MARKETWIRE ALERTS
MARKETWIRE ALERTS
MarketWire Afternoon News June 25th:
Updated at 5:00 PM ET
HEADLINES:
-- BTS: North American Freight Up 19.4% in April
-- EIA: US NatGas Storage Reports 76 Bcf Weekly Injection
-- AAR: Petroleum Carloads Up 3.7% for Week Ended June 20
-- CEC: California Gasoline Stocks Rise 474,000 Bbl on Week
-- CEC: California Diesel Stocks Climb 468,000 Bbl on Week
-- BEA: US Q1 GDP Growth at 2.1% vs 1.6% Estimate
NEWS:
BTS: North American Freight Up 19.4% in April
Cross-border freight activity between the United States, Canada and Mexico
increased sharply in April, supported by higher volumes across transportation
modes and stronger trade with Mexico, according to data published Thursday
(6/25) by the Bureau of Transportation Statistics.
Total North American transborder freight, which measures the value of goods
moving across U.S. borders by truck, rail, pipeline, vessel and air, reached
$150.8 billion in April, up 19.4% from April 2025.
Freight flows with Mexico totaled $86 billion, rising 23.4% year over year,
while trade with Canada increased 14.4% to $64.8 billion.
Truck transportation remained the largest freight mode, carrying $98.4
billion in cross-border shipments during April, an increase of 18.8% from a
year earlier.
Other transportation modes also posted increases. Rail freight climbed 15.6%
to $16.7 billion, vessel shipments rose 33.2% to $9.7 billion and pipeline
movements increased 22.3% to $10.9 billion. Air freight recorded the largest
percentage increase, surging 66.2% to $8 billion.
For energy markets, pipeline and waterborne movements remained key
components of cross-border trade. BTS identified Chicago, Port Huron and
Minneapolis as the leading pipeline connection regions for U.S.-Canada energy
freight flows, while El Paso, Hidalgo and Laredo led energy pipeline
connections with Mexico.
Among waterborne energy routes, Port of Houston, Port Arthur and Texas City
ranked among the top southern border connections, underscoring the Gulf Coast's
continued role in North American energy trade.
Laredo, Texas, remained the largest overall freight gateway with $33.4
billion in total transborder trade during April.
By commodity category, computer-related machinery and parts ranked first at
$33.4 billion, followed by vehicles at $20.7 billion and mineral fuels, oils
and waxes at $19.2 billion.
The BTS TransBorder Freight program tracks monthly and annual cross-border
freight flows between the United States, Canada and Mexico by transportation
mode, commodity and geography.
EIA: US NatGas Storage Reports 76 Bcf Weekly Injection
Energy Information Administration data released midmorning Thursday (6/25)
show a 76 billion cubic feet injection into U.S. natural gas storage to 2.835
trillion cubic feet in the week ended June 19.
Natural gas in U.S. storage is 1.7% lower than last year and 5.7% above the
five-year average of 2.683 Tcf.
Regionally, EIA reports the East registered a 26 Bcf injection to 558 Bcf, 4.6%
less than a year ago and 0.9% higher than the five-year average.
Natural gas in storage in the Midwest increased 34 Bcf week-on-week to 672 Bcf,
a 1.7% surplus compared to the same week a year ago and 5.2% higher than the
five-year average.
Mountain region natural gas in storage increased 1 Bcf, up 2.3% year-on-year to
24% above the five-year average.
South Central storage rose 13 Bcf to 1066 Bcf, 6.2% less than in the same week
last year and 0.4% above the five-year average.
AAR: Petroleum Carloads Up 3.7% for Week Ended June 20
The Association of American Railroads (AAR) reports petroleum and petroleum
product carloads totaled 11,644 during the week ended June 20, up 3.7% from a
year ago.
Year-to-date, cumulative petroleum and petroleum products carloads totaled
262,674, up 7.5% from the same period a year ago, an AAR report published on
Wednesday (6/24) showed.
Total weekly traffic for the profiled week reached 521,998 carloads and
intermodal units, representing an increase of 7.1% from the corresponding week
a year ago.
Total carloads for the specific week ended June 20 reached 233,259, showing
an expansion of 1.6% compared directly with the corresponding week of last year.
Weekly intermodal volume for the period reached 288,739 containers and
trailers, representing a clear increase of 12.1% from the corresponding week of
the prior year.
Year-to-date, cumulative U.S. railroad carloads reported for the first 24
weeks of the current year stood at 5,449,203, up 3.2% from the same point last
year.
Cumulative intermodal units over the same year-to-date timeframe reached
6,691,916 units, representing a solid improvement of 3.0% compared to the same
period a year ago. Total combined rail traffic for the first 24 weeks of the
year reached 12,141,119 carloads and intermodal units, expanding 3.1% compared
to the prior year.
CEC: California Gasoline Stocks Rise 474,000 Bbl on Week
California Energy Commission data show statewide gasoline inventories
increased in the week ending June 19, as the agency continues to report only
statewide totals in its Weekly Fuels Report released on Thursday (6/25).
Statewide gasoline stocks, including CARB reformulated, non-California, and
blending components, climbed by 474,000 bbl to 9.872 million bbl but remained
10% below the same week last year.
Statewide gasoline production increased by 54,000 bbl to 5.549 million bbl but
remained 7% below the year-ago level.
CEC: California Diesel Stocks Climb 468,000 Bbl on Week
California Energy Commission data show statewide diesel inventories
increased in the week ending June 19, as the agency continues to report only
statewide totals in its Weekly Fuels Report released on Thursday (6/25).
Statewide CARB diesel and other diesel fuel stocks climbed by 468,000 bbl to
2.640 million bbl and were 1% below the same week last year.
Statewide diesel production increased by 137,000 bbl to 1.491 million bbl and
was 5% above the year-ago level.
BEA: US Q1 GDP Growth at 2.1% vs 1.6% Estimate
The U.S. economy grew at an annualized rate of 2.1% in the first quarter of
2026, according to the Bureau of Economic Analysis' (BEA) third and final
estimate released on Thursday (6/25).
This final reading beat market expectations of a 1.6% growth rate and marks
an acceleration from the 0.5% expansion recorded in the fourth quarter. The
upward revision suggests a stronger economic rebound from the late-2025 federal
government shutdown than previously calculated, despite underlying shifts in
domestic activity.
The BEA reported that the 0.5 percentage point increase from the second
estimate primarily reflected a downward revision to imports, which act as a
subtraction in GDP calculations. However, this boost was partially offset by a
downward revision to consumer spending, with real final sales to private
domestic purchasers downshifting to a 1.7% growth rate compared to the
previously reported 2.4%.
On the inflation front, price pressures remained elevated and sticky through
the start of the year. The PCE price index was revised slightly higher to a
4.6% increase for the first quarter, up from 2.9% in the fourth quarter, while
the core PCE price index, excluding volatile food and energy costs, held steady
at an elevated 4.4% growth rate.
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