
Episode notes
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.
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