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This podcast, taken from Railway Age's 2025 Rail Insights Conference, features Kate Suprenuk, President of Leasing and Manufacturing, Union Tank Car Company & Procor | Marmon, in conversation with David Nahass, President, Railroad Financial Corp. and Financial Editor, Railway Age. Conference sponsored by BNSF Railway, The Greenbrier Companies, Amsted Rail, Loram, Trinity Rail and Union Pacific.
Union Pacific’s $88 billion bid for Norfolk Southern could usher in a new era for the North American railroad industry if the companies can show the Surface Transportation Board that the deal will enhance competition and is in the public interest. In this Talking Transports podcast, Tony Hatch, founder and president of ABH Consulting, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the merits and challenges of a possible merger between the two large railroads. UP and NS will need to make their case to all stakeholders, which include shippers, workers, Norfolk shareholders and regulators, who could be the most difficult to persuade. The downstream effect of a deal or perceived likelihood of regulatory approval could lead to further consolidation among Class I carriers.See omnystudio.com/listener for privacy information.
Tune in here to this Monday's edition of the Brett Winterble Show! We're joined by Aiden Buzzetti from the Bull Moose Project to talk about a bold new vision for American infrastructure and the potential revival of the transcontinental railroad. Bozzetti discusses his recent Daily Caller op-ed, arguing in favor of a proposed merger between Union Pacific and Norfolk Southern railroads. Despite traditional concerns about monopolies, Bozzetti explains that this merger could enhance competition—not with other rail lines, but with the trucking industry, which currently dominates U.S. freight transport. He emphasizes that the merger is not government-forced but a voluntary partnership aimed at improving efficiency, lowering costs, and boosting domestic manufacturing by streamlining coast-to-coast shipping. Bozzetti believes the project would reduce interchange delays, better connect U.S. ports, and create meaningful jobs—all without stifling consumer choice. If approved under a future Trump administration, this move could represent a significant step toward economic revitalization. He remains confident the merger will pass regulatory hurdles and deliver tangible benefits. Listen here for all of this and more on The Brett Winterble Show! For more from Brett Winterble check out his YouTube channel. See omnystudio.com/listener for privacy information.
Tune in here to this Monday's edition of the Brett Winterble Show! Brett kicks off the program by talking about the shifting tone of modern socialism and the economic impact felt by everyday Americans. He opens with a sarcastic jab at leftist slogans, contrasting the idealistic promises of the past with what he sees as today’s failed leadership. Brett then highlights a story about a diner waitress whose livelihood was disrupted due to massive job losses, pinning the blame on decisions by both Donald Trump and “Joj,” possibly a jab at President Joe Biden. From there, the show transitions to breaking news about President Trump’s executive order to restore law and order in Washington, D.C., citing rising crime and the breakdown of public safety. Mayor Muriel Bowser responds with a measured yet firm statement, emphasizing local autonomy under D.C.’s Home Rule Charter We're joined by Aiden Buzzetti from the Bull Moose Project to talk about a bold new vision for American infrastructure and the potential revival of the transcontinental railroad. Bozzetti discusses his recent Daily Caller op-ed, arguing in favor of a proposed merger between Union Pacific and Norfolk Southern railroads. Despite traditional concerns about monopolies, Buzzetti explains that this merger could enhance competition—not with other rail lines, but with the trucking industry, which currently dominates U.S. freight transport. Listen here for all of this and more on The Brett Winterble Show! For more from Brett Winterble check out his YouTube channel. See omnystudio.com/listener for privacy information.
Our guest on this week's episode is James Shefelbine, principal at PraxiChain Consulting. Last week it was announced that Union Pacific Railroad has entered into an agreement to acquire Norfolk Southern. Aside from creating a true transcontinental railroad, it greatly would expand the reach of this historic rail company. But not everyone is onboard with the merger. Who is in favor and who is opposed? What's the likelihood the deal is approved and how might it affect shippers? Our guest offers his expert insights.For the past three years or so, the U.S. truckload industry has been stuck in a freight recession, with demand weakening quarter after quarter. Now, there's debate over whether that freight recession may be over, but even if it is, the sector faces a long uphill climb to get back to where it once was. We report on some new statistics and analysis.Economic activity expanded across the logistics industry in July, driven by strong activity among middle-mile firms that are bearing the brunt of efforts to stay ahead of trade-related uncertainties. That's according to the latest Logistics Managers' Index (LMI) report, which was released this week. Will the expansion continue or was this activity due mostly to a surge of imports trying to beat tariff deadlines?Supply Chain Xchange also offers a podcast series called Supply Chain in the Fast Lane. It is co-produced with the Council of Supply Chain Management Professionals. A new series is now available on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:PraxiChain ConsultingWoozy US freight market shows best gains in three yearsClass 8 truck orders post 7th consecutive monthly year-over-year decreaseLogistics industry growth slowed in JulyVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Storage SolutionsOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITYJoin the Logistics Matters team at CSCMP EDGE 2025, October 5-8 at the Gaylord in Washington, D.C. Go to CSCMP.org to find out more.Join the Logistics Matters team at CSCMP EDGE 2025, October 5-8 at the Gaylord in Washington, D.C. Go to CSCMP.org to find out more.
In this episode of the Energy Newsbeat Daily Standup, Stuart turley and Michael Tanner discusses key developments in the energy sector, including the proposed $85 billion merger between Union Pacific and North Fork Southern, which could impact oil and gas transport and petrochemicals. The show also covers the U.S.-Pakistan oil partnership and the concept of "Energy as a Service" in strengthening energy dominance. Additionally, the episode touches on BP's job cuts, potential corporate moves, and market dynamics such as crude oil price fluctuations, U.S. sanctions on Russia, and their effects on oil markets.Subscribe to Our Substack For Daily InsightsWant to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio SurveyNeed Power For Your Data Center, Hospital, or Business?Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1Timestamps:00:00 - Intro00:16 - How The Union Pacific-Norfolk Southern Deal Would Boost Petrochemicals03:18 - Pakistan Strikes U.S. Oil Deal as Trump Jabs India05:21 - BP to Cut 6,000 Jobs in Another Business Review10:10 - Markets Update11:01 - EIA Reports Surprise Draw in US Crude Oil Inventories: A Bullish Signal Amid Geopolitical Tensions12:29 - OutroLinks to articles discussed:How The Union Pacific-Norfolk Southern Deal Would Boost PetrochemicalsPakistan Strikes U.S. Oil Deal as Trump Jabs IndiaBP to Cut 6,000 Jobs in Another Business ReviewEIA Reports Surprise Draw in US Crude Oil Inventories: A Bullish Signal Amid Geopolitical Tensions
More than two years after the freight rail disaster just across the Pennsylvania border in East Palestine, Ohio, lawmakers are still trying to increase safety regulations on railroads. Western Pa. Congressman Chris Deluzio is working to gather support for his Railway Safety Act of 2025. Freight rail carriers Norfolk Southern and Union Pacific are looking to merge, which would create the first transcontinental railroad in the U.S. The deal still needs to be approved by regulators, but many in Altoona are closely watching. Two people died in a Sunday morning house fire in York County. A 15-year old boy drowned in a Lancaster County pond, while at least one person was rescued from the Susquehanna River last weekend. Capital Region Water is launching a $1.4 billion upgrade to its aging water infrastructure in the Harrisburg area. The project focuses on environmental issues stemming from the company's combined sewer system which handles both rainwater and sewage. A former Middletown, Dauphin County man is being charged in connection with a 12-year old case of animal cruelty. Reading and Lancaster are ranked in the top three fastest-selling housing markets in the nation. Federal funding for public media has been rescinded. Your monthly gift to WITF can help fill the gap as we navigate this new reality. Become a monthly sustaining member today at www.witf.org/givenow. Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.
Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy.Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
SUMMARY Ryan Alford breaks down 8 major stories shaping business and marketing—from Shopify’s AI assistant and a historic railroad merger to PepsiCo’s prebiotic cola and Nike’s rapid sneaker lab. Plus: TikTok’s 60-minute videos, Sprite x Jalen Hurts, and more. TAKEAWAYS Shopify's introduction of the AI assistant Sidekick and its impact on e-commerce. The merger between Union Pacific and Norfolk Southern, creating a coast-to-coast railroad network. PepsiCo's launch of a prebiotic cola aimed at health-conscious consumers. Live Nation Urban's new creator network for connecting brands with influencers. The increasing role of investors in the single-family housing market. Nike's Air Imagination Lab for rapid sneaker prototyping using 3D printing. Sprite's NFL marketing campaign featuring quarterback Jalen Hurts and player-led storytelling. TikTok's testing of longer video uploads, potentially challenging YouTube. The National Sports Collectors Convention in Chicago and its significance in the collectibles market. The overarching theme of reducing friction in business processes to enhance efficiency and customer satisfaction.
Bonus Episode for Aug. 1. Logistics companies that deliver the goods you use everyday are grappling with rapid shifts in freight demand due to President Trump's trade war. Warehouse operator Prologis, trucking giant J.B. Hunt and parcel carrier United Parcel Service are also still dealing with a yearslong slump in freight demand following the pandemic. Elsewhere in the industry, railroad giants Union Pacific and Norfolk Southern plan to merge in a deal that would create the first coast-to-coast rail operator in U.S. history. WSJ reporter Esther Fung discusses what companies are saying in earnings reports and analyst calls. Liz Young hosts this special bonus episode of What's News in Earnings, where we dig into companies' earnings reports and analyst calls to find out what's going on under the hood of the American economy. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jump over to https://mgshow.link/7145 for 2nd hour PREMIUM CONTENT BLOODLINES: Union Pacific & Norfolk Southern Merge! Buckle up, patriots—@intheMatrixxx and @shadygrooove are tearing through the fog of lies in Season 7, Episode 145, "Russia HOAX is now TOTALLY UNDISPUTED; Premium: Union Pacific & Norfolk Southern Merge," airing LIVE today, August 1, 2025, at 12:05 PM Eastern! These truth-seeking dynamos dive headfirst into the now-irrefutable collapse of the Russia hoax narrative, shredding mainstream media's fabricated tales with razor-sharp analysis and unfiltered wit. The MG Show's America-First mission exposes the establishment's playbook, questioning every angle of this historic unraveling. For Rumble Premium subscribers, the second hour delivers exclusive intel on the $85 billion Union Pacific-Norfolk Southern merger, creating America's first coast-to-coast rail network—a deal sparking debate over economic wins and monopoly risks. The truth is learned, never told, and the constitution is your weapon—tune in at noon-0-five Eastern LIVE to stand with Trump! Trump, Russia hoax, Union Pacific, Norfolk Southern, merger, MG Show, @intheMatrixxx, @shadygrooove, America First, premium content, Rumble mgshow_s7e145_russia_hoax_undisputed_merge_premium Tune in weekdays at 12pm ET / 9am PST, hosted by @InTheMatrixxx and @Shadygrooove. Catch up on-demand on https://rumble.com/mgshow or via your favorite podcast platform. Where to Watch & Listen Live on https://rumble.com/mgshow https://mgshow.link/redstate X: https://x.com/inthematrixxx Backup: https://kick.com/mgshow PODCASTS: Available on PodBean, Apple, Pandora, and Amazon Music. Search for "MG Show" to listen. Engage with Us Join the conversation on https://t.me/mgshowchannel and participate in live voice chats at https://t.me/MGShow. Social & Support Follow us on X: @intheMatrixxx https://x.com/inthematrixxx @ShadyGrooove https://x.com/shadygrooove Support the show: Fundraiser: https://givesendgo.com/helpmgshow Donate: https://mg.show/support Merch: https://merch.mg.show MyPillow Special: Use code MGSHOW at https://mypillow.com/mgshow for savings! Wanna send crypto? Bitcoin: bc1qtl2mftxzv8cxnzenmpav6t72a95yudtkq9dsuf Ethereum: 0xA11f0d2A68193cC57FAF9787F6Db1d3c98cf0b4D ADA: addr1q9z3urhje7jp2g85m3d4avfegrxapdhp726qpcf7czekeuayrlwx4lrzcfxzvupnlqqjjfl0rw08z0fmgzdk7z4zzgnqujqzsf XLM: GAWJ55N3QFYPFA2IC6HBEQ3OTGJGDG6OMY6RHP4ZIDFJLQPEUS5RAMO7 LTC: ltc1qapwe55ljayyav8hgg2f9dx2y0dxy73u0tya0pu All Links Find everything on https://linktr.ee/mgshow
In this week's episode, we look over two major international trade developments impacting agriculture, from new U.S. tariffs on EU goods to Argentina's rollback of export duties. Plus, hear what the return of U.S. beef to Australia means for American ranchers. We'll also cover the latest crop progress and weather across the Plains and Midwest, a plant explosion in Nebraska and a look into the July cattle inventory report. Additional highlights include U.S. and South Korea trade updates and the continued rise of U.S. rail mergers with Union Pacific and Norfolk Southern's new deal. For this week's interview, Elizabeth Burns-Thompson, Executive Director of the Modern Ag Alliance, joins us to share where the group stands on ag legislation, the future of chemical labeling and what producers can expect next from the Alliance. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!
