Can't access the link just yet. If true, then "competitors" are Burlinton Northern (BNSF) aka Warren Buffett.
Hmm.
https://www.fool.com/investing/2022/03/11/warren-buffetts-cash-cow-that-keeps-on-chugging/
Seem to remember something about the old railroad barons in the USA… names like James Hill, Jay and George Gould, Cornelius Vanderbilt, Edward Harriman, and Collis P. Huntington