Rail Freight Forecast: Coal Volumes Set for SHOCKING Q4 Uptick?
FreightWaves expert Dr. David Correll reveals surprising Q4 coal volume forecast in latest Market Consist Report. After decades of decline, coal carload volumes expected to grow slightly year-on-year due to export opportunities. CSX and Norfolk Southern show coal volume growth in Q2 results. Slowing coal-fired power plant retirements and rising domestic electricity demand add secondary tailwind.
Telegraph forecasts 9% tank car volume growth, but potential DOT-111 tank car phaseout acceleration could squeeze supply when demand for moving plastics, chemicals, and petrochemicals rises. Overall freight rail outlook described as bullish, driven by data center construction, general shipper optimism, tariff activity, and global energy price dynamics.
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- Rail Freight Forecast: Coal Volumes Set for SHOCKING Q4 Uptick? freightwaves.com
