An immediate bump in cargo is likely in the wake of this week’s deal between Washington and Beijing, but it’s too early for US retailers who are tied to China to make supply chain decisions for 2026 spring and summer imports.
The carrier, as it seeks with BlackRock to acquire the majority of Hutchison Port Holdings, is developing a mega-terminal in New Orleans and another terminal in Baltimore.
The railroads will make a harder play to capture Dallas-to-East Coast freight after track upgrades come online along the Gulf Coast early next year.