US Rail Freight Volumes Decline Amid Industry Challenges

The latest data from the Association of American Railroads shows that for the week ending July 16, U.S. rail freight and intermodal volumes both declined year-over-year. The report analyzes changes in freight volumes across different commodity categories, revealing the impact of supply chain bottlenecks, economic slowdown, and increased competition on rail transport. Despite these challenges, the rail transport industry still has development potential and needs to seize opportunities, address challenges, and achieve transformation and upgrading.

02/11/2026 Logistics

US Rail Freight Volumes Decline Further in July

US rail freight and intermodal traffic experienced a year-over-year decline. While some commodity categories saw volume increases, shipments of coal, grain, and other goods decreased. Factors influencing this trend include the overall economy, energy markets, and supply chain dynamics. These declines in rail freight and intermodal volume can serve as indicators of broader economic performance and shifts in transportation patterns. Understanding these trends is crucial for stakeholders in the transportation, logistics, and energy sectors.

02/11/2026 Logistics

US Rail Freight Rebounds Despite Industry Challenges

US rail freight growth slowed in late July, with increases in commodities like coal offset by declines in automobiles. Intermodal transportation remained robust but faced congestion. The market presents both opportunities and challenges, requiring collaboration and innovation to navigate. Overall freight volume saw modest gains, reflecting the current state of the US economy and the ongoing shifts in consumer demand and supply chain dynamics. Further monitoring of these trends is crucial for understanding future economic performance.

02/11/2026 Logistics

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

US Rail Freight Gains Offset by Auto Sector Decline

Data from the Association of American Railroads indicates overall growth in U.S. rail freight during late July. Carload traffic increased by 7.1%, and intermodal traffic rose by 2.6%. Coal and metallic ores saw significant gains in freight volume, while motor vehicles and parts experienced a substantial decline, reflecting an uneven economic recovery. Year-to-date cumulative freight volume shows considerable growth. However, supply chain challenges persist, suggesting continued complexities in the movement of goods despite the positive freight data.

02/11/2026 Logistics

US Rail Freight Volumes Decline in Early May

U.S. rail freight volume declined year-over-year in the first week of May, with varying performance across different categories. Year-to-date, carload traffic saw a slight increase, while intermodal traffic experienced a significant decrease. North American rail freight is facing downward pressure. The overall decline reflects potential challenges in the supply chain and broader economic activity. Monitoring these trends is crucial for understanding the health of the freight transportation sector and its impact on the wider economy.

02/11/2026 Logistics

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

US Rail Freight Gains in Carloads Loses in Intermodal

US rail freight traffic increased by 1.4% in April, driven by coal, automobiles, and chemical products. Intermodal volume decreased by 3.1%, with a cumulative decrease of 6.6% since the beginning of the year. It is necessary to pay attention to market changes and respond to challenges. The increase in rail freight suggests positive economic activity in those sectors, while the decline in intermodal volume warrants further investigation to understand the underlying causes and potential impact on the overall economy.

02/11/2026 Logistics

US Rail Freight Coal Chemicals Rise As Intermodal Slows

US rail freight saw a slight increase in March, with carload traffic up 1.1%, while intermodal traffic decreased by 5.7%. Year-to-date, carload traffic has increased by 3%, but intermodal volume has fallen by 7.1%. This indicates a mixed performance in the rail freight sector, with traditional carload shipments showing positive growth, while intermodal transportation continues to struggle. The overall impact on the supply chain remains to be seen, as these trends may reflect broader economic shifts.

02/11/2026 Logistics

Biden Panel Moves to Prevent Rail Strike Supply Chain Disruption

The U.S. Presidential Emergency Board (PEB) issued recommendations to resolve the labor dispute between railroad companies and unions, aiming to prevent supply chain disruptions. The recommendations include wage increases, improved benefits, and contract re-bidding. Both parties must reach an agreement by September 16th to avoid a potential strike that could significantly impact the U.S. economy. Failure to reach an agreement poses a risk of widespread economic consequences due to the vital role railroads play in freight transport.

02/11/2026 Logistics Industry Insights
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