The headline agreements are largely done. Now it’s time for the fine print.

In our latest episode, David + Harris walk through the revised UP–NS filing + find the numbers moving in one direction: diverted intermodal units revised down, projected job creation revised down, + a plan for job cuts sitting right alongside an advertising campaign promising a “job for life”. As Harris points out, a guarantee that you will have a job is not exactly a guarantee on what or where that job will be.

The conversation also covers CPKC’s Q2 earnings call + their pointed response to the recent UN-CN concessions, as well as committed gateway pricing that comes with an expiration date attached. Plus: the prediction David keeps making that lands very differently inside the industry than outside it - whether or not we will see a US government equity stake in the first modern transcontinental railroad.

Talk Track, hosted by Harris Ligon + David Correll of Telegraph™, is a spin-off series dedicated to timely rail industry news. From service shakeups to technology breakthroughs, each episode delivers a behind-the-scenes perspective on all the happenings shaping the future of freight rail.

Harris + David will bring their decades of rail experience to help them parse through the latest industry headlines, evolving regulations, + the long-term forecasts for how railroads move freight across North America. Find us at telegraph.io/insights, Apple Podcasts, Spotify, or wherever you listen to your favorite podcasts.

About Our Hosts

Harris Ligon is the co-founder + CEO of Telegraph. Prior to launching Telegraph, he spent nearly 15 years in surface transportation at Uber Freight, Norfolk Southern, + BNSF Railway. During this time, he led teams in operations, strategy, business development, + product development.

David Correll is the Director of Freight Market Intelligence at Telegraph. He has spent two decades in transportation and logistics with the US Department of Transportation, the US Department of Energy, the Massachusetts Institute of Technology, and Clark University.

About Telegraph

Telegraph is a leader in delivering digital solutions to railroads, shippers, logistics service providers, terminals, + railcar leasing companies. With an integrated platform that prov...