North American Rail Freight Mixed As Intermodal Outperforms in July

North American Rail Freight Mixed As Intermodal Outperforms in July

The Association of American Railroads (AAR) reported mixed results for North American rail freight traffic for the week ending July 7. Overall freight volume saw a slight year-over-year decrease, but intermodal volume increased. Regional performance varied, with significant differences between the East and West. Automotive and petroleum product shipments showed notable growth. Businesses should optimize intermodal strategies, pay attention to regional variations and key industries, and strengthen risk management practices.

01/22/2026 Logistics
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East Coast Port Labor Dispute Shifts Imports to West Coast

East Coast Port Labor Dispute Shifts Imports to West Coast

The rising risk of port strikes on the US East and Gulf Coasts may drive a surge in US import volume in August. Retailers are proactively taking measures such as front-loading shipments and diverting cargo to West Coast ports. The report forecasts a 12.1% year-over-year increase in import volume for the full year 2024. Retailers need to closely monitor the situation and take proactive steps to ensure supply chain stability.

01/29/2026 Logistics
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US Rail Freight Sees Carload Drop Intermodal Rise

US Rail Freight Sees Carload Drop Intermodal Rise

The US rail freight market is showing a diverging trend. While carload volume has decreased year-over-year, shipments of grain and forest products have increased. Notably, intermodal volume is growing against the overall trend. Rail companies need to capitalize on intermodal opportunities, proactively address challenges, and develop clear strategies to achieve sustainable development. This requires a focus on efficiency, customer service, and adapting to evolving market demands to maintain competitiveness in the transportation sector.

01/29/2026 Logistics
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US Rail Freight Carloads Rise Intermodal Falls in Early November

US Rail Freight Carloads Rise Intermodal Falls in Early November

U.S. rail freight data for the week of November 8, 2025, reveals a 0.1% year-over-year increase in traditional carload traffic, but lower than the previous two weeks. Intermodal volume decreased by 8.7% compared to the same period last year. Year-to-date, carload traffic has increased by 1.8%, and intermodal volume by 2.5%. These figures reflect the complexities of the U.S. economy and the challenges and opportunities facing the rail freight market.

02/04/2026 Logistics
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US Rail Freight Gains in Carloads but Loses in Intermodal

US Rail Freight Gains in Carloads but Loses in Intermodal

October 2025 US rail freight data shows a slight increase of 0.3% in carload traffic, but a 4.8% year-over-year decrease in intermodal volume. Shipments of nonmetallic minerals, metallic ores, and chemicals increased, while grain, miscellaneous, and coal shipments declined. Year-to-date, total carload traffic is up 2.0% and intermodal volume is up 3.2%. The data reflects economic structural changes and market uncertainties, requiring the rail industry to address challenges and seize opportunities.

02/04/2026 Logistics
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US Rail Freight Gains Offset by Intermodal Declines

US Rail Freight Gains Offset by Intermodal Declines

U.S. rail freight data presents a mixed picture: carload traffic shows a slight increase, while intermodal container volume declines. Varying performance across different commodity categories reflects economic restructuring. Investors should pay attention to industry trends, evaluate company performance, and diversify risk to capture long-term returns in the rail freight market. The slight carload increase offers a glimmer of optimism, but the container volume drop warrants careful observation of shifting supply chains and consumer demand.

02/04/2026 Logistics
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US Rail Freight Decline Signals Economic Concerns

US Rail Freight Decline Signals Economic Concerns

Recent data reveals a year-over-year decline in both U.S. rail freight and intermodal volume, with divergent trends across specific sectors. Cumulative data presents a mixed picture. As a bellwether of economic activity, rail freight volume is influenced by macroeconomic factors and industry restructuring. Companies should closely monitor the economic situation, strengthen risk management, and enhance competitiveness through technological innovation. The future of the rail freight industry presents both challenges and opportunities.

02/04/2026 Logistics
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US Rail Freight Sees Mixed Carload Container Trends in November

US Rail Freight Sees Mixed Carload Container Trends in November

U.S. rail freight traffic increased by 4.3%, driven by commodities like coal. However, container traffic decreased by 6.5%. Despite this decline in container volume, the cumulative freight and container volumes for the entire year still showed growth. This indicates a mixed performance in the rail freight sector, with overall positive growth offset by a decrease in container shipping, highlighting the influence of specific commodities on overall freight volume and serving as a potential economic indicator.

02/04/2026 Logistics
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Fedex Freight Presidents Early Retirement Sparks Spinoff Concerns

Fedex Freight Presidents Early Retirement Sparks Spinoff Concerns

The early retirement of FedEx Freight CEO Lance Moll adds uncertainty to the upcoming company spin-off. John Smith will temporarily take over, leaving leadership unresolved. This analysis explores the spin-off's impact on industry competition, operational efficiency, and technological innovation. Strategic recommendations are offered, forecasting future trends in less-than-truckload (LTL) transportation. The spin-off presents both challenges and opportunities, emphasizing the importance of a clear strategy for success. The future of FedEx Freight and the LTL market hinges on navigating this transition effectively.

11/03/2025 Logistics
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Yellow Corps Bankruptcy Signals Crisis in Trucking Industry

Yellow Corps Bankruptcy Signals Crisis in Trucking Industry

The bankruptcy of Yellow Corporation, a major US Less-Than-Truckload (LTL) carrier, marks the end of a century-old company. This analysis examines the reasons behind Yellow's collapse, including labor union disputes, customer attrition, and mismanagement. It also explores the implications for the broader LTL industry. Yellow's failure serves as a warning that companies must continuously innovate and adapt to change to survive in a highly competitive market. The case highlights the importance of strong management and positive labor relations for long-term success.

01/19/2026 Logistics Industry Insights
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