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16min chapter
Airline Revenues Are Soaring. Their Profits Are Not | Planes And Trains Expert Jay Shabat on Depressed Railroad Volumes And Global Air Traffic
Forward Guidance
Factors Affecting Rail Freight Volumes and Profitability in North America
The chapter delves into the reasons behind the decline in rail freight volumes, such as the shift to a service-based economy and reduced coal usage, impacting railroads' major customers. It also discusses the profitability of North American rail companies, emphasizing how industry consolidation and pricing power contribute to their financial success, particularly in sectors like chemicals and coal. Additionally, the chapter provides an overview of the major North American rail lines, detailing ownership, financial performance, and recent developments like the merger with Kansas City Southern and growth in Mexican rail traffic.
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