The $85 Billion Bet. Can Union Pa...
The $85 Billion Bet. Can Union Pacific and Norfolk Southern Defy the Graveyard of US Railroad Mergers?
Glenshore Perspectives por Glenshore
3 feb 2026
14:34
Notas del episodio

The proposed merger between Union Pacific (CEO Jim Vena) and Norfolk Southern (CEO Mark George) promises to create the first true coast-to-coast U.S. freight railroad since the line was built in 1869.

It aims to eliminate delays at interchange points like Chicago and Memphis. It would cut transit times by 24-48 hours and move freight from trucks back to rail.

But there is a catch.

Every major U.S. railroad merger over the last 30 years has ended in serious operational problems: gridlock, IT failures, service breakdowns, and billions in lost value.

In this episode of Glenshore Perspectives, we look at whether this $85 billion deal can avoid the same fate. This is more than a story about railroads. It is about whether a deal that makes sense on paper can survive contact with operational reality.

This podcast episode is ...