The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief [Charts Of The Day] September 16, 2022 Quick Thoughts Read More »
New Evidence Of Rail Constraints for NWS & A Silica Dust Rule PSA April 29, 2022 Quick Thoughts Read More »
Is NWS Growth Landlocked? Rail CEOs Are Getting Grilled Today Amid Lurid Complaints Of Unreliable Service April 26, 2022 Thinking Ahead Read More »
Has Vista Averted A Ch. 7 Scenario? Oh, And Some Valuation Highlights Too…. August 21, 2020 Infill Thoughts Read More »
1/2 The Rail Cars That Used To Move NWS Are Now In Storage With More Piling Up By The Day… July 24, 2020 Quick Thoughts Read More »
Railing Local Permian Frac Sand WITHIN The Basin Just Got Real [Exclusive Details] January 16, 2019 Quick Thoughts Read More »
The Manifest Shift Just Got Real With “Some Lumps” In Implementation. Meanwhile, Sand Cars Decline. [5 Train Takeaways] November 1, 2018 Quick Thoughts Read More »
There’s New Buyer Roaming Around Sand Town [Exclusive C-Suite Chat] July 27, 2018 Thinking Ahead Read More »