FreightWaves

Drilling Deep with John Kingston

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Trucks, oil, trains, and industry deep dives highlight this show, hosted by John Kingston. John Kingston is a business journalist of almost 40 years, covering everything from metals to financial markets, and now turning his focus to trucking and transport. He spent almost 30 years covering oil markets with S&P Global Platts, and his broadcast background includes many years as Platts’ “talking head” on CNBC, Fox Business, Canada’s BNN and other broadcast outlets. His activities at FreightWaves includes serving as the oil expert for FW’s SONAR database product, where he provides daily analysis.

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FreightWaves

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News

Latest episode

Jan 29, 2024

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Episodes

The state of the chassis "squeeze" 18.11.2022

Among the parts of the supply chain that have been squeezed for many months has been the supply of chassis. Donna Lemm is chief commercial officer of drayage giant IMC so she has a good view of the supply/demand balance for this vital equipment. She joins Drilling Deep to talk about it. Also on DD: why there is some good news coming for diesel consumers. Follow Drilling Deep on Apple Podcasts Foll...

A skeptical view of the Department of Labor independent contractor rule 11.11.2022

Liya Palagashvili is a senior research fellow at the Mercatus Center at George Mason, and employment work--particularly gig workers--is her area of focus. She's read the Department of Labor's proposed rule on independent contractors, and she sees a lot of issues with it. Host John Kingston talks to her about it, as well as providing an update on diesel markets. Follow Drilling Deep on Apple Podcas...

Low Mississippi water levels provide opening for trucks 04.11.2022

The low water levels in the Mississippi may be creating an opportunity for trucking. If things don't improve, will shippers who normally use the barge system on the Mississippi turn to trucks instead? Karl Fillhouer of Circle Logistics joins Drilling Deep to discuss that prospect. Also on the show: host John Kingston talks the environmental rule that is driving diesel higher. Follow Drilling Deep...

Your TMS and California's AB5 31.10.2022

On this week's edition, host John Kingston speaks with Andrew McKay of LoadStop, a provider of TMS services. One more thing to worry about in California: does your TMS set you up to comply with the AB5 law on independent contractor status? Also on DD: what the DOE did when it changed its methodology for its weekly diesel benchmark number.  Follow Drilling Deep on Apple Podcasts Follow Drilling Dee...

Invoices at US Bank showing the market downturn 21.10.2022

On this week's Drilling Deep, Jeffrey Pape of U.S. Bank looks over the bank's gigantic pile of invoices and discusses what it says about the freight market. Follow Drilling Deep on Apple Podcasts Follow Drilling Deep on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

A group keeps its eye on truck safety 14.10.2022

In this week’s Drilling Deep, representatives from the Truck Safety Coalition discuss their priorities as they battle for better safety performance on the roads. Follow Drilling Deep on Apple Podcasts Follow Drilling Deep on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Transflo on automation and "app fatigue" 07.10.2022

On this week's Drilling Deep, Justin King, the Chief Product Officer at Transflo, covers a wide range of topics in his discussion with host John Kingston. Among them: automation in the processing of the many forms still in use in the supply chain, and how to fix the problem known as "app fatigue," where drivers need so many tools on their phone that they can't keep up with the changes on all of th...

Companies taking steps to comply with AB5 30.09.2022

Lisa Mitchell is on the front lines for TransForce as it offers its "two-check" system for AB5 compliance in California. The regional vice president for TransForce joins Drilling Deep host John Kingston to survey the scene on the ground as the state's trucking sector seeks to line up with the law governing independent contractor status. Also on the podcast, Kingston talks about the latest crazines...

Leasing in a market with declining rates 23.09.2022

Matt Harris is the president of Pathway Leasing, one of the largest independent leasing companies in the U.S. For the first time in awhile, he's dealing with drivers on lease who are also facing declining rates. How does that resolve itself? He joins host John Kingston to talk about the lease market. Also on the podcast: has the diesel spread against crude moved to a more permanent elevated level?...

Factoring is speeding up but is it enough? 16.09.2022

Factoring is the grease that makes trucking run. Independent owner operators and small fleets need to get paid quicker than the standard 30 days or more terms, and factoring allows it. But what if technology can pay drivers even faster? Where does that leave factoring? Craig Cohen is the CEO of a new factoring company called TransCap. He joins host John Kingston on Drilling Deep to discuss the sta...

The intersection of last-mile, Prop 22 and AB5 in California 09.09.2022

It's an interesting approach: Prop 22 might allow a drayage company to avoid some of the more onerous aspects of AB5 in California. That's the theory of Andrew Leone, the CEO of last-mile platform Dispatch. He joins the first-ever video edition of Drilling Deep to discuss that prospect with host John Kingston. Also on the podcast: the recent drop in crude oil prices is not filtering through to die...

How trucking fuel costs fell faster than pump prices 02.09.2022

It didn't seem possible. A study by ATRI showed that over 10 years, the fuel cost of operating a truck fell twice as fast as the decline in retail diesel prices during that time. But that was what the data said. On this week's Drilling Deep, host John Kingston speaks with Mike Roeth, the executive director of the North American Council for Freight Efficiency, on how long-term trends in fuel mileag...

