Back to Intelligence
#north-american-rail
(3 articles)Procurement
High ImpactSep 3, 2026200,000 Railcars Retiring: Supply Crisis Ahead for Shippers
The North American rail industry faces a significant supply crunch as approximately 200,000 railcars approach end-of-life retirement simultaneously, coinciding with lease fleet utilization running at
FreightWaves#railcar-retirement#capacity-shortage#rail-fleet-utilization
Shipping & Freight
ModerateJul 30, 2026Rail Freight Surges 2.5% as Industrial Goods Spike
U.S. rail freight volumes posted solid gains for the week ending July 25, with combined carload and intermodal traffic reaching 527,162 units, a 2.5% year-over-year increase. The growth was driven by
FreightWaves#rail-freight-growth#us-rail-traffic#intermodal-volume
Shipping & Freight
ModerateJul 23, 2026Union Pacific Q2 2026 Earnings Beat: 6% Net Income Growth
Union Pacific delivered solid second-quarter 2026 financial results, with net income rising 6% year-over-year to $2.0 billion and diluted EPS improving 7% to $3.36. Adjusted metrics performed even mor
FreightWaves#union-pacific-earnings#rail-freight#q2-2026-results