Craig and Julie have a jam packed show to start of the week!

FreightWaves Finance Editor, Todd Maiden, starts things off talking railroad earnings. He breaks down how major carriers like Schneider National handily beat expectations, signaling the early stages of a capacity-constrained rate recovery. Schneider captured double-digit rate increases on contract renewals during Q2.

Zak Andersoe, Chief of Staff and VP of Corporate Relations at BNSF, outlined why the railroad strongly opposes the proposed merger between Union Pacific (UP) and Norfolk Southern (NS). He explains how the merger creates an unprecedented level of market power (over 50% market share in the combined entity), which BNSF argues will ultimately raise prices and reduce competition for shippers—particularly bulk and carload shippers who lack competitive alternatives.

Trent Broberg, CEO of FullBay, highlighted key trends and operational pressures across heavy-duty maintenance shops.

Brian Fielkow, EVP of Risk Resources at Acrisure, detailed how safety directly drives productivity and enterprise value.

Alex Tabarrok, Chair in Economics at George Mason University, presented findings from a white paper on autonomous vehicle (AV) adoption and opposition.

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