US Railroads Face Supply Chain Strains Amid Infrastructure Push

US Railroads Face Supply Chain Strains Amid Infrastructure Push

Ian Jefferies, President of the Association of American Railroads, provides an in-depth analysis of the Infrastructure Bill and White House executive orders' impact on rail freight, as well as the challenges and opportunities in the global supply chain. He emphasizes the crucial role of railroads in enhancing supply chain resilience and expresses confidence in the future of the rail and intermodal markets. He discusses how the bill will modernize rail infrastructure and improve efficiency.

02/11/2026 Logistics Industry Insights
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US Rail Freight Gains in Carloads Loses in Intermodal

US Rail Freight Gains in Carloads Loses in Intermodal

The US rail freight market is diverging: carload traffic is up slightly, driven by demand for autos, coal, and agricultural products. However, intermodal container volume continues to decline due to easing port congestion, truck competition, and cooling consumer spending. Year-to-date figures are mixed, with overall North American rail performance weak. Rail freight faces challenges including economic downturns, supply chain instability, and increased competition, but also opportunities in sustainable development and technological innovation.

02/11/2026 Logistics
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US Rail Freight Intermodal Volumes Decline in Late September

US Rail Freight Intermodal Volumes Decline in Late September

For the week ending September 20, 2025, US rail freight volume decreased by 1.8% year-over-year, and intermodal volume decreased by 2.5%. Grain and metallic ores shipments increased, while coal, miscellaneous carloads, and nonmetallic minerals declined. Despite the recent downturn, year-to-date rail freight volume is up 2.2%, and intermodal volume is up 3.6% compared to 2024. Macroeconomic conditions, industry-specific factors, and supply chain issues can all influence rail transport volumes.

02/04/2026 Logistics
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US Rail Freight Auto Petroleum Up As Coal Declines

US Rail Freight Auto Petroleum Up As Coal Declines

According to the Association of American Railroads, U.S. rail freight traffic decreased by 7.9% year-over-year for the week ending May 9, while intermodal traffic increased by 3.8%, showing a diverging trend. Shipments of motor vehicles & parts and petroleum products increased, while coal shipments decreased significantly. Year-to-date, rail freight traffic is down 1.8%, and intermodal traffic is up 1.7%. Rail freight companies need to actively transform and expand their intermodal transportation business.

01/29/2026 Logistics
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Navis Buys Biarri Rail to Boost Global Portrail Digitalization

Navis Buys Biarri Rail to Boost Global Portrail Digitalization

Navis acquired Biarri Rail to expand inland transportation solutions, improve sea-rail intermodal efficiency, and enhance global market competitiveness. By integrating Biarri Rail's rail freight planning and optimization software with Navis' N4 terminal operating system, the acquisition aims to achieve seamless connectivity between seaports and railways, optimize resource allocation, reduce operating costs, and drive digital transformation of the global freight supply chain. This integration promises to streamline operations and improve overall supply chain visibility and efficiency.

01/29/2026 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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Rail Industry Faces Policy and Supply Chain Challenges AAR

Rail Industry Faces Policy and Supply Chain Challenges AAR

AAR President Ian Jefferies provides an in-depth analysis of the policy, market, and supply chain challenges facing the rail transportation industry. He examines the impact of the Infrastructure Investment and Jobs Act and executive orders, dissects the current state and trends of rail freight and intermodal transport, and offers recommendations for addressing global supply chain issues. The article aims to help businesses seize future opportunities in rail transportation, optimize supply chain layouts, and improve operational efficiency.

02/11/2026 Logistics Industry Insights
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US Rail Freight Rebounds As Economy Adapts to Shifts

US Rail Freight Rebounds As Economy Adapts to Shifts

US rail freight volumes increased in late July, driven by higher coal and metal shipments, while automotive and agricultural products declined. This signals a broader recovery in rail freight, although the industry faces challenges related to infrastructure and labor shortages. The increase suggests a strengthening economy, as rail freight is often seen as a leading indicator of economic activity. However, sustained growth will depend on addressing the existing bottlenecks and ensuring sufficient workforce capacity to meet the rising demand.

02/11/2026 Logistics
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US Rail Freight Gains in Carloads Loses in Intermodal

US Rail Freight Gains in Carloads Loses in Intermodal

For the week ending April 9, U.S. rail carload traffic increased by 1.4% year-over-year, while intermodal volume decreased by 3.1%. Coal and motor vehicle shipments increased, while petroleum and metallic ores shipments declined. Total North American rail traffic decreased by 3.7% year-over-year. Digital transformation, intermodal innovation, and sustainable development are future trends. The mixed performance highlights the complex interplay of factors influencing the rail freight sector, reflecting broader economic conditions and shifting transportation demands.

02/11/2026 Logistics
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