US Rail Freight Growth Mixed in November YTD Up

US Rail Freight Growth Mixed in November YTD Up

Data from the Association of American Railroads shows that for the week ending November 1st, U.S. rail freight and intermodal traffic decreased year-over-year, but cumulative volumes for the year remain positive. Increased shipments of grain and metallic ores were observed, while coal and motor vehicle shipments declined, reflecting economic restructuring and changing market demands. Railroad companies need to pay attention to these structural shifts and proactively address the challenges they present. This data provides insights into the current economic landscape and the evolving role of rail freight.

02/04/2026 Logistics
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US Rail Freight Mixed Grain Metals Up Autos Intermodal Down

US Rail Freight Mixed Grain Metals Up Autos Intermodal Down

According to the Association of American Railroads, U.S. rail freight volume saw a slight year-over-year decrease in early November. However, grain and metals shipments bucked the trend, showing growth, while coal and automotive transport declined. Intermodal business also faced challenges. Year-to-date figures still indicate overall growth. Railroad companies need to adapt to market changes and focus on key factors such as economic growth, energy policies, supply chain management, technological innovation, and infrastructure investment to maintain a competitive edge.

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US Rail Freight Gains in Carloads but Loses in Intermodal

US Rail Freight Gains in Carloads but Loses in Intermodal

For the week of November 29, 2025, U.S. rail freight showed a mixed performance. Carload traffic increased by 4.3% year-over-year, driven by higher demand for coal, nonmetallic minerals, and grain. Intermodal traffic decreased by 6.5% year-over-year, potentially due to port congestion and increased competition. Year-to-date figures indicate overall growth in rail freight, but structural adjustments pose ongoing challenges. The increase in carload traffic suggests strong demand in specific commodity sectors, while the decline in intermodal volume warrants further investigation into contributing factors.

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US Rail Freight Gains in Carloads Intermodal Lags Behind

US Rail Freight Gains in Carloads Intermodal Lags Behind

According to the Association of American Railroads, for the week ending November 29th, U.S. rail carload traffic increased by 4.3% year-over-year, led by coal, nonmetallic minerals, and grain. Intermodal containers and trailers decreased by 6.5% year-over-year. Year-to-date, carload traffic and intermodal traffic have increased by 1.8% and 1.9%, respectively. The rail freight market faces both challenges and opportunities in the future.

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US Rail Freight Growth Slows Amid Shifting Demand

US Rail Freight Growth Slows Amid Shifting Demand

For the week of October 4, 2025, U.S. rail freight and intermodal volumes increased year-over-year, but growth decelerated. Freight volume saw a slight increase of 0.002%, while intermodal grew by 6.7%. Declining coal shipments reflect the ongoing energy transition. Supply chain challenges continue to limit intermodal's full potential. Year-to-date figures still indicate overall growth. Future focus should be on infrastructure investment, technological innovation, and sustainable development to maintain momentum and address evolving market dynamics.

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US Intermodal Volumes Rebound As Domestic Containers Grow

US Intermodal Volumes Rebound As Domestic Containers Grow

US multimodal freight volume decreased by 4.0% year-over-year in September 2023, although the decline narrowed, with domestic container shipments increasing by 5.0%. Full-year cumulative data still indicates pressure due to economic slowdown, high inventory levels, and increased competition. Experts suggest the market remains weak with a muted peak season. Recommendations for businesses include focusing on the domestic market, optimizing operations, strengthening customer relationships, embracing technological innovation, and seizing opportunities to overcome challenges. The overall market remains soft and requires strategic adjustments.

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Intermodal Declines Ease As Domestic Demand Rises

Intermodal Declines Ease As Domestic Demand Rises

Despite continued declines in intermodal volumes in September, the rate of decrease narrowed, with domestic container volumes showing a positive trend. According to the IANA report, economic weakness and high inventory levels are the primary constraints, but a turnaround is expected in the second half of the year. Experts believe that intense market competition requires companies to optimize operations and seize opportunities for growth. The resilience in domestic container volume suggests underlying strength in certain sectors, warranting further investigation and strategic adjustments by industry players.

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US Rail Freight Decline Signals Economic Concerns

US Rail Freight Decline Signals Economic Concerns

Declining rail freight and intermodal volumes in the US suggest potential economic headwinds. While some commodity shipments increased, significant drops were observed in chemicals, grains, and other sectors. A confluence of factors contributes to this trend, presenting both challenges and opportunities. Vigilance and proactive adaptation are crucial in navigating the evolving landscape. The overall decrease signals a possible economic slowdown, requiring careful monitoring and strategic planning to mitigate potential negative impacts and capitalize on emerging opportunities.

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US Rail Freight Carloads Up Intermodal Traffic Down

US Rail Freight Carloads Up Intermodal Traffic Down

According to the Association of American Railroads, for the week ending August 27th, U.S. rail carload traffic increased by 3.4% year-over-year, while intermodal containers and trailers decreased by 0.3%. In the first 34 weeks of 2022, carload traffic rose by 0.1% year-over-year, but intermodal traffic fell by 5.3%. These figures highlight the complexity of the U.S. economy. Investors should analyze the data rationally and seize opportunities.

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US Rail Freight Declines in September Grain Shipments Rise

US Rail Freight Declines in September Grain Shipments Rise

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail freight and intermodal traffic for the third week of September. Coal shipments experienced a significant drop, while grain transport showed strong performance. Year-to-date figures still indicate growth, suggesting a positive long-term trend. Rail freight volume is considered an economic bellwether, reflecting economic activity and structural shifts. The fluctuations in freight volume provide insights into the overall health and direction of the economy.

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