US Rail Freight Shifts Intermodal Rises As Coal Declines

US Rail Freight Shifts Intermodal Rises As Coal Declines

According to the Association of American Railroads, U.S. rail freight performance in the first two weeks of January was mixed. Intermodal traffic increased by 11.6% year-over-year, driven by e-commerce and supply chain optimization. Traditional carloads decreased by 1.8% year-over-year, with a significant decline in coal shipments, reflecting the energy transition. Rail operators need to adjust their strategies and pay attention to market changes. Policymakers should support railway infrastructure development to promote intermodal transportation.

01/19/2026 Logistics
Read More
US Manufacturing PMI Hits Near Sixyear High Amid Expansion

US Manufacturing PMI Hits Near Sixyear High Amid Expansion

The U.S. Manufacturing PMI reached 53.2 in November, a near six-year high, marking the third consecutive month of growth and significantly exceeding the past year's average. This data fuels the continued expansion of the U.S. economy. However, future risks such as trade friction and geopolitical uncertainties require vigilance, and competitiveness needs to be improved to sustain the positive momentum.

01/19/2026 Logistics Industry Insights
Read More
US Rail Freight Stagnates As Intermodal Declines

US Rail Freight Stagnates As Intermodal Declines

According to the Association of American Railroads, U.S. rail carload traffic was largely flat for the week ending June 28th, while intermodal traffic saw a slight decrease. Performance varied across sectors, with gains in grain and automotive shipments offset by declines in metals and coal. Cumulative data for the first 26 weeks of the year indicates continued growth in overall freight volume. However, the industry faces ongoing challenges related to macroeconomic conditions, industry competition, and infrastructure limitations.

01/20/2026 Logistics
Read More
US Manufacturing Growth Slows in July As Inventories Dip

US Manufacturing Growth Slows in July As Inventories Dip

The ISM's July manufacturing report indicates a slight dip in the PMI, with key indicators like new orders and production generally declining, increasing the risk of inventory buildup. Businesses commonly cite inflation, reduced orders, and raw material supply issues. Experts believe that manufacturing has not fallen into recession, but caution against inventory risk and emphasize the need for refined operations. The report suggests a slowing manufacturing sector facing challenges related to demand and supply chain disruptions, requiring careful management of inventory levels to mitigate potential losses.

01/20/2026 Logistics Industry Insights
Read More
US Service Sector Surges Unexpectedly in July

US Service Sector Surges Unexpectedly in July

The US Services PMI unexpectedly rose in July, but remained below its 12-month average. The employment index continued to contract, and business confidence remained cautious. Experts advise focusing on long-term trends, noting the service sector must navigate inflation, rising interest rates, and geopolitical risks. Simultaneously, it should capitalize on opportunities presented by technological innovation and demographic shifts. Strategies include boosting productivity, diversifying services, and investing in talent.

01/20/2026 Logistics Industry Insights
Read More
TD Cowen Analyzes Freight Market Trends Tariffs and LTLTL Shifts

TD Cowen Analyzes Freight Market Trends Tariffs and LTLTL Shifts

At the SMC3 JumpStart 2025 conference, TD Cowen Managing Director Jason Seidl shared his unique insights on the freight economy, tariff impacts, AI applications, nearshoring, M&A activity, and LTL/TL market trends. His presentation provided valuable market analysis and strategic advice for businesses navigating the complexities of the current freight landscape. He highlighted key factors shaping the industry and offered actionable recommendations for companies looking to optimize their logistics operations and capitalize on emerging opportunities. Seidl's expertise offered attendees a comprehensive understanding of the forces at play in the freight market.

01/20/2026 Logistics Industry Insights
Read More
Logistics Sector Rebounds Strongly in June 2025

Logistics Sector Rebounds Strongly in June 2025

The Logistics Manager Index for June 2025 continues to rise, reaching 60.7, indicating a strong recovery in the logistics industry after recent fluctuations. Significant increases in inventory levels and costs have driven the growth of the index, while there is a shrinking trend in warehousing and transportation capacity. Uncertainty regarding future demand and trade policies remains a challenge.

07/07/2025 Logistics Industry Insights
Read More