Intermodal leads U.S. rail traffic up 6.6% from a year ago

Motor vehicles and forest products led commodity gains

U.S. intermodal shipments by rail turned in another strong week. (Photo: FreightWaves)

Rail traffic among U.S. carriers rose 6.6% in the week ending Nov. 7 compared with the same week a year ago, driven by an 11% increase in intermodal shipments, the Association of American Railroads said.

Carloads increased 1.3% from a year earlier. Seven of the 10 commodity groups recorded gains, led by motor vehicles and parts, up 10.4%, and forest products, up 10.1%. Metallic ores and metals followed with a 6.4% increase.

(Chart: AAR)

Grain shipments declined 2.4%, nonmetallic minerals fell 1.7%, and coal slipped 1.2% among weaker volumes.

Through the first 44 weeks of 2026, total U.S. rail traffic increased 3.9% compared with the same period in 2025. Intermodal volume rose 4.9%, carloads increased 2.7%.

Grain remained the strongest-growing freight category year to date, up 9.7%, despite its weekly decline. Metallic ores and metals increased 8.8%, and petroleum and petroleum products rose 7.7%. Coal was the only commodity group below its year-earlier cumulative level, down 1.6%.

Across the nine reporting U.S., Canadian and Mexican railroads, combined weekly traffic increased 6.7% year over year. Intermodal shipments rose 10.5%, while carload freight volume grew 2.7%. Total North American traffic was up 3.4% through the first 44 weeks.

Why It Matters: Overall traffic improvement led by intermodal shipments does not reflect uniform gains across goods moving by rail.

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Stuart Chirls

Stuart Chirls is a journalist who has covered the full breadth of railroads, intermodal, container shipping, ports, supply chain and logistics for Railway Age, the Journal of Commerce and IANA. He has also staffed at S&P, McGraw-Hill, United Business Media, Advance Media, Tribune Co., The New York Times Co., and worked in supply chain with BASF, the world's largest chemical producer. Reach him at stuartchirls@firecrown.com.