Ready, BLET, Go

Railroad Weekly May 12, 2025

Inside This Issue

· Ready, BLET, Go: CSX Reaches Breakthrough Deal w/ Engineers

· The Dock-Less Monster: Imports Plunge at West Coast Ports

· Tariff Dread Sparks Buying Ahead: RRs Gain from Pull-Forward Sales

· Coaler Coaster: RRs Enjoy Rebound in Coal Freight

· Steeling Good: RRs Enjoy Rebound in Steel Freight

· Great Brawl of China: U.S. Holds Fateful Trade Talks w/ Beijing

· Stubbed Hub: Hub Group Contemplates IM’s Unclear Future

· Escape from Red Tape: AAR Pleads for Regulatory Reform

· Doing the Grants Dance: Shortlines Want More Money, Faster

· Powell Movement? No Rate Moves Yet, but Fed Chair Sees a Threat

Track Talk

“Rail service has been really phenomenal and resilient.”

-Hub Group CEO Phillip Yeager