With help from the precision scheduled railroading playbook, CSX's adjusted OR improved to 58.1% in 2022, from 66.5% in 2017. Despite setbacks over the past few years, we expect CSX to rekindle OR ...
At the end of 2024, Union Pacific held cash and equivalents of roughly $1 billion, similar to 2023. In our view, the firm has ample liquidity, and we don't expect it to encounter issues servicing its ...
Maritime transport has chokepoints. The Suez Canal and the Panama Canal are critical, narrow maritime passages that provide shortcuts on lengthy maritime journeys.
According to shipbroker Clarksons, 2024 was a landmark year for global shipbuilding, with 66M gt and US$204Bn in contracts signed – the highest order intake in 17 years. This momentum appears to be ...