Rail on a roll as ag, metals, chemicals lead traffic

Intermodal surges in latest weekly data

(Photo: FreightWaves/Joanna Marsh)

Rail traffic continued its recent strong performance as 511,216 carloads and intermodal units were 4.2% ahead of the same week a year ago.

Shipments for the week ending May 16 totaled 230,497 carloads, up 0.6% y/y, the Association of American Railroads said, while weekly intermodal volume reached 280,719 containers and trailers, better by 7.3% compared to 2025.

Seven of 10 carload commodities tracked by AAR improved y/y. Grain continued its banner run, 14.5%, followed by petroleum and petroleum products, 9.8%. Forest products jumped up for the first time, as volume improved 14.5%. A frozen residential housing market dragged the category since the beginning of the year. 

Losers included coal, 6.2%, and nonmetallic minerals, 0.4%.

(Chart: AAR)

Through the first 19 weeks of 2026, U.S. railroads reported cumulative volume of 4,297,732 carloads, up 3.4%, and 5,262,810 intermodal containers and trailers, up 0.9%. Total combined U.S. traffic was 9,560,542 carloads and intermodal units, better by 2% y/y.

North American rail volume for the week on nine reporting U.S., Canadian and Mexican railroads totaled 341,822 carloads, up 1.6% from the same week a year ago. Intermodal came to 374,372 units, up 6.7%. Total combined traffic was 716,194 carloads and intermodal units, an increase of 4.2%. Volume for the first 19 weeks of 2026 was 13,154,868 carloads and intermodal units, up 1.9%.

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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.