US Rail Freight Declines in May Amid Coal Chemical Gains

US Rail Freight Declines in May Amid Coal Chemical Gains

Data from the Association of American Railroads shows that U.S. rail freight and intermodal traffic declined year-over-year in late May, though coal and chemical shipments bucked the trend with gains. Year-to-date, freight traffic saw a slight increase, while intermodal continued its decline. Supply chain managers should pay attention to factors such as inflation and geopolitical risks, and strengthen demand forecasting and diversify transportation channels to mitigate potential disruptions.

02/11/2026 Logistics
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US Rail Freight Declines As Supply Chain Woes Spur Innovation

US Rail Freight Declines As Supply Chain Woes Spur Innovation

US rail freight and intermodal volumes have declined year-over-year, reflecting market pressure. Growth in categories like coal and chemicals offers hope, while declines in grains and metals are concerning. Supply chain disruptions, inflation, and geopolitical risks are primary drivers. Logistics companies need to optimize supply chains, improve efficiency, expand services, and pay attention to market changes to achieve transformation and upgrading. The decline highlights the need for resilience and adaptability in the face of ongoing global economic uncertainties and evolving consumer demands.

02/11/2026 Logistics
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US Rail Freight Sees Chemical Gains Grain Drops in March

US Rail Freight Sees Chemical Gains Grain Drops in March

According to data from the Association of American Railroads (AAR), U.S. rail freight in March showed a mixed picture. Chemical shipments saw a significant increase, while grain and petroleum shipments declined. Intermodal traffic remained sluggish. An AAR executive stated that the economic direction is unclear, and uncertainty persists. Railway companies need to pay close attention to economic trends and seize market opportunities. Overall, the rail freight data reflects the current ambiguity and volatility within the broader economy.

02/11/2026 Logistics
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US Rail Freight Volumes Fluctuate in July Amid Economic Concerns

US Rail Freight Volumes Fluctuate in July Amid Economic Concerns

Data from the Association of American Railroads shows a divergence in US rail freight in July. Strong coal demand drove a slight overall increase in freight volume, but excluding coal, freight actually declined. Intermodal traffic also decreased year-over-year. This data reflects the challenges facing the US economic recovery, with varying performance across industries. A comprehensive analysis requires considering multiple factors.

02/11/2026 Logistics
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US Rail Freight Volumes Reflect Mixed Economic Signals in May

US Rail Freight Volumes Reflect Mixed Economic Signals in May

US rail freight volumes decreased overall in May, but some commodities saw growth, reflecting a mixed economic picture. Carload traffic experienced a slight increase in the first five months of the year, while intermodal shipments declined. These trends provide insights into the current state of the supply chain and broader economic activity, highlighting both areas of resilience and ongoing challenges within the freight transportation sector.

02/11/2026 Logistics
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US Rail Labor Talks Raise Fears of Supply Chain Disruptions

US Rail Labor Talks Raise Fears of Supply Chain Disruptions

The Presidential Emergency Board (PEB) issued recommendations to mediate the labor dispute between railroad companies and unions, aiming to avert a potential railroad strike and supply chain crisis. The PEB's recommendations cover wage increases, healthcare, and contract renegotiation. Reactions from both sides have been mixed. Failure to reach an agreement could paralyze the U.S. rail system, severely impacting the economy. The situation requires close monitoring in the coming weeks.

02/11/2026 Logistics Industry Insights
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Biden Panel Moves to Prevent Rail Strike Supply Chain Disruption

Biden Panel Moves to Prevent Rail Strike Supply Chain Disruption

The U.S. Presidential Emergency Board (PEB) issued recommendations to resolve the labor dispute between railroad companies and unions, aiming to prevent supply chain disruptions. The recommendations include wage increases, improved benefits, and contract re-bidding. Both parties must reach an agreement by September 16th to avoid a potential strike that could significantly impact the U.S. economy. Failure to reach an agreement poses a risk of widespread economic consequences due to the vital role railroads play in freight transport.

02/11/2026 Logistics Industry Insights
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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 Volume

US Rail Freight Gains in Carloads Dips in Container Volume

Recent data presents a mixed picture for US rail freight. Carload traffic experienced year-over-year growth, suggesting recovery in some traditional industries. However, container traffic saw a slight decline, reflecting challenges in global trade. Several factors will influence future freight volumes, including economic growth, inflation, and geopolitical events. Understanding these dynamics is crucial for assessing the overall health of the US economy and its interconnectedness with global markets. The performance of rail freight serves as a valuable indicator of broader economic trends.

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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