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Suds with Seidl: Positives From TD Cowen 'Railroad Happy Hour'

Suds with Seidl: Positives From TD Cowen 'Railroad Happy Hour'
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Suds With Seidl: Positives From 'Railroad Happy Hour'

Suds With Seidl: Positives From 'Railroad Happy Hour'
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Suds with Seidl: Positives From 'Railroad Happy Hour'


March 17, 2021
Suds with Seidl: Positives From ‘Railroad Happy Hour’
Written by
Jason Seidl, Wall Street Contributing Editor
Yes there is an official “Suds With Seidl” beer glass. Just remember Rule G if you’re on duty! William C. Vantuono photo.
Rail industry leaders were bullish on the quarter-to-date at the latest “Suds with Seidl” event, with one panelist citing a spring surcharge for containers, underlying the strong rate backdrop for carriers.
Among the key takeaways from our event:
• From a customer-demand standpoint, there has been a clear demand to improve their supply chains. February was an aberration due to weather, but March so far has been a clear rebound. One panelist from a short line railroad highlighted a particularly strong surge in volume over the past ten days in March. ....

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