US Rail Freight Gains in Carloads but Declines in Intermodal

US Rail Freight Gains in Carloads but Declines in Intermodal

According to the Association of American Railroads (AAR) data, for the week ending August 20th, U.S. rail carloads increased by 2.9% year-over-year, while intermodal traffic decreased by 2.4% year-over-year. Carload growth was driven by commodities such as coal and grain. Supply chain bottlenecks and rising fuel prices constrained intermodal transportation. The North American rail market is progressing steadily and needs to strengthen cooperation to meet challenges.

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 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.

02/12/2026 Logistics Industry Insights
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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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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
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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.

01/20/2026 Logistics Industry Insights
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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.

01/20/2026 Logistics Industry Insights
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