US Railroads Face Supply Chain Strains Amid Infrastructure Push

US Railroads Face Supply Chain Strains Amid Infrastructure Push

Ian Jefferies, President of the Association of American Railroads, provides an in-depth analysis of the Infrastructure Bill and White House executive orders' impact on rail freight, as well as the challenges and opportunities in the global supply chain. He emphasizes the crucial role of railroads in enhancing supply chain resilience and expresses confidence in the future of the rail and intermodal markets. He discusses how the bill will modernize rail infrastructure and improve efficiency.

02/11/2026 Logistics Industry Insights
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US Rail Freight Sees Carload Rise Intermodal Dip in March

US Rail Freight Sees Carload Rise Intermodal Dip in March

According to the Association of American Railroads, U.S. rail carload traffic increased by 2.8% for the week ending March 5th, while intermodal traffic decreased by 5.8% year-over-year. Performance varied across commodity categories, with declines in carloads of motor vehicles and parts, grain, and petroleum and petroleum products. Overall, the U.S. rail freight industry faces a mix of challenges and opportunities. Factors such as macroeconomic conditions, supply chains, and energy policies warrant close attention.

02/11/2026 Logistics
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US Rail Freight Growth Offset by Carload Declines

US Rail Freight Growth Offset by Carload Declines

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail carloads in mid-April, though cumulative volume remains up for the year. Performance varies across sectors, with chemicals and coal shipments increasing, while grain, metals, and petroleum shipments decreased. The overall North American market experienced a downturn. Facing challenges like supply chain disruptions and rising energy prices, rail freight needs to seize opportunities for intelligent and efficient transformation.

02/11/2026 Logistics
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US Rail Freight Decline Sparks Economic Concern

US Rail Freight Decline Sparks Economic Concern

According to the Association of American Railroads, for the week ending May 21, U.S. rail freight volume decreased by 3.7% year-over-year, and intermodal volume decreased by 4.5%. Coal and chemical product shipments increased against the trend, but grain shipments declined. Year-to-date, total rail freight volume increased slightly by 0.4%, while intermodal volume decreased by 6.8%. Economic downturn risks, supply chain bottlenecks, and industry competition are major challenges, requiring proactive corporate responses.

02/11/2026 Logistics
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North American Rail Freight Slows As Demand Weakens

North American Rail Freight Slows As Demand Weakens

Data from the Association of American Railroads indicates an overall decline in U.S. rail freight volume, although commodities like petroleum and metals experienced growth. A significant drop in intermodal container volume highlights weakened consumer demand and competition from trucking. To navigate these challenges and seize opportunities, businesses need to optimize services, expand their offerings, and strengthen collaborations. Improving efficiency and adapting to market dynamics are crucial for success in the evolving freight landscape.

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 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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Retailers Push White House to Mediate Port Labor Talks

Retailers Push White House to Mediate Port Labor Talks

The NRF is urging the White House to intervene in the labor negotiations between the ILA and USMX to prevent a potential port strike. The NRF warns that a strike would severely damage the retail industry and the overall economy. Disruptions caused by a port strike would further exacerbate existing supply chain challenges and negatively impact businesses and consumers nationwide. The NRF emphasizes the urgency of finding a resolution to avoid significant economic consequences.

02/12/2026 Logistics
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East Coast Port Strike Threatens Retail Supply Chains

East Coast Port Strike Threatens Retail Supply Chains

The NRF and others are urging the White House to intervene in the dockworkers' labor negotiations to avert a potential strike in October. The threatened strike poses a risk to the retail industry and could negatively impact the economy. They hope the White House will facilitate an agreement to ensure continued port operations and prevent further disruptions to the supply chain. A strike could exacerbate existing supply chain challenges and lead to significant economic consequences.

02/12/2026 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.

02/12/2026 Logistics Industry Insights
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