US Import Volumes Drop Sharply Amid Trade Slowdown

US Import Volumes Drop Sharply Amid Trade Slowdown

The latest report reveals a significant drop in US imports for November, influenced by seasonal factors, tariff policies, and geopolitical tensions. A substantial decline in imports from China indicates a reshaping of trade patterns. Businesses should diversify their supply chains and optimize inventory management to proactively navigate the trade downturn. The decrease in imports suggests a cooling in economic activity and highlights the need for strategic adjustments in global trade relationships.

02/04/2026 Logistics
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US Rail Freight Decline Points to Economic Slowdown

US Rail Freight Decline Points to Economic Slowdown

According to the Association of American Railroads, U.S. rail carload and intermodal traffic both declined year-over-year for the week ending September 13. Carload traffic saw a slight decrease overall, but categories like chemicals and motor vehicles & parts showed notable growth. Intermodal traffic remained weak. While year-to-date figures still indicate growth, short-term risks should not be ignored, and caution is warranted regarding a potential economic slowdown.

02/04/2026 Logistics
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Railroad Merger Risks US Chemical Industry CEO Warns

Railroad Merger Risks US Chemical Industry CEO Warns

American Chemistry Council CEO Chris Jahn warns that the proposed Union Pacific-Norfolk Southern railroad merger could negatively impact U.S. manufacturing. He emphasizes the potential for service degradation and increased rates, urging regulators to address monopoly risks within the rail industry. Jahn suggests learning from Canada's reciprocal switching model to ensure fair competition and safeguard the American economy. He believes the merger warrants careful scrutiny to prevent harm to manufacturers and consumers due to reduced service options and higher costs. The focus should be on maintaining a competitive and efficient rail network.

US Rail Freight Volumes Reflect Uneven Recovery Trends

US Rail Freight Volumes Reflect Uneven Recovery Trends

The Association of American Railroads reported that U.S. rail freight and intermodal traffic both increased year-over-year for the week ending August 30th. Chemicals and metallic ores showed strong performance, while petroleum and grain declined. Year-to-date figures indicate overall growth in both rail freight and intermodal volume. Key drivers include economic recovery and infrastructure investments. However, attention should be paid to geopolitical risks such as inflation and labor shortages.

02/04/2026 Logistics
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US Rail Freight Volumes Rise Amid Economic Recovery

US Rail Freight Volumes Rise Amid Economic Recovery

According to the Association of American Railroads, U.S. rail freight traffic for the week ending August 30th increased by 0.6% year-over-year, with intermodal traffic up 1.2%. Chemicals and metallic ores showed strong performance, while petroleum and grain declined. Cumulative freight traffic for the first 35 weeks of 2025 continues to grow, suggesting a gradual economic recovery. The rail industry faces both challenges and opportunities, requiring continuous innovation and development.

02/04/2026 Logistics
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US Rail Freight Volumes Drop in Late September

US Rail Freight Volumes Drop in Late September

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail carloads and intermodal units in late September, but cumulative volumes remain up for the year. Grain and metallic ores bucked the trend with increased freight volume, while coal experienced the largest drop. Looking ahead, the rail freight market faces challenges from competition with trucking and the energy transition, but also holds opportunities for technological innovation and service upgrades. This suggests a complex landscape for the industry, requiring adaptation and strategic planning for future growth.

02/04/2026 Logistics
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US Railroad Mergers Spark Debate on Manufacturing Impact

US Railroad Mergers Spark Debate on Manufacturing Impact

Chris Jahn, President and CEO of the American Chemistry Council (ACC), expressed concerns regarding the proposed merger between Union Pacific and Norfolk Southern, arguing it could weaken competition, harm service, and ultimately impact U.S. manufacturing. The ACC will actively advocate for regulatory action and emphasize the importance of reforms like reciprocal switching to build a more competitive and reliable rail transportation system. The ACC believes these changes are crucial to ensure efficient and cost-effective transportation for the chemical industry and other sectors reliant on rail freight.

US Trucking Rates Climb Despite Falling Freight Volume

US Trucking Rates Climb Despite Falling Freight Volume

A peculiar phenomenon emerged in the US freight market in September: freight volumes declined while freight rates slightly increased. This wasn't driven by demand but rather by freight imbalances and changes in capacity. Small fleets might benefit from rising rates on return routes. However, the overall market still faces challenges. A weak traditional peak season is anticipated, potentially leading to more trucking company bankruptcies.

US Trucking Volumes Decline Amid Uneven Economic Recovery

US Trucking Volumes Decline Amid Uneven Economic Recovery

The American Trucking Associations reported a 1.2% month-over-month decrease in the U.S. truck tonnage index for September, ending two months of gains. Despite a slow and challenging economic recovery, the overall trend has been upward since January. This article analyzes the economic conditions behind the data, highlighting the impact of factors such as manufacturing, consumer spending, international trade, and policies on trucking volumes. It also looks ahead to the challenges and opportunities facing the industry in the future.

02/04/2026 Logistics
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3PL Boom Drives US Industrial Real Estate Demand

3PL Boom Drives US Industrial Real Estate Demand

Third-Party Logistics (3PL) companies are outperforming traditional retailers and e-commerce businesses in the U.S. industrial real estate leasing market. Businesses are increasingly outsourcing their logistics operations to reduce costs and improve efficiency, driving demand for 3PL services. E-commerce companies are also undergoing transformation and embracing 3PL solutions. The market share of 3PL is expected to continue to grow in the future. For industrial real estate investors, understanding and capitalizing on this trend is crucial for success.