US Freight Volume Rises for Fifth Month Amid Economic Growth

US Freight Volume Rises for Fifth Month Amid Economic Growth

The U.S. freight index has risen for five consecutive months, signaling a steady economic recovery. The report interprets the significance of the freight index, presents the latest data, analyzes driving factors, and discusses the impact on businesses. It also forecasts future trends. Businesses should closely monitor market changes, seize opportunities, and address challenges to collectively create a brighter future. The continuous rise in freight volume indicates increased economic activity and consumer demand, suggesting a positive trajectory for the logistics sector and the overall economy.

02/12/2026 Logistics
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Mexicos Lazaro Cardenas Port Challenges US West Coast Trade Dominance

Mexicos Lazaro Cardenas Port Challenges US West Coast Trade Dominance

The rise of Mexico's deep-water port, Lazaro Cardenas, poses a potential threat to US West Coast ports. Its strategic location, deep-water advantage, rail connectivity, and cost advantages attract shippers. To counter this competition, US West Coast ports need to improve efficiency, upgrade infrastructure, seek policy support, and offer value-added services. The future holds both competition and cooperation. The key lies in seizing opportunities and meeting challenges.

US Rail Unions Companies Reach Tentative Deals to Avoid Strikes

US Rail Unions Companies Reach Tentative Deals to Avoid Strikes

Significant progress has been made in US railroad labor negotiations. Two major unions reached tentative agreements with freight rail companies, potentially averting a rail service disruption that could have begun on September 16th. These agreements, reached under the recommendations of the Presidential Emergency Board (PEB), involve wage increases and lump-sum payments. While some unions have yet to reach agreements, parties are actively seeking solutions to ensure the stable operation of the rail transportation network.

01/28/2026 Logistics
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US Railroads Near Shutdown As Labor Talks Stall Over Wages

US Railroads Near Shutdown As Labor Talks Stall Over Wages

A tentative agreement was reached between three major US railway unions and freight rail companies, averting the risk of a crippling railway shutdown. The agreement includes wage increases and lump-sum payments, but requires ratification by all union members. Failure to reach a deal could have resulted in strikes and significant economic disruption. All parties must continue negotiations to ensure the smooth operation of this vital railway artery.

01/28/2026 Logistics
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US Biofuel Policy Faces New Opportunities Challenges Under OBBBA Act

US Biofuel Policy Faces New Opportunities Challenges Under OBBBA Act

The OBBBA Act continues support for biofuels, focusing on localization. It extends clean fuel credits while reducing SAF credits and hindering hydrogen energy development. However, carbon capture technology presents opportunities. The act prioritizes domestic biofuel production, potentially impacting international trade and competition. The reduction in SAF credits may slow the adoption of sustainable aviation fuels. The future of hydrogen energy is uncertain under this legislation. Overall, the act reflects a shift towards localized biofuel production and a more cautious approach to other clean energy technologies, particularly sustainable aviation fuels and hydrogen.

US Rail Freight Growth Uneven As Carloads Rise Intermodal Falls

US Rail Freight Growth Uneven As Carloads Rise Intermodal Falls

The latest US rail freight data reveals a year-over-year increase in carload traffic, driven by strong demand for nonmetallic minerals, coal, and motor vehicle parts. However, intermodal container and trailer volumes declined year-over-year, reflecting easing supply chain bottlenecks and cooling consumer demand. Overall North American rail freight volumes show a similar diverging trend. Moving forward, railway companies need to improve operational efficiency and expand their business areas to address challenges and seize opportunities.

01/28/2026 Logistics
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US Rail Freight Sees Mixed Trends Carloads Rise Containers Fall

US Rail Freight Sees Mixed Trends Carloads Rise Containers Fall

Data from the Association of American Railroads shows a divergence in US rail freight volume in late January. Carload traffic increased by 3.3% year-over-year, driven by nonmetallic minerals, coal, and automotive industries. However, container transport decreased by 6.7% year-over-year, potentially due to shifts in consumer spending and supply chain adjustments. Overall freight volume in North America exhibited a similar trend. The increase in carload was enough to offset the container decrease, showing resilience in certain sectors of the rail freight market.

01/28/2026 Logistics
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US Rail Freight Gains in Carloads Dips in Container Volume

US Rail Freight Gains in Carloads Dips in Container Volume

The US rail freight market presents a mixed picture at the start of the year. Carload traffic is showing a slight increase, potentially signaling a recovery in traditional industries. However, container traffic has declined significantly, possibly reflecting weak consumer demand. Businesses need to closely monitor market dynamics, optimize supply chains, strengthen risk management, and seize structural investment opportunities. Understanding these diverging trends is crucial for developing effective logistics strategies and navigating the evolving landscape of the rail freight sector.

01/28/2026 Logistics
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Congress Urged to Block US Rail Strike Amid Economic Risks

Congress Urged to Block US Rail Strike Amid Economic Risks

The U.S. Chamber of Commerce warns of a potential nationwide railroad strike if unions and freight companies fail to reach an agreement or Congress doesn't intervene. A strike could cause $2 billion in daily economic losses, impacting critical sectors like food, passenger transport, manufacturing, and energy. The Chamber supports the Presidential Emergency Board's recommendations and urges Congress to take action to avert an economic disaster. The potential strike highlights the severe consequences of unresolved labor disputes and the fragility of the supply chain.

01/28/2026 Logistics
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US Manufacturing PMI Falls for Eighth Month Signaling Economic Concerns

US Manufacturing PMI Falls for Eighth Month Signaling Economic Concerns

The ISM Manufacturing PMI fell to 46 in June, marking the eighth consecutive month of contraction, according to the Institute for Supply Management. While new orders showed a slight rebound, demand remains weak. Businesses are expressing caution regarding the economic outlook. Experts anticipate continued economic weakness in the second half of the year, potentially leading to a 'soft landing' scenario and associated uncertainties. The prolonged contraction in manufacturing activity raises concerns about the overall health of the US economy.