US Rail Freight Sees Carload Rise Amid Intermodal Decline

US Rail Freight Sees Carload Rise Amid Intermodal Decline

Recent data reveals a diverging trend in the US rail freight market: carload traffic saw a slight increase, driven by commodities like grains and automobiles, while intermodal transportation experienced a minor decline. Despite this, year-to-date cumulative figures still indicate overall positive performance. Market participants should closely monitor these dynamics, proactively address challenges, and capitalize on emerging opportunities. This nuanced understanding is crucial for strategic decision-making in the evolving rail freight landscape.

01/22/2026 Logistics
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US Rail Freight Mixed in May Intermodal Gains Steady

US Rail Freight Mixed in May Intermodal Gains Steady

According to the latest data from the Association of American Railroads, U.S. rail freight volume in May remained flat year-over-year, but intermodal traffic experienced strong growth. Intermodal transportation benefits from tight trucking capacity and corporate cost reduction demands, and is expected to maintain its growth momentum. The overall rail freight market reflects economic uncertainty. The industry needs to address challenges such as energy transition and manufacturing reshoring, while actively embracing technological innovation. The growth in intermodal offsets the weakness in other rail segments.

01/22/2026 Logistics
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US Rail Freight Sees Modest Recovery in Late September

US Rail Freight Sees Modest Recovery in Late September

According to the Association of American Railroads, U.S. rail carload and intermodal traffic both experienced year-over-year growth in late September. Carload traffic increased by 0.9%, with notable gains in nonmetallic minerals, grain, and motor vehicles & parts, while coal, petroleum, and metals declined. Intermodal volume rose by 1.1%. Year-to-date figures show a 2.1% increase in total carload traffic and a 3.5% increase in total intermodal volume. The rail freight market faces both challenges and opportunities, requiring proactive adaptation.

01/29/2026 Logistics
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US Rail Freight Automotive Grain Up As Intermodal Lags

US Rail Freight Automotive Grain Up As Intermodal Lags

The Association of American Railroads (AAR) reported a mixed performance in U.S. rail freight for the week ending March 21. Traditional carload traffic saw a slight year-over-year decrease, but grain and automotive shipments performed strongly. Intermodal volume, however, bucked the trend and increased. Year-to-date figures show a small increase in carload volume, while intermodal volume experienced a slight decline. The U.S. rail freight market is undergoing a transformation and upgrade, requiring proactive responses to challenges and the seizing of opportunities.

01/29/2026 Logistics
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US Rail Freight Carloads Rise As Container Volumes Decline

US Rail Freight Carloads Rise As Container Volumes Decline

According to the Association of American Railroads, for the week ending January 17th, U.S. rail carload traffic increased by 0.3% year-over-year, while container traffic decreased by 2.4%. Grain and chemical shipments were the primary drivers of carload growth. The decline in container traffic may indicate weakening consumer demand. The full-year trend remains to be seen, and the rail freight market faces both challenges and opportunities.

01/29/2026 Logistics
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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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US Rail Freight Declines in February Raising Economic Worries

US Rail Freight Declines in February Raising Economic Worries

According to the Association of American Railroads, U.S. rail freight and intermodal traffic both declined year-over-year for the week ending February 4th. While shipments of commodities like motor vehicles and petroleum increased, coal and grain volumes decreased. Overall, North American rail performance was weak, reflecting regional economic linkages and global economic downturn risks. The decline in freight volume may signal a potential economic slowdown and challenges for the supply chain.

01/29/2026 Logistics
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US Rail Freight Sees Container Growth Offset Coal Decline

US Rail Freight Sees Container Growth Offset Coal Decline

According to the Association of American Railroads, U.S. rail freight performance in October was mixed. Container traffic increased year-over-year, reaching a 28-month high, driven by economic resilience and supply chain optimization. However, coal transportation declined, dragging down overall carload volume. Year-to-date figures also show a decrease in container traffic, influenced by the energy transition. The Panama Canal congestion may boost demand for rail container transport. The rail freight market faces both opportunities and challenges in the future.

01/29/2026 Logistics
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Major Investments Aim to Revive Struggling Rail Freight Sector

Major Investments Aim to Revive Struggling Rail Freight Sector

Facing declining service quality and poor performance, rail and intermodal service providers are investing heavily to return to pre-recession peaks. These investments focus on upgrading infrastructure, optimizing operational processes, and adopting advanced technologies. Beyond hardware upgrades, industry experts emphasize the importance of software-level optimization for achieving significant improvements in efficiency and profitability. The goal is to enhance service reliability, reduce costs, and improve overall return on investment through strategic operational improvements and technological advancements.

US Rail Freight Intermodal Volumes Mixed in Early October

US Rail Freight Intermodal Volumes Mixed in Early October

US rail freight traffic saw a slight increase in the first week of October, with intermodal transportation experiencing significant growth. Nonmetallic minerals and other commodities drove the increase, while coal and other commodities declined. Year-to-date cumulative freight volume shows growth. Market risks warrant attention.

01/30/2026 Logistics
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