US Rail Freight Volumes Decline Amid Demand Uncertainty

US Rail Freight Volumes Decline Amid Demand Uncertainty

U.S. rail freight volume and intermodal traffic both declined year-over-year. Grain shipments increased, but other commodities decreased. The primary drivers behind this downturn are economic slowdown, persistent supply chain issues, and the ongoing energy transition. These factors are collectively impacting the demand for rail transportation across various sectors. The decline highlights the sensitivity of rail freight to broader economic trends and ongoing shifts in the energy landscape.

02/11/2026 Logistics
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US Rail Freight Dips Over Labor Day Longterm Growth Strong

US Rail Freight Dips Over Labor Day Longterm Growth Strong

Data from the Association of American Railroads shows that U.S. rail freight and intermodal volume declined year-over-year in the first week of September, influenced by Labor Day. The performance of specific commodity types varied, reflecting economic structural changes. Year-to-date cumulative data still shows growth, indicating a positive long-term outlook. Railroad companies need to address supply chain challenges and competition to seize development opportunities.

01/21/2026 Logistics
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Union Pacifics 85B Norfolk Southern Merger Delayed Amid Opposition

Union Pacifics 85B Norfolk Southern Merger Delayed Amid Opposition

The proposed $85 billion merger between Union Pacific and Norfolk Southern has been delayed due to technical issues, sparking strong opposition from competitors. BNSF accuses UP of hindering competition, while NAWE expresses concerns about the merger's impact on the intermodal network. The Surface Transportation Board's (STB) review will determine the fate of this potentially transformative deal in the railroad industry, often referred to as a 'marriage of the century'.

01/21/2026 Logistics Industry Insights
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Schneider Executive Highlights Logistics Growth Amid Industry Shifts

Schneider Executive Highlights Logistics Growth Amid Industry Shifts

Schneider National's Chief Commercial Officer, Erin Van Zeeland, discusses the current shifts in the logistics market, including overcapacity, changing consumer trends, and peak season planning challenges. She emphasizes the importance of intermodal transportation and shares Schneider's practices in technological innovation and customer needs insights. The goal is to help customers optimize their supply chains and seize new growth opportunities by navigating these dynamic market conditions and leveraging efficient transportation solutions.

02/03/2026 Logistics Industry Insights
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US Rail Freight Volumes Rebound in Early August

US Rail Freight Volumes Rebound in Early August

US rail freight and intermodal volumes both increased, driven by commodities such as grain, coal, and motor vehicles. Year-to-date cumulative growth suggests an ongoing economic recovery. The rise in rail shipments indicates increased industrial activity and consumer demand, reflecting positive momentum in the overall economy. This growth highlights the importance of rail as a key transportation mode for moving goods across the country and supporting economic expansion.

02/04/2026 Logistics
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US Rail Freight Declines in September Amid Economic Uncertainty

US Rail Freight Declines in September Amid Economic Uncertainty

According to the Association of American Railroads, U.S. rail freight and intermodal traffic declined year-over-year for the week ending September 20. Grain and metallic ores carloads saw gains, while coal, miscellaneous carloads, and nonmetallic minerals experienced declines. Year-to-date figures still indicate overall growth. Rail operators need to improve operational efficiency, expand diversified services, and strengthen technological innovation to address challenges and achieve sustainable development.

01/18/2026 Logistics
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US Rail Freight Growth Faces Challenges Opportunities

US Rail Freight Growth Faces Challenges Opportunities

Recent AAR data indicates an overall increase in rail freight volume in the US, but with structural differentiation. Intermodal transportation faces challenges, and the North American rail market is under pressure. To address these challenges and seize opportunities, railway companies need to strengthen infrastructure construction, promote technological innovation, optimize service quality, expand diversified businesses, and enhance cooperation. These efforts are crucial for contributing to the economic development of the United States.

02/04/2026 Logistics
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US Rail Freight Volumes Rise Amid Economic Recovery

US Rail Freight Volumes Rise Amid Economic Recovery

According to the Association of American Railroads, U.S. rail freight traffic for the week ending August 30th increased by 0.6% year-over-year, with intermodal traffic up 1.2%. Chemicals and metallic ores showed strong performance, while petroleum and grain declined. Cumulative freight traffic for the first 35 weeks of 2025 continues to grow, suggesting a gradual economic recovery. The rail industry faces both challenges and opportunities, requiring continuous innovation and development.

02/04/2026 Logistics
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NFI Acquires IPD to Boost Canadian Cold Chain Expansion

NFI Acquires IPD to Boost Canadian Cold Chain Expansion

US-based 3PL giant NFI acquired IPD in Canada to expand its Canadian market share, enhance its fresh food cold chain transportation capabilities, and optimize its intermodal network. This acquisition reflects the ongoing trend of mergers and acquisitions in the logistics industry, indicating a move towards greater efficiency, intelligence, and sustainability. The deal strengthens NFI's presence in Canada and allows for improved service offerings in the temperature-controlled transport sector.

01/27/2026 Logistics
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Cargo Market Rebounds As Consumer Confidence Rises

Cargo Market Rebounds As Consumer Confidence Rises

The freight market shows signs of recovery after facing multiple challenges. Increased import volumes, stronger consumer confidence, positive data from trucking and intermodal transport, and a rebound in rail transport all indicate improving market sentiment. While challenges remain, a cautiously optimistic attitude prevails. The growth in various transportation sectors suggests a broader economic recovery is underway, fueled by increased consumer spending and a more positive outlook for the future.

01/30/2026 Logistics Industry Insights
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