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Posts by Jason Seidl, TD Cowen

Jason Seidl, Wall Street Contributing Editor

Commentary

TD Cowen: Takeaways From the Next-Gen Freight Rail Conference

RAILWAY AGE NEXT-GEN FREIGHT RAIL CONFERENCE, MARCH 10, 2026: Union Pacific sees end-to-end scale and past merger lessons supporting its consolidation case with Norfolk Southern, but peers flag competition loss…
(Photograph Courtesy of Port of Long Beach)
Commentary

Cowen: Measuring Supply Chain Shifts

A COVID-induced supply chain spiral led to a logistical conundrum that forced shippers and executive teams to adapt to an ever-changing global environment. As the dust begins to settle, we,…
Cowen and Company Managing Director and Railway Age Wall Street Contributing Editor Jason Seidl
Commentary

Potential Modal Shifts as Diesel Stays Hot: Cowen

U.S. diesel pricing remains elevated, passing along significant costs to shippers via fuel surcharges. At Cowen and Company, we believe sustained high diesel pricing will ultimately benefit the railroads and…
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