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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US Rail Freight Gains in Carloads Loses in Intermodal

US Rail Freight Gains in Carloads Loses in Intermodal

US rail carload traffic saw a slight increase in March, while intermodal volume declined. Year-to-date, carload traffic is up, but intermodal volume is down. Overall, North American rail freight experienced a downturn. This suggests a mixed performance in the rail freight sector, with traditional carload shipments showing some resilience while intermodal, often seen as a bellwether for economic activity, is weakening. The decline in North American freight indicates broader economic headwinds affecting the region's transportation industry.

02/11/2026 Logistics
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US Rail Freight Gains in Carloads Dips in Container Volume

US Rail Freight Gains in Carloads Dips in Container Volume

Data from the Association of American Railroads shows a significant recent increase in U.S. rail carload traffic, primarily driven by coal and minerals. Container traffic, however, has slightly decreased, potentially due to global supply chain challenges. Year-to-date, overall freight volume remains on a downward trend. North American rail performance generally surpasses that of the U.S., with Mexico experiencing strong growth. The rail freight market faces a mixed landscape of challenges and opportunities moving forward.

02/11/2026 Logistics
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US Rail Freight Sees Coal Oil Gains Amid Container Decline

US Rail Freight Sees Coal Oil Gains Amid Container Decline

According to the Association of American Railroads, U.S. rail freight traffic showed mixed results for the week ending March 4th. While total carloads decreased year-over-year, shipments of commodities like coal and petroleum increased. However, container traffic experienced a significant decline, weighing down overall freight volume. Year-to-date, both U.S. and North American rail freight volumes have slightly decreased. The future trajectory remains uncertain, presenting both challenges and opportunities for the rail freight industry.

01/20/2026 Logistics
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Great Lakes Rail Bypass Faces Delays Amid Chicago Congestion

Great Lakes Rail Bypass Faces Delays Amid Chicago Congestion

A $2.8 billion bypass rail project, championed by GLBT, aims to alleviate Chicago's freight congestion, but faces funding and demand challenges. The Surface Transportation Board's (STB) decision will have significant implications. Freight companies need to pay close attention to and participate in the process. The proposed bypass seeks to improve efficiency and reduce bottlenecks in the Chicago rail network, a critical hub for North American freight. Success hinges on securing sufficient investment and demonstrating sustained demand for rail freight services.

01/28/2026 Logistics
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US Rail Freight Declines in August As Auto Shipments Rise

US Rail Freight Declines in August As Auto Shipments Rise

US rail freight volume declined year-over-year in August 2023, with automotive growth being a bright spot. However, grain and coal shipments experienced significant drops. Intermodal volumes also remained sluggish. Experts attribute this primarily to a weak industrial economy. Year-to-date figures present a mixed picture, with rail freight volume remaining relatively flat and intermodal volume declining significantly. The rail industry faces economic uncertainty and competitive pressures in the future, but also opportunities from infrastructure investment and sustainable development initiatives.

02/11/2026 Logistics
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US Rail Freight Gains Carloads but Loses Intermodal Amid Economic Uncertainty

US Rail Freight Gains Carloads but Loses Intermodal Amid Economic Uncertainty

U.S. rail freight data shows carload traffic growth driven by coal and automotive sectors, while intermodal volume declined due to weak imports. Year-to-date figures reflect a similar trend, with mixed performance across North American railroads. Economic uncertainty is a key factor. The rail transportation industry faces challenges like energy transition, technological innovation, and increased competition. However, opportunities exist in infrastructure development and e-commerce growth. Overall performance reflects broader economic trends and highlights the evolving landscape of the rail freight sector.

02/11/2026 Logistics
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