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Key takeaway: Nearshoring’s hard data is finally showing up in the AAR (Association of American Railroads) numbers. The question is whether Washington will let it continue.

The nearshoring thesis has been the logistics industry’s favorite PowerPoint slide for four years or so.

Now it’s showing up where it counts: on the rails. For instance, Mexican railroads reported 13,310 carloads for the week ending 18 April, up 47.3% compared with the same week last year, and 14,644 intermodal units, up ...

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