas tax with a vehicle registration fee. We're also joined by a great lineup of guests: Steve Sykora, Customer and Partner Acquisition Lead at Bosch in North America, joins us to talk about the Bosch Mobility Platform, the latest trends in fleet maintenance, and how their FleetME solution can help fleets increase revenue. Dr. Gina Anderson, CEO of Luma Brighter Learning, is here to break down how adults learn and how organizations can create training that genuinely changes behavior. Hugo Beltran, CEO of Genesis Equip You, discusses the challenges facing small to midsize fleets and how his company is providing them with tailored financing and high-quality equipment to help them grow. Plus, we'll tell you how you can win a 36-inch Blackstone griddle! Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts #WHATTHETRUCK #FreightNews #supplychain Learn more about your ad choices. Visit megaphone.fm/adchoices
The only person to have held both the Treasury Secretary and the Fed Chair positions, Janet Yellen weighs in on America's economy and the pressure President Trump is putting on sitting Fed chair Powell. She also discusses stablecoins and the inflation risks of politically-driven monetary policy. Plus, OpenAI and Oracle are expanding their Stargate project, and a report on the report about Berkshire Hathaway-owned railroad BNSF asking Goldman Sachs for counsel on a transaction. Janet Yellen - 13:15 In this episode:Becky Quick, @BeckyQuickAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
New reports indicate that BNSF has hired Goldman Sachs to advise on a potential rail merger, following ongoing merger talks between Union Pacific and Norfolk Southern since the first quarter. Publicly held Class One railroads are also scheduled to begin reporting their second-quarter earnings this week. We delve into the US cargo airlines' strong endorsement of the Trump administration's sanctions on Mexico, enacted after Mexico allegedly violated a 2015 air transport agreement by forcing all cargo carriers to relocate. The U.S. Department of Transportation will now review flight schedules of Mexican carriers and has put European countries on notice for similar potential actions. The episode also highlights the struggles of small and medium-sized businesses amidst a possible trade war, with some companies adopting new practices like skew normalization to mitigate tariff-related losses. Port of Los Angeles Executive Director Gene Seroka notes that uncertainty has become the new norm, emphasizing how trade policies impact the economy as a whole. Tune in today at 2 PM for a new episode of Loaded and Rolling with Thomas Wason on FreightWaves Television. Additionally, mark your calendars for the Enterprise Fleet Summit tomorrow and the Supply Chain AI Symposium next week on July 30th in Washington D.C.. Learn more about your ad choices. Visit megaphone.fm/adchoices
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