Morning Minute | August 4, 2025

Significant concerns surround the proposed Union Pacific-Norfolk Southern merger, which could leave major intermodal customers like J.B. Hunt, Schneider, and STG Logistics without coast-to-coast single-line service benefits. Intermodal analysts predict these companies may need to swap rail partners in the East to adapt to the new competitive landscape, with J.B. Hunt potentially shifting to CSX.  The episode also highlights BNSF Railway's strong financial performance in the second quarter of 2025, where its pre-tax earnings rose by 11.5% to $2 billion. This gain was driven by lower operating costs, despite a decrease in average revenue per car due to factors like lower fuel surcharges.  Furthermore, learn about the unfortunate closure of TGS Transportation, a California trucking company, after 40 years in business. This difficult decision was primarily influenced by the challenging market conditions currently facing the trucking industry.  Tune in to hear all these freight industry updates and more, including a preview of today's WHAT THE TRUCK?!? episode on FreightWaves Television. Catch the replay on SiriusXM channel 146 at 6 p.m. Learn more about your ad choices. Visit megaphone.fm/adchoices