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Opinion

Commentary

Could BE Technology Reinvigorate the Locomotive Market?

The railroad industry is struggling to determine what the locomotive of the future will look like. Railroads have committed to carbon emission reductions, but there still much uncertainty about the…
Commentary

Pop-Up Metro: New Model for New Starts (UPDATED)

Third of a Series: Proposals for Princeton and Philadelphia. Henry Posner III is a man on a mission. He is actively promoting the concept of an inexpensive way to test…
Commentary

PSNY: Duffy Ditches Hochul, MTA for Amtrak

In the latest round of what appears to be a feud between Secretary of Transportation Sean P. Duffy on one side and New York Gov. Kathy Hochul and the New…
Commentary

Making Sense of Tariffs and Inflation for Freight Rail

Recent changes to economic and trade policies are fueling significant challenges within the freight rail industry. As decision-makers face uncertainty, particularly around rail traffic and equipment demand, many are left…
Commentary

CSX Decongestion Requires Customer Help

The Long Tail of Car Inventory Normalization: Last week we highlighted CSX’s battle to overcome significant flooding in Tennessee and Kentucky, due to storms from April 2-6. Last week’s data…
Commentary

Texas HSR: Amtrak Out! New Investor In? Thirteenth of a Series (UPDATED)

This does not appear to be a good time for high-speed rail (HSR) projects in the United States. USDOT Secretary Sean Duffy has called for an investigation into the California…
Commentary

Developing Our Leaders

CEO PERSPECTIVE, RAILWAY AGE APRIL 2025 ISSUE: When I think about great teams, I think about great players. When I think about great businesses, I think about great people.  In…
Commentary

Union Pacific Railroad—Now and Future

CEO PERSPECTIVE, RAILWAY AGE, APRIL 2025 ISSUE: Challenges and opportunities are always a factor in our industry. Because we move products that people use every day that fuel the economy,…
Commentary

Modal Conversion, One Load at a Time

CEO PERSPECTIVE, RAILWAY AGE, APRIL 2025 ISSUE: Converting freight from truck to rail in North America happens one load at a time. We cannot achieve our grand vision of volume…
Commentary

Empowering Team Members for Organizational Excellence

CEO PERSPECTIVE, RAILWAY AGE APRIL 2025 ISSUE: R.J. Corman is unique; we have some of the most talented people in the industry with a can-do spirit that has defined us…
Commentary

Momentum on All Fronts: Safety, Operations, Customer Trust, Growth

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: 2024 was a transformative year for Norfolk Southern. With a fluid network, efficient terminals, and improved service levels, we have momentum to propel…
Commentary

The ‘G&W Way’ Sustains and Guide Us

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Fresh off our celebratory 125th year, G&W is intensely focused on converting opportunities from our robust commercial pipeline into tangible business and driving…
Commentary

Prioritizing Safety and Innovation

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Safety in the railroad industry is a shared responsibility and a universal priority.
Tracy Robinson. (Photograph Courtesy of CN)
Commentary

Building for Growth: CN’s Commitment to a Stronger, More Resilient Supply Chain

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: At CN, our purpose is clear: We power the economy. As railroaders, this is what we do every day. We have the privilege of…
Katie Farmer, President and CEO, BNSF. (Photograph Courtesy of BNSF)
Commentary

Resiliency and Capacity Create Top-Line Growth

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: At BNSF, our Southern Transcon is the busiest route along our vast 32,500-mile network, stretching 2,200 miles from Southern California to Chicago. In…
(Norfolk Southern Photograph)
Commentary

TD Cowen 1Q25 Earnings Preview

We adjust our models ahead of a first quarter that came with severe weather, pull forward, and growing macro uncertainties that could limit upside over the near term. We broadly…
(Union Pacific Photograph)
Commentary

TD Cowen 1Q25 Rail Shipper Survey Says …

Rate hike expectations fell 20bps sequentially, trending below the survey’s LT average. Business growth fell sharply to levels not seen since COVID. Economic confidence fell back to pre-election levels as…
Peter Gilbertson, President and CEO, Anacostia Rail Holdings. (Photograph Courtesy of Anacostia Rail Holdings)
Commentary

Adding Value to the Global, Multi-Modal Supply Chain

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Anacostia’s railroads—like most small railroads—are adding value to the global supply chain with a key focus: growth. For the rail industry, real growth…
Commentary

CPKC’s Strategic Vision for Growth, Innovation and Sustainability 

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Two years ago, we created the first single-line railway connecting the United States, Canada and Mexico with what I believe is the most…
Commentary

Every Single Segment, Every Single Customer

CEO PERSPECTIVES, RAILWAY AGE APRIL 2025 ISSUE: Which traffic segment or segments offer top-line growth potential? Every single segment, and every single customer! There are more than 600 short lines…
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