US Rail Freight Trends Diverge Amid Economic Uncertainty

US Rail Freight Trends Diverge Amid Economic Uncertainty

US rail freight shows a divergence: carload traffic increased by 2.8%, while intermodal traffic decreased by 5.8%. Year-to-date figures reveal a similar trend, with carload volume increasing and intermodal volume declining. This divergence could reflect shifts in supply chains, consumer demand, or fuel costs. Further analysis is needed to understand the underlying drivers and potential long-term implications for the rail freight industry and the broader economy.

02/11/2026 Logistics
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US Rail Freight Automotive Grain Up As Intermodal Lags

US Rail Freight Automotive Grain Up As Intermodal Lags

The Association of American Railroads (AAR) reported a mixed performance in U.S. rail freight for the week ending March 21. Traditional carload traffic saw a slight year-over-year decrease, but grain and automotive shipments performed strongly. Intermodal volume, however, bucked the trend and increased. Year-to-date figures show a small increase in carload volume, while intermodal volume experienced a slight decline. The U.S. rail freight market is undergoing a transformation and upgrade, requiring proactive responses to challenges and the seizing of opportunities.

01/29/2026 Logistics
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US Rail Freight Mixed Postthanksgiving Intermodal Gains

US Rail Freight Mixed Postthanksgiving Intermodal Gains

U.S. rail freight traffic showed mixed results. Carload traffic declined, while shipments of commodities like petroleum increased. Intermodal traffic saw a rise. Year-to-date, carload traffic experienced a slight increase, while intermodal traffic decreased overall. The Thanksgiving holiday period likely influenced these fluctuations in freight volume.

02/11/2026 Logistics
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US Rail Freight Rebounds As Carload Intermodal Traffic Rises

US Rail Freight Rebounds As Carload Intermodal Traffic Rises

According to the Association of American Railroads, U.S. rail carload and intermodal traffic both increased year-over-year for the week ending March 8th. Coal and grain were key drivers for carload growth, while intermodal continued its strong performance. Year-to-date figures show intermodal growth offsetting the decline in carload volume. The U.S. rail freight market is undergoing structural changes, presenting both challenges and opportunities.

02/03/2026 Logistics
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US Rail Freight Carloads Rise Intermodal Falls in Early November

US Rail Freight Carloads Rise Intermodal Falls in Early November

U.S. rail freight data for the week of November 8, 2025, reveals a 0.1% year-over-year increase in traditional carload traffic, but lower than the previous two weeks. Intermodal volume decreased by 8.7% compared to the same period last year. Year-to-date, carload traffic has increased by 1.8%, and intermodal volume by 2.5%. These figures reflect the complexities of the U.S. economy and the challenges and opportunities facing the rail freight market.

02/04/2026 Logistics
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US Rail Freight Gains in Carloads but Loses in Intermodal

US Rail Freight Gains in Carloads but Loses in Intermodal

October 2025 US rail freight data shows a slight increase of 0.3% in carload traffic, but a 4.8% year-over-year decrease in intermodal volume. Shipments of nonmetallic minerals, metallic ores, and chemicals increased, while grain, miscellaneous, and coal shipments declined. Year-to-date, total carload traffic is up 2.0% and intermodal volume is up 3.2%. The data reflects economic structural changes and market uncertainties, requiring the rail industry to address challenges and seize opportunities.

02/04/2026 Logistics
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US Rail Freight Gains Offset by Intermodal Declines

US Rail Freight Gains Offset by Intermodal Declines

U.S. rail freight data presents a mixed picture: carload traffic shows a slight increase, while intermodal container volume declines. Varying performance across different commodity categories reflects economic restructuring. Investors should pay attention to industry trends, evaluate company performance, and diversify risk to capture long-term returns in the rail freight market. The slight carload increase offers a glimmer of optimism, but the container volume drop warrants careful observation of shifting supply chains and consumer demand.

02/04/2026 Logistics
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

According to the Association of American Railroads, U.S. rail freight traffic declined in the third week of August year-over-year, with carload traffic down slightly by 0.6% and intermodal containers dropping significantly by 4.6%. Year-to-date figures are mixed, showing a slight increase in carload traffic but a notable decrease in intermodal volume. Rail freight volume serves as an economic barometer, reflecting changes in consumer demand, supply chain conditions, and the economic challenges and opportunities.

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

US Rail Freight Decline Points to Economic Slowdown

For the week ending August 12th, U.S. rail freight carload and intermodal volume both declined year-over-year. Within carload, gains were seen in motor vehicles & parts and petroleum products, while declines occurred in grain and chemicals. Intermodal traffic significantly decreased, impacted by soft consumer demand. As a leading economic indicator, the weakness in rail freight volume suggests a potential downside risk for the U.S. economy. This decline reflects broader economic challenges and warrants close monitoring.

02/11/2026 Logistics
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US Rail Freight Carloads Drop Intermodal Rises Slightly

US Rail Freight Carloads Drop Intermodal Rises Slightly

For the week ending November 4, 2023, U.S. rail freight showed mixed results. Carload traffic decreased by 5.2% year-over-year, but the decline narrowed, with gains in categories like automotive, agricultural products, and petroleum. Intermodal volume increased by 1.5% year-over-year. Year-to-date figures indicate carload traffic is roughly flat compared to the same period last year, while intermodal volume is down 7.0%. The rail freight market faces both challenges and opportunities moving forward.

02/11/2026 Logistics
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