Susquehanna Financial Group

AAR: Rail Volumes ‘Decelerate’ in July

While U.S. rail traffic in July 2021 was up from July 2020, the percentage increase was “significantly lower” than in other recent months, AAR Senior Vice President John T. Gray reported on Aug. 4.

Week 28: Rail Traffic Ahead of ’20, Down from ’19

Total U.S. weekly rail traffic for the week ending July 17, 2021, reached 513,255 carloads and intermodal units, a 6.6% boost from the prior-year period, according to a July 21 Association of American Railroads (AAR) report.

Charting U.S. Rail Freight Through a Troubled First Half

Over the next few days and then amplified by mid-month investor reporting, we will learn more about how U.S. rail freight is trending. Association of American Railroads six-month data is out. In the interim, Susquehanna Financial Group (SFG) data scientists have circulated their freight market view. As well, we’ve added some FreightWaves SONAR intermodal data to the mix.

Commentary

Railroad Traffic Analysis, A Different Approach

It’s third-quarter 2019 railroad financial results reporting time, and sometimes, insight about rail freight markets comes from strange places. One of those might just be the quarterly report by J.B. Hunt (JBHT). The Hunt logistics company is one of the largest U.S. intermodal rail organizers. It essentially buys contracted intermodal train service from railroad companies like BNSF and Norfolk Southern.