US Rail Freight Volume Rebounds in February

US Rail Freight Volume Rebounds in February

Data from the Association of American Railroads shows a significant increase in U.S. rail freight for the third week of February. Carloads rose by 38.2% year-over-year, and intermodal traffic increased by 26.3%. The across-the-board rise in commodity shipments reflects economic recovery. While North American rail freight is generally positive, year-to-date cumulative figures still need improvement. The growth in rail freight volume suggests economic expansion, but potential supply chain issues and inflation risks should be monitored.

02/11/2026 Logistics
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US Rail Freight Drop Fuels Economic Worries

US Rail Freight Drop Fuels Economic Worries

Declining U.S. rail freight and intermodal volumes signal potential economic downturn risks. The report analyzes the reasons for this decline, including supply chain bottlenecks and inflation, and proposes strategies to address the situation. It emphasizes the importance of monitoring economic performance and taking timely measures to ensure sustained and healthy economic development. Investors and policymakers should pay close attention to this signal. This decline serves as an early indicator, requiring careful consideration and proactive planning to mitigate potential negative impacts on the economy.

02/11/2026 Logistics
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US Rail Freight Declines Sparks Industry Growth Analysis

US Rail Freight Declines Sparks Industry Growth Analysis

According to the latest data from the Association of American Railroads (AAR), rail freight and intermodal traffic have decreased year-over-year. However, certain commodity categories, such as chemicals, agricultural products, and nonmetallic minerals, have shown growth. Businesses should focus on growth commodities while mitigating risks associated with declining ones. Optimizing supply chains, embracing digitalization, expanding into diverse markets, and strengthening risk management are crucial. By adapting to these changing dynamics, companies can seize growth opportunities in a shifting landscape.

02/11/2026 Logistics
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North America Overtakes Asia As Top Supply Chain Risk Hotspot

North America Overtakes Asia As Top Supply Chain Risk Hotspot

A Resilinc report indicates that North America has surpassed Asia as a high-frequency region for supply chain events, highlighting new logistical risks. The report reveals the potential disruption of M&A activity on supply chains, emphasizing the importance of early warning systems. Companies need to strengthen risk assessment, diversify their supply chains, and invest in technology to improve supply chain resilience and cope with the increasingly complex global environment. This shift necessitates proactive strategies to mitigate potential disruptions and ensure business continuity.

US Diesel Prices Spike Amid Geopolitical Tensions Supply Woes

US Diesel Prices Spike Amid Geopolitical Tensions Supply Woes

US diesel prices have surged recently, with the national average jumping 20.4 cents per gallon in the week ending June 23rd. Geopolitical risks, particularly the threat of Iran blocking the Strait of Hormuz, are a major driver. The rising diesel prices are putting cost pressure on the logistics and transportation industry and could exacerbate inflation, hindering economic growth. Businesses and governments need to work together to address the challenges through measures such as improving efficiency, adopting energy-saving technologies, and strengthening market regulation.

02/12/2026 Logistics
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West Coast Port Labor Talks Extended Supply Chain Fears Grow

West Coast Port Labor Talks Extended Supply Chain Fears Grow

Labor negotiations between the International Longshore and Warehouse Union (ILWU) and the Pacific Maritime Association (PMA) are expected to be prolonged, potentially impacting supply chain stability. Businesses should assess risks, diversify port options, stockpile inventory, enhance communication, and flexibly adjust transportation modes to mitigate potential port congestion or delays. Companies need to proactively manage these disruptions by considering alternative strategies and building resilience into their supply chain networks to minimize the impact of potential labor disputes on West Coast ports.

02/12/2026 Logistics
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Globalization Reshapes 3PL Sector Local Firms Adapt

Globalization Reshapes 3PL Sector Local Firms Adapt

In the context of globalization, Third-Party Logistics (3PL) companies face the challenge of blurring lines between 'domestic' and 'international' markets. Companies need a global perspective, deep cultivation of local markets, and active technological innovation and collaboration. The U.S. market should be wary of the risks associated with excessive outsourcing and maintain the competitiveness of its domestic 3PL industry to ensure national economic security. This requires a balanced approach that leverages global opportunities while safeguarding local capabilities and mitigating potential vulnerabilities.

Supply Chains Face Growing Cyber Threats Experts Warn

Supply Chains Face Growing Cyber Threats Experts Warn

Global supply chains are facing significant cybersecurity challenges. This white paper provides an in-depth analysis of the evolving global cybersecurity landscape, examines supply chain security risks from an industry perspective, and interprets the U.S. cybersecurity executive order. Companies need to strengthen risk assessment, supplier management, and security awareness training to build an unbreakable supply chain security defense and ensure continuous and stable business development. Proactive measures are crucial for mitigating potential disruptions and maintaining operational resilience in an increasingly interconnected world.

Oil Prices Driven by Supply Demand Over Politics Analysis

Oil Prices Driven by Supply Demand Over Politics Analysis

This paper delves into the formation mechanism of oil prices, revealing how political rhetoric can obscure market realities. It emphasizes that oil prices are influenced by multiple factors, including supply and demand, geopolitical risks, and the behavior of market participants, rather than solely by speculation. A rational perspective on oil prices and belief in market principles are crucial for navigating oil price fluctuations. Understanding these dynamics allows for a more informed approach to managing the volatility inherent in the oil market.

US Trade Trends and Peak Season Outlook Amid China Tensions

US Trade Trends and Peak Season Outlook Amid China Tensions

Chris Rogers, Head of Supply Chain Research at S&P Global, analyzes US import and export trends, peak season performance, inventory adjustments, and US-China trade relations. He points out that US imports and exports are undergoing a period of adjustment. The proportion of online sales during peak season is increasing, requiring companies to flexibly adjust inventory. Businesses should pay close attention to changes in US-China trade policies and explore diversified supply chains to mitigate risks and ensure resilience.