Intermodal
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Watch: CPKC Joins Americold for Port Saint John Facility Groundbreaking
Americold Realty Trust (Americold) on May 29 broke ground at Port Saint John on its first Import-Export Hub to be built in Canada, a project it said will “leverage the…
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RAC Report: Work Stoppages ‘a Major Threat’
The Railway Association of Canada (RAC) has released a report on work stoppages in Canada, highlighting “the impacts of labor uncertainty on Canada’s GDP, workers’ earnings, and trade, and the…
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AAR: North American Rail Volume Rises Through Week 21
North American carload and intermodal traffic for the first 21 weeks of 2025 (ending May 24) was up 3.3% from the prior-year period, according to the Association of American Railroads’…
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OmniTRAX Lands PMR Operator Contract
OmniTRAX on May 28 reported that it is the exclusive operator of Port Muskogee’s Port Muskogee Railroad (PMR) in Oklahoma. Under a signed Railroad Facilities Operating Agreement with the Port,…
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EGA to Build Production Facility at Tulsa Port of Inola
Premium aluminum producer Emirates Global Aluminium (EGA) recently announced plans to build a new primary aluminum production facility at Tulsa Port of Inola, a Union Pacific (UP) Focus Site in…
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NS Invests in Northeast Georgia
Norfolk Southern (NS) recently announced that it will be the sole rail provider to the Georgia Ports Authority’s (GPA) new inland terminal in Gainseville, Ga., scheduled to open in 2026.
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‘China Air Pocket’; CSX Recovery Update
In the two weeks through May 17, the “China air pocket” in imports hitting the West Coast has become very visible. The trade war rhetoric between the U.S. and China…
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TD Cowen Insight: NEARS NYC, STG Logistics
We attended the NEARS (Northeast Association of Rail Shippers) City Series event in New York City and hosted a call with a Farrukh Bezar, Chair of STG Logistics. Following are…
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International Intermodal, a Longer-Term View
The first small wave of container ships was arriving at U.S. West Coast ports as this was written in late April, bearing goods that will be assessed import tariff duties.…
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CPKC Donates R-VACIS to CBP
Canadian Pacific Kansas City (CPKC) is donating an R-VACIS (Rail Vehicle and Cargo Inspection System) Integrated Rail 6500 setup to the U.S. Customs and Border Protection (CBP) for a border…
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AAR Week 20: U.S. Traffic Continues Modest Gains
The Association of American Railroads (AAR), in reporting freight rail traffic for the week ending May 17, 2025 (Week 20), noted that total U.S. weekly rail traffic was 490,775 carloads…
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CSX Road to Recovery Should Gain Steam in 2026
We hosted an investor dinner with CSX in New York City. Near-term risks to costs remain, pricing outlook appears competitive while end markets remain mixed for the near term. Regulatory…
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CSX Operational Recovery, Week 4
More good progress from CSX, as it continues to rebound from the early April trough in operational efficiency. Operating car inventory has now fallen in four consecutive weeks, from its…
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Intermodal Briefs: ITS Logistics, Port of Long Beach, SC Ports
ITS Logistics issues its May US Port/Rail Ramp Freight Index. Also, the Port of Long Beach sees its strongest April on record; and South Carolina (SC) Ports maintains “productive, reliable…
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NARS 2025 Annual Meeting Highlights
The North American Rail Shippers Association (NARS) held its 2025 Annual Meeting at the Swissotel in Chicago. The meeting opened with a Chicago history lesson from Chicago’s Tic Tok Historian…
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Rail Equipment Call: Decision Paralysis
We hosted a call with industry executives on the rail equipment outlook, as a strong start to 2025 is overlooked due to pull-forward and causing shippers to delay large asset…
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PHL Recognized for Global Trade Leadership
Anacostia Rail Holdings subsidiary Pacific Harbor Line (PHL) has earned an award for “exceptional leadership in the development and promotion of global trade in Southern California” from the Los Angeles…
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USDOT: $607MM Approved for Infrastructure Projects
The U.S. Department of Transportation (USDOT) on May 15 reported approving another 76 infrastructure grants totaling more than $607 million. CRISI (Consolidated Rail Infrastructure and Safety Improvements) and RCE (Railroad…
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AAR: North American Rail Volume Up Through Week 19
For the first 19 weeks of 2025 (ending May 10), North American carload and intermodal traffic was up 3.5% from the same period last year, according to the Association of…
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For Port of Johnstown, a New Terminal Facility
Specialty and conventional crop nutrient company V6 Agronomy will establish an eastern Ontario, Canada, import hub at the CN-served Port of Johnstown on the St. Lawrence Seaway. The organizations have…



















