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Cloudy with a Chance of Carloads
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…
The skinny
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