How strong is your dividend growth portfolio? Send it to us for a free evaluation at dcm.team@growmydollar.com. Plus, join our market newsletter for more on dividend growth investing. In what may be the largest M&A deal of 2025 so far, Union Pacific ($UNP) has made a formal bid to merge with Norfolk Southern ($NSC). The proposed merger not only furthers the consolidation of the quasi-monopolistic railroad industry but also raises important questions about what it means for investors. Given the time we've spent highlighting Union Pacific as a model of dividend growth, we believe this surprise announcement warrants an early-stage analysis. In this Express Mail episode, Greg covers:[01:12] Merger Details Union Pacific makes a surprise $20B bid for Norfolk Southern—despite their past capital discipline.[03:54] Financial Analysis: Debt, EBIT, and Credit Ratings How the merger affects profitability, interest coverage, and debt loads.[10:29] Lessons from Canadian Pacific's Kansas City Merger A similar deal that didn't go quite as planned—and what it might signal for UNP.[15:36] Dividend Outlook: What Now? We break down whether the combined railroad can still deliver 7% dividend growth.[17:59] Final Thoughts Is Union Pacific now a total return story, not a dividend growth story? Why we're holding through the uncertainty.
CTL Script/ Top Stories of August 1st Publish Date: August 1st Pre-Roll: From the Ingles Studio Welcome to the Award-Winning Cherokee Tribune Ledger Podcast Today is Friday, August 1st and Happy Birthday to Coolio I’m Peyton Spurlock and here are the stories Cherokee is talking about, presented by Times Journal Commissioners threaten lawsuit to stop Hickory Flat annexation Cherokee High welcomes Class of 2029 students at open house Roswell Street Baptist takes step toward merging with Woodstock church Plus, Leah McGrath from Ingles Markets on GLP-1 Foods We’ll have all this and more coming up on the Cherokee Tribune-Ledger Podcast, and if you’re looking for Community news, we encourage you to listen and subscribe! Commercial: Ingles Markets 7 STORY 1: Commissioners threaten lawsuit to stop Hickory Flat annexation Tensions are running high between Cherokee County and the city of Holly Springs over a proposed annexation in Hickory Flat. The Cherokee County Board of Commissioners has made it clear: if Holly Springs approves the annexation on Aug. 18, they’re ready to take legal action. The dispute centers on a 20-acre property at Lower Union Hill Road and East Cherokee Drive. Developer Garrard Development, Inc. wants to annex the land into Holly Springs and rezone it for a mix of single-family homes and commercial space. Originally, the plan included 92 townhomes, but those were scrapped after pushback. Residents aren’t thrilled. Over 600 locals have signed a petition opposing the project, citing concerns about traffic, density, and infrastructure strain. County officials argue the annexation violates a 2022 growth boundary agreement meant to guide city-county planning. The Holly Springs Planning Commission narrowly recommended approval, but with conditions—like no drive-thrus and a required privacy fence. Still, the county has flagged procedural issues, including errors in the application and a flawed traffic study. For now, all eyes are on the Holly Springs City Council. Will they approve the annexation or back down? Time will tell. STORY 2: Cherokee High welcomes Class of 2029 students at open house Wednesday was a big day at Cherokee High School. Hundreds of wide-eyed freshmen wandered the halls, clutching schedules and trying to figure out where the heck their classes were. It’s a rite of passage, sure—but this year, it felt different. This is the last group of students to start at the current campus before the school moves to its shiny new location next year. Cherokee High, the oldest high school in the county, has been a fixture on Marietta Highway since 1956. History teacher Erin Forman, a Cherokee alum herself, called it “bittersweet.” Principal Andy Hall, who also happens to be a dad to a freshman this year, said the day was full of smiles—and maybe a few nerves. With 705 freshmen joining the school’s 2,800+ students, Cherokee remains the largest high school in the district. And while the future of the current campus is still up in the air, Assistant Superintendent Rodney Larrotta said a team is working on it. For now, though, the focus is on celebrating the school’s history—and making this final year on the old campus one to remember. STORY 3: Roswell Street Baptist takes step toward merging with Woodstock church Roswell Street Baptist Church, once a thriving hub of faith in Marietta, has voted to merge with First Baptist Church of Woodstock, according to longtime member Joanne Thurston. The decision wasn’t exactly a shock—membership has been shrinking for years, and the church has struggled to find a permanent pastor since 2022. At its peak, Roswell Street was a powerhouse, with 9,200 members in 2014. Now? Weekly attendance hovers around 400. The pandemic didn’t help, but the decline started long before. The church’s 11-acre campus, once bustling, has seen better days. Parts of it have been demolished, and much of the space sits unused. Dan Moran, the transitional pastor, called the merger a partnership, not a takeover. For members like Elizabeth Rhodes, who’s been with the church for over 50 years, the choice is bittersweet. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. Break: HISTORY CHEROKEE STORY 4: Norfolk Southern, Union Pacific merger to create nation's first transcontinental railroad Big news in the world of railroads: Union Pacific and Atlanta-based Norfolk Southern are merging to create the first-ever transcontinental railroad in the U.S. Yep, coast-to-coast. The deal, worth a jaw-dropping $250 billion, still needs federal approval, but if it goes through, it’ll connect 50,000 miles of track across 43 states and link 100 ports. Norfolk Southern’s Mark George echoed the excitement, calling it a “historic moment” for two railroads with deep roots in America’s economy. The combined company will be based in Omaha, but Atlanta isn’t losing its shine—it’ll remain a hub for tech, operations, and innovation. The merger could close by early 2027, pending regulatory approval. STORY 5: Georgia elections agency initiates voter roll scrub, audits PSC runoff count Georgia Secretary of State Brad Raffensperger is kicking off a four-year process to clean up voter rolls, which could mean nearly 250,000 inactive voters get removed. Here’s the deal: 218,951 voters who haven’t participated since 2019 will get notices. If they don’t respond or vote in the 2026 or 2028 general elections, they’ll be removed by 2029. Meanwhile, Raffensperger is doubling down on election integrity. A hand count of ballots in the recent Democratic PSC runoff confirmed Peter Hubbard’s win, with just a two-vote difference from the machine count—well within the margin of human error. And now here is Leah McGrath from Ingles Markets on GLP-1 Foods Commercial: We’ll have closing comments after this. COMMERCIAL: Ingles Markets 7 SIGN OFF – Thanks again for hanging out with us on today’s Cherokee Tribune Ledger Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.tribuneledgernews.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: ingles-markets.com Etowah Mill #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversationsSee omnystudio.com/listener for privacy information.
