Industrial products spark rail freight gains

Intermodal eases from recent surge

(Photo: FreightWaves/Jim Allen)

Rail traffic totaled 527,162 carloads and intermodal units on U.S. lines, up 2.5% from a year ago, for the week ending July 25, the Association of American Railroads reported.

Commodities totaled 234,100 carloads, up 1.4%, while intermodal volume came to 293,062 containers and trailers, up 3.5% from 2025.

Five of 10 carload commodity groups were higher y/y. Gains were led by petroleum and related products, 11.8%; metallic ores and metals typically used in steelmaking, 9.3%. 

(Chart: AAR)

Coal was down by 1.6% and chemicals were 0.6% weaker.

For the first 29 weeks of 2026, U.S. railroads reported cumulative volume of 6,578,325 carloads, up 2.8%, and 8,124,976 intermodal units, up 3.7% from a year ago. Total combined U.S. traffic year-to-date was 14,703,301 carloads and intermodal units, better by 3.3%.

North American rail volume for the week on nine reporting U.S., Canadian and Mexican railroads totaled 339,845 carloads, an increase of 3.8%, and 374,646 intermodal units, up 2.6%. Total combined traffic grew 3.1% to 714,491 carloads and intermodal units.

North American rail volume year-to-date came to 20,218,112 carloads and intermodal units, ahead by 2.9%.

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Read more articles by Stuart Chirls here.

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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.