CLAIM #59712 · Union Pacific Corporation (UNP) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“We expect our petrochemicals markets to remain strong driven by investments we've made in our Gulf Coast franchise and winning with new and existing customers.”
Kenny Rocker · EVP Marketing
How to check this claim
Look at: Petrochemicals segment carload volumes (or volume growth rate), as reported in UNP's quarterly volume disclosures
It came true if: Petrochemicals carload volume growth >= 0% year-over-year in subsequent quarters through FY2026
Where: UNP quarterly earnings release / carload volume tables (company reports and investor materials)
In context
“ide 11. While we've been seeing volatility, we remain optimistic about Kohl's potential with natural gas prices expected to remain favorable in the near term. Grain exports, mostly to Mexico and some to China, coupled with ongoing business development, should support growth. In Grain Products, we expect continued strength supported by aggressive business development and expanding markets for renewable fuels and feedstocks. And as the policy for renewable fuels becomes clearer, we expect that too further support growth. Moving to Industrial. We're planning for a challenging backdrop. Industrial production is forecasted to be flat. Halven stars are expected to decline by more than 2%. Our team is laser focused on business development and leveraging our strong service products to close gaps. We expect our petrochemicals markets to remain strong driven by investments we've made in our Gulf Coast franchise and winning with new and existing customers. Wrapping up with premium, we expect continued softness in international intermodal volumes in the near term as imports stay below last year's level. Later in the year, comparison but the import environment remains fluid. On the domestic side, we see continued opportunity and growth from over the road conversions enabled by our strong service product and multiple channels to win. Softening vehicle sales will pressure automotive volumes That said, team continues to hustle and recent business development wins will help offset some of that softness. Looking ahead, we're confident in our ability to compete with a strong business development pipeline and a service product that continues to differentiate Union Pacific we're focused on converting opportunities through strong customer relationship”
Verify independently
SEC filings for UNP ↗ · Claim quote is verbatim from the 2025Q4 earnings call.