Rail Industry Faces Policy and Supply Chain Challenges AAR

Rail Industry Faces Policy and Supply Chain Challenges AAR

AAR President Ian Jefferies provides an in-depth analysis of the policy, market, and supply chain challenges facing the rail transportation industry. He examines the impact of the Infrastructure Investment and Jobs Act and executive orders, dissects the current state and trends of rail freight and intermodal transport, and offers recommendations for addressing global supply chain issues. The article aims to help businesses seize future opportunities in rail transportation, optimize supply chain layouts, and improve operational efficiency.

02/11/2026 Logistics Industry Insights
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US Rail Freight Rebounds Despite Industry Challenges

US Rail Freight Rebounds Despite Industry Challenges

US rail freight growth slowed in late July, with increases in commodities like coal offset by declines in automobiles. Intermodal transportation remained robust but faced congestion. The market presents both opportunities and challenges, requiring collaboration and innovation to navigate. Overall freight volume saw modest gains, reflecting the current state of the US economy and the ongoing shifts in consumer demand and supply chain dynamics. Further monitoring of these trends is crucial for understanding future economic performance.

02/11/2026 Logistics
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US Rail Freight Gains in Carloads Loses in Intermodal

US Rail Freight Gains in Carloads Loses in Intermodal

US rail freight traffic increased by 1.4% in April, driven by coal, automobiles, and chemical products. Intermodal volume decreased by 3.1%, with a cumulative decrease of 6.6% since the beginning of the year. It is necessary to pay attention to market changes and respond to challenges. The increase in rail freight suggests positive economic activity in those sectors, while the decline in intermodal volume warrants further investigation to understand the underlying causes and potential impact on the overall economy.

02/11/2026 Logistics
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US Rail Freight Sees Carload Rise Intermodal Dip in Late January

US Rail Freight Sees Carload Rise Intermodal Dip in Late January

According to the Association of American Railroads, U.S. rail freight traffic presented a mixed picture in late January. Carload traffic increased year-over-year, driven by nonmetallic minerals and coal. However, intermodal traffic declined, potentially indicating weak consumer demand. Year-to-date, carload traffic has seen cumulative growth, while intermodal volume has decreased, suggesting downward pressure on the overall North American rail transport market. Key factors to watch include inflation, interest rates, geopolitical events, and the energy transition.

02/11/2026 Logistics
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US Rail Freight Rises in Carloads Dips in Intermodal

US Rail Freight Rises in Carloads Dips in Intermodal

According to the Association of American Railroads, U.S. rail carload volume increased by 3.4% for the week ending August 27th, primarily driven by growth in coal, grain, and motor vehicle shipments. However, intermodal volume decreased by 0.3%. Cumulative carload volume for the first 34 weeks of 2022 saw a slight increase of 0.1%, while intermodal volume declined by 5.3%. Macroeconomic factors, supply chain disruptions, and energy market fluctuations are contributing factors. Rail freight faces both challenges and opportunities.

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 Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

Recent data from the Association of American Railroads reveals a decline in both U.S. rail freight and intermodal volumes, signaling weakening economic demand. Mixed performance across specific commodity categories highlights shifts in the economic structure. Businesses should closely monitor market dynamics, optimize supply chain management, diversify operations, and embrace digital transformation to navigate these challenges. The decrease in freight volume serves as an indicator of a potential economic slowdown, requiring proactive adaptation from logistics and related industries.

02/11/2026 Logistics
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US Rail Freight Sees Intermodal Growth Amid Carload Declines

US Rail Freight Sees Intermodal Growth Amid Carload Declines

According to the Association of American Railroads, U.S. rail carload traffic decreased by 2.0% for the week ending October 14th, while intermodal traffic increased by 2.8% year-over-year. For the first 41 weeks of 2023, carload traffic cumulatively increased by 0.3%, while intermodal traffic decreased by 7.7% year-over-year. The rail freight market presents both opportunities and challenges. Interconnectivity and seamless transitions between modes are crucial for future growth in this dynamic logistics landscape.

02/11/2026 Logistics
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US Rail Freight Carloads Rise Intermodal Traffic Slows

US Rail Freight Carloads Rise Intermodal Traffic Slows

According to the Association of American Railroads, total U.S. rail traffic decreased year-over-year for the week ending August 19th. Carload volume saw a slight decline, but shipments of commodities like automobiles, coal, and petroleum increased. Intermodal container and trailer traffic experienced a significant drop. Cumulative data for 2023 shows a slight increase in carload volume, but intermodal continues to face pressure. The rail freight market is facing both challenges and opportunities, requiring transformation and upgrades.

02/11/2026 Logistics
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Fedex Renews USPS Contract Worth 15 Billion Annually

Fedex Renews USPS Contract Worth 15 Billion Annually

FedEx and the United States Postal Service (USPS) have extended their air transportation agreement through 2024. This extension is projected to generate $1.5 billion in stable annual revenue for FedEx Express. The agreement strengthens FedEx's market position while simultaneously reducing operating costs and improving service quality for USPS, creating a win-win situation. Investors may consider monitoring FedEx stock to potentially benefit from the growth in the logistics sector. The contract ensures continued collaboration and reliable service.

02/12/2026 Logistics
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