Our guest on this week's episode is Lisa Anderson, founder and president of LMA Consulting Group. The One Big Beautiful Bill is now the law of the land. Among the provisions in this expansive legislation are incentives to encourage business investment. But, how will the bill affect our supply chains and will it provide support to grow domestic manufacturing? Our guest offers some insights.Two of the nation's major railroads are attempting to create the country's first coast-to-coast freight railway. On Tuesday, Union Pacific said it had made an offer to acquire Norfolk Southern in an $85 billion cash and stock deal. The acquisition would connect more than 50,000 route miles across 43 states, linking about 100 ports and reaching nearly every corner of North America. Will such a deal be approved, as many industry groups are speaking out against the proposed merger. Chief procurement officers have a lot to worry about these days with all of the trade turmoil around the world, but now add another worry to their plates - the risk of extreme weather events. There have always been hurricanes and typhoons, but in recent years the severity of some of those events has gotten worse, with examples in the US of violent floods and fast spreading wildfires. The consulting firm Proxima has issued a report that identifies the five nations that are most vulnerable to extreme weather and climate sourcing risks. We share the list. Supply Chain Xchange also offers a podcast series called Supply Chain in the Fast Lane. It is co-produced with the Council of Supply Chain Management Professionals. A new series has just started on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com.Articles and resources mentioned in this episode:LMA Consulting GroupUnion Pacific makes bid for Norfolk SouthernA report lists five nations most vulnerable to climate sourcing risksVisit Supply Chain XchangeListen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcastSend feedback about this podcast to podcast@agilebme.comPodcast is sponsored by: Storage SolutionsOther linksAbout DC VELOCITYSubscribe to DC VELOCITYSign up for our FREE newslettersAdvertise with DC VELOCITY
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On Tuesday, the American railroad giant Union Pacific announced its intention to buy Norfolk Southern, promising to fulfill Abraham Lincoln's dream of a transcontinental railroad. Today on the show, the FT's deals correspondent Oliver Barnes joins Rob Armstrong to talk about whether President Donald Trump will make or break the deal. Also, we go short cafe cars and long shorts in the office. For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer.You can email Robert Armstrong and Katie Martin at unhedged@ft.com. Hosted on Acast. See acast.com/privacy for more information.
GDP Script/ Top Stories for July 31st Publish Date: July 31st From the BG AD Group Studio Welcome to the Gwinnett Daily Post Podcast. Today is Thursday, July 31st and Happy birthday to Wesley Snipes I’m Peyton Spurlock and here are your top stories presented by KIA Mall of Georgia. Gwinnett schools rolling out some new foods with a little bite this year Gwinnett OKs small area plans to guide land use and development for six communities Port of Savannah sees second busiest year on record Plus, Leah McGrath from Ingles Markets on GLP-1 Foods All of this and more is coming up on the Gwinnett Daily Post podcast, and if you are looking for community news, we encourage you to listen daily and subscribe! Break 1: 07.14.22 KIA MOG STORY 1: Gwinnett schools rolling out some new foods with a little bite this year Gwinnett County Public Schools is spicing up its cafeteria menu for the 2025-2026 school year, introducing items like spicy chicken biscuits, garlic pizza, and Woodles Ramen noodles with customizable protein and veggies. New options also include fish sandwiches, breaded beef bites, and Uncrustables. Locally grown foods, like Georgia peaches, will be highlighted. Student feedback plays a key role in menu updates, balanced with strict nutritional guidelines. Breakfast remains free for students on free/reduced lunch or in Title I schools, while others pay $1.75. Lunch prices range from $2.50 to $2.75 for non-qualifying students. STORY 2: Gwinnett OKs small area plans to guide land use and development for six communities Gwinnett County has introduced six Small Area Plans to guide development in Bethesda, Centerville, Killian Hill, Northbrook Parkway, Oakbrook Parkway, and Venture Drive. Funded by the 2025 budget, these plans address land use, housing, economic development, mobility, and open space, incorporating input from local residents and stakeholders. County leaders aim to balance growth with community needs and character. Residents can view the plans at GwinnettCounty.com/2045UnifiedPlan. STORY 3: Port of Savannah sees second busiest year on record The Georgia Ports Authority reported a record-breaking fiscal year, moving 5.7 million TEUs, an 8.6% increase over 2024. Savannah led the growth, averaging over 475,000 TEUs monthly, while Brunswick maintained strong auto and equipment volumes. Completed projects include $470 million in upgrades, such as new cranes and storage. Future plans include a $100 million berth at Brunswick and a redevelopment of Savannah’s Ocean Terminal, adding 1.5 million TEUs of capacity and improving traffic flow. We have opportunities for sponsors to get great engagement on these shows. Call 770.874.3200 for more info. We’ll be right back Break 2: DTL MOVIE CLUB STORY 4: GCPS schools earn John Hancock Award Beaver Ridge, Craig, Freeman’s Mill, and Harmony Elementary Schools have been honored with the Georgia Department of Education’s John Hancock Award for excellence in cursive writing instruction. Craig and Freeman’s Mill received the Banner and Ribbon of Distinction, while Beaver Ridge and Harmony earned the Banner and Ribbon of Proficiency. This recognition highlights the schools’ dedication to teaching cursive, which supports literacy, fine motor skills, and historical understanding. Over 300 schools applied for the award statewide. STORY 5: Norfolk Southern, Union Pacific merger to create nation's first transcontinental railroad Union Pacific and Atlanta-based Norfolk Southern announced a merger to create the nation’s first transcontinental railroad, spanning over 50,000 miles across 43 states and connecting 100 ports. The $250 billion deal, pending federal approval, will form the Union Pacific Transcontinental Railroad, headquartered in Omaha, with Atlanta remaining a key hub for technology and operations. Executives promise jobs for all union employees and aim to finalize the merger by early 2027, marking a transformative step for the U.S. freight industry. And now here is Leah McGrath from Ingles Markets on GLP-1 Foods Break 3: We’ll have closing comments after this Break 4: Ingles Markets 10 Signoff – Thanks again for hanging out with us on today’s Gwinnett Daily Post Podcast. If you enjoy these shows, we encourage you to check out our other offerings, like the Cherokee Tribune Ledger Podcast, the Marietta Daily Journal, or the Community Podcast for Rockdale Newton and Morgan Counties. Read more about all our stories and get other great content at www.gwinnettdailypost.com Did you know over 50% of Americans listen to podcasts weekly? Giving you important news about our community and telling great stories are what we do. Make sure you join us for our next episode and be sure to share this podcast on social media with your friends and family. Add us to your Alexa Flash Briefing or your Google Home Briefing and be sure to like, follow, and subscribe wherever you get your podcasts. Produced by the BG Podcast Network Show Sponsors: ingles-markets.com kiamallofga.com #NewsPodcast #CurrentEvents #TopHeadlines #BreakingNews #PodcastDiscussion #PodcastNews #InDepthAnalysis #NewsAnalysis #PodcastTrending #WorldNews #LocalNews #GlobalNews #PodcastInsights #NewsBrief #PodcastUpdate #NewsRoundup #WeeklyNews #DailyNews #PodcastInterviews #HotTopics #PodcastOpinions #InvestigativeJournalism #BehindTheHeadlines #PodcastMedia #NewsStories #PodcastReports #JournalismMatters #PodcastPerspectives #NewsCommentary #PodcastListeners #NewsPodcastCommunity #NewsSource #PodcastCuration #WorldAffairs #PodcastUpdates #AudioNews #PodcastJournalism #EmergingStories #NewsFlash #PodcastConversationsSee omnystudio.com/listener for privacy information.
