# Grain Transportation Report, July 31, 2025

> The Grain Transportation Report covers the proposed Union Pacific and Norfolk Southern merger, announced July 29, with a decision expected in 2027. It also models scenarios where expanded Russian Baltic and Caspian port capacity would cut US wheat exports by 550,000 to 875,000 t, and Norfolk Southern embargoed wheat shipments to a Tennessee flour mill from July 25 to ease rail congestion.

- Date: 2025-07-31 · published 2025-07-31T12:00:00.000Z
- Category: logistics · region US · magnitude low
- Page: https://feedsoft.ai/events/14195-grain-transportation-report-july-31-2025
- Commodities: [Wheat (SRW)](https://feedsoft.ai/c/WHEAT.md), [Barge Freight (St. Louis)](https://feedsoft.ai/c/BARGE.md)

## Why it matters

Rail congestion and a possible merger affect US grain transport costs and reach to export terminals, while Russian port expansion would pressure US wheat export share.

## Read by commodity

- BARGE: neutral
- WHEAT: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| WHEAT | 2021-06-01 | [Grain Transportation Report, June 24, 2021](https://feedsoft.ai/events/46468-grain-transportation-report-june-24-2021.md) | +1.9% | -1.5% |
| WHEAT | 2022-04-28 | [Grain Transportation Report, April 28, 2022](https://feedsoft.ai/events/42042-grain-transportation-report-april-28-2022.md) | -1.3% | +0.9% |
| WHEAT | 2024-08-29 | [Grain Transportation Report, August 29, 2024](https://feedsoft.ai/events/16515-grain-transportation-report-august-29-2024.md) | +4.6% | +15.4% |
| WHEAT | 2026-01-12 | [Rail grain transportation in Ukraine decreased by 27% in 2025](https://feedsoft.ai/events/21071-rail-grain-transportation-in-ukraine-decreased-by-27-in-2025.md) | +0.2% | +2.0% |
| WHEAT | 2024-10-04 | [Canada: Grain trade reputation on the line](https://feedsoft.ai/events/27888-canada-grain-trade-reputation-on-the-line.md) | -5.2% | -6.7% |

## Sources

- doi.org: https://doi.org/10.9752/ts056.07-31-2025

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.