US Rail Freight Decline Signals Economic Concerns

US Rail Freight Decline Signals Economic Concerns

Recent data reveals a year-over-year decline in both U.S. rail freight and intermodal volume, with divergent trends across specific sectors. Cumulative data presents a mixed picture. As a bellwether of economic activity, rail freight volume is influenced by macroeconomic factors and industry restructuring. Companies should closely monitor the economic situation, strengthen risk management, and enhance competitiveness through technological innovation. The future of the rail freight industry presents both challenges and opportunities.

02/04/2026 Logistics
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Trade Uncertainty Boosts North American Intermodal Growth

Trade Uncertainty Boosts North American Intermodal Growth

Multimodal expert Larry Gross pointed out at the RailTrends conference that international intermodal transportation is declining due to tariffs, while domestic intermodal is showing growth. He emphasized that domestic intermodal is key to future growth and requires attention to uncertainties such as global shipping, truck driver supply, and trade policies. Freight volume is projected to remain flat or slightly decrease by 2026. The future of freight relies on navigating these challenges and capitalizing on domestic opportunities.

02/04/2026 Logistics Industry Insights
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North American Intermodal Traffic Rises Sharply in Q2 2025

North American Intermodal Traffic Rises Sharply in Q2 2025

North American intermodal volumes increased by 2.4% year-over-year in Q2 2025, marking consecutive growth. Domestic container shipping remained stable, while international container shipping performed strongly. Key drivers included retail trade, manufacturing PMI, and GDP growth. Future US-China trade relations and tariff policies pose uncertainties, requiring logistics companies to adapt flexibly. The continued growth highlights the resilience of the intermodal sector despite potential headwinds from geopolitical factors and evolving trade dynamics. Strategic planning and diversification will be crucial for navigating the changing freight landscape.

02/04/2026 Logistics
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Prologis Report Industrial Real Estate Thrives Postpandemic

Prologis Report Industrial Real Estate Thrives Postpandemic

The Prologis IBI report indicates a gradual return to pre-pandemic norms in industrial real estate. Rent growth, low vacancy rates, and recovering net absorption are observed, while new construction starts are decreasing. Key trends include e-commerce development, supply chain restructuring, automation & intelligence, and sustainability. Investors should focus on prime assets, diversify their portfolios, and collaborate with professional institutions to seize opportunities in the post-pandemic era. This period presents both challenges and significant potential for growth in the industrial sector.

02/04/2026 Logistics Industry Insights
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US Freight Tonnage Dips Amid Uneven Economic Recovery

US Freight Tonnage Dips Amid Uneven Economic Recovery

The American Trucking Associations reported a 0.9% seasonally adjusted tonnage decrease in US freight volume for August, but a 3.2% year-over-year increase. Weak manufacturing, inventory buildup, and slowing economic growth are key influencing factors. Businesses need to strengthen risk management, optimize operational efficiency, and expand into diversified markets to address these challenges. Freight data reflects the complexity of the economy, requiring in-depth analysis to navigate future developments. Understanding these trends is crucial for strategic planning and informed decision-making in the logistics and supply chain sectors.

02/03/2026 Logistics
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US Trucking Rebounds in January Hinting at Economic Growth

US Trucking Rebounds in January Hinting at Economic Growth

According to the American Trucking Associations, U.S. trucking volume rebounded strongly in January 2019, with a seasonally adjusted index increase of 2.3%. While the year-over-year growth was slightly below the 2018 full-year average, it still indicates economic vitality. This analysis examines key factors influencing trucking volume, including macroeconomics, consumer spending, and capacity. It also previews future opportunities and challenges for the industry, emphasizing its crucial role as an economic barometer.

02/04/2026 Logistics
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Express Industry's Price War And The New Normal of Survival Where Do We Go From Here

Express Industry's Price War And The New Normal of Survival Where Do We Go From Here

The express delivery industry is under dual pressure from rising rents and soaring labor costs, prompting deep reflection on the ongoing price war. While some delivery points hope for an end to the price war, homogenized competition and e-commerce clients' sensitivity to prices keep pricing strategies as a primary approach. In the future, enhancing services and technological innovation may become the new normal for survival in the industry.

07/23/2025 Logistics
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Transpacific Shipping Rates Drop but Stay Above 2022 Levels

Transpacific Shipping Rates Drop but Stay Above 2022 Levels

Although the trans-Pacific ocean freight container rates are on a downward trend, they remain approximately $1,000/FEU higher compared to the same period last year. The calm period after the Spring Festival has led to a price decline, and it is expected that as service models return to normal, contract rates will decrease.

02/27/2025 Logistics
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Crossborder Freight Volumes Dip Slightly in June

Crossborder Freight Volumes Dip Slightly in June

In June 2025, cross-border freight volume experienced a slight year-on-year decline of 0.3%, primarily due to a 27.8% reduction in truckbed transportation. Although the total domestic equipment slightly decreased, international containers achieved a 1.0% annual growth. Overall, transportation increased by 4.3% in the first six months of 2025.

07/21/2025 Logistics Industry Insights
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