Seeking Alpha

AlphaFound

AlphaFound
Send Message
View as an RSS Feed
Latest  |  Highest rated
  • Buffett’s Burlington buy – passengers, not freight? [View instapost]
    Thanks, appreciate the good feedback. Rail cannot compete effectively with barge traffic on the Mississippi that is moving product for export. The barge volumes are massive, with low unit costs. I don't discount rail becoming more competitive on ag traffic, but it will be marginal rather than significant.

    Clean coal or not, I do not see a large increase in volumes compared with what we have already seen. Nuclear is going to eat into all the potential growth for a long while.

    That said, I do not totally discount a situation that would unlock the mindless 'greening' now going on. That would be coal positive.

    Rgs
    Tim
    Nov 4 08:55 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1 Comment
1 Like