US Rail Freight Declines As Intermodal Gains Offset Losses

US Rail Freight Declines As Intermodal Gains Offset Losses

The US rail freight market is showing signs of divergence. Carload volume is down year-over-year, dragged down by commodities like coal and grain. However, intermodal transportation is growing, becoming a new growth driver. Full-year cumulative data presents a mixed picture, highlighting the impact of economic conditions, energy transition, and global trade. Moving forward, rail freight needs to embrace intermodal transportation, diversified business models, technological innovation, and strengthened partnerships to adapt to market changes. This is crucial for sustained success in a dynamic logistics landscape.

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

According to the Association of American Railroads, U.S. carload traffic increased by 0.6% for the week ending June 10, while intermodal traffic decreased by 11.2%. Overall, North American rail freight is experiencing a decline. A diversified approach is needed to address these shifts in the market.

02/11/2026 Logistics
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STB Implements New Rule to Improve Freight Rail Service

STB Implements New Rule to Improve Freight Rail Service

New STB rules in the United States allow shippers experiencing poor freight service to switch rail carriers, breaking monopolies and potentially improving service. This reciprocal switching regulation aims to address service deficiencies. Industry reaction has been mixed, with some welcoming the increased competition and others expressing concerns about operational challenges and unintended consequences. The actual impact of the new rules remains to be seen and will depend on how they are implemented and utilized by shippers and railroads.

02/11/2026 Logistics Industry Insights
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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 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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ABF Freight Teamsters Sign Fiveyear Deal Enhancing Worker Benefits

ABF Freight Teamsters Sign Fiveyear Deal Enhancing Worker Benefits

ABF Freight System and the International Brotherhood of Teamsters reached a five-year National Master Freight Agreement, significantly improving employee wages, benefits, and working conditions. The agreement introduces paid sick leave and Martin Luther King Jr. Day as a holiday. This agreement stabilizes labor relations, injects new vitality into the logistics industry, and provides a reference for protecting labor rights amidst automation trends. It demonstrates a commitment to fair treatment and improved livelihoods for freight workers, fostering a more stable and productive environment.

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

According to the Association of American Railroads, U.S. rail carload traffic increased by 2.8% year-over-year for the week ending March 5th, driven primarily by chemicals, minerals, and coal. However, intermodal traffic decreased by 5.8% year-over-year, potentially indicating weak consumer demand. Year-to-date figures show a similar trend. Overall, North American rail freight is facing pressure. Rail freight data reflects the economic pulse, and investors can pay attention to rail operators, equipment suppliers, logistics service providers, and related industries.

02/11/2026 Logistics
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North American Rail Freight Volumes Drop Amid Demand Slowdown

North American Rail Freight Volumes Drop Amid Demand Slowdown

Data from the Association of American Railroads shows a year-over-year decline in U.S. and North American rail freight volume for the week ending May 14. The analysis explores the reasons behind the decrease in carload and intermodal traffic, including economic fluctuations, supply chain bottlenecks, and the energy transition. It also looks at the challenges and opportunities facing the rail freight market, emphasizing the importance of technological innovation, diversified services, and sustainable development. The future of rail freight depends on adapting to these changing dynamics.

02/11/2026 Logistics
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US Rail Freight Rebounds in February Amid Economic Recovery

US Rail Freight Rebounds in February Amid Economic Recovery

Data from the Association of American Railroads shows a significant increase in U.S. rail freight and intermodal traffic for the week ending February 19th, signaling economic recovery. Carload volume rose by 38.2% year-over-year, and intermodal volume increased by 26.3%. While total North American rail volume declined, regional interconnected development holds significant potential. Growth in rail freight is driven by economic recovery, infrastructure investments, and energy demand. The industry needs to innovate to address challenges and seize future development opportunities.

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

For the week ending April 9, U.S. rail carload traffic increased by 1.4% year-over-year, while intermodal volume decreased by 3.1%. Coal and motor vehicle shipments increased, while petroleum and metallic ores shipments declined. Total North American rail traffic decreased by 3.7% year-over-year. Digital transformation, intermodal innovation, and sustainable development are future trends. The mixed performance highlights the complex interplay of factors influencing the rail freight sector, reflecting broader economic conditions and shifting transportation demands.

02/11/2026 Logistics
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