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Rail & Intermodal Roundup: What to Watch This Week

Joseph Towers, Sr. Analyst, Rail
Joseph Towers, Sr. Analyst, Rail |
Rail & Intermodal Roundup: What to Watch This Week
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Hey there, freight fans! In this week’s Rail and Intermodal Update, FTR’s Joseph Towers walks us through everything from geopolitical tensions to commodity traffic trends. Let’s dive in and break it down.

🚂 Rail Traffic Snapshot (Week Ending June 21, 2025)

Total North American rail traffic was down 1.3% YoY.
But there's more to the story when you zoom in:

📦 Carload Highlights:

  • Up overall by 3.5%
  • Big movers:
    • Grain: ↑ 20.1%
    • Metal scrap: ↑ 10.9%
    • Motor vehicles: ↑ 8.2%
    • "All other" category: ↑ 40.8%
  • On the decline:
    • Farm products (ex. grain): ↓ 22.9%
    • Primary forest products: ↓ 14.0%
    • Pulp & paper: ↓ 8.3%
11 Podcast Graphics - Updated 5.28.24(1)

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This article was created from an excerpt from FTR's biweekly rail podcast with Joseph Towers.

🔩 Tariffs are shifting metals traffic:

  • U.S. carriers:
    • Metal products: ↑ 14.2%
    • Metal scrap: ↑ 10.4%
  • Canadian carriers:
    • Metal products: ↓ 12.9%
    • Metal scrap: ↓ 4.1%

👀 The takeaway? Those steel and aluminum tariffs are starting to show in the numbers.

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🚛 Intermodal: A Mixed Bag

Intermodal traffic was down 0.8% YoY, marking three weeks of decline.

  • Western carriers (BNSF & UP): ↓ ~5%
  • Eastern carriers:
    • CSX: ↑ YoY
    • Norfolk Southern: ↓ YoY
  • Canadian carriers (CN & CPKC): ↑ 8.9%
  • Mexico’s GMXT: ↓ 10.7%

So, while Canada is seeing gains, Western U.S. networks are still feeling the pinch from Chinese tariffs. Until next time, keep tracking those trends and stay ahead of the market curve!

Join us for the must-attend event for supply chain professionals and gain the intelligence you need to drive your business forward! 

Want to see the type of detailed information FTR an provide?  Download a sample of our Rail Update report.

Want to learn more about Joseph?  Click here!

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