US Railroads Grapple With Labor Regulation Challenges

US Railroads Grapple With Labor Regulation Challenges

The US rail industry faces multiple challenges, including labor negotiations and regulatory scrutiny. At the RailTrends conference, leaders from AAR and ASLRRA explored these issues in depth. They emphasized strengthening labor-management cooperation, optimizing the regulatory environment, and embracing technological innovation to address these challenges and achieve sustainable growth. The discussions focused on finding collaborative solutions to navigate the complex landscape and ensure the long-term viability of the rail sector.

Railroads Face Growing Antitrust Lawsuit from Freight Customers

Railroads Face Growing Antitrust Lawsuit from Freight Customers

Four major US railroad companies are accused of conspiring to manipulate fuel surcharges, harming freight customers. A court has certified a class action lawsuit, offering hope for victims. The case focuses on the "relentless rate increases" between 2003 and 2008. This litigation could prompt increased scrutiny from regulators, potentially impacting the rail freight industry and the broader business environment. The outcome may lead to changes in pricing practices and increased oversight of railroad companies.

01/20/2026 Logistics
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Q1 2025 Freight Index Shows Weak Demand Amid Recovery Signs

Q1 2025 Freight Index Shows Weak Demand Amid Recovery Signs

The TD Cowen-AFS Freight Index Q1 report reveals varying recovery signs across transportation modes despite persistent soft demand and overcapacity. Truckload spot market shows positive signals, parcel pricing strategies are effective, and LTL pricing discipline shows cracks. The report offers decision-making insights for shippers and carriers, highlighting the nuances of the current freight market. It analyzes key trends and provides a comprehensive overview of the factors influencing freight rates and capacity across different segments, offering valuable context for navigating the evolving landscape.

US Rail Freight Gains in Carloads but Loses in Container Volume

US Rail Freight Gains in Carloads but Loses in Container Volume

The latest report from the Association of American Railroads reveals a mixed picture of the US rail freight market. For the week ending December 6th, carload traffic increased by 1.7% year-over-year, while container traffic decreased by 5.4%. Year-to-date figures show a 1.8% increase in both carload and container volume. The report highlights the contrasting trends within the rail freight sector, analyzes the underlying causes, and forecasts future developments. This provides valuable insights for business operations and economic development in the US.

01/17/2026 Logistics
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US Railroads Adapt to Policy Tech and Market Shifts

US Railroads Adapt to Policy Tech and Market Shifts

This paper provides an in-depth analysis of interviews with executives from the Association of American Railroads (AAR), examining the strategic priorities of the rail industry in terms of policy, technology, and market trends. It covers topics such as modernizing regulatory frameworks, infrastructure user-pay principles, market fluctuation analysis, the application of technological innovations, and competition with the trucking industry. The AAR is committed to leading the rail industry towards a safer, more efficient, and sustainable future through policy advocacy, technological innovation, and market analysis.

Union Pacific Faces Scrutiny Over Railroading Strategy

Union Pacific Faces Scrutiny Over Railroading Strategy

Union Pacific is implementing the Precision Scheduled Railroading (PSR) model under close scrutiny by the Surface Transportation Board (STB) to avoid repeating CSX's challenges. The goal is to improve efficiency and reduce costs while balancing efficiency with service quality. The STB's oversight aims to ensure that service levels are maintained as Union Pacific optimizes its operations under the PSR framework.

Canadian Pacific Rail Strike Risks Disrupting North American Supply Chains

Canadian Pacific Rail Strike Risks Disrupting North American Supply Chains

A breakdown in negotiations between Canadian Pacific Railway (CP) and the Teamsters Canada Rail Conference (TCRC) has disrupted Canadian rail operations, potentially triggering a North American supply chain crisis. The two sides are deeply divided on issues such as wages, benefits, and working conditions, with each holding firm to their positions. Calls are mounting for a swift resolution to the dispute to prevent further damage to the Canadian economy. The ultimate outcome of this labor dispute will have a profound impact on the supply chain in Canada and across North America.

01/28/2026 Logistics
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STB Implements Reciprocal Switching Rule to Reduce Rail Freight Delays

STB Implements Reciprocal Switching Rule to Reduce Rail Freight Delays

The U.S. Surface Transportation Board (STB) proposes a reciprocal switching rule to address rail service challenges faced by shippers. The new rule would allow shippers to choose alternative rail carriers when existing carriers fail to meet service standards. It defines service evaluation metrics, simplifies the application process, and aims to break rail monopolies, improve service levels, and ultimately enhance freight efficiency. This initiative seeks to provide shippers with greater options and ensure reliable rail service by promoting competition within the rail industry.

US Rail Freight Gains in Carloads Dips in Intermodal

US Rail Freight Gains in Carloads Dips in Intermodal

According to the Association of American Railroads, U.S. rail carload traffic increased by 3.3% year-over-year in the week ending January 21st, while intermodal volume decreased by 6.7%. Cumulative data for the first three weeks of the year shows a 3% increase in carloads and an 8.4% decrease in intermodal volume. Overall, North American rail freight presents a mixed picture, with the market influenced by a combination of economic conditions, supply chains, and energy prices.

01/28/2026 Logistics
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Biden Administration Reaches Deal to Prevent Rail Strike

Biden Administration Reaches Deal to Prevent Rail Strike

To avert a supply chain disruption, President Biden established a Presidential Emergency Board (PEB) to mediate the railway labor dispute. The PEB will submit a report within 30 days, offering solutions for both parties. Experts believe a full-scale strike is unlikely, but supply chain risks persist. This event highlights the importance of supply chain stability, requiring collaborative efforts from all stakeholders. The PEB's intervention aims to facilitate a resolution and prevent potential economic consequences stemming from a railway shutdown.

01/28/2026 Logistics
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