US Rail Freight Data Shows Mixed Economic Signals

US Rail Freight Data Shows Mixed Economic Signals

According to the Association of American Railroads, U.S. rail carloads decreased by 2% year-over-year last week, while intermodal traffic increased by 2.8%. For the first 41 weeks of the year, carload volume showed a slight increase, while intermodal volume experienced a decline. These figures provide insights into the current state of the freight transportation sector and can be used as economic indicators, reflecting overall business activity and consumer demand.

02/11/2026 Logistics
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North American Intermodal Market Rebounds in Q4 2024 Outlook Uncertain

North American Intermodal Market Rebounds in Q4 2024 Outlook Uncertain

The North American intermodal market saw a strong rebound in Q4, with total volume increasing by 3.1%, the first growth in nine quarters. While full-year volume declined by 5.9%, inventory adjustments and shifts in consumer spending patterns suggest growth potential in 2024. Changes in the global shipping landscape and competition from trucking pose challenges. Companies need to seize opportunities, optimize strategies, and collectively create a new era of intermodal success.

02/04/2026 Logistics Industry Insights
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US Rail Freight Mixed in Early November Carloads Rise Intermodal Falls

US Rail Freight Mixed in Early November Carloads Rise Intermodal Falls

For the week ending November 8, 2025, U.S. rail carload traffic saw a slight increase of 0.1%, while intermodal volume decreased by 8.7% year-over-year. Shipments of nonmetallic minerals and grain increased, while automotive parts and coal shipments declined. Year-to-date freight volume remains on a growth trajectory. However, railway companies need to pay attention to challenges arising from macroeconomic factors, supply chains, and the energy transition.

02/04/2026 Logistics
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US Rail Freight Decline Raises Economic Concerns

US Rail Freight Decline Raises Economic Concerns

Recent data reveals a year-over-year decrease in U.S. rail freight and intermodal volumes, though segmented data indicates varying performance across industries. While cumulative freight volume increased, intermodal volume declined. North American data mirrors the U.S. trend. Rail freight serves as an economic barometer, requiring comprehensive analysis of various factors to assess the economic situation. The rail industry needs innovation and transformation to address challenges and seize opportunities.

01/28/2026 Logistics
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US Rail Freight Rises Intermodal Surges in Early March

US Rail Freight Rises Intermodal Surges in Early March

According to the Association of American Railroads, U.S. rail freight and intermodal volume both increased year-over-year for the week ending March 8, 2025. However, year-to-date, total carload traffic is down 1.5%, while intermodal volume is up 8.4%. Coal and grain shipments increased, while metallic ores, chemicals, and forest products declined. Railroad companies should capitalize on intermodal opportunities and address freight challenges to achieve sustainable growth.

01/30/2026 Logistics
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Class 8 Truck Orders Stay Strong Despite Supply Chain Strains

Class 8 Truck Orders Stay Strong Despite Supply Chain Strains

North American Class 8 truck orders in October declined from September's record high but remained strong year-over-year, indicating pent-up demand and fleet renewal intentions. Supply chain challenges persist, limiting production capacity. Looking ahead, despite recession risks, the market outlook is cautiously optimistic. Backlogs remain elevated, suggesting continued demand even if economic headwinds materialize. The industry is navigating a complex landscape of strong underlying demand tempered by persistent supply-side constraints and macroeconomic uncertainty.

02/03/2026 Logistics
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North American Class 8 Truck Orders Decline in July Amid Strong Demand

North American Class 8 Truck Orders Decline in July Amid Strong Demand

North American Class 8 truck orders in July decreased year-over-year and month-over-month, but remained within seasonal expectations. This decline represents a rational correction from previously strong demand and is not indicative of a market downturn. Factors such as economic conditions, freight volumes, fuel prices, interest rates, government regulations, and technological innovation collectively influence the market. The future presents both opportunities and challenges.

01/30/2026 Logistics
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US Trucking Freight Rises Modestly Amid Uneven Economic Recovery

US Trucking Freight Rises Modestly Amid Uneven Economic Recovery

US freight volume saw a slight increase in May, with growth slowing down. Inventory adjustments and consumer spending are key factors influencing this trend. A cautiously optimistic outlook prevails for the second half of the year, with potential retail growth expected to drive freight volume. The pace of growth hinges on consumer demand and businesses' ability to manage inventory levels effectively. Monitoring these economic indicators will be crucial in predicting future freight activity.

01/07/2026 Logistics
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Fedex USPS Air Freight Contract Talks Stalled

Fedex USPS Air Freight Contract Talks Stalled

Renewal negotiations between FedEx and USPS face challenges, as USPS's reduction in air cargo volume impacts FedEx's revenue. FedEx is actively adjusting its strategy, responding to the challenges by optimizing operations and expanding into new business areas. The future of their cooperative relationship will have a profound impact on the logistics landscape. The reduction in volume has significantly affected FedEx's financial performance, prompting the company to seek alternative revenue streams and improve efficiency.

01/08/2026 Logistics Industry Insights
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East Coast Port Labor Dispute Shifts Imports to West Coast

East Coast Port Labor Dispute Shifts Imports to West Coast

The rising risk of port strikes on the US East and Gulf Coasts may drive a surge in US import volume in August. Retailers are proactively taking measures such as front-loading shipments and diverting cargo to West Coast ports. The report forecasts a 12.1% year-over-year increase in import volume for the full year 2024. Retailers need to closely monitor the situation and take proactive steps to ensure supply chain stability.

01/29/2026 Logistics
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