US Rail Freight Sees Mixed Trends Carloads Up Intermodal Down

US Rail Freight Sees Mixed Trends Carloads Up Intermodal Down

U.S. rail freight volume increased by 3.5% in May, driven by metallic ores. Intermodal transportation declined by 11.6%, leading to an overall freight volume decrease of 4.1%. The railway industry faces transformation challenges. The growth in metallic ores suggests potential strength in related industries, while the decline in intermodal transportation highlights shifts in shipping preferences or economic slowdown in certain sectors. The overall decrease in freight volume underscores the need for the railway industry to adapt to evolving market demands and explore new revenue streams.

02/11/2026 Logistics
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US Rail Freight Struggles Carloads Dip Intermodal Flat

US Rail Freight Struggles Carloads Dip Intermodal Flat

According to the Association of American Railroads, U.S. rail freight performance diverged in the week ending November 4th. Carload traffic decreased by 5.2% year-over-year, although the decline narrowed compared to previous weeks. Intermodal traffic increased by 1.5% year-over-year, but the growth rate slowed. Year-to-date figures show carload traffic remaining roughly flat, while intermodal traffic is down 7.0% year-over-year. Key challenges facing the rail freight market include economic downturn risks, supply chain restructuring, technological changes, and sustainability concerns.

02/11/2026 Logistics
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XPO Logistics Sells Intermodal Unit to STG in Strategic Move

XPO Logistics Sells Intermodal Unit to STG in Strategic Move

XPO Logistics sold its intermodal business to STG Logistics for $710 million, aiming to focus on its core Less-Than-Truckload (LTL) and truck brokerage businesses and optimize its capital structure. STG Logistics expands its service offerings and builds an integrated logistics platform through the acquisition. This move reflects the trends of specialization and integration in the logistics industry, as well as the opportunities and challenges facing the multimodal transportation market. The deal signifies a strategic shift for both companies in a dynamic logistics landscape.

02/11/2026 Logistics
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XPO Logistics Sells Intermodal Unit for 710M to Streamline

XPO Logistics Sells Intermodal Unit for 710M to Streamline

XPO Logistics sold its intermodal business to STG Logistics for $710 million, aiming to focus on its core less-than-truckload (LTL) and freight brokerage businesses, optimize its capital structure, and enhance enterprise value. Through the acquisition, STG Logistics will build a more comprehensive logistics platform and enhance its container logistics competitiveness. This strategic adjustment reflects the increasing competition in the logistics industry, requiring companies to continuously adjust to adapt to market changes. The deal allows XPO to streamline operations and STG to expand its service offerings.

02/11/2026 Logistics
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North American Rail Freight Volumes Drop Amid Demand Slowdown

North American Rail Freight Volumes Drop Amid Demand Slowdown

Data from the Association of American Railroads shows a year-over-year decline in U.S. and North American rail freight volume for the week ending May 14. The analysis explores the reasons behind the decrease in carload and intermodal traffic, including economic fluctuations, supply chain bottlenecks, and the energy transition. It also looks at the challenges and opportunities facing the rail freight market, emphasizing the importance of technological innovation, diversified services, and sustainable development. The future of rail freight depends on adapting to these changing dynamics.

02/11/2026 Logistics
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US Rail Freight Volume Drops Prompting Business Adjustments

US Rail Freight Volume Drops Prompting Business Adjustments

Recent data indicates a year-over-year decline in U.S. rail freight and intermodal volumes, though performance varies across sectors. Automotive and parts, and nonmetallic minerals, experienced growth. The North American market is generally weak, and cross-border trade faces challenges. Companies should diversify transportation modes, optimize supply chain management, monitor policy changes, and actively embrace technological innovation to identify new growth opportunities. The key is to adapt to the changing landscape and find niche areas for expansion amidst the overall downturn in rail freight volume.

02/11/2026 Logistics
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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 Freight Rail Industry Adapts to Economic Shifts for Growth

US Freight Rail Industry Adapts to Economic Shifts for Growth

The RailTrends conference focuses on the challenges facing the rail freight industry, including labor negotiations, service, and regulation. The report highlights labor relations, analyzes the role of the Surface Transportation Board (STB), and provides a forward-looking perspective on the industry's future development. Key topics include navigating the complexities of labor agreements, understanding the impact of regulatory policies on operations, and adapting to evolving market demands within the freight sector. The conference aims to equip stakeholders with insights to address these challenges and foster sustainable growth.

02/11/2026 Logistics Industry Insights
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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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