Writing
Bringing a Knife to a Gunfight
The UP-NS merger promises to fix freight rail's fragmentation problem. Shippers say that's not the issue.
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UP's Battle with a New York Ag Mogul
A Kansas grain shipper's fight over a suspiciously-timed lease fee just became a landmark moment in the decades-long battle against railroad paper barriers.
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The Impact of AI on the Rail Industry: Part 2
All of this increased access to information allowed for us to get better/faster/smarter according to our ability to consume and act on that information. That’s not really the case anymore.
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The Impact of AI on the Rail Industry: Part 1
I’ve been spending a lot of time digesting some of the latest changes that have come out of the AI world over the past couple months.
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GATX and AITX start 2026 with Tech Investments
GATX’s announcement shows that they’re moving to the next step by attacking one of the core issues with shipper adoption of RailPulse: “These aren’t the features we’re interested in.”
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This Isn't the Merger You're Looking For
If you’re looking at this merger as the catalyst that finally delivers organic carload growth or truckload conversions to the industry, keep looking. This isn’t the merger you’re looking for.
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What I'm Reading
Week of December 22, 2025
Read on Substack →13 - Roger Nober
Roger Nober is the Director of the Regulatory Studies Center and a Professor of Practice at the Trachtenberg School of Public Policy & Public Administration at George Washington University in Washing…
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What I'm Reading
Week of December 15, 2025
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What I'm Reading
Week of December 8, 2025
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What I'm Reading
Week of December 1, 2025
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Merger Update
It feels like the main opposition to merger is giving up. Or at least they should if this is all the defense they’re going to muster.
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What I'm Reading
Week of November 24, 2025
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What I'm Reading
Week of November 17, 2025
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A History of Railroads Adopting Technology Against Their Will (Mostly)
Is a Congressional mandate the only way to force the industry to implement improved technology?
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What I'm Reading
Week of November 10, 2025
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What I'm Reading
Week of November 3, 2025
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What I'm Reading
Week of October 27, 2025
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What I'm Reading
Week of October 20, 2025
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What I'm Reading
Week of October 13, 2025
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