What would a trade war with China mean for the American railroad industry? In this video, we explore how escalating tensions between the world’s two largest economies could disrupt freight patterns, shrink intermodal volumes, and reshape supply chains across North America. With a significant portion of U.S. rail traffic tied to imported goods—especially from Asia—tariffs and trade barriers could hit ports, container traffic, and railroads hard. At the same time, we consider whether nearshoring or reshoring U.S. manufacturing might offset some of that impact by creating new domestic freight demand. From port terminals to inland rail hubs, this video examines the high-stakes intersection of geopolitics and rail logistics.

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