US Rail Freight Declines in April but Maintains Annual Growth

US Rail Freight Declines in April but Maintains Annual Growth

According to the Association of American Railroads, U.S. rail freight and intermodal volumes decreased year-over-year in mid-April, but cumulative volumes remained up for the year. Freight saw increases in chemicals and coal, while grain, metallic ores, and petroleum declined. Intermodal continues to face challenges. Overall, rail transport in North America declined. Key influencing factors include macroeconomic conditions, supply chain dynamics, and industry structural changes. Future focus should be on long-term trends, addressing challenges, and building an efficient intermodal transportation system.

02/11/2026 Logistics
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US Rail Freight Growth Mixed As Carloads Rise Intermodal Declines

US Rail Freight Growth Mixed As Carloads Rise Intermodal Declines

According to the Association of American Railroads, U.S. rail carloads increased by 3.4% for the week ending August 27, driven by gains in coal, grain, and motor vehicle parts. However, intermodal container and trailer volume decreased by 0.3% year-over-year. Year-to-date, carloads are up slightly by 0.1%, while intermodal volume has declined significantly by 5.3%, reflecting ongoing supply chain challenges and shifting demand patterns. This divergence highlights the complex dynamics influencing the rail freight sector and its role as an economic indicator.

02/11/2026 Logistics
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US Rail Freight Slump Signals Economic Worries

US Rail Freight Slump Signals Economic Worries

The latest report from the Association of American Railroads reveals that U.S. rail freight and intermodal volumes both declined year-over-year for the week ending August 6th. Rail freight growth is slowing, while intermodal transportation shows a clear downward trend. Total North American rail freight volume also decreased compared to the same period last year. Rail freight volume is considered an economic 'canary in the coal mine,' and the data decline may signal challenges for the U.S. economy, but also presents opportunities that require proactive responses.

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 indicates a year-over-year decrease in U.S. rail freight and intermodal volumes in late August. While automotive and petroleum product demand remained strong, coal and grain shipments faced headwinds. Year-to-date figures present a mixed picture, with intermodal continuing to show weakness. Factors such as economic slowdown, supply chain challenges, and energy transition are impacting freight volumes. Railroads need to enhance efficiency, expand services, strengthen customer relationships, and embrace digitalization and sustainability to navigate these challenges.

02/11/2026 Logistics
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US Rail Freight Slows As Auto Sector Holds Steady

US Rail Freight Slows As Auto Sector Holds Steady

According to the Association of American Railroads, U.S. rail freight and intermodal traffic declined year-over-year in late August. While motor vehicles and parts transportation saw growth, coal and grain shipments experienced significant drops. Year-to-date rail freight volume shows slight growth, but intermodal remains weak. Analysts attribute this to economic slowdown and structural shifts. Rail companies need to actively transform, and the government should strengthen infrastructure development. This situation highlights the need for adaptation in the face of changing economic conditions and transportation demands.

02/11/2026 Logistics
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US Retail Sales Show Mixed Signals in September

US Retail Sales Show Mixed Signals in September

September retail data released by the U.S. Department of Commerce and the National Retail Federation (NRF) presents a mixed picture. While the Department of Commerce reported a month-over-month decrease in total retail sales, there was a year-over-year increase. Furthermore, total retail sales grew by 4.5% from July to September compared to the previous year. This divergence highlights the complexities of the economic recovery. Future retail performance will be significantly influenced by factors such as the holiday season and broader macroeconomic conditions.

01/28/2026 Logistics Industry Insights
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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 Volumes Drop Amid Economic Slowdown

US Rail Freight Volumes Drop Amid Economic Slowdown

The Association of American Railroads reported a significant year-over-year decrease in U.S. rail freight and intermodal traffic for the week ending September 12th. This decline was influenced by Labor Day and substantial drops in carloads of metallic ores and petroleum products. Year-to-date figures show a decrease in carload traffic but a slight increase in intermodal volume. Railroad companies should pay close attention to the global economic situation, diversify their business portfolio, improve operational efficiency, and proactively respond to the energy transition.

01/29/2026 Logistics
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US Port Strike Threatens Retailers Amid Surging Imports

US Port Strike Threatens Retailers Amid Surging Imports

U.S. import volume is projected to remain high due to concerns about potential strikes at East Coast and Gulf Coast ports. Retailers are front-loading shipments and diverting to alternative ports. A genuine negotiation between labor and management is crucial to avoid disruptions. A strike would negatively impact the supply chain and the economy. July imports increased by 21% year-over-year, and August is expected to reach its highest level since May 2022. Full-year import volume is projected to grow by 12.3%.

02/04/2026 Logistics
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North American Intermodal Rebounds in Q4 Amid Annual Challenges

North American Intermodal Rebounds in Q4 Amid Annual Challenges

The North American intermodal market saw year-over-year growth in Q4 2023, ending a nine-quarter decline, though full-year figures remained down. Inventory reduction, economic growth, and the resolution of West Coast labor contracts were key drivers of the Q4 increase. Intermodal is expected to continue growing in 2024 but faces challenges from trucking competition and global "X factors." The recovery suggests a positive trend in the freight market, potentially linked to broader economic recovery efforts, but sustained growth depends on navigating these external pressures.

02/04/2026 Logistics Industry Insights
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