Summary
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DAT reported dry-van spot linehaul around $2.19/mile excluding fuel in its Sep 1 update, about 32.4% above a year earlier and 21% over the nine-year seasonal average. AAR data for the week ending Aug 29 show total US rail traffic up 4.1% YoY, with intermodal +5.7% to 303,191 units. With carrier exits and disciplined fleet growth removing excess capacity, shippers face a capacity-driven market rather than a demand boom.