Guest: James Shefelbine of PraxiChain on Union Pacific's proposed acquisition of Norfolk Southern; Freight markets stuck in low gear; The health of the logistics industry

Our guest on this week's episode is James Shefelbine, principal at PraxiChain Consulting. Last week it was announced that Union Pacific Railroad has entered into an agreement to acquire Norfolk Southern. Aside from creating a true transcontinental railroad, it greatly would expand the reach of this historic rail company. But not everyone is onboard with the merger. Who is in favor and who is opposed? What’s the likelihood the deal is approved and how might it affect shippers? Our guest offers his expert insights. For the past three years or so, the U.S. truckload industry has been stuck in a freight recession, with demand weakening quarter after quarter. Now, there’s debate over whether that freight recession may be over, but even if it is, the sector faces a long uphill climb to get back to where it once was. We report on some new statistics and analysis. Economic activity expanded across the logistics industry in July, driven by strong activity among middle-mile firms that are bearing the brunt of efforts to stay ahead of trade-related uncertainties. That’s according to the latest Logistics Managers’ Index (LMI) report, which was released this week. Will the expansion continue or was this activity due mostly to a surge of imports trying to beat tariff deadlines? Supply Chain Xchange also offers a podcast series called Supply Chain in the Fast Lane. It is co-produced with the Council of Supply Chain Management Professionals. A new series is now available on Top Threats to our Supply Chains. It covers topics including Geopolitical Risks, Economic Instability, Cybersecurity Risks, Threats to energy and electric grids; Supplier Risks, and Transportation Disruptions Go to your favorite podcast platform to subscribe and to listen to past and future episodes. The podcast is also available at www.thescxchange.com. Articles and resources mentioned in this episode: PraxiChain Consulting Woozy US freight market shows best gains in three years Class 8 truck orders post 7th consecutive monthly year-over-year decrease Logistics industry growth slowed in July Visit Supply Chain Xchange Listen to CSCMP and Supply Chain Xchange's Supply Chain in the Fast Lane podcast Send feedback about this podcast to [email protected] Podcast is sponsored by: Storage Solutions Other links About DC VELOCITY Subscribe to DC VELOCITY Sign up for our FREE newsletters Advertise with DC VELOCITY Join the Logistics Matters team at CSCMP EDGE 2025, October 5-8 at the Gaylord in Washington, D.C. Go to CSCMP.org to find out more.