According to the Association of American Railroads, for the week ending November 29th, U.S. rail carload traffic increased by 4.3% year-over-year, led by coal, nonmetallic minerals, and grain. Intermodal containers and trailers decreased by 6.5% year-over-year. Year-to-date, carload traffic and intermodal traffic have increased by 1.8% and 1.9%, respectively. The rail freight market faces both challenges and opportunities in the future.
U.S. rail freight data for the last week of November 2025 presents a mixed picture. Carload traffic increased by 4.3% year-over-year, with strong performance in coal, nonmetallic minerals, and grain. However, intermodal traffic decreased by 6.5% year-over-year, potentially due to supply chain factors. Year-to-date figures indicate steady growth in rail freight. Businesses should closely monitor market trends, optimize supply chains, diversify transportation modes, and strengthen risk management to navigate challenges and capitalize on opportunities.
The latest Cass Freight Index reveals a mixed picture for the freight market in November: while shipment volumes slightly decreased, expenditures continued to rise. Experts believe the market is generally stable, but declining imports suggest a potential softening of short-term trends. Businesses should closely monitor market dynamics, optimize operational efficiency, embrace digital transformation, and strengthen risk management to seize opportunities in a complex and volatile market environment. Overall, the index highlights the need for agility and strategic planning in navigating the current logistics landscape.
According to the Association of American Railroads, for the week ending August 27th, U.S. rail carload traffic increased by 3.4% year-over-year, while intermodal containers and trailers decreased by 0.3%. In the first 34 weeks of 2022, carload traffic rose by 0.1% year-over-year, but intermodal traffic fell by 5.3%. These figures highlight the complexity of the U.S. economy. Investors should analyze the data rationally and seize opportunities.
The latest report from the Association of American Railroads (AAR) indicates that U.S. rail freight and intermodal volumes both decreased year-over-year for the week ending September 13th. However, rail freight maintains a steady long-term growth trend. While shipments of chemicals, automobiles, and parts increased, traditional freight categories like coal face challenges. Digital transformation, sustainability, and intermodal transportation are expected to be key trends for future development. The report suggests a mixed picture, reflecting both short-term fluctuations and long-term strategic shifts in the rail freight industry.
According to the Association of American Railroads, U.S. rail freight and intermodal traffic declined year-over-year in late September, but cumulative volumes remain up for the year. Grain and metallic ores shipments increased, while coal, miscellaneous carloads, and nonmetallic minerals declined. Macroeconomic factors, industry trends, and geopolitical issues influence freight volumes. A cautiously optimistic outlook is warranted, focusing on risks, technological innovation, and improved transportation efficiency.
The March ISM Non-Manufacturing Report indicates a slower but still expanding non-manufacturing sector in the US. Most industries experienced growth, while the retail sector contracted. The employment market showed strong performance, and inflation pressures remained manageable. Labor shortages and trade war impacts are easing, contributing to a positive long-term outlook. However, potential risks warrant continued monitoring. The report suggests a resilient but moderating expansion in the non-manufacturing sector, with underlying strengths in employment and controlled inflation, despite some sectoral weaknesses.
The ISM's January report indicates a slight decrease in non-manufacturing activity to 56.7, marking the 108th consecutive month of growth. Business activity and new orders indices declined, while the employment index rose, and the prices index continued to increase. Performance varied across industries, with the government shutdown introducing uncertainty. Experts anticipate continued growth, albeit at a slower pace. Businesses should closely monitor macroeconomic conditions, policy environment, and changes in market demand.
The ISM report indicates that U.S. non-manufacturing activity slowed in January but remained in expansion territory. The NMI index slightly decreased, but the employment market remained strong. Government shutdowns introduced uncertainty, requiring businesses to adopt a cautiously optimistic approach and proactively respond to market changes. While the pace of growth moderated, the overall outlook suggests continued expansion in the non-manufacturing sector, albeit with potential headwinds.
According to the American Trucking Associations, U.S. freight volumes slightly decreased in September, but still increased year-over-year. Economists believe this short-term pullback doesn't change the long-term positive trend, citing rebuilding demand, lower inventories, and manufacturing improvements as supporting future growth. Data analysts should focus on seasonal adjustments, year-over-year and month-over-month changes, and the weighting of driving factors. They should also be aware of risks such as capacity constraints and fuel price fluctuations. The overall outlook remains positive despite the slight dip.
