On August 26, 2025, Canadian Pacific Kansas City (CPKC) publicly stated its disinterest in participating in immediate rail industry consolidation, asserting that further mergers are not necessary. The company believes that any major rail merger poses unique and unprecedented risks to customers, rail employees, and the broader supply chain.
CPKC President and CEO Keith Creel emphasized that a transcontinental merger would trigger permanent restructuring of the industry, potentially resulting in disproportionately large railways that could force others to take action. He argued that this could lead to an unnecessary wave of mergers that may not serve American businesses or the public interest.
The company highlighted that many benefits asserted in support of transcontinental mergers can be achieved through new and expanded industry partnerships, customer service innovations, and additional cooperation among railways. CPKC cited its collaboration with CSX on the Southeast Mexico Express service as an example of improving service while preserving optionality for shippers.
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