CN Abandons CPKC Merger Amid Regulatory Challenges

CN Abandons CPKC Merger Amid Regulatory Challenges

Canadian National Railway withdrew its bid, clearing the path for the merger between Canadian Pacific Railway and Kansas City Southern. The merged CPKC railway will be the only single-owner rail network connecting the US, Mexico, and Canada, reshaping the North American rail industry landscape. However, the deal still requires regulatory and shareholder approval, facing challenges related to competition, integration, and market dynamics. The successful completion of this merger will have significant implications for trade and transportation across North America.

01/29/2026 Logistics
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US Rail Freight Sees Coal Oil Gains Amid Container Decline

US Rail Freight Sees Coal Oil Gains Amid Container Decline

According to the Association of American Railroads, U.S. rail freight traffic showed mixed results for the week ending March 4th. While total carloads decreased year-over-year, shipments of commodities like coal and petroleum increased. However, container traffic experienced a significant decline, weighing down overall freight volume. Year-to-date, both U.S. and North American rail freight volumes have slightly decreased. The future trajectory remains uncertain, presenting both challenges and opportunities for the rail freight industry.

01/20/2026 Logistics
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US Rail Freight Sees Mixed Trends Carloads Rise Containers Fall

US Rail Freight Sees Mixed Trends Carloads Rise Containers Fall

According to the Association of American Railroads, U.S. rail freight performance in late January showed divergence: carload volume increased by 3.3% year-over-year, primarily driven by increased shipments of nonmetallic minerals and coal. Container volume decreased by 6.7% year-over-year, reflecting macroeconomic uncertainty and supply chain adjustments. Total North American rail freight volume experienced a slight decrease. Looking ahead, economic recovery, supply chain resilience, sustainable development, and technological innovation will be key factors influencing rail freight trends.

01/28/2026 Logistics
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US Rail Freight Gains in Carloads Dips in Intermodal

US Rail Freight Gains in Carloads Dips in Intermodal

According to the Association of American Railroads, U.S. rail carload traffic increased by 3.3% year-over-year in the week ending January 21st, while intermodal volume decreased by 6.7%. Cumulative data for the first three weeks of the year shows a 3% increase in carloads and an 8.4% decrease in intermodal volume. Overall, North American rail freight presents a mixed picture, with the market influenced by a combination of economic conditions, supply chains, and energy prices.

01/28/2026 Logistics
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US Rail Freight Sees Mixed Results Carloads Rise Containers Fall

US Rail Freight Sees Mixed Results Carloads Rise Containers Fall

According to the Association of American Railroads, for the week ending January 21st, US rail carload traffic increased year-over-year, while container traffic decreased. Significant increases were seen in nonmetallic minerals and coal, while chemicals, grain, and forest products declined. North American rail traffic showed a similar trend, with carload growth offset by container decline, resulting in a slight overall volume decrease. This divergence reflects the current complex economic landscape, indicating both challenges and opportunities.

02/04/2026 Logistics
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US Rail Freight Gains in Carloads Loses in Container Volumes

US Rail Freight Gains in Carloads Loses in Container Volumes

According to the Association of American Railroads, for the week ending January 21st, U.S. rail carloads increased by 3.3% year-over-year, while container traffic decreased by 6.7%, showing a diverging trend. A similar pattern was observed in overall North American rail freight volume, reflecting economic recovery uncertainties, supply chain challenges, and shifting consumer demand. The mixed performance highlights the complex interplay of factors influencing the transportation sector and its role as a key economic indicator.

02/04/2026 Logistics
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DHL North America Names Patrick Kelleher CEO to Lead Digital Shift

DHL North America Names Patrick Kelleher CEO to Lead Digital Shift

DHL Supply Chain has appointed Patrick Kelleher as the new CEO for North America, succeeding Scott Sureddin, who is retiring. Kelleher will lead DHL Supply Chain in accelerating digital transformation, improving operational efficiency, expanding into emerging markets, and strengthening talent development. His focus will be on building a smarter supply chain ecosystem to provide customers with superior logistics services. This appointment signifies DHL's commitment to innovation and customer-centric solutions within the North American market, leveraging technology and leadership to optimize supply chain performance.

01/28/2026 Logistics
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Grupo Mexico Acquires Florida East Coast Railway for 21B

Grupo Mexico Acquires Florida East Coast Railway for 21B

Grupo México acquired Florida East Coast Railway for $2.1 billion, aiming to strengthen its North American supply chain footprint. This move will enhance its mineral transportation capabilities, expand its business scope, complement its US rail network, and improve supply chain control. The acquisition is expected to boost trade growth in Florida, create jobs, and enhance port competitiveness, but it also faces regulatory approvals and integration risks. The deal represents a significant investment in rail infrastructure and highlights the growing importance of integrated supply chains in North America.

01/29/2026 Logistics
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US Electrical Makers Push for USMCA Enforcement Boost

US Electrical Makers Push for USMCA Enforcement Boost

The National Electrical Manufacturers Association (NEMA) urges the United States Trade Representative (USTR) to expedite the review and update of the United States-Mexico-Canada Agreement (USMCA). NEMA emphasizes the need for strengthened enforcement and increased predictability in trade rules to safeguard the competitiveness of the American electrical manufacturing industry and protect consumer interests. They believe a robust USMCA is crucial for maintaining a level playing field and ensuring fair trade practices within the North American region, ultimately benefiting both manufacturers and consumers.

US Rail Freight Declines Some Sectors Show Resilience

US Rail Freight Declines Some Sectors Show Resilience

According to the Association of American Railroads, U.S. rail carload and intermodal traffic both declined year-over-year for the week ending February 4th. Automobiles & parts and petroleum & nonmetallic minerals showed strong performance, while coal, grain, and chemicals experienced volume decreases. Overall, North American rail performance was slightly better than the U.S. The rail freight market is in a period of transition, presenting both challenges and opportunities. The data suggests shifts in demand across different commodity sectors impacting the overall freight volume.

01/16/2026 Logistics
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