Rail and Trucking Changes Reshape Agricultural Transportation Outlook

Transportation access, legal disputes, and fertilizer freight costs will directly influence input pricing and grain movement in 2026.

semi truck driving into camera at sunset_Photo by helivideo via AdobeStock_292464872.png

Photo by helivideo via Adobe Stock

NASHVILLE, Tenn. (RFD-TV) — Rail access disputes, trucking cost pressures, and new fertilizer train programs are reshaping agricultural transportation as producers and agribusinesses prepare for the 2026 season.

Canadian National Railway (CN) has asked the Surface Transportation Board to confirm its right to serve an ADM grain elevator near Springfield, Illinois. CN claims Union Pacific has blocked access by refusing to qualify CN crews, limiting competition at a facility also served by Norfolk Southern. CN argues the timing is significant because UP is seeking regulatory approval to acquire Norfolk Southern, raising broader concerns about market access and rail competition for grain shippers.

Meanwhile, the American Transportation Research Institute’s annual industry survey shows trucking companies remain focused on economic conditions, lawsuit abuse reform, and insurance costs. Drivers continue to cite compensation, truck parking, and language requirements as their top concerns, highlighting ongoing labor and cost challenges across rural freight networks.

On the fertilizer front, BNSF Railway has launched a new seasonal unit train program running January through June. The program allows shippers to reserve large fertilizer trains without auctions or prepayment, though new tariff increases of $5 per ton for urea and phosphates take effect January 1.

Related Stories
Farm CPA Paul Neiffer helps producers navigate farm program payments and understand the key details farmers need to know.
Beef x Dairy cattle with strong genetics and documentation are earning prices comparable to native feeders.
Reliable waterways lower costs, protect export demand, and support long-term farm profitability.
Mike Steenhoek of the Soy Transportation Coalition shares how extreme winter weather is affecting the ag transportation network and what producers should keep in mind as conditions slowly improve.
Mixed product pricing and rising milk supplies suggest margin management will remain critical as 2026 unfolds.
Corn and soybean exports continue to anchor weekly inspection totals, with China maintaining a visible role, while wheat and sorghum remain more dependent on regional and seasonal demand shifts.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Tight storage could widen basis and limit marketing flexibility.
Cold-driven spikes in gas prices can quickly raise fertilizer and energy costs.
Large carry-in stocks across major crops could limit price recovery in 2026/27 unless demand strengthens or weather-related supply reductions occur.
Stable small business confidence supports rural economies, but lingering cost pressures and uncertainty continue to shape farm-country decision-making.
Cotton acres slipping as competing crops gain ground.
Rising Chinese feed output — especially for swine — signals sustained demand for protein meals and feed inputs, even when meat production growth appears modest.