US Rail Freight Volumes Rebound in Late September

US Rail Freight Volumes Rebound in Late September

The Association of American Railroads reported that U.S. rail carload and intermodal traffic both increased year-over-year in late September. Carload traffic saw a slight increase of 0.9%, while intermodal traffic rose by 1.1%. Increased shipments of nonmetallic minerals, grain, and motor vehicle parts were observed, while coal, petroleum, and metallic ores declined. Year-to-date, both cumulative carload and intermodal volumes have experienced growth, reflecting the resilience and potential recovery of the U.S. economy.

01/21/2026 Logistics
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West Coast Dockworkers Talks Stall Raising Cargo Disruption Fears

West Coast Dockworkers Talks Stall Raising Cargo Disruption Fears

The International Longshore and Warehouse Union (ILWU) and the Pacific Maritime Association (PMA) have paused labor negotiations for West Coast dockworkers. Despite the contract expiration, both parties are committed to maintaining cargo flow. Businesses should monitor negotiation progress, diversify supply chains, build inventory in advance, and develop contingency plans to address potential risks. The outcome of these negotiations will impact West Coast port operations and global trade stability. It is crucial for companies to prepare for potential disruptions and mitigate the impact on their supply chains.

01/17/2026 Logistics
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UPS Strike Threatens Supply Chains As Contingency Plans Emerge

UPS Strike Threatens Supply Chains As Contingency Plans Emerge

UPS and the Teamsters' labor negotiations have stalled, increasing the risk of a strike. UPS has initiated contingency plans to address a potential work stoppage. The Teamsters are demanding higher wages, improved benefits, and better working conditions. A strike could disrupt supply chains, increase transportation costs, and slow economic growth. Businesses and consumers need to adopt alternative solutions and coping strategies. Both parties need to negotiate rationally to avoid a strike and maintain economic stability.

01/21/2026 Logistics
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CPKC Merger Transforms North American Freight Rail Industry

CPKC Merger Transforms North American Freight Rail Industry

The proposed merger of Canadian Pacific Railway (CP) and Kansas City Southern (KCS) promises to reshape North American freight transportation by improving efficiency and expanding services. While regulatory approval processes are lengthy and shippers express optimism, integration challenges and market competition remain. The success of this potential 'marriage of the century' remains to be seen. The merger aims to create a single network linking Canada, the US, and Mexico, offering seamless transportation solutions and potentially boosting trade and economic growth across the continent.

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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Rail Merger Delayed Over Antitrust Concerns

Rail Merger Delayed Over Antitrust Concerns

The proposed $850 billion merger between Union Pacific (UP) and Norfolk Southern (NS) has been delayed, sending shockwaves through the industry. BNSF strongly opposes the merger, questioning its competitive implications. A successful merger would create the first transcontinental railroad in the U.S., reshaping the industry landscape. The Surface Transportation Board's (STB) ruling will be crucial and have far-reaching consequences. The delay highlights the intense scrutiny and potential antitrust concerns surrounding such a significant consolidation in the railroad sector, impacting supply chains and market dynamics.

01/21/2026 Logistics Industry Insights
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Logistics Firms Adapt Strategies Amid Market Volatility

Logistics Firms Adapt Strategies Amid Market Volatility

The global logistics industry is experiencing significant turbulence due to policy changes, demand fluctuations, and unexpected events. Logistics managers face unprecedented challenges, requiring close attention to policies, flexible capacity adjustments, and proactive responses to emergencies. Despite these challenges, the logistics industry also holds immense opportunities. Companies need to enhance competitiveness, expand markets, and strengthen collaborations to break through uncertainties and achieve sustainable development. This necessitates strategic adaptation and innovation to navigate the evolving landscape and capitalize on emerging trends.

01/21/2026 Logistics
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AFS Logistics Expert Analyzes Freight Market Trends Challenges

AFS Logistics Expert Analyzes Freight Market Trends Challenges

AFS Logistics expert Tom Nightingale interprets the freight market, analyzing peak season outlook, capacity rates, nearshoring, and the impact of the Baltimore incident. He emphasizes that companies need to optimize inventory, secure capacity, and diversify their supply chains to address challenges and seize opportunities. This includes proactive planning and strategic partnerships to navigate volatility and ensure resilience in the face of evolving market dynamics. By adopting these strategies, businesses can better position themselves for success in the current environment.

01/21/2026 Logistics Industry Insights
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Retailers Warn of Port Delays As Imports Surge

Retailers Warn of Port Delays As Imports Surge

The US retail industry faces a potential strike at East Coast and Gulf Coast ports, with surging import volumes reflecting retailers' proactive strategies. Stalled labor negotiations exacerbate the risk, potentially leading to product shortages and price increases. Retailers need to optimize their supply chains and communicate effectively with consumers to navigate the uncertainty. The report forecasts significant import growth throughout the year, but the potential strike risk remains a crucial factor. Retailers are preparing for disruptions and working to mitigate the impact on consumers.

01/21/2026 Logistics
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CSX CN Launch Canadatonashville Intermodal Rail Service

CSX CN Launch Canadatonashville Intermodal Rail Service

CSX and CN have partnered to launch a new intermodal service from Canada to Nashville, providing an alternative to trucking. This intermodal solution aims to improve speed and reliability while also being more environmentally friendly. This collaboration highlights the increasing importance of intermodal transportation in modern supply chains. The service is expected to offer significant benefits to shippers seeking efficient and sustainable transportation options. Its role is projected to grow in the future.

01/21/2026 Logistics
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