We are excited to share this “on-the-road” COBT episode featuring Tim Latimer, CEO and Co-Founder of Fervo Energy. Our team traveled to Milford, Utah, to tour Fervo's Cape Station project before connecting with Tim for an in-depth conversation. Tim earned a BS in Mechanical Engineering from the University of Tulsa and started his career as a drilling engineer in the Permian and Eagle Ford basins. He co-founded Fervo in 2017 after earning an MBA and an MS in Environment and Resources from Stanford University. Fervo is a developer, owner, and operator of geothermal assets. The company recently raised $206 million to advance the buildout of Project Cape, with phase one expected to deliver 100 MW of power to the grid in 2026. It was our pleasure to visit with Tim about the evolving geothermal landscape. As you'll hear, we were also joined by Kareem El-Sadi, Fervo's Drilling Engineering Manager, who brought valuable insights from the field. Huge thanks to all our new friends at Fervo for their hospitality and patience. We really had a blast. In our conversation, Tim shares the story of Fervo's founding, explains the fundamentals of geothermal, and details what makes Fervo's approach unique using deeper wells, horizontal laterals, and well stimulation. We explore the parallels between geothermal's recent progress and the shale revolution, as well as Cape Station's well specs, project economics and future cost reduction opportunities. We discuss how Fervo has dramatically improved dripping efficiency, cutting well costs from $13 million to ~$4 million by reducing the number of drill bits needed and decreasing total drilling days, the energy world's shift from largely skeptical to increasingly bipartisan and broader support, policy tailwinds, and Fervo's efforts to onshore supply chains amid steel and other tariffs. We cover geothermal versus oil and gas flow rates, design strategies for achieving high flow rates, water use efficiency, long-term production outlook, and overall “life of power plant” issues. We examine expansion plans for Cape Station, the leasing and mineral rights framework in geothermal, power plant design considerations including supply chain dynamics, permitting challenges and NEPA reviews, and project risk and learning curves from location to location. Tim shares his perspective on opportunities for geographic expansion beyond the Western U.S., cost curve and resource economics, commercial strategy and PPAs, near-term priorities for Fervo, geothermal's underrepresentation in no-emissions power conversations, the competitive landscape, whether being a pioneer is an advantage or disadvantage, and much much more. It was a fantastic discussion. Tim references a few items in today's conversation. MIT's paper entitled “The Future of Geothermal Energy” published in 2006 is linked here. Additionally, the Geothermal Steam Act of 1970 is linked here. Mike Bradley kicked off the discussion by noting that bond and equity markets are focused on Wednesday's FOMC Rate Decision Meeting. Consensus expects the Fed to leave interest rates unchanged; however, if the Fed were to surprise with a rate cut, broader markets would initially surge before worry set in as to why! Turning to U.S. equities, while markets continue to post new highs, sentiment appears to have shifted toward a “sell the trade deal” mindset. This will be an important week for the Technology sector, broader equity markets, and electricity equities given that Apple, Amazon, Meta and Microsoft are all reporting results and investors are going to be listening closely to their projected AI spending levels. Mike also highlighted a major development in the transportation sector with Union Pacific and Norfolk Southern's anno
Listen to the SF Daily podcast for today, July 30, 2025, with host Lorrie Boyer. These quick and informative episodes cover the commodity markets, weather, and the big things happening in agriculture each morning. Severe storms in the Midwest caused localized crop damage but were not widespread. The August WASDE report will include more field data for better production numbers. The Federal Reserve is expected to maintain current interest rates. Union Pacific's acquisition of Norfolk Southern for $85 billion will create the first transcontinental railroad, connecting 100 ports and 10 international gateways. Box beef prices are rising due to tight supplies and low heifer retention. Extreme heat warnings are in effect across several states. Learn more about your ad choices. Visit podcastchoices.com/adchoices
P.M. Edition for July 29. The merger deal between Union Pacific and Norfolk Southern would create a single company controlling coast-to-coast rail shipments for the first time in U.S. history. WSJ reporter Esther Fung discusses why the deal isn't totally done yet, and why it's taken this long to get a coast-to-coast rail operator. Plus, JPMorgan Chase is nearing a deal to take over Apple's credit-card program. We hear from WSJ banking reporter AnnaMaria Andriotis about why the deal would be significant. And as tech companies build more electricity-hungry data centers to power artificial intelligence, utilities want the companies to pay more. Journal reporter Katherine Blunt describes how the dynamic is playing out across the U.S. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Two behemoths of freight rail are joining forces: Union Pacific is acquiring Norfolk Southern for $85 billion. The deal creates the largest freight rail network in the country and will attract the attention of antitrust regulators. Also on the show: U.S.-China trade negotiators meet in Sweden for trade talks, and the U.S. sets a new deadline for Russia to end its war in Ukraine or face new economic sanctions.
Two behemoths of freight rail are joining forces: Union Pacific is acquiring Norfolk Southern for $85 billion. The deal creates the largest freight rail network in the country and will attract the attention of antitrust regulators. Also on the show: U.S.-China trade negotiators meet in Sweden for trade talks, and the U.S. sets a new deadline for Russia to end its war in Ukraine or face new economic sanctions.
Carl Quintanilla, Jim Cramer and David Faber led off the show with a mega-deal to create a transcontinental railroad giant: Union Pacific to acquire Norfolk Southern for $320 a share or $72 billion in cash and stock. Boeing CEO Kelly Ortberg joined the program along with Phil LeBeau after the company slashed losses and posted a Q2 beat. Novo Nordisk shares plunge after the Wegovy maker cuts guidance and appoints a new CEO. Procter & Gamble reports earnings and names its future CEO. UnitedHealth slides on weak 2025 guidance. Also in focus: A slew of earnings winners and losers, the deadly shooting inside an office tower on Park Avenue in New York City. Squawk on the Street Disclaimer
A huge morning of earnings and deal news: Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with better-than-expected consumer data – along with a First On CNBC interview with the CEOs of Union Pacific and Norfolk Southern as they sign a new deal for the largest buyout EVER in the industry – and become the first coast-to-coast freight operator in the US… On the earnings front: hear from one analyst who calls Boeing a buy on new numbers there, more on how to navigate consumer-facing stocks after a slew of mixed reports out of travel and retail, and what's ahead for pharma on the tariffs front according to the CEO of AstraZeneca, as shares gain following strong results… Plus: what's driving Novo Nordisk shares to their worst day since 1987. Squawk on the Street Disclaimer
Caitlin Clark's stalker has been sentenced to 2.5 years behind bars8:16: Watch out, these tariffs are going to be passed down to the consumer. Dr Matt Will joins to discuss. 8:36: Union Pacific agreed to buy Norfolk Southern for $85 billion8:46: Tony misses Mama's Family. Making dreams come true: Indiana Wish to honor dedicated Fishers volunteersSee omnystudio.com/listener for privacy information.
