Rail Market Update Podcast

Bi-weekly insights by Joseph Towers, Rail Analyst, FTR

 

Episode 249 - June 13, 2025

 

In this episode of FTR’s Rail and Intermodal Update, host Joseph Towers covers:

Conference Reminder: Sept 8–11 in Indianapolis – 4 days, Trucking + Rail focus. Register at FTRintel.com.

Tariff Update

  • U.S.–China trade deal not finalized; proposed 55% cap on Chinese tariffs.

  • China resumes rare earth exports; adds 10% tariff on U.S. goods.

  • July 9 deadline for new deals before reciprocal tariffs return.

Rail Traffic – Week Ending June 7

  • Total traffic: ▼0.3% | Carloads: ▲2.4% | Intermodal: ▼2.9%

  • U.S. intermodal down 4.9% (BNSF & UP hit hardest); delayed tariff impact.

  • Canada ▲6.5%, Mexico ▼13.6%

Commodity Trends

  • Up: Coal, agriculture, metals, non-metallic minerals

  • Down: Forest products, automotive, chemicals

There will be no presentation for this week's podcast! 

Questions about carloads?

If you have questions about my content, contact me at marketing@ftrintel.com to schedule a time to connect!

Thank you,

Jonathan Starks

JonStarks_20210719_016

 

Download this week's slides in PDF

Questions about carloads?

If you have questions about my content, contact me at marketing@ftrintel.com to schedule a time to connect!

Thank you,

Joseph Towers


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