Truck insurance and the changes to be wrought by AB5 26.08.2022

Dan Abrahamsen is the founder and CEO of Cover Whale, an "insurtech" company that is focused on not only delivering insurance to truckers but using other tools to assist in driver safety. He joins Drilling Deep host John Kingston to discuss truck insurance in general, and specifically why the insurance market is about to feel the impact of AB5 coming to California's trucking sector. Also on the po...

A monthly report raises concerns about the diesel market 12.08.2022

On this week's Drilling Deep, host John Kingston returns again to the diesel market, this time reviewing a recent report that has some unsettling news for diesel consumers. Also on the podcast, the CIO of Sleek Technologies talks about his company's supply chain software solution that puts carriers and shippers together, but doesn't consider itself a digital broker. He tells us why. Follow Drillin...

A turnaround coming in diesel? 05.08.2022

On this week's opening oil market discussion, podcast host John Kingston looks at the diesel market that has fallen a long way but has some fundamental imbalances that may slow further declines. Also on the podcast, Kingston talks with Carrier Logistics' Ben Wiesen, celebrating its 50th year as a supplier of TMS systems to the LTL sector. What's changed in the functionality of the TMS during that...

More on what drives a healthy supply chain 01.07.2022

Host John Kingston visited the Gartner Supply Chain Symposium in early June, and he met so many interesting folks with tales to tell that he's got this third guest in a row on Drilling Deep coming out of that meeting. Craig Moore is the vice president of sales for Korbel, which provides supply chain software that goes into warehouses. What are the challenges in software for that sector compared to...

How to move off your antiquated supply chain systems 24.06.2022

Karon Evanoff is the vice president of the global supply chain at a major manufacturer of audio equipment. A few years ago, she was saddled with out-of-date systems that weren't keeping up with the latest developments in supply chain software and visibility. She joins host John Kingston on Drilling Deep to talk about her company's supply chain transformation and what it took to change direction in...

The collapsing level of ocean freight 17.06.2022

FreightWaves' Henry Byers created a bit of a storm recently when he wrote an article for FreightWaves.com with the provocative title: US import demand is dropping off a cliff. In this week's edition of Drilling Deep, Byers sits down with host John Kington to talk about the methodology used to reach that conclusion, and what it means for the larger issue of backed-up supply chains. Also on the podc...

Four Kites prepares for the post-pandemic future 10.06.2022

At the Gartner Supply Chain Symposium in Orlando, podcast host John Kingston sat down with two executives from Four Kites to talk about visibility in the supply chain and what companies like Four Kites need to do in the post-pandemic market to meet customer needs. Also on the podcast, Kingston discusses how an environmental rule from 2020 may be impacting diesel prices now, after years of being a...

Getting into the business as a dispatcher 03.06.2022

There are lots of entry points into the trucking industry: driver, broker, mechanic. One that doesn't get a lot of attention is the role of an independent dispatcher. But that job is the focus of what Laura Weston does. She's the head of Effective Dispatching Plus and it's her job to take somebody who might be interested in entering the trucking business as a dispatcher and tell them how to prepar...

Drilling Deep: Creating a strong relationship between LTL carrier and shipper 27.05.2022

Geoff Muessig is the executive vice president and chief marketing officer at LTL carrier PittOhio. He joined podcast host John Kingston to share his perspectives on how a shipper using the services of an LTL carrier can work with that company to provide greater efficiency and cost savings that filter down to the customer. Also on the podcast, Kingston discusses the latest news on the East Coast di...

Cutting off the driver's ability to use a cell phone while driving 20.05.2022

NoCell is a relatively new company that is trying to improve driver safety by doing something fairly radical: cutting off a driver's ability to use a lot of cell phone functions while on the road. Corey Woinarowicz of NoCell sits down with host John Kingston to discuss this simple technology and why it's controversial. Also on the podcast, Kingston reviews this week's latest inventory report and w...

Spencer Tenney on mergers and acquisitions in the supply chain 13.05.2022

Spencer Tenney heads the Tenney Group, one of the leading companies set up to help both buyers and sellers navitage the world of mergers and acquisitions in the supply chain. He's got a ringside seat to the dances that buyers and sellers perform when moving assets, and he joins Drilling Deep host John Kingston to share his perspectives on how those dances are going. Also on the podcast, Kingston t...

Talking Saia, Hub Group and how trucking did in the first quarter 06.05.2022

With first quarter earnings in the book, Todd Fowler joins host John Kingston on Drilling Deep to talk about the strong opening to the year and whether it's sustainable. He addresses a few companies specifically: Saia, Hub Group and Old Dominion Freight Lines get his attention. Also on the podcast, Kingston discusses the inventory numbers for ultra low sulfur diesel on the East Coast that are star...

Getting young people into trucking nice and early 29.04.2022

Lindsey Trent is the president of the Next Generation in Trucking Association, founded just last year. Her group works with high schools and trade institutes to steer young people toward a career in logistics, whether it's as a driver, a diesel mechanic or some other area. She joins host John Kingston on this week's edition of Drilling Deep to talk about the work her group is doing and how the ass...

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