As I said on my last post I would come back to this topic as it truly has become the most interesting transportation topic to come up in a while. Not only are there articles being written about this but tonight on Mad Money Cramer talked about it. He thought the Union Pacific was to become the big benefactor of this operation. Really interesting and starts putting meat on the bone for those who are shipping retail products. If Cramer is right, UP resources will turn to CBR and they most likely will leave your freight at the side of the track.
I am not saying this will happen. What I am saying is anyone using these rail lines should keep very close to this development and ensure you have a contingency plan if your freight is no longer seen to be competitive to the CBR freight.