Marc Schaffer

Marc Schaffer, a principal economist at Breakthrough Fuel, delves into the implications of the looming Union Pacific–Norfolk Southern merger and its potential effects on supply chains. He highlights how this merger stands apart due to its scale and regulatory hurdles. The discussion shifts to the rise of AI in warehouses, revealing that 60% are adopting these technologies to enhance productivity. Schaffer also shares insights on the critical workforce behind this tech, referencing Siemens' plan to train 200,000 electricians by 2030.