US Rail Freight Volumes Rise in Late April Signaling Recovery

US Rail Freight Volumes Rise in Late April Signaling Recovery

According to the Association of American Railroads, U.S. rail freight traffic for the week ending April 26 increased by 9.0% year-over-year, with intermodal volume up 2.6%. Year-to-date, total freight traffic rose 1.5%, and intermodal volume grew by 8.0%. Increased shipments were observed in coal, grain, and chemicals, while nonmetallic minerals, motor vehicles, and petroleum products saw declines. These figures suggest signs of economic recovery, but structural shifts and long-term trends warrant close attention.

02/03/2026 Logistics
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US Rail Freight Rises Slightly on Intermodal Demand

US Rail Freight Rises Slightly on Intermodal Demand

According to the Association of American Railroads, U.S. rail freight traffic experienced a slight increase in late September. Carload traffic rose by 0.9% year-over-year, while intermodal traffic increased by 1.1%. Performance varied across commodity categories, with gains in nonmetallic minerals, grain, and motor vehicle parts. Coal, petroleum, and metallic ores saw declines. Year-to-date figures show growth in both carload and intermodal traffic. However, the market continues to face challenges including energy transition and technological innovation.

02/04/2026 Logistics
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US Rail Freight Intermodal Rises Carloads Fall Amid Economic Shifts

US Rail Freight Intermodal Rises Carloads Fall Amid Economic Shifts

According to the Association of American Railroads, U.S. rail traffic for the week ending March 16th presented a mixed picture. While automotive carloads experienced a slight year-over-year decrease, shipments of grain, chemicals, and petroleum saw growth. Intermodal container and trailer volumes showed significant year-over-year increases. The recent bridge collapse may impact logistics on the East Coast. Railroad companies need to actively transform and upgrade, expanding into emerging businesses such as intermodal transportation.

02/11/2026 Logistics
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US Rail Freight Rises in Carloads Dips in Intermodal

US Rail Freight Rises in Carloads Dips in Intermodal

According to the Association of American Railroads, U.S. rail carload volume increased by 3.4% for the week ending August 27th, primarily driven by growth in coal, grain, and motor vehicle shipments. However, intermodal volume decreased by 0.3%. Cumulative carload volume for the first 34 weeks of 2022 saw a slight increase of 0.1%, while intermodal volume declined by 5.3%. Macroeconomic factors, supply chain disruptions, and energy market fluctuations are contributing factors. Rail freight faces both challenges and opportunities.

02/11/2026 Logistics
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US Rail Freight Stagnates As Intermodal Declines

US Rail Freight Stagnates As Intermodal Declines

According to the Association of American Railroads, U.S. rail carload traffic was largely flat for the week ending June 28th, while intermodal traffic saw a slight decrease. Performance varied across sectors, with gains in grain and automotive shipments offset by declines in metals and coal. Cumulative data for the first 26 weeks of the year indicates continued growth in overall freight volume. However, the industry faces ongoing challenges related to macroeconomic conditions, industry competition, and infrastructure limitations.

01/20/2026 Logistics
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US Rail Freight Dips in Late October Still Up Yearly

US Rail Freight Dips in Late October Still Up Yearly

US rail freight volume declined in late October, but year-to-date totals still show growth. Decreases were seen in carload, coal, and grain shipments, while commodities like metallic ores experienced increases. Macroeconomic factors are influencing the market, and infrastructure investments present opportunities. Overall freight volume reflects the current economic climate and highlights the fluctuating demand across different commodity sectors within the rail industry. The impact of intermodal transport also plays a role in these shifts.

02/04/2026 Logistics
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US Rail Freight Sees Mixed Results Carloads Rise Containers Fall

US Rail Freight Sees Mixed Results Carloads Rise Containers Fall

According to the Association of American Railroads, for the week ending January 21st, US rail carload traffic increased year-over-year, while container traffic decreased. Significant increases were seen in nonmetallic minerals and coal, while chemicals, grain, and forest products declined. North American rail traffic showed a similar trend, with carload growth offset by container decline, resulting in a slight overall volume decrease. This divergence reflects the current complex economic landscape, indicating both challenges and opportunities.

02/04/2026 Logistics
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US Rail Freight Demand Slows Amid Economic Shifts

US Rail Freight Demand Slows Amid Economic Shifts

U.S. rail freight and intermodal traffic decreased year-over-year for the week ending August 5th. Automotive parts saw growth, while grain and coal declined. Year-to-date freight traffic showed a slight increase, but intermodal volume experienced a significant decrease. The overall trend indicates a mixed performance in the rail freight sector, with some commodities showing resilience while others face headwinds. The large drop in intermodal volume is a key area of concern for the industry.

02/11/2026 Logistics
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GMS Tackles Supply Chain Disruptions with Inventory Strategy

GMS Tackles Supply Chain Disruptions with Inventory Strategy

Facing challenges in the construction materials supply chain, GMS proactively addresses market demands and extended delivery times by increasing inventory of wallboard and steel, optimizing supply chain management, and implementing lean inventory principles. Their inventory strategy offers valuable lessons for other businesses, emphasizing the importance of supply chain resilience and risk management. By strategically managing inventory levels and streamlining processes, GMS demonstrates a commitment to meeting customer needs amidst supply chain disruptions. This approach highlights the critical role of proactive planning and adaptation in navigating the complexities of the modern construction materials market.

Warehouse Shortages Drive Industrial Rent Surge

Warehouse Shortages Drive Industrial Rent Surge

JLL reports that the US industrial real estate market experienced record-low vacancy rates and soaring rents in Q2, driven primarily by the logistics sector. Steel shortages are impacting construction, giving landlords a significant advantage and highlighting supply chain bottlenecks. Businesses should plan ahead, adopt flexible site selection strategies, and optimize their supply chains. Investors need to carefully assess risks. The market presents both challenges and opportunities. The tight market conditions are expected to continue, demanding proactive strategies from both tenants and investors to navigate the evolving landscape.