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
Working capital is tightening for crop farms, increasing reliance on operating loans even as land values steady in the broader sector.
Higher ocean freight raises export costs just as global grain competition intensifies.
Buying a real Christmas tree directly supports U.S. farmers facing rising import competition, long production cycles, and weather-driven risks.
WTO gauges point to agricultural raw materials trade growing more slowly than overall goods, reinforcing the need to manage export risk and monitor policy shifts closely.
China’s renewed purchases signal improving sorghum demand at a time when export markets are otherwise uneven. Meanwhile, agriculture groups across the U.S, Canada, and Mexico want to protect close trade relations.
Strong demand supports sweet potatoes, but grading challenges and rising costs weigh on returns for Southeastern growers.

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:

Freight volatility and route selection remain critical to soybean export margins and competitiveness.
Strong balance sheets still matter, but liquidity, planning, and lender relationships are critical as ag credit tightens, according to analysis from AgAmerica Lending.
Protein-driven dairy growth is boosting beef supply potential, creating an opening to support rural jobs and ground beef availability.
U.S. agriculture entered the week with mixed signals as weather, logistics, and markets shaped early-year decisions. Here is a regional breakdown of domestic crop and livestock production for the week of Monday, Jan. 19, 2026.
While short-term volatility remains a risk, softer ocean freight rates in 2026 could improve export margins.
Trade volatility and shifting export destinations increase marketing risk for producers heading into 2026.