Horrific shooting in NYC. Sen. Josh Hawley introduced legislation to provide tariff rebate checks of at least $600 per adult and child to American families. Trump changes his deadline for Putin to “10 or 12 days from today” to make a peace deal with Ukraine.Dental Floss Vaccines. Tik Tok Prankster arrested, A Night with Nick Searcy and Whiskey, August 23rd. Hollywood shifting right? Vintage 1970s Sofa & Chair Set. Indianapolis Homeless People Respond to Stereotypes. Caitlin Clark's stalker has been sentenced to 2.5 years behind bars. Watch out, these tariffs are going to be passed down to the consumer. Dr Matt Will joins to discuss. Union Pacific agreed to buy Norfolk Southern for $85 billion. Tony misses Mama's Family. Making dreams come true: Indiana Wish to honor dedicated Fishers volunteersSee omnystudio.com/listener for privacy information.
Markets digest a wave of earnings with Paul Hickey of Bespoke breaking down the trends. Visa, Starbucks, Booking Holdings, and Mondelez all report—with full team coverage. Nucor CEO Leon Topalian joins to discuss steel demand and economic signals. Evans May Wealth's Brooke May previews a packed Wednesday featuring Jay Powell and Big Tech. Plus, breaking down a mega-merger in the rails with CEOs of Union Pacific and Norfolk Southern and CommVault CEO Sanjay Mirchandani on what was behind the cyber company's strong quarter.
Freight railroad giant Union Pacific announced Tuesday it is set to acquire Atlanta-based Norfolk Southern, another major rail operator in an 85 billion dollar deal; Senator Raphael Warnock is among the Democrats in Congress this week reintroducing the John Lewis Voting Rights Advancement Act; For a decade, the Fulton County Public Defender's Office and non-profits have helped people recently released from jail find housing, but now the program faces a difficult path forward as federal funding dries up. See omnystudio.com/listener for privacy information.
Ignacio Vaccihiano, responsable en España de Levrage Shares, analiza con lupa Boeing, Procter & Gamble, Paypal, Apple, Union Pacific, Norfolk y Visa.
The 5 things you need to know before the stock market opens today: Boeing expects its St. Louis area workers to strike next week, China has unveiled its global AI action plan, Union Pacific could be nearing a deal to buy Norfolk Southern, a subsidiary of Allianz U.S. was hacked, and Disney and Marvel brought in a total $118 million from the “Fantastic Four: First Steps” opening weekend. Squawk Box is hosted by Joe Kernen, Becky Quick and Andrew Ross Sorkin. Follow Squawk Pod for the best moments, interviews and analysis from our TV show in an audio-first format.
Episode: 1414 Viewing America through advertisements in Appleton's magazine, 1869. Today, advertisements just after the Civil War.
US equity futures are firmer with S&P up 0.3%. European equity markets go up with Asian markets mixed. US 2-year flat to 3.9% and 10-year is off 1bp at 4.4%. Dollar firmer, with biggest move versus Euro and Aussie. Oil up. Gold little changed, industrial metals lower. Trade deal momentum continues after President Trump announced US-EU deal establishing 15% tariff on most EU exports, including autos. Agreement expands list of major US trading partners signing deals over past week, with attention now centering on US-China negotiations as Treasury Secretary Bessent and China Vice Premier He Lifeng meet in Stockholm on Monday. Press reports that two sides are expected to agree to another 90-day tariff deadline extension. Fading prospects of US-India deal by deadline, tough both side sound positive on negotiations. South Korea to resume talks this week.Companies Mentioned: KKR&Co., First National Financial, Union Pacific
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Wir haben einen Deal mit EU und USA. Die Berichtssaison treibt den S&P 500 auf neues Rekordhoch. Charter und Intel sind davon maximal weit entfernt. VW leidet auch, aber weniger als erwartet. Alphabet, Union Pacific und LVMH haben Deals oder wollen Deals. Ein Corona-Profiteur wird zum KI-Profiteur. Das ist zumindest das Ziel von Clorox (WKN: 856678). Kaum jemand kennt Trump so lange wie LVMH (WKN: 853292). Kann die Firma davon profitieren oder ist die Krise dauerhaft? Diesen Podcast vom 28.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
Julián Coca, gestor del fondo Alinea Global, analiza con lupa a Tesla, Union Pacific, Norfolk Southerm, Brown & Brown, el S&P, Meta, Microsoft, Apple y Amazon.
Big bank earnings give a cautious green light on the economy Every quarter we get excited about listening to and reading about how things went for the big banks in the most recent quarter as they release their earnings. I'm primarily talking about JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. We have held a couple large banks in our portfolio for years and they have provided very useful information along with great returns as well. Overall, the big banks were happy with the low rates of consumer delinquencies and writing off debt that was unrecoverable stayed around the same rate as last year. One banker made a comment that with a 4.1% unemployment rate it's not likely to see a lot of weakness in their portfolio. This is something we have said for quite a while now, but we believe as long as the employment picture stays strong, the economy should do well. Deal making for the banks looked pretty good across the board and all of them had profit increases compared to one year ago. The overall tone from the bankers was largely upbeat, but a couple banks did call out some concern around commercial real estate and office buildings. There are certain cities with economies that are doing well, but there are other areas that are more problematic and the banks generally have commercial real estate in many markets across the country. To summarize, it appears the bankers feel pretty good, but they still remain somewhat cautious as bankers always should. Understanding new legislation on cryptocurrencies Last week new legislation on cryptocurrencies was announced as the Genius Act, which stands for Guiding and Establishing National Innovation for US stable coins, made its way through Congress and to the President's desk. The legislation is supposed to provide licensing and oversight for stable coins as issuers must obtain licenses through either a national trust bank charter with the OCC, which stands for the Office of the Comptroller of the Currency, or a state level money transmission license. The Genius Act is supposed to provide consumer protection in the case of the issuer of a stable coin becoming insolvent. The solution in the Genius Act is to prioritize stable coin holder claims so the holders of those coins should be able to get their money back. This is nowhere near the safety one has in a bank where your deposits are insured by the FDIC should that bank fold. I feel this law will give people a false sense of security and I don't believe it will prevent a major collapse of stable coins. There's also a conflict of interest from President Trump‘s promotion of digital currencies since he himself has a coin and his sons Donald Trump Junior and Eric Trump run a bitcoin mining firm called American Bitcoin and are heavily involved in the crypto space. I believe the whole thing is just adding to the bubble of cryptocurrencies. Keep in mind that a bubble can last 10 to 12 years, if not longer, but the bigger it gets the bigger the financial disaster it causes. What is better for investors stock dividends or stock buybacks? Unfortunately, there's no hard and fast rule based on performance figures in terms of what is better for stock investors, but I would have