Despite higher freight rates and improving carrier earnings, some analysts question whether tightening capacity can sustain a recovery in 2027.
As key global manufacturers and shippers of high-and-heavy cargo, the four global equipment giants — Caterpillar, Komatsu, Manitowoc, and Volvo — signal trends for the breakbulk segment.
The railroad says the comments threatening higher rates against those who oppose the NS merger were made in jest, but others argue they amounted to threats of retaliation that have prevented shippers from speaking out against the deal.
