Rail Market Update - Week ending October 3, 2025
Description
This weeks Rail Market Update covers:
Leadership Shift at CSX: Joe Hinrichs departs, Steve Angel steps in as CEO, raising questions about future strategy.
STB in the Spotlight: Robert Primus files lawsuit over wrongful termination; operations slowed by the government shutdown.
Traffic Trends Mixed: Total North American rail traffic up slightly (+0.8%); intermodal growth (+2.2%) driven mainly by easy comparisons, while carloads (-0.6%) continue to struggle across most commodities.
Regional Highlights: CN leads Canada (+9.0%), GMXT in Mexico posts strongest week in years (+21.2%), while Union Pacific lags (-12.6%).
The Rail Market Update is hosted by FTR’s Senior Analyst, Rail, Joseph Towers. As this information is presented, you are welcome to follow along and look at the graphs and indicators yourself by downloading the PDF of the presentation.
Download the PDF: https://www.ftrintel.com/rail-podcast
United States
