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AAR: U.S. Rail Traffic Continues Downward Trend

(Courtesy of Norfolk Southern)
(Courtesy of Norfolk Southern)
Total U.S. carload and intermodal traffic for the week ending Nov. 29, 2025, dipped 1.8% from the same point last year, marking the eighth consecutive week of fall offs, according to the Association of American Railroads’ latest report, released Dec. 3.

For the week ending Nov. 29, 2025, total U.S. rail traffic came in at 431,435 carloads and intermodal units, comprising 197,955 carloads, up 4.3% compared with the same week in 2024, and 233,480 containers and trailers, down 6.5% compared with 2024, AAR reported.

Six of the 10 carload commodity groups posted an increase vs. the same week in 2024. They included coal, up 4,818 carloads, to 56,972; nonmetallic minerals, up 2,858 carloads, to 23,353; and grain, up 2,424 carloads, to 21,019. Commodity groups that posted declines included miscellaneous carloads, down 1,046 carloads, to 6,769; forest products, down 849 carloads, to 6,848; and chemicals, down 679 carloads, to 29,583.

For the first 48 weeks of 2025, U.S. railroads reported cumulative volume of 10,660,309 carloads, rising 1.8% from the prior-year period; and 12,997,055 intermodal units, increasing 1.9% from last year. Total combined U.S. traffic for the first 48 weeks of this year was 23,657,364 carloads and intermodal units, a 1.9% gain over 2024.

North American rail volume for the week ending Nov. 29, 2025, on nine reporting U.S., Canadian, and Mexican railroads totaled 302,151 carloads, up 3.1% compared with the same week last year, and 320,076 intermodal units, down 3.7% compared with last year. Total combined weekly rail traffic in North America was 622,227 carloads and intermodal units, down 0.5%. North American rail volume for the first 48 weeks of this year came in at 32,578,167 carloads and intermodal units, a 1.7% increase from 2024.

For the week ending Nov. 29, 2025, Canadian railroads reported 90,821 carloads, rising 2.6%, and 71,365 intermodal units, increasing 2.1% from the prior-year period. For the first 48 weeks of this year, they reported cumulative rail traffic volume of 7,781,352 carloads, containers, and trailers, up 2.3%.

Mexican railroads reported 13,375 carloads for the week ending Nov. 29, 2025, a drop off of 8.9% from the same week last year, and 15,231 intermodal units, an increase of 19.4%. Their cumulative volume for the first 48 weeks of this year was 1,139,451 carloads and intermodal containers and trailers, down 5.4% from the same point in 2024.

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(Courtesy of CN)