US Rail Freight Declines in May Amid Coal Chemical Gains

US Rail Freight Declines in May Amid Coal Chemical Gains

Data from the Association of American Railroads shows that U.S. rail freight and intermodal traffic declined year-over-year in late May, though coal and chemical shipments bucked the trend with gains. Year-to-date, freight traffic saw a slight increase, while intermodal continued its decline. Supply chain managers should pay attention to factors such as inflation and geopolitical risks, and strengthen demand forecasting and diversify transportation channels to mitigate potential disruptions.

02/11/2026 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 decreased by 3.7% year-over-year for the week ending May 21, while intermodal traffic fell by 4.5%. Coal and chemical shipments increased, while grain and metals declined. Year-to-date, freight traffic is up 0.4%, but intermodal traffic is down 6.8%. The decline in rail freight could signal an economic slowdown, requiring proactive responses from railway companies and increased investment from the government.

02/11/2026 Logistics
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US Rail Freight Volumes Drop Amid Economic Slowdown

US Rail Freight Volumes Drop Amid Economic Slowdown

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail freight volume for the second week of June, with both carloads and intermodal facing pressure. Mixed performance across commodity categories reflects structural economic adjustments. The combined impact of macroeconomic factors, supply chain disruptions, and geopolitical tensions contributes to a cautiously optimistic market outlook. Active responses to challenges and seizing opportunities are crucial for navigating the future.

02/11/2026 Logistics
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US Rail Freight Sector Faces Mixed Outlook Amid Challenges

US Rail Freight Sector Faces Mixed Outlook Amid Challenges

Data from the Association of American Railroads shows mixed results for U.S. rail freight traffic for the week ending August 27. Carload traffic increased by 3.4% year-over-year, while intermodal container volume slightly decreased. Significant growth was observed in coal, grain, and automotive sectors, while petroleum, metals, and forest products faced challenges. Companies should closely monitor market dynamics, optimize transportation plans, and expand diversified businesses to seize opportunities and mitigate risks.

02/11/2026 Logistics
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US Rail Freight Gains in Carloads Loses in Intermodal

US Rail Freight Gains in Carloads Loses in Intermodal

The US rail freight market is diverging: carload traffic is up slightly, driven by demand for autos, coal, and agricultural products. However, intermodal container volume continues to decline due to easing port congestion, truck competition, and cooling consumer spending. Year-to-date figures are mixed, with overall North American rail performance weak. Rail freight faces challenges including economic downturns, supply chain instability, and increased competition, but also opportunities in sustainable development and technological innovation.

02/11/2026 Logistics
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US Rail Freight Volumes Reflect Mixed Economic Signals

US Rail Freight Volumes Reflect Mixed Economic Signals

Data from the Association of American Railroads shows a year-over-year decrease in U.S. rail freight and intermodal traffic for the week ending August 26th. While overall figures declined, some commodity categories experienced growth in freight volume. Year-to-date data indicates a slight increase in traditional carloads, but intermodal faces challenges. Rail transport companies need to optimize operations, expand services, and embrace digitalization to seize opportunities, address challenges, and achieve transformation and upgrading.

02/11/2026 Logistics
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ATA Economist Examines Freight Market Trends at RILA Event

ATA Economist Examines Freight Market Trends at RILA Event

Bob Costello, Chief Economist at the American Trucking Associations, provided an in-depth analysis of the current state and future trends of the freight economy at the Retail Industry Leaders Association conference. He forecasts continued economic growth, albeit at a slower pace, emphasizing the strength of key economic fundamentals. Costello also highlighted challenges such as long-term lagging driver compensation. Despite existing uncertainties, he remains optimistic about the future of economic and freight growth.

US Truck Driver Shortage Disrupts Supply Chains Amid High Turnover

US Truck Driver Shortage Disrupts Supply Chains Amid High Turnover

The American Trucking Associations reports a persistently rising truck driver turnover rate, particularly among large carriers. This exacerbates the existing driver shortage, posing a threat to supply chain stability. The industry is actively responding by increasing compensation, improving working conditions, and implementing various strategies to attract and retain talent, thereby safeguarding the economic lifeline. The driver shortage and high turnover are key challenges impacting the efficiency and reliability of freight transportation across the US.

US Trucking Freight Volume Rises Hinting at Economic Rebound

US Trucking Freight Volume Rises Hinting at Economic Rebound

According to data from the American Trucking Associations (ATA), freight volume surged 5.5% year-over-year and 0.5% month-over-month in February, marking the largest monthly increase since July 1998. The recovery in manufacturing, retail, and real estate sectors fueled this growth. However, rising fuel prices and tight capacity remain potential challenges. Analysts believe that freight volume growth will outpace capacity growth slightly, highlighting the urgent need for reinvestment in the industry.

01/28/2026 Logistics
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New HOS Rules Threaten Trucking Industry Productivity

New HOS Rules Threaten Trucking Industry Productivity

The American Trucking Associations (ATA) has again called for a suspension of the proposed HOS (Hours of Service) rule, arguing it will reduce industry productivity, increase costs, and exacerbate the driver shortage. The new rule, including shorter driving times, mandatory rest breaks, and restrictions on the 34-hour restart, has raised industry concerns about reduced capacity and supply chain disruptions. The ultimate direction of the rule will have a significant impact on the U.S. economy.

01/28/2026 Logistics
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