For the first 21 weeks of 2023 (ending May 27), total U.S. weekly rail traffic dipped 4.1% from the same point last year, according to the Association of American Railroads’ (AAR) May 31 report. Both ...

U.S. freight rail traffic continued its recent downward trend during the week ending Oct. 18, 2025. According to statistics ...

Rail carloads were evenly split among winners and losers as intermodal traffic led rail freight lower in the latest week. The ...

U.S. rail traffic was up for a second consecutive week, according to the latest statistics from the Association of American Railroads. Statistics for the week ending Oct. 4 show U.S. volume of 503,538 ...

In our view, each of the North American Class I railroads we cover, including CSX, enjoys a wide economic moat rooted in cost advantages and efficient scale. Core pricing and margin resilience in past ...

Total U.S. carload traffic for the 12 months of 2022 was down 0.3% from the same period last year; and intermodal units were down 4.9%; the Association of American Railroads (AAR) reported Jan. 4. For ...

Faster, more efficient movement of goods and less highway damage from trucks make the Union Pacific and Norfolk Southern make ...

We don’t expect any new mainlines to be built, but the incumbent Class I providers would enjoy vastly lower unit and marginal costs than an upstart, given immense network/lane density—the existing ...