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 Slump Hides Longterm Growth AAR Report

US Rail Freight Slump Hides Longterm Growth AAR Report

Recent data from the Association of American Railroads (AAR) shows a short-term year-over-year decline in rail freight and intermodal volumes, but cumulative year-to-date figures remain positive. Performance varies across market segments, with significant potential in intermodal transportation. Rail freight faces challenges like truck competition and labor shortages, but also benefits from economic growth and technological innovation. Moving forward, railway companies need to improve efficiency, reduce costs, and expand services, embracing change to achieve sustainable growth.

01/15/2026 Logistics
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US Rail Freight Surges Unexpectedly in Early July

US Rail Freight Surges Unexpectedly in Early July

U.S. rail freight and intermodal traffic both increased in the first week of July, with solid year-to-date cumulative growth. Economic recovery and infrastructure investments are key drivers behind this positive trend. The rise in rail freight volume suggests increased demand for goods and materials, reflecting a strengthening economy. Intermodal growth indicates efficient supply chain management and a shift towards more sustainable transportation options. These figures are positive economic indicators, suggesting continued recovery and growth in the U.S. economy.

01/20/2026 Logistics
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US Rail Freight Rises in Late September Led by Auto and Grain

US Rail Freight Rises in Late September Led by Auto and Grain

The Association of American Railroads reported that for the week ending September 27th, U.S. rail freight and intermodal traffic both experienced year-over-year growth. Significant increases were seen in the transportation of nonmetallic minerals, grain, and motor vehicles & parts. Conversely, coal, petroleum & petroleum products, and metallic ores & metals saw declines. For the first 39 weeks of 2025, both total U.S. rail freight traffic and intermodal volume have shown year-over-year growth, indicating a positive trend in the sector.

01/21/2026 Logistics
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North American Rail Freight Growth Slows Amid Economic Challenges

North American Rail Freight Growth Slows Amid Economic Challenges

According to the Association of American Railroads, U.S. rail freight and intermodal traffic decreased year-over-year in the week ending February 4th, though cumulative traffic still shows growth. Performance varies across sectors, with significant growth in automotive, parts, and petroleum, while coal and grain face challenges. Intermodal transportation faces transformation pressures, requiring optimized operations and strengthened collaboration. The North American rail transport industry faces both opportunities and challenges, necessitating continued innovation, cost control, and a focus on sustainable development.

01/28/2026 Logistics
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US Rail Freight Rises in July Hinting at Economic Rebound

US Rail Freight Rises in July Hinting at Economic Rebound

Data from the Association of American Railroads indicates robust rail freight and intermodal volumes in July, reaching record highs. Strong performance was observed in sectors like automotive, energy, and construction materials, with intermodal continuing its upward trend. This growth in rail freight volume potentially signals an ongoing economic recovery in the United States. However, the industry still faces challenges including aging infrastructure, labor shortages, and increased competition. The sustained growth needs to be carefully analyzed in light of these existing constraints.

01/29/2026 Logistics
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US Rail Freight Defies Economic Slowdown

US Rail Freight Defies Economic Slowdown

Recent data shows year-over-year growth in US rail freight and intermodal volumes. Rail freight experienced slight growth with structural differentiation, while intermodal transportation performed strongly, leading the overall increase. Full-year data is encouraging, but long-term trends require attention. The rail industry needs to strengthen infrastructure, optimize transportation organization, expand service offerings, enhance technological innovation, and foster collaboration to address market adjustments and competitive pressures. By doing so, the industry can seize opportunities and meet challenges effectively.

01/30/2026 Logistics
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US Rail Freight Rises Amid Economic Uncertainty

US Rail Freight Rises Amid Economic Uncertainty

According to the Association of American Railroads, U.S. rail freight traffic saw a slight rebound in the week ending August 9th, but the growth rate slowed. Performance varied across different commodities, with intermodal transportation continuing to expand. Year-to-date figures are positive, but rail freight faces both challenges and opportunities. Rail freight volume is considered an economic indicator and warrants attention. The recent slowdown suggests cautious optimism as the industry navigates evolving market conditions and seeks to capitalize on intermodal growth.

02/04/2026 Logistics
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US Rail Freight Decline Temporary Dip or Longterm Trend

US Rail Freight Decline Temporary Dip or Longterm Trend

Data from the Association of American Railroads shows that U.S. rail freight and intermodal volume decreased year-over-year in the first week of November, but year-to-date figures remain positive. Grain and metallic ores shipments increased, while coal, motor vehicles & parts shipments declined. The intermodal volume decrease may be due to truck competition and easing port congestion. Despite challenges such as energy transition and technological changes, the long-term outlook for the U.S. rail freight industry remains positive.

02/04/2026 Logistics
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