US Rail Freight Gains Mask Intermodal Decline Amid Market Shift

US Rail Freight Gains Mask Intermodal Decline Amid Market Shift

According to the Association of American Railroads, U.S. rail freight showed mixed results for the week ending October 18th: carload originations slightly increased, but intermodal volume declined. While year-to-date figures remain positive, growth is slowing. Facing this market adjustment, railway companies need to strengthen infrastructure, optimize transportation organization, expand service offerings, and enhance technological innovation and collaboration to overcome challenges and seize opportunities.

02/04/2026 Logistics
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US Rail Freight Sees Mixed Results Carloads Up Intermodal Down

US Rail Freight Sees Mixed Results Carloads Up Intermodal Down

For the week ending November 8, 2025, US rail freight presented a mixed picture: carload traffic saw a slight increase, while intermodal traffic declined. Year-to-date figures indicate overall growth, but future development faces both opportunities and challenges. These are influenced by various factors including the macroeconomic environment, industry structure, and global trade. The fluctuations highlight the sensitivity of rail freight to broader economic trends and the ongoing evolution of supply chain dynamics. Further analysis is needed to understand the underlying drivers and predict future performance.

02/04/2026 Logistics
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North American Rail Freight Sees Resilient Growth Amid Mixed Trends

North American Rail Freight Sees Resilient Growth Amid Mixed Trends

Data from the Association of American Railroads shows a recent divergence in North American rail freight volumes, with some commodity categories experiencing growth while others decline. However, the long-term market outlook remains robust. The future of North American rail freight points towards greater intelligence, sustainability, and integration. It is crucial to proactively address challenges and embrace changes to capitalize on emerging opportunities in the evolving landscape.

02/04/2026 Logistics
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US Rail Freight Rises in August on Chemicals Intermodal Demand

US Rail Freight Rises in August on Chemicals Intermodal Demand

US rail freight volume increased in August, driven by chemicals and minerals, while petroleum and grain declined. Looking long-term, economic recovery and infrastructure investment are expected to drive positive market trends. The growth in specific sectors highlights shifts in demand and production, reflecting broader economic activity. Despite declines in some commodities, the overall increase in rail freight suggests a resilient supply chain and continued industrial output. Further monitoring of these trends will be crucial for understanding the pace and direction of economic recovery.

02/04/2026 Logistics
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Stbs New Rules Aim to Ease Rail Freight Rate Disputes

Stbs New Rules Aim to Ease Rail Freight Rate Disputes

The US Surface Transportation Board (STB) has introduced two new rules to streamline railway freight rate dispute resolution, including a voluntary arbitration program and Final Offer Rate Review (FORR). However, the Association of American Railroads (AAR) strongly opposes these rules, citing “fatal flaws” in FORR and arguing the arbitration rules are “backwards.” Whether these new regulations will bring relief to shippers remains challenging, and shippers need to carefully assess the implications. The future impact of these regulations is uncertain amidst ongoing debate and potential legal challenges.

01/16/2026 Logistics
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Biden Pushes Congress to Prevent Rail Strike As Economy Falters

Biden Pushes Congress to Prevent Rail Strike As Economy Falters

U.S. railroad labor negotiations have reached an impasse, raising the imminent threat of a strike. President Biden has called on Congress to intervene to avert a potential rail shutdown that could devastate the economy. Various industry organizations have emphasized the necessity of reaching an agreement. This article provides an in-depth analysis of the background, the positions of all parties involved, and the potential consequences, aiming to provide readers with comprehensive and insightful information about the ongoing situation.

01/16/2026 Logistics
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Rail Union Rejects Deal Renewed Talks Risk Supply Chain Delays

Rail Union Rejects Deal Renewed Talks Risk Supply Chain Delays

Railroad union rejects the agreement, adding uncertainty to labor negotiations. Paid leave becomes a key point of contention, threatening supply chain stability. Congressional intervention may be required. The union's rejection highlights ongoing disagreements despite previous tentative agreements. This setback raises concerns about potential disruptions to freight rail service and the broader economy. The situation underscores the complexities of balancing worker demands with the need for a reliable transportation network. The possibility of a strike looms large if a resolution isn't reached soon, potentially necessitating intervention from Congress to prevent widespread economic consequences.

01/16/2026 Logistics
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US Rail Freight and Intermodal Volumes Increase Despite Economic Challenges

US Rail Freight and Intermodal Volumes Increase Despite Economic Challenges

According to the Association of American Railroads, U.S. rail freight and intermodal volume increased year-over-year for the week ending March 20, but growth slowed. Freight volume performance varied across commodities, while intermodal was constrained by port congestion. Cumulative data presents a mixed picture, and the full-year trend remains to be seen. The rail transport industry faces challenges such as aging infrastructure and labor shortages, but also opportunities from economic recovery and environmental policies. Overall performance needs further observation.

01/19/2026 Logistics
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US Rail Freight Faces Mixed Demand Amid Supply Chain Strains

US Rail Freight Faces Mixed Demand Amid Supply Chain Strains

The U.S. rail freight market presents a mixed picture, with overall carloads showing slight growth but intermodal volumes declining. Increases were observed in chemicals, nonmetallic minerals, and coal shipments, while grain, petroleum, and motor vehicles experienced decreases. Supply chain bottlenecks, shifting demand, and geopolitical risks pose significant challenges. Technological innovation and the green transition are crucial for future development and navigating the evolving landscape of the rail freight industry. These factors will determine the long-term sustainability and competitiveness of the sector.

01/19/2026 Logistics
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STB Extends Deadline for Rail Switching Rule Amid Industry Debate

STB Extends Deadline for Rail Switching Rule Amid Industry Debate

The U.S. Surface Transportation Board (STB) has extended the deadline for comments on its reciprocal switching rule, intended to provide shippers underserved by freight railroads access to other rail carriers. The proposed rule introduces three performance metrics to quantify service quality, sparking industry debate about breaking up monopolies versus disrupting the market. Whether the rule can be effectively implemented to improve transportation efficiency and reduce costs remains a challenge and requires further observation. The rule aims to address issues faced by rail freight shippers and potentially improve competition within the industry.

01/19/2026 Logistics Industry Insights
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