US Rail Freight Gains in Carloads Loses in Intermodal

US Rail Freight Gains in Carloads Loses in Intermodal

According to the Association of American Railroads, U.S. rail carloads increased by 3.3% year-over-year in late January, driven primarily by nonmetallic minerals and coal. However, intermodal traffic decreased by 6.7% year-over-year, suggesting weaker consumer demand. Year-to-date, carloads have increased by 3%, while intermodal traffic has declined by 8.4%. Overall North American rail traffic has slightly decreased, reflecting a complex economic outlook. The contrasting trends in carload and intermodal volumes highlight the mixed signals within the current economic landscape.

01/29/2026 Logistics
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Subaru Adapts to US Tariffs Shifts Toward Evs

Subaru Adapts to US Tariffs Shifts Toward Evs

Subaru faces a potential $2.5 billion tariff impact and is actively taking countermeasures. These include increasing US domestic production, optimizing the supply chain, adjusting the product structure, and re-evaluating investment plans. The goal is to mitigate the tariff effects and strive for at least 100 billion yen in operating profit. Simultaneously, Subaru is firmly advancing its electrification transformation, injecting new momentum into future development. The company is navigating the challenges posed by tariffs while focusing on long-term growth and sustainability in the North American market.

01/30/2026 Customs Knowledge
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