CN Rejects UP-NS Merger Plan, Proficient Q1 Earnings Dive, & Kodiak Scales Driverless Fleet | The Morning Minute
In this episode, we kick things off by examining the escalating regulatory battle over the proposed Union Pacific-Norfolk Southern mega-merger. Canadian National is urging federal regulators to reject the amended application, arguing that the filing still omits critical information needed to assess competitive impacts. CN criticizes the proposed Committed Gateway Pricing program as temporary and highly limited, excluding major traffic categories and applying to less than one percent of U.S. rail traffic. Next, we explore the auto logistics sector where Proficient Auto Logistics reported a…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.