to lean towards stock dividends. If you look at the right companies paying dividends over a 10-year period you can find that perhaps the company you invested in is now giving you a yield of maybe 7-8% based on your initial investment. Those dividends can be a really great tool for long-term investing and while companies could always stop the dividend, most companies that have paid a dividend for the long-term do not like to stop or even reduce paying that dividend. This can help stabilize returns during downturns and may help investors be less emotional. A problem with stock buybacks is they can be announced and the stock may see a little bounce, but then it's possible that management does not fulfill the commitment to buy back all the shares they had planned to. Also, if the company or the markets were to hit a rough patch many times the first thing to go is stock buybacks. It is also possible that the company could do a stock buyback, but within a year or two the stock might drop below the price where the repurchases occurred, which would make those investments a questionable use of capital. Benefits to stock buybacks include the fact that there's no taxes for shareholders when they occur and they do increase your ownership of that business. While dividends are generally taxed, they are tax favored and depending on one's tax bracket you may pay very little or no tax at all. And don't forget about the compounding effect of reinvesting those dividends back into another investment. Unfortunately, it has become harder to find good quality companies paying dividends for a reasonable price. Looking at the S&P 500 index, the yield is now only 1.2%, which is near the all-time low that was hit during the dot-com bubble. Over the long-term history of the S&P 500, it's yield is generally around the 10-year Treasury and I was surprised to learn that up until the 1960's, the S&P 500 actually generally yielded more than the 10-year Treasury. Even looking just 10 years ago they were both yielding around 2%, but currently the spread between the two is about 3%. This comes as the S&P 500 has seen its forward P/E based on the next 12 months of earnings expand from 17 to around 22 during that time frame. Could this be another warning sign that the S&P 500 index is overvalued? Financial Planning: New Tax Rules for Tips and Overtime Starting in tax year 2025 and through 2028, the One Big Beautiful Bill Act exempts up to $25,000 in tip income and up to $12,500 in qualifying overtime pay per individual from federal income tax—doubling to $50,000 and $25,000 respectively for married couples filing jointly. The tip exemption applies only to workers in occupations where tips are customary and must be properly reported through W-2s. The overtime deduction applies only to the premium portion of overtime wages—i.e., the extra pay above an employee's standard hourly rate—and must be paid in accordance with Section 7 of the Fair Labor Standards Act (FLSA), meaning it only covers overtime worked in excess of 40 hours per week under federal rules. Overtime paid under state laws or union contracts does not qualify unless it also meets the FLSA criteria. The full exemption is available to taxpayers with modified adjusted gross incomes up to $150,000 (single) or $300,000 (married filing jointly) and begins to phase out above those levels. To claim the exemption, workers must file a new IRS Form 10324-T with their annual tax return. Keep in mind Social Security, Medicare, and state taxes still apply to the tip and overtime pay. The policy begins with wages and tips earned on or after January 1, 2025, with claims first filed on 2025 tax returns in 2026. Companies Discussed: Union Pacific Corporation (UNP), Toast, Inc. (TOST), American Eagle Outfitters, Inc. (AEO) & Abbot Laboratories (ABT)
Episode 634: Neal and Kyle discuss what a merger between Union Pacific and Norfolk Southern would mean for the entire US freight system. Then, many thought AI companies getting into the search business would scare Google…not so fast. Also, the clothing store American Eagle is joining the meme stock bandwagon thanks to Sydney Sweeney. Meanwhile, the USPS is turning 250 years old this week. Gain the edge with Amazon Ads at advertising.amazon.com/startnow Check out Per My Last Email: https://www.permylastemailshow.com/ Morning Brew Daily Puzzle: https://docs.google.com/forms/d/1Yzrl1BJY2FAFwXBYtb0CEp8XQB2Y6mLdHkbq9Kb2Sz8/viewform?edit_requested=true Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://www.swap.fm/l/mbd-note Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow 00:00 - Chuck E. Cheese arrested 3:00 - Mega train merger 7:00 - Paramount merger approved 9:30 - Stock of the Week: Google 12:45 - Stock of the Week: American Eagle 16:35 - USPS celebrates its 250th birthday 20:20 - Sprint Finish!
NATO has issued a dire warning, stating that global ports face unprecedented cyber threats from state-linked actors, with attacks frequently traced back to Russia, Iran, and China. These sophisticated assaults target critical systems like access control and vessel traffic management, posing a severe risk to global supply chains and military logistics. In rail news, Union Pacific and Norfolk Southern have confirmed advanced discussions for a potential merger that would create the first U.S. transcontinental railroad. While no assurance of a final agreement exists, Union Pacific's CEO emphasized that the railroad industry cannot stand still and requires change. On the trucking front, Heartland Express reported its eighth consecutive net loss in the second quarter, totaling nearly $11 million, or 14 cents per share. This performance was worse than analyst expectations and the prior year's loss, despite the company noting some sequential improvement from the first quarter. Looking ahead, FreightWaves TV has new episodes of WHAT THE TRUCK?!? at noon and Running on Ice at 2 PM today. You can also catch the replay of WHAT THE TRUCK?!? this evening on SiriusXM channel 146. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode breaks down major developments in U.S. trade, agriculture and transportation policy. We cover President Trump's new tariff agreement with Japan and what it means for supply chains and defense contracts. Plus, a look at the potential Union Pacific and Norfolk Southern merger, the USDA's sweeping reorganization plan and Nebraska's new ban on lab-grown meat. We also touch on growing concerns over tar spot in the Corn Belt, renewed screwworm control efforts in Texas and the latest in fertilizer markets. Jacie and Tanner also had the opportunity to speak with Pat Hord, Vice President of the National Pork Producers Council, about how California's Proposition 12 is affecting farmers and food prices nationwide. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook and YouTube, along with our weekly videos!
This week's episode kicks off with heartfelt tributes to icons of the past -Trent reflects on the cultural impact of Ozzy Osbourne and Hulk Hogan, and we all take a moment to mourn the childhood legends we've lost. The mood lifts as we cover everything from squirrel traps and pedometers to a major lumber merger. We also touch on: A mysterious potential merger between Union Pacific and Norfolk Southern Mortgage rates staying frustratingly still The sweet retirement of lumber veteran Kent Bond And a key update on AR1 (the first softwood lumber antidumping review), with a resolution not expected until... 2026. Yes. Really. It's a mix of nostalgia, industry shifts, and squirrel stories—because of course it is. Tune in now… and we'll see you again in a few weeks after a well-deserved summer break!
