3 posts tagged with βfreight-demandβ

AAR traffic data shows bulk rail carloads rising while intermodal slips in 2026, a split that reveals where freight demand is actually strengthening and where consumer-driven networks are still soft.

U.S. manufacturing is expanding again in 2026, but slower supplier deliveries, surging input costs, and softer order momentum are warning logistics teams not to confuse growth with stability.

US importers front-loaded billions in inventory ahead of tariff deadlinesβnow Q1 2026 freight demand is distorted and a mid-year demand cliff looms. Here's what shippers need to know.