Freight Index Shows Early Recovery Signs As Intermodal Prices Diverge in Q1 2025

Freight Index Shows Early Recovery Signs As Intermodal Prices Diverge in Q1 2025

The TD Cowen-AFS Freight Index report reveals a diverging trend across various transportation modes in the US freight market, amidst weak demand and excess capacity. Truckload transportation shows cautious optimism, while the parcel sector witnesses intense pricing strategy competition. LTL (Less-Than-Truckload) transportation faces challenges in maintaining pricing discipline. The report provides crucial decision-making insights for industry participants, highlighting the nuances in pricing and demand dynamics across different freight segments. It offers a valuable overview of the current market conditions and potential future trends.

12/31/2025 Logistics Industry Insights
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US Rail Freight Volume Rises in Early August

US Rail Freight Volume Rises in Early August

For the week ending August 2, 2025, U.S. rail freight and intermodal traffic both showed year-over-year growth. Total rail carloads increased by 6.4%, while intermodal containers and trailers grew by 0.2%. Year-to-date, total rail carloads are up 2.8%, and intermodal volume has increased by 4.7%. These figures suggest a degree of activity in the U.S. economy, but future development remains subject to various influencing factors.

02/04/2026 Logistics
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US Rail Freight Growth Signals Economic Recovery

US Rail Freight Growth Signals Economic Recovery

U.S. rail freight and intermodal volumes continue to rise, indicating an economic recovery. Increased shipments of coal and ore are observed, and intermodal transportation is showing strong performance. This growth suggests a positive trend in the overall economy, driven by increased demand for goods and materials transported via rail. The robust intermodal activity further highlights the efficiency and importance of this transportation mode in facilitating trade and commerce.

02/11/2026 Logistics
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US Rail Freight Volumes Reflect Uneven Recovery Trends

US Rail Freight Volumes Reflect Uneven Recovery Trends

The Association of American Railroads reported that U.S. rail freight and intermodal traffic both increased year-over-year for the week ending August 30th. Chemicals and metallic ores showed strong performance, while petroleum and grain declined. Year-to-date figures indicate overall growth in both rail freight and intermodal volume. Key drivers include economic recovery and infrastructure investments. However, attention should be paid to geopolitical risks such as inflation and labor shortages.

02/04/2026 Logistics
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US Rail Freight Surges Amid Economic Recovery Signs

US Rail Freight Surges Amid Economic Recovery Signs

Data from the Association of American Railroads shows a significant increase in rail freight and intermodal volumes for the week ending February 19th. This surge suggests a potential economic recovery is underway. The rise in both freight and intermodal shipments points to increased demand across various sectors, indicating a positive trend in the overall economic landscape. This observation highlights the role of rail transportation as a key indicator of economic health and activity.

02/11/2026 Logistics
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US Rail Freight Volumes Drop Amid Economic Slowdown

US Rail Freight Volumes Drop Amid Economic Slowdown

US rail freight volume declined in April, with carloads and intermodal traffic under pressure. While automotive and farm products saw growth, commodities like coal decreased. Year-to-date, total carloads are slightly up, but intermodal volume is down. The overall decline highlights potential disruptions in the supply chain and shifts in transportation patterns affecting the broader economy. This trend warrants monitoring to understand its long-term impact on freight transportation and related industries.

02/11/2026 Logistics
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US Rail Freight Decline Sparks Economic Concern

US Rail Freight Decline Sparks Economic Concern

According to the Association of American Railroads, for the week ending May 21, U.S. rail freight volume decreased by 3.7% year-over-year, and intermodal volume decreased by 4.5%. Coal and chemical product shipments increased against the trend, but grain shipments declined. Year-to-date, total rail freight volume increased slightly by 0.4%, while intermodal volume decreased by 6.8%. Economic downturn risks, supply chain bottlenecks, and industry competition are major challenges, requiring proactive corporate responses.

02/11/2026 Logistics
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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 Volumes Drop in Early 2024

US Rail Freight Volumes Drop in Early 2024

Data from the Association of American Railroads shows that U.S. rail freight and intermodal volumes declined year-over-year in the first week of February, with varying performance across categories. While cumulative freight volume saw a slight increase, the decline in intermodal transportation partially offset this growth. Overall, North American rail freight volume decreased, with significant regional differences. Moving forward, railway companies need to optimize asset allocation, improve operational efficiency, expand service offerings, strengthen partnerships, embrace digitalization, and focus on sustainable development to address challenges and seize opportunities.

01/28/2026 Logistics
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US Rail Freight Surge Points to Economic Recovery

US Rail Freight Surge Points to Economic Recovery

Data from the Association of American Railroads shows that U.S. rail freight and intermodal volumes both increased year-over-year for the week ending July 24th. Significant growth was seen in the transportation of coal and metallic ores, while volumes of motor vehicles & parts and farm products declined. The substantial increase in cumulative freight volume over the first 29 weeks of 2021 indicates that rail transportation is playing a vital role in the U.S. economic recovery. Total carloads and intermodal units reflect a positive trend in freight activity.

02/11/2026 Logistics
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