US Rail Freight Sees Carload Growth Amid Container Traffic Decline

US Rail Freight Sees Carload Growth Amid Container Traffic Decline

Recent data reveals a divergence in the US rail freight market: carload volume is increasing significantly, while container traffic is slightly declining. Coal and mineral shipments are leading the carload growth, with oil and automotive sectors facing pressure. Container transport is affected by supply chain bottlenecks and changing consumption patterns. Year-to-date, overall freight volume remains down, indicating a long road to recovery. The overall performance of North American railways is mixed. Going forward, global supply chains, consumer demand, and policy factors will collectively shape the rail freight market.

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

US Rail Freight Gains in Carloads Dips in Container Volume

Data from the Association of American Railroads shows a significant recent increase in U.S. rail carload traffic, primarily driven by coal and minerals. Container traffic, however, has slightly decreased, potentially due to global supply chain challenges. Year-to-date, overall freight volume remains on a downward trend. North American rail performance generally surpasses that of the U.S., with Mexico experiencing strong growth. The rail freight market faces a mixed landscape of challenges and opportunities moving forward.

02/11/2026 Logistics
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US Rail Freight Declines in Carloads but Rises in Containers

US Rail Freight Declines in Carloads but Rises in Containers

The Association of American Railroads reports a mixed picture for rail freight: carload volume is down year-over-year due to economic restructuring and increased competition. However, container traffic is growing, driven by multimodal transportation and global trade. Railroads need to actively transform and embrace technological innovation to meet these market challenges. The container segment's growth highlights the importance of intermodal solutions and the continued relevance of rail in global supply chains, despite overall freight volume declines in other areas.

02/12/2026 Logistics
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Genpro Buys Cargo Chief Logistics to Expand Tech Freight Services

Genpro Buys Cargo Chief Logistics to Expand Tech Freight Services

Genpro's acquisition of Cargo Chief's logistics division aims to strengthen its technological capabilities and improve operational efficiency. Cargo Chief will refocus on technology development, concentrating on providing innovative solutions for the logistics industry. This acquisition reflects the technology-driven trend in logistics, suggesting that collaborative partnerships will be key to future development. The move highlights the increasing importance of technology in streamlining logistics operations and signals a strategic shift towards specialized expertise within the sector.

02/12/2026 Logistics
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E2open CEO Outlines Supply Chain Resilience Plans Amid Freight Slump

E2open CEO Outlines Supply Chain Resilience Plans Amid Freight Slump

E2open CEO discusses logistics challenges, emphasizing supply chain diversification and resilience. Digital transformation is crucial for businesses to navigate market changes and seize opportunities. Building a robust and adaptable supply chain is paramount in today's volatile environment. Diversifying sourcing and transportation options helps mitigate risks. Embracing digital technologies enables real-time visibility and informed decision-making, ultimately strengthening the supply chain's ability to withstand disruptions and maintain operational efficiency.

Freight Volume to Rise Despite Tariff Challenges Boosting Supply Chains

Freight Volume to Rise Despite Tariff Challenges Boosting Supply Chains

Over half of supply chain professionals report that tariffs negatively impact operations, yet most still anticipate freight volume growth through 2026. Software platforms play a crucial role in supply chain management, enhancing responsiveness, execution, and decision-making. Businesses must embrace new technologies to optimize their supply chains and address future challenges. While tariffs create headwinds, the expectation of increased freight volume suggests underlying economic activity and the need for efficient supply chain solutions to manage the growing demand.

02/12/2026 Logistics
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US Rail Freight Volumes Drop Sharply Amid Coal Auto Slump

US Rail Freight Volumes Drop Sharply Amid Coal Auto Slump

According to the Association of American Railroads, U.S. rail freight and intermodal traffic declined year-over-year in June. Industries like coal and automotive were severely impacted, with energy transition and the pandemic being major contributing factors. Experts suggest that recovery is accelerating, but challenges remain. Careful attention to economic trends and informed decision-making are crucial for navigating the path forward. The decline highlights the complex interplay between economic activity, evolving energy policies, and ongoing disruptions.

01/20/2026 Logistics
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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.

Fedex Freight to Spin Off Under Smith and Martins Leadership

Fedex Freight to Spin Off Under Smith and Martins Leadership

FedEx plans to spin off its less-than-truckload (LTL) freight division into an independent publicly traded company by June 2026. John A. Smith has been appointed President and CEO, and R. Brad Martin will serve as Chairman of the Board. This move aims to unlock shareholder value, improve operational efficiency, and allow both companies to maintain commercial operations and technology collaboration. Post-separation, FedEx Freight will become a leading pure-play LTL carrier with the most extensive network.

Fedex Freight Names Smith and Martin to Lead LTL Spinoff

Fedex Freight Names Smith and Martin to Lead LTL Spinoff

FedEx Freight is slated to be spun off in June 2026, with Smith appointed as CEO and Martin as Chairman. The spin-off aims to improve efficiency and unlock value for shareholders. However, the newly independent company will likely face challenges related to operational costs and the transition process. The separation is intended to allow FedEx Freight to operate more nimbly and focus on its core less-than-truckload business, but careful management will be crucial to ensure a smooth and successful transition.