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IN Tune: On Track: Railroads Innovating for the Long Haul

Research & Strategy December 10, 2021
Research & Strategy December 10, 2021

 

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  


This episode is hosted by Fadi Chamoun, CFA, Transportation Analyst, BMO Nesbitt Burns Inc. and John Stephenson, P.Eng., CFA, Special Projects Contributor, BMO Nesbitt Burns Inc.


The rail industry is innovating on several fronts with pilot projects to assess alternative fuels for locomotion, automated track and railcar inspection as well as digital initiatives throughout the enterprise. We expect these innovations, along with the possible transition to a single-person crew, to meaningfully bend the cost curve and deliver strong growth in earnings over the next several years. Over the longer-term horizon, we see increased competitive intensity as autonomous trucking becomes commercially viable and could represent a meaningful challenge for the railroads, particularly on short- and medium-haul intermodal freight.

BMO clients can access our recently published IN Front report.




TRANSCRIPT

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