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August, 2025 22
Journal of Commerce

BNSF, CSX unveil new joint intermodal lanes in aftermath of UP-NS merger

BNSF Railway and CSX Transportation are adding new joint intermodal routes linking the US West Coast to the Southeast, a competitive counterpunch to Union Pacific and Norfolk Southern (NS) as they seek federal approval for their proposed merger.

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July, 2025 30
Progressive Railroading

Industry analysts, stakeholders react to UP-NS merger proposal

Analysts, shippers and other rail industry stakeholders continue to react to yesterday’s announcement that Union Pacific Railroad and Norfolk Southern Railway reached an agreement to merge. Under the deal, UP would acquire NS in a stock and cash deal that values NS at an $85 billion value. The merger would create

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July, 2025 29
Journal of Commerce

US tariff volatility no longer driving trans-Pacific trade plans

The whiplash reality of the Trump administration’s tariff policy is no longer driving sharp swings in import volumes from Asia, but expectations of more blank sailings to curb the capacity overhang in the trans-Pacific could still jostle the weakening inbound trade. US retailers are giving less thought to the tari

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July, 2025 10
Journal of Commerce

North American intermodal notches solid first half despite trade turmoil

The numbers are in for the first half of 2025 from the Association of American Railroads (AAR). While the numbers lack the detail that can be gleaned from the Intermodal Association of North America’s (IANA’s) monthly data, the AAR numbers have the crucial advantage of timeliness. Despite all the trade turmoil,

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July, 2025 09
Journal of Commerce

New Houthi attacks likely kill hopes of shipping returning to Red Sea this year

With no attacks on shipping off the Yemeni coast since December — that is, until two strikes over the past three days — a feeling was taking hold among some ocean carriers that the threat posed by Houthi militants was greatly diminished. And as the threat diminished it would become more difficult for carriers to

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May, 2025 23
Journal of Commerce

DCLI-Blackberry deal will improve visibility for domestic chassis pools

US chassis provider Direct ChassisLink Inc. (DCLI) will deploy BlackBerry Radar tracking devices across 100,000 of its domestic 53-foot chassis, a move that would benefit shippers seeking track-and-trace capability, faster turnover of units and reliable equipment that doesn’t break down. The move is an extension o

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