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    Joe Hafen • Jefferies

    Joe Hafen's questions to Norfolk Southern Corp (NSC) leadership

    Joe Hafen's questions to Norfolk Southern Corp (NSC) leadership • Q4 2024

    Question

    Speaking for Stephanie Moore, Joe Hafen asked for more specific details on the next phase of optimization, particularly regarding mechanical infrastructure and fuel efficiency, and the potential magnitude of those savings.

    Answer

    COO John Orr detailed that fuel savings are coming from reduced idle time, better train builds, optimized fuel distribution, and new energy management systems. Mechanical improvements focus on optimizing the repair cycle for cars and locomotives. CFO Jason Zampi confirmed these are key areas for exceeding the $150 million-plus productivity target in 2025.

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    Joe Hafen's questions to CSX Corp (CSX) leadership

    Joe Hafen's questions to CSX Corp (CSX) leadership • Q4 2024

    Question

    Speaking for Stephanie Moore, Joe Hafen asked about incremental customer conversations regarding the industrial development pipeline since the company's Investor Day.

    Answer

    EVP and CCO Kevin Boone reported that, contrary to expecting a pause, industrial development activity has remained healthy, with new projects continuing to emerge. He stated the group is 'very, very busy,' indicating that the strength mentioned at the Investor Day is continuing into the new year.

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