US Intermodal Volume Falls Further in July Amid Economic Slowdown

US Intermodal Volume Falls Further in July Amid Economic Slowdown

According to IANA data, US intermodal volume decreased by 9.8% year-over-year in July, a widening decline. Key factors include economic weakness, high inventory levels, and increased competition from trucking. IANA anticipates a potential turnaround in the second half of the year, but expects growth to be slower than in the past. President Joni Casey noted that Q2 performance was below expectations and hopes for a strong peak season. She emphasized that high inventories, inflation, and declining consumer demand are contributing factors.

01/20/2026 Logistics
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US Rail Freight Sees Coal Oil Gains Amid Container Decline

US Rail Freight Sees Coal Oil Gains Amid Container Decline

According to the Association of American Railroads, U.S. rail freight traffic showed mixed results for the week ending March 4th. While total carloads decreased year-over-year, shipments of commodities like coal and petroleum increased. However, container traffic experienced a significant decline, weighing down overall freight volume. Year-to-date, both U.S. and North American rail freight volumes have slightly decreased. The future trajectory remains uncertain, presenting both challenges and opportunities for the rail freight industry.

01/20/2026 Logistics
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US Service Sector Growth Cools in May Amid Employment Concerns

US Service Sector Growth Cools in May Amid Employment Concerns

The US Services PMI for May indicates a slowdown in growth, though the sector remains in expansion. Key concerns include a contraction in employment indicators and an accumulation of inventories. Experts suggest an uncertain economic outlook, but the resilience of the service sector provides support. Attention should be paid to inflation, the labor market, and adjustments in business inventories. The slowing growth coupled with inventory issues suggests potential headwinds for the broader economy despite the sector's continued expansion.

US Industrial Real Estate Shifts As Ecommerce Cools Logistics Grows

US Industrial Real Estate Shifts As Ecommerce Cools Logistics Grows

A JLL report reveals record-high net absorption in the US industrial real estate market for Q1, with e-commerce leasing demand stabilizing and logistics demand growing. Smaller warehouse spaces are particularly favored. The report highlights a market trend of cooling e-commerce and a rise in logistics. It emphasizes the importance for data analysts to focus on niche markets, key performance indicators, and macroeconomic factors. This shift underscores the evolving dynamics within the industrial sector and the need for a nuanced understanding of these influences.

US Truckload Demand Slows As Rates Volumes Decline in July

US Truckload Demand Slows As Rates Volumes Decline in July

The US truckload market showed signs of cooling in late July, with both rates and volumes declining. The dry van, refrigerated, and flatbed sectors all exhibited weakness. Sluggish agricultural shipments significantly impacted the refrigerated market. A combination of economic headwinds, excess capacity, and seasonal factors contributed to the market challenges. Freight companies and shippers need to closely monitor market dynamics and leverage data-driven decision-making to navigate the current environment. The downturn highlights the importance of adaptability and strategic planning in the face of market volatility.

01/20/2026 Logistics
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Exim Bank Backs Ford Exports to Bolster US Supply Chain

Exim Bank Backs Ford Exports to Bolster US Supply Chain

The U.S. Export-Import Bank (Ex-Im) is providing a $250 million loan guarantee to Ford Motor Company, supporting $3.1 billion in export sales involving over 200,000 vehicles to Canada and Mexico. This initiative enhances Ford's competitiveness and stimulates the growth of U.S. domestic suppliers, creating jobs and boosting economic growth. Furthermore, it provides financial support for automotive supply chain development and offers insights into innovative financing models. The guarantee underscores the importance of export finance in supporting American manufacturing and global trade.

US Bill Proposes Tax Credit for Short Line Railroad Upgrades

US Bill Proposes Tax Credit for Short Line Railroad Upgrades

The American Short Line and Regional Railroad Association (ASLRRA) welcomes the bipartisan Senate bill aimed at updating the short line railroad tax credit. This legislation seeks to modernize short line railroad infrastructure, support regional economic growth, and improve freight fluidity by adjusting the credit cap, expanding eligibility, and introducing inflation indexing. These changes will incentivize investment in critical infrastructure upgrades, allowing short lines to better serve their customers and contribute to the overall economic health of the communities they serve. The updated tax credit is crucial for maintaining and improving the nation's short line rail network.

01/20/2026 Logistics
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US Heavyduty Truck Tariffs Stir Manufacturing Gains Supply Chain Strains

US Heavyduty Truck Tariffs Stir Manufacturing Gains Supply Chain Strains

The US imposition of tariffs on imported heavy-duty trucks aims to revitalize domestic manufacturing and enhance safety. However, this policy could lead to increased costs for consumers and businesses. Furthermore, it poses a risk of disrupting existing supply chains, potentially impacting the availability and timely delivery of these essential vehicles and related components. The long-term effects on the industry and the overall economy remain to be seen.

US Rail Freight Gains in Carloads Dips in Container Volumes

US Rail Freight Gains in Carloads Dips in Container Volumes

Data from the Association of American Railroads indicates mixed performance for U.S. rail freight for the week ending December 6th. Carload traffic increased year-over-year, driven by demand for commodities like coal and grain. However, container traffic declined compared to the previous year, reflecting challenges in global trade. Cumulative data for the first 49 weeks of 2025 shows overall freight volume growth. However, caution is advised regarding the potential impact of future economic uncertainties on rail freight performance. The container decline warrants attention as a potential leading indicator.

01/17/2026 Logistics
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US Rail Freight Mixed As Carload Rises Offset Intermodal Slump

US Rail Freight Mixed As Carload Rises Offset Intermodal Slump

Recent US rail freight data shows carload traffic increased year-over-year, driven by strong demand for coal and grain. However, container traffic declined, potentially signaling a slowdown in consumer demand. While full-year data indicates overall growth, recent structural shifts warrant caution. The rail freight industry faces both opportunities and challenges, with technological innovation being crucial for future success. The decrease in container traffic may be an early indicator of a broader economic downturn, requiring careful monitoring of future trends and adjustments to strategies.

01/21/2026 Logistics
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