US rail freight extends weekly losing streak

But traffic remains ahead of 2024 for the year

(Photo: Jim Allen/FreightWaves)
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Key Takeaways:

  • U.S. rail traffic marked its eighth consecutive weekly decline, with overall volume dropping 1.4% for the week ending December 13, 2025, compared to the same week a year prior.
  • Despite recent weekly decreases, overall U.S. rail volume for the first 50 weeks of 2025 increased by 1.7% year-over-year.
  • North American rail traffic mirrored U.S. trends, showing a 1.1% weekly decline but a 1.6% increase in year-to-date volume.
  • Mexican rail traffic was an exception, experiencing a significant weekly drop in carloads and a 5.6% overall year-to-date decrease through 50 weeks.
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U.S. rail traffic has remained below 2024 levels for an eighth straight week, according to statistics from the Association of American Railroads.

Figures for the week ending Dec. 13, 2025, show 518,904 carloads and intermodal units, a decrease of 1.4% from the same week a year ago. Both carloads and intermodal traffic were down, with volume of 224,620 carloads, a drop of 1.7% from the corresponding week in 2024, and 294,284 containers and trailers, a decrease of 1.2%.

Through 50 weeks, 2025’s overall volume of 24,685,267 carloads and intermodal units were up 1.7% over the same period in 2024. The year-to-date volume of 11,113,752 carloads is a gain of 1.8%, while the 13,571,515 intermodal units represent a 1.7% increase.

(Chart: AAR)

North American volume for the week, as reported by nine U.S., Canadian, and Mexican railroads, was 705,800 carloads and intermodal units, down 1.1% y/y. The 329,271 carloads were down 1.6% from a year ago, while the 376,529 intermodal units represented a 0.7% decline. Year to date, North American volume of 33,973,610 carloads and intermodal units is a 1.6% increase from the first 50 weeks of 2024.

In Canada, weekly traffic included 91,707 carloads, down 0.02% from the corresponding week in 2024, and 66,869 intermodal  units, down 1.4%. The year-to-date volume of 8,102,2476 carloads and intermodal units is better by 2.2% over the same period a year ago.

Mexican railroads handled 12,944 carloads during the week, a decrease of 11.6% from the same week a year ago, and 15,375 intermodal units, a gain of 15%. Year to date, volume of 1,185,096 carloads and intermodal units is a drop of 5.6% from the first 50 weeks of 2024.

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