US Rail Freight Volumes Drop Amid Weak Demand Industry Shifts

US Rail Freight Volumes Drop Amid Weak Demand Industry Shifts

The latest data from the Association of American Railroads shows a continued year-over-year decline in U.S. rail freight and intermodal volume, reflecting structural economic changes and weak consumer demand. The report analyzes freight volume changes across various commodity categories, revealing the potential impact of slowing economic growth, weakened corporate profits, reduced job creation, and supply chain disruptions. It also explores the challenges and opportunities facing the rail transportation industry, providing valuable insights for investors and policymakers. This data serves as a key economic indicator.

02/04/2026 Logistics
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US Rail Freight Rebounds in August on Chemical Intermodal Gains

US Rail Freight Rebounds in August on Chemical Intermodal Gains

US rail freight saw a slight increase in the last week of August, with gains in both carloads and intermodal units. Performance varied across commodity categories. Year-to-date cumulative freight volume also showed growth. This data provides insights into the current economic landscape and can be used for further analysis of freight trends and their impact on the broader economy. The modest uptick suggests continued, albeit uneven, economic activity.

02/04/2026 Logistics
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US Rail Freight Volumes Drop in September Raising Economic Worries

US Rail Freight Volumes Drop in September Raising Economic Worries

Data from the Association of American Railroads shows that U.S. rail freight and intermodal traffic both declined year-over-year in the third week of September. Gains in grain and metallic ores were offset by decreases in coal, miscellaneous carloads, and nonmetallic minerals. Despite the recent downturn, year-to-date rail freight and intermodal traffic remain up compared to the same period last year. This suggests a mixed picture of the economy, with some sectors showing growth while others are experiencing contraction, as reflected in the varying commodity transport volumes.

02/04/2026 Logistics
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US Intermodal Freight Volumes Decline in October Amid Tariff Worries

US Intermodal Freight Volumes Decline in October Amid Tariff Worries

North American Intermodal Association data shows a 2% year-over-year decrease in U.S. intermodal freight volume in October 2025, ending months of consecutive growth. Key influencing factors include tariff policies, economic uncertainty, and industrial weakness. While cumulative freight volume for the year remains positive, the growth rate is slowing. The future intermodal market should focus on key factors such as tariffs, consumer spending, inventory levels, and capacity supply, while also strengthening innovation and international cooperation.

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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US Rail Freight Gains Mask Intermodal Decline Amid Market Shift

US Rail Freight Gains Mask Intermodal Decline Amid Market Shift

According to the Association of American Railroads, U.S. rail freight showed mixed results for the week ending October 18th: carload originations slightly increased, but intermodal volume declined. While year-to-date figures remain positive, growth is slowing. Facing this market adjustment, railway companies need to strengthen infrastructure, optimize transportation organization, expand service offerings, and enhance technological innovation and collaboration to overcome challenges and seize opportunities.

02/04/2026 Logistics
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US Rail Freight Sees Mixed Results Carloads Up Intermodal Down

US Rail Freight Sees Mixed Results Carloads Up Intermodal Down

For the week ending November 8, 2025, US rail freight presented a mixed picture: carload traffic saw a slight increase, while intermodal traffic declined. Year-to-date figures indicate overall growth, but future development faces both opportunities and challenges. These are influenced by various factors including the macroeconomic environment, industry structure, and global trade. The fluctuations highlight the sensitivity of rail freight to broader economic trends and the ongoing evolution of supply chain dynamics. Further analysis is needed to understand the underlying drivers and predict future performance.

02/04/2026 Logistics
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US Rail Freight Rises in August on Chemicals Intermodal Demand

US Rail Freight Rises in August on Chemicals Intermodal Demand

US rail freight volume increased in August, driven by chemicals and minerals, while petroleum and grain declined. Looking long-term, economic recovery and infrastructure investment are expected to drive positive market trends. The growth in specific sectors highlights shifts in demand and production, reflecting broader economic activity. Despite declines in some commodities, the overall increase in rail freight suggests a resilient supply chain and continued industrial output. Further monitoring of these trends will be crucial for understanding the pace and direction of economic recovery.

02/04/2026 Logistics
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US Truckload Volume Falls but Rates Rise in September DAT

US Truckload Volume Falls but Rates Rise in September DAT

The US truckload freight market in September showed a mixed picture: volumes declined while rates slightly increased. The DAT Index indicated a simultaneous drop in freight volume and rise in rates, reflecting a balance between weak demand and capacity adjustments. Analyst Ken Adamo suggests the rate increase isn't demand-driven, posing challenges for the peak season. Smaller carriers may benefit from rising backhaul rates. Market participants need to closely monitor these dynamics and adapt their strategies accordingly. The situation calls for careful observation and flexible approaches in this evolving market.

02/04/2026 Logistics Industry Insights
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US Industrial Real Estate Booms As 3pls Expand for Ecommerce

US Industrial Real Estate Booms As 3pls Expand for Ecommerce

A CBRE report indicates that 3PLs dominated US industrial real estate leasing in the first half of 2025, while retail and e-commerce leasing activity declined. Companies are increasingly opting for outsourced logistics to reduce costs and improve efficiency. Experts predict that 3PL's market share will continue to expand, becoming the primary driver of large warehouse leasing. This trend highlights the growing importance of efficient supply chain management and the strategic role of 3PL providers in meeting the demands of a dynamic market.

02/04/2026 Logistics Industry Insights
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