Rail freight stretches lead over 2025

Metallic ores leads commodity increases

A train of double-stacked J.B. Hunt intermodal containers. (Photo: FreightWaves/Jim Allen)

Weekly rail traffic on U.S. railroads totaled 526,410 carloads and intermodal units for the week ending Aug.1, up 2.4% y/y, the Association of American Railroads reported.

Commodity shipments were 233,171 carloads, down 0.4%, while intermodal volume of 293,239 containers and trailers was better by 4.8% compared to 2025.

Metallic ores and metals typically used in steelmaking led seven of 10 category gainers, by 9.1%, followed by petroleum and related products, 5.9%, and farm products excluding grain and food, 5.4%.

(Chart: AAR)

Seasonally-weak coal was off 7.7%, while chemicals struggled, weaker by 2.3% y/y.

Through the first 30 weeks of 2026, U.S. railroads reported cumulative volume of 6,811,496 carloads, an increase of 2.7%, and 8,418,215 intermodal units, up 3.8% from a year ago. Total combined traffic was 15,229,711 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 335,697 carloads, up 0.5%, and 377,702 intermodal units, up 4.3% from the previous year. Combined traffic came to 713,399 carloads and intermodal units, a gain of 2.5%. Volume year-to-date was 20,931,511 carloads and intermodal units, up 2.9% y/y.

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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.