US Rail Freight Demand Slows in Early February

US Rail Freight Demand Slows in Early February

According to the Association of American Railroads, U.S. rail freight and intermodal traffic both declined year-over-year for the week ending February 4th. Carload traffic saw a slight decrease, although commodities like automobiles and parts experienced growth. Intermodal volume continued its downward trend, reflecting weak consumer demand. Year-to-date figures are mixed, with North America performing slightly better overall, and Mexican railways demonstrating strong growth. Multiple factors are at play, making the future trend uncertain.

01/28/2026 Logistics
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Strong Consumer Spending Fails to Boost Freight Demand

Strong Consumer Spending Fails to Boost Freight Demand

Armada's Mr. Prather pointed out at the SMC3 J meeting that the freight market can sometimes be disconnected from the broader macroeconomy. Changes in consumption patterns and optimized inventory management strategies are potential drivers of this phenomenon. Businesses need a deep understanding of different industry dynamics. Freight companies should also innovate their service models to adapt to these shifts and better serve the evolving needs of their customers. This requires a proactive approach to understanding and responding to the factors influencing freight demand.

01/28/2026 Logistics Industry Insights
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US Retail Growth Stalls Amid Structural Challenges

US Retail Growth Stalls Amid Structural Challenges

U.S. retail sales edged up slightly in June, but the recovery remains weak, hampered by high oil prices, a sluggish housing market, and stagnant job growth. Experts advise retail businesses to refine operations, embrace change, and strengthen supply chain management. Paying close attention to macroeconomic trends is also crucial for navigating these challenges.

01/27/2026 Logistics
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Global Air Cargo Growth Slows Amid Trade Tensions

Global Air Cargo Growth Slows Amid Trade Tensions

IATA data reveals sluggish growth in the global air cargo market, impacted by weak global trade and rising protectionism. Asia-Pacific and the Middle East demonstrate relatively better performance, while Europe, the Americas, and Africa face declines. The industry is urging the dismantling of trade barriers and embracing digital transformation to address these challenges.

01/27/2026 Logistics
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US Rail Freight Carloads Rise Intermodal Declines in January

US Rail Freight Carloads Rise Intermodal Declines in January

According to the Association of American Railroads, U.S. rail freight performance in late January presented a mixed picture. Carload traffic increased by 3.3% year-over-year, driven by nonmetallic minerals and coal. However, intermodal traffic declined by 6.7%, reflecting softening consumer demand and ongoing supply chain challenges. Overall North American rail traffic saw a slight decrease. Key influencing factors going forward include the broader macroeconomic environment, supply chain resilience, the energy transition, and technological innovation.

01/28/2026 Logistics
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US Services Sector Defies Summer Slowdown

US Services Sector Defies Summer Slowdown

The ISM Non-Manufacturing Report for July indicates continued solid growth in the US non-manufacturing sector, despite slight dips in some indicators. Experts suggest that these short-term fluctuations shouldn't cause undue concern, as the long-term trend remains positive. Businesses are encouraged to capitalize on opportunities presented by technological innovation and consumer upgrades to address challenges and achieve sustainable development. Expectations are high for renewed growth in the fall.

01/28/2026 Logistics Industry Insights
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US Supply Chain Council Boosts Resilience Efforts

US Supply Chain Council Boosts Resilience Efforts

The Supply Chain Council (SCC), a bipartisan organization, aims to strengthen U.S. supply chains by uniting businesses and labor. Its mission is to protect jobs, invest in infrastructure, and address global instability. Emphasizing collaboration and advocacy, the Council promotes policies at all levels to enhance supply chain resilience and sustainability, tackling current global supply chain challenges. The SCC seeks to foster a robust and secure supply chain ecosystem for the United States.

01/28/2026 Logistics Industry Insights
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US Service Sector Rebounds in Late 2025 ISM

US Service Sector Rebounds in Late 2025 ISM

The US service sector showed robust growth at the end of 2025, with the PMI reaching 54.4, a new high for the year. Significant divergence exists across industries, and trade policies and tariffs continue to impact businesses. A slowdown in new order growth may indicate risks, but overall market confidence is gradually recovering. Looking ahead to 2026, the outlook for service sector growth is cautiously optimistic, with attention needed on changes in demand structure.

01/28/2026 Logistics Industry Insights
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US Manufacturing Expands Despite Inflation Inventory Challenges

US Manufacturing Expands Despite Inflation Inventory Challenges

The ISM's April manufacturing report shows the PMI above 50 for the second consecutive month, but highlights concerns like inventory shortages and soaring prices. While new orders and production continue to grow, employment continues to contract. Expert opinions diverge, suggesting a challenging path to manufacturing recovery. Key issues to watch include inventory levels, rising costs, and the ongoing employment situation. The report paints a mixed picture, indicating potential growth hampered by supply chain constraints and labor market difficulties.

01/28/2026 Logistics Industry Insights
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Russia Bans 200 Exports Straining Global Supply Chains

Russia Bans 200 Exports Straining Global Supply Chains

In response to Western sanctions, Russia has announced a suspension of exports for over 200 items, including medical and technological equipment, a move poised to disrupt global supply chains. This article analyzes the background, potential impacts, and response strategies to this ban. It emphasizes the importance of supply chain diversification and resilience, highlighting the need to address vulnerabilities. The analysis also underscores the necessity of monitoring geopolitical risks and proactively adapting to evolving global trade dynamics to mitigate potential disruptions.

01/28/2026 Customs Knowledge
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