U.S. rail freight stronger across the board

Intermodal posts better week

(Photo: Jim Allen/FreightWaves)

Freight traffic on U.S. railroads posted a breakout week, the Association of American Railroads reported, as intermodal joined a rally to stay ahead of year-ago levels.

Total traffic for the week ending May 2 was 518,773 carloads and intermodal units, better by 3.9% compared to the same week in 2025.

Commodities came to 235,049 carloads, up 4%, while intermodal volume was 283,724 containers and trailers, an increase of 3.9% y/y.

Nine of 10 carload commodity groups finished ahead of the previous year. They were led by grain’s ongoing rally, 14.7%, and petroleum and related products, 8.6%.

(Chart: AAR)

U.S. grain transportation volumes on rail and barge are running above the recent‑year average, according to the U.S. Department of Agriculture, with Class I rail grain carloads and inland barge tonnage up single‑digit percentages year‑over‑year, reflecting higher export‑driven flows. Vessel activity in the Gulf of Mexico and on the Pacific Northwest coast has also stayed firm, with visible gains in grain‑vessel wait‑to‑load numbers, which supports steady grain‑shipment throughput.

Forest products was the lone decliner from a year ago, off 2.6%, as a weak housing market continued to impact shipments of building materials.

For the first 17 weeks of 2026, cumulative volume of 3,837,643 carloads increased 3.6%, and 4,697,928 intermodal units improved 0.4% y/y. Total combined traffic year-to-date was 8,535,571 carloads and intermodal units, up 1.8%.

Weekly volume on 9 reporting U.S., Canadian and Mexican railroads improved by 3.9% to 345,137 carloads, and by 3% to 372,439 intermodal units. Total combined traffic was 717,576 carloads and intermodal units, an increase of 3.4%. North American volume for the first 17 weeks of this year was 11,761,179 carloads and intermodal units, better by 2% from 2025.

Subscribe to FreightWaves’ Rail e-newsletter and get the latest insights on rail freight right in your inbox.

Read more articles by Stuart Chirls here.

Related coverage:

New Georgia inland port poised to take 26,000 truckloads off the road

Amazon opening of shipping services could shake up intermodal status quo

Tradepoint Atlantic, MSC break ground on Baltimore container terminal

Union Pacific would exit Norfolk Southern merger if STB orders widespread line sales or trackage rights

Upcoming FreightWaves Events
Compliance

Brokerage Compliance Symposium

The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.

October 26, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
Awards

F3 Awards Dinner

The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.

October 26, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
FreightTech

F3: Future of Freight Festival

Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.

October 27, 2026 – October 28, 2026
The Signal at Chattanooga Choo Choo • Chattanooga, TN
Register Now
Compliance Brokerage Compliance Symposium Oct 26 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

The day before F3. Every compliance issue you face - fraud exposure, carrier liability, FMCSA rules, cargo theft, insurance gaps - navigated by attorneys and operators defining best practices in a changing industry.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now
Awards F3 Awards Dinner Oct 26 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

The night before F3. FreightTech100 companies honored. FreightTech 25 and Shipper of Choice winners revealed live. Cocktail reception into dinner and live music - 300 industry leaders in one purpose-built room.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now
FreightTech F3: Future of Freight Festival Oct 27 – Oct 28 • The Signal at Chattanooga Choo Choo • Chattanooga, TN

Industry-defining keynotes, rapid-fire technology demos, and industry leaders networking in experiences across Chattanooga - plus the inaugural F3 Awards Dinner featuring the FreightTech and Shipper of Choice reveals.

The Signal at Chattanooga Choo Choo • Chattanooga, TN Register Now

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.