Posts by Rob Russell
Rob Russell
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Part 5: ‘Temporary Tariff Pricing’ vs. ‘Committed Gateway Pricing’
This is the fifth in a five-part series about railroad growth coming from truck conversions contemplated in Union Pacific’s Dec. 19, 2025 application sent to the Surface Transportation Board to…
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The 1,550-Pound Gorilla – Part 4 of 5
This is the fourth in a five-part series about railroad growth coming from truck conversions focused on the criticality of rail-to-rail competition to achieve Union Pacific’s growth outcome stated in…
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Part 3 of 5: Intermodal Conversion – It’s Not Easy
This is the third in a five-part series about railroad growth coming from truck conversions. Given the Union Pacific’s proposed acquisition of Norfolk Southern, UP’s Dec 19, 2025 merger application…
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The Watershed Market and Requirements for Carload Growth: Part 2 of 5
This is the second in a five-part series about railroad growth coming from truck conversions. Given Union Pacific’s proposed acquisition of Norfolk Southern, the Dec. 19, 2025 application predicts there…
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Rail Growth from Truck Conversions: Projected vs. Realistic – Part 1 of 5
This is the first in a five-part series about railroad growth coming from truck conversions. Given Union Pacific’s proposed acquisition of Norfolk Southern, their Dec. 19, 2025 Surface Transportation Board…