US Rail Freight Rises in Late September Led by Auto and Grain

US Rail Freight Rises in Late September Led by Auto and Grain

The Association of American Railroads reported that for the week ending September 27th, U.S. rail freight and intermodal traffic both experienced year-over-year growth. Significant increases were seen in the transportation of nonmetallic minerals, grain, and motor vehicles & parts. Conversely, coal, petroleum & petroleum products, and metallic ores & metals saw declines. For the first 39 weeks of 2025, both total U.S. rail freight traffic and intermodal volume have shown year-over-year growth, indicating a positive trend in the sector.

01/21/2026 Logistics
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Trucking Spot Market Rebounds DAT Reports

Trucking Spot Market Rebounds DAT Reports

This article delves into North American freight indices, revealing the growing trend of spot market activity in trucking. It explores the driving forces behind this growth and its potential impact on future contract rates. The analysis highlights a recovering spot market, influenced by factors like e-commerce and weather patterns, suggesting both opportunities and challenges ahead. Shippers and carriers should closely monitor market dynamics to seize emerging advantages.

01/21/2026 Logistics Industry Insights
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Economist Matt Muenster Analyzes Freight Economy Challenges

Economist Matt Muenster Analyzes Freight Economy Challenges

Breakthrough Chief Economist Matt Muenster provides an in-depth analysis of the current complex freight economy, covering key elements such as tariffs, manufacturing, capacity, inflation, demand, and pricing. He emphasizes the integration of macroeconomics with micro-level practices, leveraging data-driven decision-making to build resilient freight systems. This approach helps businesses navigate uncertainty and capitalize on opportunities within the ever-evolving landscape.

01/21/2026 Logistics Industry Insights
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Freight Market Slows on Recession Worries Recovery Possible

Freight Market Slows on Recession Worries Recovery Possible

Bloomberg analyst Lee Klaskow noted in a webinar that the risk of a US recession is high, and the freight market has already entered a recession. Despite the challenges, a turnaround is expected in the second half of the year as capacity exits the market, seasonal demand rebounds, and inventory levels improve. Large, well-capitalized companies with diversified operations are likely to consolidate their positions during this market correction.

01/21/2026 Logistics Industry Insights
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US Rail Freight Stagnates As Intermodal Declines

US Rail Freight Stagnates As Intermodal Declines

According to the Association of American Railroads, U.S. rail carload traffic was largely flat for the week ending June 28th, while intermodal traffic saw a slight decrease. Performance varied across sectors, with gains in grain and automotive shipments offset by declines in metals and coal. Cumulative data for the first 26 weeks of the year indicates continued growth in overall freight volume. However, the industry faces ongoing challenges related to macroeconomic conditions, industry competition, and infrastructure limitations.

01/20/2026 Logistics
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US Manufacturing Growth Slows in July As Inventories Dip

US Manufacturing Growth Slows in July As Inventories Dip

The ISM's July manufacturing report indicates a slight dip in the PMI, with key indicators like new orders and production generally declining, increasing the risk of inventory buildup. Businesses commonly cite inflation, reduced orders, and raw material supply issues. Experts believe that manufacturing has not fallen into recession, but caution against inventory risk and emphasize the need for refined operations. The report suggests a slowing manufacturing sector facing challenges related to demand and supply chain disruptions, requiring careful management of inventory levels to mitigate potential losses.

01/20/2026 Logistics Industry Insights
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US Retail Sales Jump in October Amid Strong Consumer Demand

US Retail Sales Jump in October Amid Strong Consumer Demand

U.S. Department of Commerce data reveals a robust surge in retail sales for October, increasing by 1.7% month-over-month and 16.3% year-over-year. Total retail sales from August to October rose by 15.4% year-over-year, indicating a strong start to the holiday shopping season. This positive performance in the retail sector boosts market confidence. Businesses and consumers should seize this opportunity while maintaining rational spending habits.

01/19/2026 Logistics Industry Insights
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US Rail Freight Carload Rises As Intermodal Declines

US Rail Freight Carload Rises As Intermodal Declines

According to the Association of American Railroads, U.S. rail freight traffic showed divergence in the week ending August 14. Carload traffic increased by 5.7% year-over-year, driven by demand for commodities like coal and metallic ores. Intermodal traffic decreased by 3% year-over-year, constrained by port congestion and other factors. Year-to-date figures show carload and intermodal traffic up 9% and 14.6% respectively. Railroad companies need to adopt differentiated strategies to address the changing market dynamics.

01/19/2026 Logistics
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US Rail Freight Shifts Intermodal Rises As Coal Declines

US Rail Freight Shifts Intermodal Rises As Coal Declines

According to the Association of American Railroads, U.S. rail freight performance in the first two weeks of January was mixed. Intermodal traffic increased by 11.6% year-over-year, driven by e-commerce and supply chain optimization. Traditional carloads decreased by 1.8% year-over-year, with a significant decline in coal shipments, reflecting the energy transition. Rail operators need to adjust their strategies and pay attention to market changes. Policymakers should support railway infrastructure development to promote intermodal transportation.

01/19/2026 Logistics
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US Manufacturing PMI Hits Near Sixyear High Amid Expansion

US Manufacturing PMI Hits Near Sixyear High Amid Expansion

The U.S. Manufacturing PMI reached 53.2 in November, a near six-year high, marking the third consecutive month of growth and significantly exceeding the past year's average. This data fuels the continued expansion of the U.S. economy. However, future risks such as trade friction and geopolitical uncertainties require vigilance, and competitiveness needs to be improved to sustain the positive momentum.

01/19/2026 Logistics Industry Insights
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