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Basically, Pilot & Flying J CEO told to cut shipments through Union Pacific by 20%

He then talks about blackrock & vanguard holding the largest shares of UP
https://finance.yahoo.com/quote/UNP/holders

This then leads into a question of if they're trying to push truckers out for auto trucking to take over.

I personally doubt this. It seems like the railways are being downgraded in capacity so they can charge more.
https://fred.stlouisfed.org/series/RAILFRTCARLOADSD11/

This is a better economic model for the railways sadly. And, it's been going on long enough that they've probably scrapped much of their freight cars and engines.

Edit 3 hours later: https://youtu.be/Q0rk5tnrFqA?t=3132 <- timestamp for an interesting testimony on the subject. Chem cars have hit capacity, although the whole talk is showing that the railways for everything is at max capacity at this time.