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
U.S. Trade officials announced new deals with El Salvador, Guatemala, Ecuador, and Argentina, as well as a steep reduction in tariffs on Swiss imports.
David Hardin with the Indiana Soybean Alliance discusses USMEF’s push to open new global export markets for both meat and soy-based feed.
Some sustainability shifts are not particularly challenging and can be implemented with resources already available to farmers and ranchers on their operations.
FD-TV’s own Tammi Arender caught up with Gregg Doud, President and CEO of the National Milk Producers Federation.
With the U.S.–Vietnam agreement nearing signature, U.S. cotton, corn, and soybean exporters could lock in new demand lanes just as global supply shifts.
Rural businesses report softer sales, tougher hiring, and restrained investment — a backdrop that can pinch farm support capacity even if posted prices cool.

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 fed supplies shift margin risk to packers, strengthening cattle price leverage but increasing volatility.
Expanding chicken supplies are likely to keep prices under pressure in early 2026 despite steady demand growth.
Prompt removal of Christmas trees and careful handling of decorations reduce winter fire risk during an already high-demand season for emergency services.
Reduced winter placements indicate tighter fed cattle supplies and greater leverage during peak-demand months.
Federal nutrition policy is signaling a stronger demand for whole foods produced by U.S. farmers and ranchers. Consumer-facing guidance favors animal protein, but institutional demand may change little under existing saturated fat limits.
Farmer Bridge payments are being used primarily to reduce debt and protect cash flow, not drive new spending. Curt Blades with the Association of Equipment Manufacturers joined us to provide insight into the ag equipment market and the factors influencing sales.