US Rail Freight Coal Gains Offset Broader Demand Slump

US Rail Freight Coal Gains Offset Broader Demand Slump

According to the Association of American Railroads, U.S. rail freight and intermodal traffic decreased year-over-year for the week ending May 21st. While coal carloads saw an increase, categories like grain and metals declined. Cumulative data shows a slight increase in rail freight volume but a decrease in intermodal volume. Economic downturn, supply chain issues, and changing consumer patterns are major contributing factors. The future market outlook remains uncertain. This decline reflects broader economic trends and highlights the challenges facing the rail industry.

02/11/2026 Logistics
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US Rail Freight Struggles Despite Coal Chemical Growth

US Rail Freight Struggles Despite Coal Chemical Growth

According to the Association of American Railroads, U.S. rail freight traffic decreased by 3.7% and intermodal traffic decreased by 4.5% for the week ending May 21st. While coal and chemical industries saw growth, grains and metals faced challenges. Port congestion and driver shortages constrained intermodal development. Future infrastructure investment, green transition, and technological innovation will present opportunities for the rail freight market. Overall, the data suggests a mixed performance in the rail freight sector, influenced by both industry-specific factors and broader economic conditions.

02/11/2026 Logistics
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US Rail Freight Declines in May Amid Economic Uncertainty

US Rail Freight Declines in May Amid Economic Uncertainty

US rail freight and intermodal volumes both declined in May 2022, reflecting economic complexities. Disaggregated data reveals varied performance across commodity categories. Automotive and parts, crushed stone and gravel saw growth, while grains, metal products, and petroleum declined. Experts suggest a mixed economic picture, emphasizing the need for the rail industry to improve efficiency, optimize services, and secure government support to address challenges and capitalize on opportunities. The fluctuations in rail freight serve as a key indicator of the broader economic climate and evolving logistics landscape.

02/11/2026 Logistics
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US Rail Freight Growth Mixed As Carloads Rise Intermodal Declines

US Rail Freight Growth Mixed As Carloads Rise Intermodal Declines

According to the Association of American Railroads, U.S. rail carloads increased by 3.4% for the week ending August 27, driven by gains in coal, grain, and motor vehicle parts. However, intermodal container and trailer volume decreased by 0.3% year-over-year. Year-to-date, carloads are up slightly by 0.1%, while intermodal volume has declined significantly by 5.3%, reflecting ongoing supply chain challenges and shifting demand patterns. This divergence highlights the complex dynamics influencing the rail freight sector and its role as an economic indicator.

02/11/2026 Logistics
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US Rail Freight Gains in Carloads Dips in Container Volumes

US Rail Freight Gains in Carloads Dips in Container Volumes

According to the Association of American Railroads, U.S. rail carload traffic increased by 1.1% year-over-year in late July, driven by automobiles, coal, and farm products. However, container traffic declined by 2.5% year-over-year, reflecting cooling consumer demand. Year-to-date, total U.S. rail freight volume remains down compared to the previous year, and overall North American freight volume also shows weakness, suggesting challenges for U.S. economic growth. The decline in container shipments is a key indicator of potentially slowing economic activity.

02/11/2026 Logistics
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US Rail Freight Gains in Carloads Loses in Container Traffic

US Rail Freight Gains in Carloads Loses in Container Traffic

Recent data reveals a mixed picture in the US rail freight market: carload traffic slightly increased, while container volume decreased. Gains were seen in automotive, coal, and agricultural shipments, offset by declines in metals and petroleum. Overall North American rail freight is down, signaling potential economic slowdown, inflationary pressures, and supply chain challenges. The future of rail freight will be influenced by economic conditions, energy prices, regulations, and technological innovation. These factors will determine the sector's performance and its role as a key economic indicator.

02/11/2026 Logistics
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US Rail Freight Slump Signals Economic Worries

US Rail Freight Slump Signals Economic Worries

The latest report from the Association of American Railroads reveals that U.S. rail freight and intermodal volumes both declined year-over-year for the week ending August 6th. Rail freight growth is slowing, while intermodal transportation shows a clear downward trend. Total North American rail freight volume also decreased compared to the same period last year. Rail freight volume is considered an economic 'canary in the coal mine,' and the data decline may signal challenges for the U.S. economy, but also presents opportunities that require proactive responses.

02/11/2026 Logistics
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

According to the Association of American Railroads, U.S. rail freight and intermodal traffic both declined year-over-year for the week ending August 6th. While rail freight saw a slight increase, intermodal transportation experienced a downturn, contributing to overall weak freight volumes. The overall softness in the North American rail freight market suggests a potential slowdown in economic growth, weakened consumer demand, and a deceleration in industrial production, raising the risk of economic recession. The future of rail freight presents both challenges and opportunities.

02/11/2026 Logistics
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US Rail Freight Declines As Intermodal Gains Traction

US Rail Freight Declines As Intermodal Gains Traction

Recent data reveals a mixed picture for the US rail freight market. While sectors like petroleum and automotive are experiencing robust growth, traditional commodities like coal and grain are seeing declining volumes. Year-to-date figures show a slight overall increase in freight volume, but a decrease in intermodal transportation. Rail freight faces challenges from energy transition and supply chain restructuring, requiring proactive adaptation to market shifts. The industry must innovate to maintain competitiveness and capitalize on emerging opportunities despite headwinds in certain sectors.

02/11/2026 Logistics
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US Rail Freight Declines As Coal Demand Drops

US Rail Freight Declines As Coal Demand Drops

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail freight and intermodal volume in March, largely attributed to a significant drop in coal shipments. Despite the overall downturn, there were increases in chemical, miscellaneous carloads, and motor vehicles and parts. Railroad companies need to actively transform, diversify their businesses, and embrace technological innovation to address challenges and seize opportunities in a changing market. This requires a strategic shift away from reliance on coal and towards more resilient and growing sectors.

02/12/2026 Logistics
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