An important reminder — If shippers are buying a hedged based intermodal future move stake — THAT HEDGING reinforces the reality that intermodal rail is often the second tier logistics play.
A follow-up from Mike and Dean’s Daily Watch this week.
Someone should remind rail senior executives and Board Members in places like Omaha / Jacksonville / and Norfolk......that despite the PSR financial results.....rail continues chasing trucking for both growth and market share.
The “hedging” positions? That is the EVIDENCE.
Let’s debate it at REF20 or at Atlanta Live.