Paul Tonsager | Advisor and former CN, Maersk, Coyote, and Patriot Rail exec with 30+ years in freight, rail, and logistics. Insights on AI, M&A, truck diversion, intermodal, and supply chain strategy. Where disruption meets opportunity.
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Armstrong and Associates just published the 2025 rankings. Amazon is the world's largest 3PL. By a factor of five. Before ASCS launched. And what twenty-three earnings calls didn't say.
For most of my career it meant you were on your way out. Prompting is the first version that runs the other way.
The FMC just fined Maersk $1.9 million. The fine is the least interesting thing about it.
A panel of retired rail CEOs at MSU's Broad School said the industry needs to grow. The thirty-year analyst record says they're not wrong. The structural reason nothing changes is worse than that.
What Amazon Supply Chain Services (ASCS) does to steamship lines, NVOCCs, IMCs, railroads, and CPG procurement
The political bet just failed for United. What does that mean for Union Pacific/Norfolk Southern merger?
The commercial case is made. This piece is for the people who have to act on it.
A note to all Signals & Switches subscribers
The diagnosis is complete. Now — who the actual customers are, why the railroad’s defense doesn’t hold, and the three structural paths back.
A note to all Signals & Switches subscribers
Twenty years. 2.5% a year. And the question nobody in railroad commercial leadership wants to answer.
Part Two drops today — and the timing couldn’t be better
Every business that routes through an intermediary for convenience eventually discovers the intermediary owns the customer. Here is what forty years of that looks like.
The USPS story isn’t about the Post Office. It’s about who controls the data — and what happens when they don’t need you anymore.
Hong Kong was the freest place I ever stood. I didn't fully understand that until it wasn't.
Do You Have Any Idea What It Actually Costs?
Addendum To Signals & Switches of March 16
ONE's Seaspan stake is the TTX play that nobody in container shipping is talking about
Why the most important technology question in freight belongs in the boardroom, not the server room
Freight isn’t Silicon Valley. The reasons for these cuts are older than any algorithm.
