CSX–BNSF agreement and UP–NS merger impact US rail industry

In case you missed it Efficiency and reliability are key to staying ahead — but is your supply chain built for the long term? At Radius Logistics, we believe logistics shouldn’t just be transactional — it should be a competitive advantage. Our article breaks down the differences between brokers and 3PL providers and explains how partnering with a 3PL can unlock cost savings, scalability, and operational excellence. What you’ll learn: – Why brokers focus on short-term fixes – How a 3PL builds comprehensive, tailored strategies – The long-term benefits of optimizing your supply chain Read the full article → https://conta.cc/3JnOO00

🚢 #MSC Sets a New Benchmark in Global Shipping — First Carrier to Reach 7 Million TEU Capacity The container shipping industry witnesses another major milestone as MSC becomes the first global carrier to cross 7 million TEU fleet capacity — strengthening its leadership and widening the gap with industry competitors. 📈 Key Highlights: ✅ Reached the 7M TEU mark in record time ✅ Added 1M TEU in approx. 15 months ✅ Now holds 21.2% global market share ✅ Fleet portfolio continues expanding with newbuilds + second-hand acquisitions ✅ Overtakes all carriers in absolute size, scale & network spread 🔎 What This Means for the Industry MSC’s aggressive expansion strategy is reshaping competitive dynamics: --Pressure increases on other carriers to scale or differentiate --Capacity distribution shifts across major trade lanes --Network flexibility grows, enabling stronger global coverage --Market volatility could influence future freight pricing dynamics 🌍 Impact on Global Trade With such scale, MSC gains momentum to: --Strengthen resilience in supply chains --Offer wider service coverage --Enhance port connectivity --Support long-term logistics reliability As the shipping industry navigates evolving market conditions, MSC’s milestone signals a bold statement — size still matters, and MSC is leading the next phase of global maritime transformation. #MSC #Shipping #Maritime #GlobalTrade #Logistics #SupplyChain #ContainerShipping #TEU #IndustryTrends #MarketUpdate

We are pleased to share the latest edition of our quarterly Freight-View, highlighting the key themes, market dynamics, and notable transactions that shaped the freight and logistics sector in Q3 2025. This quarter’s edition offers insights into evolving M&A activity, investor sentiment, and the strategic priorities driving dealmaking across the supply chain. If you’d like to explore any of the findings further or discuss opportunities in the sector, we’re always open to a conversation. #mergersandacquisitions #logistics #freight

The proposed UP&NS merger has faced stiff opposition from CPKC, CN, as well as BNSF, as they feel that this proposed move will lead to a reshaping of U.S. freight logistics. ... #RailtransportationintheUnitedStates #Railwayfreight https://lnkd.in/edGNT4ck

Now that JF Moran is fully part of OIA GLOBAL, we’re excited to introduce new and expanded logistics service capabilities to our clients and partners. Through this acquisition, working with our team now provides access to international freight forwarding (by air, ocean, and road), contract logistics, award-winning packaging optimization, raw material management, 4PL supply chain orchestration, and more. Everything you rely on us for is staying the same. You’ll continue working with the same people, in the same way, with the same care and attention you’ve always known. What this change means for you is added strength: more resources, more expertise, and a broader network supporting the team you already trust. Interested in learning more about these new capabilities or speaking with someone from our team about these updates? Follow the link below to get in contact with a representative: https://lnkd.in/e2tSvjSJ

This October, our teams showed how expertise, adaptability, and commitment continue to shape the future of logistics. From overcoming supply chain disruptions to delivering time-critical shipments without compromise, every challenge underscored the precision and persistence required to keep global operations moving. In industries where speed, reliability, and control are non-negotiable, it’s the people behind the process who transform complexity into seamless execution. 🔄💡 As global supply chains grow more unpredictable, one theme is clear: success belongs to those who anticipate challenges, innovate in real time, and never compromise on certainty. At Priority Freight, our people don’t just move freight - they set the benchmark for operational excellence in time-critical logistics. #PriorityFreight #SupplyChainCertainty #LogisticsLeadership #OperationalExcellence #TimeCriticalExperts

Freight doesn’t need more metrics; it needs the right one. The Supply Chain Growth Index (SCGI) is coming soon, bringing freight’s first true measure of GTM performance. At its core is the Logistics Growth Efficiency Ratio (LGER): pipeline created per $1 of GTM spend. For the first time, freight and logistics leaders will have a clear, data-backed scorecard for growth. Stay tuned… #LeadCoverage #SCGI #LGER #FreightTech #SupplyChain #Marketing

Freight transport M&A continued to face headwinds in Q3 2025. Deal volume fell 18% from Q2’s already slow performance, and capital invested also declined once the mega-merger between Union Pacific and Norfolk Southern is excluded. Strategic buyers dominated activity, focusing on targeted plays rather than aggressive expansion. The quarter’s themes were clear: consolidation to strengthen market share, geographic expansion to capture growth, capability acquisition in technology and specialized logistics, and localization of supply chains to reduce global dependency. For a detailed breakdown of the numbers, market dynamics, and actionable insights, we invite you to download the full Transport M&A Review: https://lnkd.in/ecr2tqQZ

In a world defined by volatility, resilience isn’t about bouncing back. It’s about moving forward stronger and better prepared. Hear the full story from Charles van der Steene, President of North America at Maersk, on how an integrated, end-to-end supply chain can help businesses recover faster, adapt smarter and turn supply chain disruption into business opportunity - with a trusted logistics partner. http://spkl.io/6042AbDgA #Maersk #SupplyChainResilience #LogisticsLeadership #MaerskNorthAmerica #AllTheWay

$NSC: Norfolk Southern—NSC—Q3 earnings call: Despite macroeconomic headwinds & competitive pressures from the proposed Union Pacific merger, NSC is laser-focused on cost control & operational efficiency. They are targeting $600 million in cumulative cost savings by 2026. Q3 saw record fuel efficiency & improvements in safety metrics. Merger-related challenges are creating volume erosion, particularly in intermodal in the Southeast—dragging Q3 revenue down by two points. Expect this impact to worsen in Q4. While merchandise markets grew, export coal declined due to weakening prices. NSC is committed to safety & service, investing in training & tech. Q4 costs are guided to $2.0-$2.1 billion. The company achieved a 26% year-over-year improvement in Amtrak host delays.