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The day’s most important moves across every mode — air, rail, road, ocean and the trade that ties them together.
| ● On the Wire |
Monday, November 2 |
4 stories |
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Rail
BY STUART CHIRLS · AMERICAN SHIPPER · OCTOBER 30, 2026
Georgia Ports opened its $134 million Gainesville Inland Port, which expects to shift 26,000 containers to rail in its first year via Norfolk Southern service to Savannah.
| THE TAKE — Replacing a roughly 600-mile truck round trip with five-day-a-week rail service is the efficiency pitch, and the 104-acre site is built for 200,000 containers a year at full build-out. But Georgia Ports hasn’t disclosed volumes since the terminal began operating in May, so the 26,000-container target is still an expectation. It’s the latest piece of a nearly $5 billion, 10-year expansion that pushes Savannah’s reach deeper into northeast Georgia. |
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E-commerce
Kenco’s 2026 Peak Season Consumer Report finds 43% of North American consumers plan to spend more this peak, more than double the 20% who said so a year ago.
| THE TAKE — The jump comes with strings attached: 45% cite import tariffs as a cost concern, 32% would stop shopping with a retailer after hidden fees, and 80% say inaccurate stock levels hurt their trust. Kenco itself notes the spending increase could mean shoppers feel better off or simply expect higher prices. With a sample of just over 350 consumers, treat it as directional. |
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Rail
Schneider, the No. 3 domestic intermodal provider, will make Norfolk Southern its primary eastern rail provider in place of CSX, effective in November.
| THE TAKE — A move of this size is a meaningful win for Norfolk Southern as it pursues its merger with Union Pacific, and a loss for CSX. Schneider’s fleet of about 23,900 chassis, 26,800 containers and 60-plus rail hubs gives the shift real volume weight. Financial terms, added capacity and a transition date weren’t disclosed, so the timing of the switchover is worth watching. |
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Rail
Canadian National’s third-quarter net income rose 6% to C$1.209 billion on 15% revenue growth, with adjusted EPS of about $1.55 beating the analyst estimate.
| THE TAKE — Revenue strength across grain, fertilizer, petroleum and automotive is the headline, but costs grew faster: fuel expense rose to $474 million from $299 million, and the reported operating ratio worsened to 63.7% from 61.4% on an $84 million technology impairment and merger advisory costs. The adjusted ratio improved to 61.0%, and CN held its 2026 outlook. |
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American Shipper · The Daily — published weekdays
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