US Rail Freight Gains in Coal Slumps in Container Traffic

US Rail Freight Gains in Coal Slumps in Container Traffic

Data from the Association of American Railroads shows that for the week ending November 29th, US rail freight traffic increased year-over-year, while intermodal traffic declined, indicating a 'hot carload, cold container' situation. Demand for coal, minerals, and grain is strong, while miscellaneous freight, forest products, and chemicals are down. Year-to-date figures still show growth. However, global economic uncertainties pose challenges. Digital transformation could present opportunities for the rail freight sector to adapt and thrive in the changing landscape.

02/04/2026 Logistics
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US Rail Freight Volumes Show Modest Recovery AAR

US Rail Freight Volumes Show Modest Recovery AAR

The latest data from the Association of American Railroads (AAR) reveals year-over-year growth in both U.S. rail freight and intermodal volumes. The report provides an in-depth analysis of the performance differences across various commodity categories, highlighting market opportunities and challenges. This information offers valuable insights for logistics companies, enabling them to make informed decisions and optimize their operations in the evolving transportation landscape. The data underscores the continued importance of rail in the North American supply chain.

02/04/2026 Logistics
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Multimodal Transport Poised to Boost North American Trade Growth

Multimodal Transport Poised to Boost North American Trade Growth

The North American multimodal transportation market faces challenges amid international trade uncertainties and prolonged sluggish growth. Domestic intermodal is seen as crucial for future growth, requiring overcoming bottlenecks like the 'donut effect'. External factors such as global shipping routes, trucking capacity, and driver availability also warrant attention. Overall transportation volume is projected to remain stable or slightly decline by 2026. The market's performance is highly susceptible to changes in trade policies and economic conditions, requiring stakeholders to adapt to the evolving landscape.

02/04/2026 Logistics Industry Insights
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North American Rail Freight Gains Mask Container Volume Drop

North American Rail Freight Gains Mask Container Volume Drop

Data from the Association of American Railroads reveals a mixed performance in the U.S. rail freight market for the week ending November 8th. Carload traffic saw a slight increase of 0.1%, driven by nonmetallic minerals and grain. However, intermodal traffic (containers and trailers) declined by 8.7% year-over-year, potentially indicating weaker consumer demand. Despite this, cumulative freight volume for the first 45 weeks of 2025 remains positive. The impact of global economic uncertainties on future performance warrants close monitoring.

02/04/2026 Logistics
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US Rail Freight Volumes Drop Amid Economic Slowdown

US Rail Freight Volumes Drop Amid Economic Slowdown

Recent data indicates challenges in the US rail freight market, with year-over-year declines in both carload and intermodal volumes. Despite increased shipments of certain commodities, the overall situation is not optimistic. North American market data shows slight improvement, but attention must be paid to macroeconomic factors, trade environment, and supply chain influences. Companies should proactively embrace change, optimize operations, and expand their businesses to prepare for market recovery. The key is to adapt and innovate in the face of current headwinds.

02/04/2026 Logistics
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US Rail Freight Declines in September Grain Shipments Rise

US Rail Freight Declines in September Grain Shipments Rise

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail freight and intermodal traffic for the third week of September. Coal shipments experienced a significant drop, while grain transport showed strong performance. Year-to-date figures still indicate growth, suggesting a positive long-term trend. Rail freight volume is considered an economic bellwether, reflecting economic activity and structural shifts. The fluctuations in freight volume provide insights into the overall health and direction of the economy.

02/04/2026 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 carloads and intermodal units decreased year-over-year for the week ending September 20th. Grain and metallic ores shipments increased, but coal, miscellaneous, and nonmetallic minerals shipments declined. Year-to-date cumulative freight volume remains up compared to last year, but the short-term downward trend warrants attention. Global economic conditions and industry developments will influence the future rail freight market. Monitoring these trends is crucial for understanding overall economic health.

02/04/2026 Logistics
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Walmart Partners With JB Hunt to Outsource Logistics

Walmart Partners With JB Hunt to Outsource Logistics

J.B. Hunt's acquisition of Walmart's intermodal assets signals a return to strategic outsourcing for the retail giant. This move aims to reduce costs, improve efficiency, and allow Walmart to focus on its core retail operations. Analysts suggest that specialization is the future trend, and multimodal transportation will evolve towards intelligence, collaboration, and sustainability, ushering in a new chapter for retail logistics. This acquisition highlights the increasing importance of specialized logistics providers in optimizing supply chains and enhancing overall business performance.

02/04/2026 Logistics
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US Rail Freight Volumes Decline Amid Economic Slowdown Concerns

US Rail Freight Volumes Decline Amid Economic Slowdown Concerns

Data from the Association of American Railroads indicates a year-over-year decrease in U.S. rail freight and intermodal volume for the week ending September 20th. Grain and metal shipments increased, while coal transportation experienced a significant decline. Year-to-date figures show growth, but at a slower pace. Key influencing factors include macroeconomic conditions, industry competition, supply chain bottlenecks, and energy policy transitions. Railroad companies need to improve operational efficiency, expand diversified business lines, strengthen infrastructure development, and embrace sustainable development practices.

02/04/2026 Logistics
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XPO Splits LTL and Brokerage Units to Drive Growth

XPO Splits LTL and Brokerage Units to Drive Growth

XPO Logistics plans to spin off its North American truck brokerage and LTL businesses, as well as divest its European and North American intermodal operations. The goal is to create two industry-leading public companies, improving operational efficiency and shareholder value. This move will allow each business segment to focus more effectively on market opportunities and address the evolving competitive landscape. The restructuring aims to unlock potential and drive growth within the separate entities, ultimately benefiting stakeholders through enhanced specialization and strategic agility.

02/05/2026 Logistics
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