US Rail Freight Growth Uneven As Carloads Rise Intermodal Falls

US Rail Freight Growth Uneven As Carloads Rise Intermodal Falls

The latest US rail freight data reveals a year-over-year increase in carload traffic, driven by strong demand for nonmetallic minerals, coal, and motor vehicle parts. However, intermodal container and trailer volumes declined year-over-year, reflecting easing supply chain bottlenecks and cooling consumer demand. Overall North American rail freight volumes show a similar diverging trend. Moving forward, railway companies need to improve operational efficiency and expand their business areas to address challenges and seize opportunities.

01/28/2026 Logistics
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US Rail Freight Demand Slows in Early February

US Rail Freight Demand Slows in Early February

According to the Association of American Railroads, U.S. rail freight and intermodal traffic both declined year-over-year for the week ending February 4th. Carload traffic saw a slight decrease, although commodities like automobiles and parts experienced growth. Intermodal volume continued its downward trend, reflecting weak consumer demand. Year-to-date figures are mixed, with North America performing slightly better overall, and Mexican railways demonstrating strong growth. Multiple factors are at play, making the future trend uncertain.

01/28/2026 Logistics
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DSV Expands in Semiconductors and Latin America Via Acquisitions

DSV Expands in Semiconductors and Latin America Via Acquisitions

DSV's acquisitions of S&M and Global Diversity strengthen its semiconductor logistics business, expand its services in Latin America, and broaden its operations in the United States. These strategic moves enhance DSV's capabilities across air, sea, and land transportation, as well as warehousing solutions. The acquisitions position DSV to better serve the growing demands of the semiconductor industry and capitalize on opportunities in the Latin American market, while simultaneously solidifying its presence and service offerings within the US.

01/28/2026 Logistics
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DSV Expands into Semiconductors Latin America Via Acquisitions

DSV Expands into Semiconductors Latin America Via Acquisitions

DSV's acquisition of US-based S&M and Global Diversity strengthens its position in the semiconductor industry and expands its operations in North and Latin America. This strategic move optimizes cross-border services and enhances DSV's capabilities in handling specialized logistics needs within the semiconductor sector, particularly in the growing Latin American market. The acquisitions will allow DSV to offer more comprehensive and efficient solutions to its clients, further solidifying its global presence and expertise in complex supply chains.

01/28/2026 Logistics
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DSV Boosts Semiconductor Logistics and Latin America Operations Via Acquisitions

DSV Boosts Semiconductor Logistics and Latin America Operations Via Acquisitions

DSV's acquisition of S&M Moving Systems West and Global Diversity Logistics aims to strengthen its position in semiconductor logistics, expand cross-border services in Latin America, and optimize US operations. This move reflects the trends of specialization, regionalization, and digitalization within the logistics industry. The acquisitions are expected to enhance DSV's competitiveness in the global market by providing specialized expertise and expanding its geographical reach, particularly in the high-demand semiconductor sector and the growing Latin American market.

01/28/2026 Logistics
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DSV Expands US Logistics with Semiconductor and Crossborder Acquisitions

DSV Expands US Logistics with Semiconductor and Crossborder Acquisitions

DSV's acquisition of S&M and Global Diversity strengthens its semiconductor logistics, airport operations, and Latin American cross-border business. The acquisition expands DSV's presence in the US market and is expected to improve overall efficiency. The deal allows DSV to leverage the acquired companies' expertise and infrastructure to offer enhanced services in specialized areas like handling sensitive semiconductor equipment and navigating complex cross-border regulations, ultimately providing a more comprehensive and efficient logistics solution for its customers.

01/28/2026 Logistics
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Kansas City Southern Digitizes Crossborder Logistics Via Commtrex

Kansas City Southern Digitizes Crossborder Logistics Via Commtrex

Kansas City Southern (KCS) partnered with Commtrex to enhance the visibility and accessibility of transload services through a digital platform, optimizing US-Mexico freight transportation. This initiative helps shippers find transload facilities, fostering growth in the Mexican market, particularly benefiting the automotive industry. KCS's digital strategy strengthens its competitiveness in the North American rail transport market, signaling a smarter future for the industry. The collaboration aims to streamline operations and improve efficiency for customers involved in cross-border trade.

01/29/2026 Logistics
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Canada Rail Strike Averted Supply Chain Secured

Canada Rail Strike Averted Supply Chain Secured

A breakthrough in the Canadian railway labor dispute occurred with the Labor Minister's intervention, directing the CIRB to arbitrate and demanding resumed operations. CN has ended its work stoppage, while CPKC awaits the CIRB order. This event significantly impacted the North American supply chain, prompting calls from various parties to resolve the dispute quickly and restore rail transport. The situation highlights the vulnerability of supply chains to labor actions and the importance of swift resolution mechanisms in essential industries.

01/28/2026 Logistics
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US Trucking Demand Fluctuates As Retailers Adjust Inventories

US Trucking Demand Fluctuates As Retailers Adjust Inventories

American Trucking Associations' January data reveals mixed signals regarding trucking capacity. Seasonally adjusted capacity increased, while unadjusted figures declined. Inventory correction is viewed as a positive sign, but the growth of e-commerce may alter inventory management practices. A comprehensive consideration of multiple factors is necessary for a cautiously optimistic outlook on future economic trends. The data suggests a complex interplay of forces influencing the trucking industry and the broader economy, requiring careful analysis rather than simple conclusions.

01/28/2026 Logistics
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Trucking Tonnage Drop Points to Economic Slowdown

Trucking Tonnage Drop Points to Economic Slowdown

The American Trucking Associations reported that the unadjusted truck tonnage index fell 4.6% in February compared to January. This decrease in freight volume could signal a slowdown in economic activity and warrants close monitoring of subsequent developments. The trucking tonnage index is often viewed as a leading indicator of the overall health of the economy, reflecting changes in demand for goods and materials across various sectors. A sustained decline could indicate weakening consumer spending or business investment.

01/28/2026 Logistics
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