This week, Joseph Towers discusses potential Class I mergers—Union Pacific with Norfolk Southern and BNSF with CSX—which could reshape U.S. rail but face steep regulatory hurdles. He also covers new U.S. trade moves with Japan and the EU.Rail traffic rose 5.4% YoY, led by gains in grain, motor vehicles, and coal. Intermodal volumes are also up, especially for CSX and Canadian carriers. Year-to-date rail traffic is up 2.9%, driven by intermodal strength.Plus, a reminder: the FTR Conference is just weeks away!The Rail Market Update is hosted by FTR's Senior Analyst, Rail, Joseph Towers. As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.Download the PDF: https://www.ftrintel.com/rail-podcastSupport the show
Friday on AOA, we discuss the Digital Asset Market Clarity (CLARITY) Act along with USDA reorganization plans, the Farm Bill and more with Congressman Dusty Johnson (R-SD). In Segment Two, we get an update on a potential mega merger in the rail industry between Union Pacific and Norfolk Southern from Mike Steenhoek, Executive Director of the Soy Transportation Coalition. In Segment Three, we discuss the pace of farm bankruptcies in 2025 with Dr. Ryan Loy, extension economist at the University of Arkansas. Then we close the show with an update on an Obama-era semi truck speed limiter rule that has been thrown out by the Trump Administration. Lewie Pugh, Executive Vice President for the Owner-Operator Independent Drivers Association (OOIDA).
Amazon new listening app... Uber with new plan using women… Candace Owens sued by Macrons… www.keksi.com Promo code Jeffy18 ( limited time ) Chevron and Hess merge… Union Pacific and Norfolk Southern may merge?... Southwest Airlines changes... ChewingTheFat@theblaze.com Thanks to listeners around the world.. Coppola not done with Megalopolis… JLO done with Ben and lookin bidness... www.blazetv.com/jeffy Promo code Jeffy… Who Died Today: Rene Kirby 71 / Eliotte Heinz 22… Bryon Kohberger sentenced to life in prison… Sixteen-year-old arrested / Spirit Airlines / “I've got a bomb in my pocket” Joke of The Day / Real or Joke? You Decide… Learn more about your ad choices. Visit megaphone.fm/adchoices
On the Thursday, July 24 edition of Georgia Today: The EPA proposes a rollback of rules on coal ash; Union Pacific and Atlanta-based Norfolk Southern are confirming they're in merger talks; and cuts to Medicaid could harm seniors who rely on it for their nursing home care.
US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.Reports noted that the US and the EU were closing in on a trade deal with a 15% tariff rate, albeit this is yet to be officially confirmed, and White House Trade Adviser Navarro said to take the reports with a pinch of salt.EU member states are set to vote on EUR 93bln of counter-tariffs on US goods on Thursday and a broad majority of EU members would support using the anti-coercion instrument in the event of no US trade deal and US tariffs of 30%.Alphabet (GOOGL) shares rose 1.7% after-market following earnings whilst Tesla (TSLA) slipped 4.4% as CEO Musk warned of “rough times”.APAC stocks mostly extended on gains; European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.3% after the cash market closed with gains of 1.0% on Wednesday.Looking ahead, highlights include Global PMIs, German GfK Consumer Sentiment, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from Italy & US.Earnings from LVMH, BNP Paribas, TotalEnergies, STMicroelectronics, Dassault Systemes, Carrefour, Michelin, BE Semiconductor, Richemont, Nestle, Roche MTU Aero, Deutsche Bank, Lloyds, IG, Reckitt Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.European bourses continue to gain, albeit are off best levels; US futures mixed, GOOGL +3%, TSLA -6% in pre-market trade.GBP lags on soft PMIs, EUR eyes ECB and potential EU-US breakthrough.EGBs hit by trade updates, Gilts off lows post-PMIs, USTs await data.Crude rises on trade optimism and geopolitics, gold unwinds risk premium.Looking ahead, Global PMIs, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from the US.Earnings from LVMH, Carrefour, Michelin, Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
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
A new proposed deal could reshape freight railroading, with Union Pacific and Norfolk Southern reportedly in merger talks to create the first true transcontinental railroad. Warren Buffett's Berkshire Hathaway, owning Union Pacific's primary competitor BNSF Railway, looms large with over $347 billion in cash, sparking speculation of a bidding war that could involve other major railroads like CSX. We also cover the U.S. moves to restrict Mexican airlines over cargo and competition concerns, threatening the long-standing partnership between Delta and Aeromexico. This action by the Trump administration is a direct response to the Mexican government's mandate forcing all cargo flights from Mexico City's main airport to a more distant new airport, a move the U.S. asserts violates their trade agreement. Finally, get an update on ocean rates falling for the fifth straight week, according to Drewry's World Container Index. The key route from Shanghai to Los Angeles saw rates decrease by 4%, while Shanghai to New York dipped 6%, reflecting what analysts describe as a clear sign of weakening global demand for goods after a volatile spike caused by U.S. tariffs on Chinese products earlier this year. Learn more about your ad choices. Visit megaphone.fm/adchoices
Union Pacific is reportedly in early-stage talks to acquire Norfolk Southern, its smaller Eastern rival. This potential tie-up would combine the largest publicly held US railroad with NS, bringing together over 60,000 employees and 60,000 miles of track. David Steiner has officially taken the helm of the US Postal Service as the new Postmaster General, becoming the highest paid chief executive in the agency's history with a salary over $346,000 plus a 50% bonus. The Canadian government will begin a confidential vote on Monday for 53,000 Canada Post employees to ratify the state-owned company's final contract offer, despite opposition from union leadership. This vote aims to conclude 19 months of negotiations, which included a 32-day strike and recent mail carrier refusal to work overtime, leading to daily operational losses of $7.3 million per day in June. Tune in today for FreightWaves TV's What the Truck?!? live at noon, with replays available on SiriusXM channel 146 from 5 to 7 PM. Don't forget to register for the free Enterprise Fleet Summit next Wednesday at 9 AM and get your tickets for the Supply Chain and AI Symposium in Washington D.C. in about two weeks. Learn more about your ad choices. Visit megaphone.fm/adchoices
On a busy earnings Thursday, Carl Quintanilla and Jim Cramer explored market reaction to results and guidance from companies including GE Aerospace, United Airlines and Taiwan Semiconductor. PepsiCo CEO Ramon Laguarta joined Sara Eisen, Jim and Carl in an exclusive interview. They discussed everything from the company's Q2 earnings beat -- to President Trump's push to get Coca-Cola to use cane sugar in Coke products. The anchors reacted to Trump's comment that he is "unlikely" to fire Fed Chair Powell -- as CEOs defend Fed independence. Also in focus: What to expect from Netflix's after-the-bell earnings, health insurer Elevance tumbles, Union Pacific reportedly exploring an acquisition of one of its rivals.Squawk on the Street Disclaimer