US Rail Freight Data Shows Mixed Economic Signals

US Rail Freight Data Shows Mixed Economic Signals

According to the Association of American Railroads, U.S. rail carloads decreased by 2% year-over-year last week, while intermodal traffic increased by 2.8%. For the first 41 weeks of the year, carload volume showed a slight increase, while intermodal volume experienced a decline. These figures provide insights into the current state of the freight transportation sector and can be used as economic indicators, reflecting overall business activity and consumer demand.

02/11/2026 Logistics
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US Rail Freight Decline Spurs Supply Chain Concerns

US Rail Freight Decline Spurs Supply Chain Concerns

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail freight and intermodal volume, although shipments of motor vehicles & parts, coal, and petroleum products increased. Businesses should diversify transportation channels, optimize inventory management, strengthen supply chain collaboration, and invest in technological innovation to mitigate potential risks and turn challenges into opportunities. This proactive approach can help companies navigate economic fluctuations and ensure supply chain resilience despite the overall decrease in rail freight volume.

02/11/2026 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 freight volume decreased year-over-year in the week ending August 19th. Carload traffic fell by 0.6%, and intermodal traffic declined by 4.6%. While commodities like automobiles and coal saw increases, significant declines were observed in grains and forest products. In the first 33 weeks of the year, carload traffic saw a slight increase of 0.2%, while intermodal traffic plummeted by 9.2%. This data raises concerns about a potential slowdown in U.S. economic growth, prompting businesses to be vigilant and adjust their strategies accordingly.

02/11/2026 Logistics
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US Rail Freight Carloads Rise Intermodal Traffic Slows

US Rail Freight Carloads Rise Intermodal Traffic Slows

According to the Association of American Railroads, total U.S. rail traffic decreased year-over-year for the week ending August 19th. Carload volume saw a slight decline, but shipments of commodities like automobiles, coal, and petroleum increased. Intermodal container and trailer traffic experienced a significant drop. Cumulative data for 2023 shows a slight increase in carload volume, but intermodal continues to face pressure. The rail freight market is facing both challenges and opportunities, requiring transformation and upgrades.

02/11/2026 Logistics
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US Rail Freight Struggles Amid Patchy Economic Recovery

US Rail Freight Struggles Amid Patchy Economic Recovery

US rail freight and intermodal volumes declined year-over-year in late August. While year-to-date freight volume saw a slight increase, intermodal volume experienced a significant decrease. Multiple factors are contributing to this trend. Addressing these challenges requires enhanced efficiency and innovative solutions within the rail freight and intermodal transportation sectors. Monitoring these volumes remains crucial as an economic indicator.

02/11/2026 Logistics
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US Rail Freight Volumes Drop Amid Economic Slowdown

US Rail Freight Volumes Drop Amid Economic Slowdown

According to the Association of American Railroads, U.S. rail freight and intermodal traffic decreased year-over-year for the week ending August 19th. While carload and coal traffic increased, grain and forest products declined. Year-to-date, total carload traffic saw a slight increase, but intermodal traffic significantly decreased. Factors contributing to this include a global economic slowdown, industry challenges, and internal railroad issues. The recovery of rail freight volume faces considerable challenges in the future.

02/11/2026 Logistics
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US Rail Freight Declines As Coal Demand Drops

US Rail Freight Declines As Coal Demand Drops

Data from the Association of American Railroads shows a year-over-year decline in U.S. rail freight and intermodal volume in March, largely attributed to a significant drop in coal shipments. Despite the overall downturn, there were increases in chemical, miscellaneous carloads, and motor vehicles and parts. Railroad companies need to actively transform, diversify their businesses, and embrace technological innovation to address challenges and seize opportunities in a changing market. This requires a strategic shift away from reliance on coal and towards more resilient and growing sectors.

02/12/2026 Logistics
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US Rail Freight Carloads Decline As Intermodal Gains

US Rail Freight Carloads Decline As Intermodal Gains

The Association of American Railroads reported a mixed performance for the U.S. rail freight market in the week ending March 21st. Carload traffic decreased by 2.4% year-over-year, despite strong performance in grain and automotive shipments. Intermodal volume, however, increased by 6.7%, reflecting e-commerce growth and the trend towards more sophisticated supply chains. The overall rail freight market faces both challenges and opportunities throughout the year. Optimizing networks, expanding services, applying technology, and strengthening collaboration are crucial for success.

02/12/2026 Logistics
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Bob Costello Analyzes Shifts in US Freight Economy

Bob Costello Analyzes Shifts in US Freight Economy

Economist Costello predicts a US recession, but fundamentals remain solid. Consumer spending and employment are key indicators. US-China trade tensions introduce uncertainty. The trucking industry faces challenges. Despite recessionary concerns, strong consumer demand and a robust labor market offer some resilience. However, geopolitical factors and supply chain disruptions continue to pose risks to the economic outlook. Monitoring these factors will be crucial for navigating the potential economic downturn and understanding its impact on the freight sector.

02/12/2026 Logistics Industry Insights
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US Freight Market Withstands Economic Slowdown Avoids Recession

US Freight Market Withstands Economic Slowdown Avoids Recession

Economist Costello argues the US economy is not in a recession, but rather returning to long-term growth trends. The risk of a recession may emerge in late 2020 or 2021. Focus should be placed on costs and efficiency within the trucking industry. He suggests that while some sectors may be experiencing downturns, the overall economy is showing signs of stabilization and potential for future expansion, particularly if the trucking sector can optimize its operations.

02/12/2026 Logistics Industry Insights
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