US Rail Freight Declines Amid Demand Slump Structural Shifts

US Rail Freight Declines Amid Demand Slump Structural Shifts

Data from the Association of American Railroads shows a decline in both U.S. rail freight and intermodal volume for the week ending May 21. The analysis delves into the reasons behind this downturn, including slowing economic growth, energy transition, and manufacturing shifts. It also explores the implications for the logistics industry, emphasizing the importance of monitoring industry trends, optimizing service structures, and enhancing service quality. Despite the challenges, the analysis suggests that rail freight still has opportunities for development.

02/11/2026 Logistics
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

Data from the Association of American Railroads indicates a decline in both U.S. rail freight and intermodal volumes, potentially signaling a slowdown in economic growth. Significant decreases in coal and petroleum shipments, along with challenges in intermodal transport, are observed. Key influencing factors include the macroeconomic environment, structural changes within the industry, and the competitiveness of rail itself. The rail freight industry needs to proactively respond and capitalize on opportunities in automation and clean energy to navigate these challenges.

02/11/2026 Logistics
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US Rail Freight Rebounds As Economy Adapts to Shifts

US Rail Freight Rebounds As Economy Adapts to Shifts

US rail freight volumes increased in late July, driven by higher coal and metal shipments, while automotive and agricultural products declined. This signals a broader recovery in rail freight, although the industry faces challenges related to infrastructure and labor shortages. The increase suggests a strengthening economy, as rail freight is often seen as a leading indicator of economic activity. However, sustained growth will depend on addressing the existing bottlenecks and ensuring sufficient workforce capacity to meet the rising demand.

02/11/2026 Logistics
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US Rail Freight Coal Chemicals Rise As Intermodal Slows

US Rail Freight Coal Chemicals Rise As Intermodal Slows

US rail freight saw a slight increase in March, with carload traffic up 1.1%, while intermodal traffic decreased by 5.7%. Year-to-date, carload traffic has increased by 3%, but intermodal volume has fallen by 7.1%. This indicates a mixed performance in the rail freight sector, with traditional carload shipments showing positive growth, while intermodal transportation continues to struggle. The overall impact on the supply chain remains to be seen, as these trends may reflect broader economic shifts.

02/11/2026 Logistics
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US Rail Freight Slows As Select Commodities Defy Decline

US Rail Freight Slows As Select Commodities Defy Decline

Recent data shows a year-over-year decrease in overall US rail freight and intermodal volume. However, car & parts, farm products & food, and nonmetallic minerals experienced growth. Year-to-date figures indicate a decline in intermodal volume compared to the previous year. Businesses should leverage data-driven decision-making, optimize supply chains, diversify operations, invest in technological innovation, and monitor policy changes to proactively address challenges and capitalize on opportunities in the evolving rail freight landscape.

02/11/2026 Logistics
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US Rail Freight Declines Midyear Amid Industry Shifts

US Rail Freight Declines Midyear Amid Industry Shifts

Data from the Association of American Railroads indicates a year-over-year decline in U.S. rail freight and intermodal volume for the week ending June 25th. While sectors like chemicals and agricultural products experienced growth, coal and metals saw decreases. Year-to-date freight volume is slightly down, with a more significant drop in intermodal traffic. The rail industry needs to proactively transform by improving efficiency, expanding services, and embracing digitalization to address challenges and capitalize on future opportunities.

02/11/2026 Logistics
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US Rail Freight Rises Slightly As Intermodal Declines

US Rail Freight Rises Slightly As Intermodal Declines

According to the Association of American Railroads, for the week ending August 20, U.S. rail carloads increased by 2.9% year-over-year, while intermodal volume decreased by 2.4%. Year-to-date carloads are roughly flat compared to last year, but intermodal volume is down 5.5%. Overall, North American rail freight has seen slight growth, but continues to face challenges from global economic slowdown and supply chain disruptions. Railroad companies need to innovate to address these challenges and seize opportunities.

02/11/2026 Logistics
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US Rail Freight Shifts Autos Petroleum Rise As Coal Falls

US Rail Freight Shifts Autos Petroleum Rise As Coal Falls

According to the Association of American Railroads, U.S. rail freight traffic diverged in the week ending May 9th. Traditional freight carloads declined year-over-year, while motor vehicles and petroleum products showed strong performance. Coal continued to face pressure. Intermodal traffic increased year-over-year, but the growth rate slowed. Year-to-date, traditional freight carloads have slightly decreased, while intermodal traffic has grown. Railroad companies need to actively address challenges and seize opportunities to achieve sustainable development.

02/12/2026 Logistics
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Tech Helps Nvoccs Tackle Global Shipping Woes

Tech Helps Nvoccs Tackle Global Shipping Woes

Facing global transportation challenges, Non-Vessel Operating Common Carriers (NVOCCs) need technology to enhance competitiveness. Transportation Management Systems (TMS) help NVOCCs reduce costs, respond quickly to customers, and mitigate risks through data-driven cost optimization, automated quoting, and intelligent contract management. The case of Bolloré Transport & Logistics demonstrates that digital transformation is key for NVOCCs to achieve profit growth. By leveraging TMS and embracing digitalization, NVOCCs can optimize operations, improve efficiency, and ultimately thrive in the evolving logistics landscape.

02/12/2026 Logistics Industry Insights
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Freight Volume to Rise Despite Tariff Challenges Boosting Supply Chains

Freight Volume to Rise Despite Tariff Challenges Boosting Supply Chains

Over half of supply chain professionals report that tariffs negatively impact operations, yet most still anticipate freight volume growth through 2026. Software platforms play a crucial role in supply chain management, enhancing responsiveness, execution, and decision-making. Businesses must embrace new technologies to optimize their supply chains and address future challenges. While tariffs create headwinds, the expectation of increased freight volume suggests underlying economic activity and the need for efficient supply chain solutions to manage the growing demand.

02/12/2026 Logistics
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