The forecast is calling for grain, grain, grain…with a slight chance of geopolitical disruption + a 40% probability that everything changes again before next week.
In Cloudy with a Chance of Carloads, Harris + David return with Telegraph’s Q2 2026 Market Consist. As we head into summer, they break down what they are seeing in data – mostly that grain carloads are looking really strong, chemical moves are definitely facing headwinds, + that shipper-friendly market we’ve all enjoyed this last year? It might just be closing up shop.
With the USMA renegotiation up in the air – which could easily impact cross-border freight volumes – the fact that 2026 is basically tracking on par with 2025 is actually something close to good news.
Talk Track, hosted by Harris Ligon + David Correll of Telegraph, is a spin-off series dedicated to timely rail industry news. From service shakeups to technology breakthroughs, each episode delivers a behind-the-scenes perspective on all the happenings shaping the future of freight rail.
Harris + David will bring their decades of rail experience to help them parse through the latest industry headlines, evolving regulations, + the long-term forecasts for how railroads move freight across North America.