Drilling Deep with John Kingston

Among all the chaos in markets these past days has been one that is of particular importance to the trucking industry: the price of oil and the price of diesel have collapsed. This may sound like nothing but a good thing for the trucking sector, but as are many things, it's complicated. Drilling Deep host John Kingston is joined by FreightWaves' Sultan of SONAR Zach Strickland to discuss his work...

In this week's Drilling Deep, host John Kingston is at the annual meeting of the Truckload Carriers Association in the Orlando area, and he sits down with Dave Heller of the TCA. Dave led a panel of several "next generation" leaders at three smaller truckload companies. How are their views different from those of the generations before? Dave will talk about that and what else he heard at the meeti...

AB5 in California created the potential for chaos among independent owner operators earlier this year when the law went into effect. But attorney Bob Roginson led the fight against it on behalf of the California Trucking Association and so far, he and the CTA have won. AB5 may be wreaking havoc on a lot of industries that hire independent contractors but the trucking industry--so far--has been spa...

Todd Amen, the president of ATBS, sees lots of trucker tax returns. It's one of the things his company does among the services they provide to truckers. On this week's Drilling Deep, Todd sat in with host John Kingston to discuss some of the numbers he's seen so far. It's reasonable to assume that driver incomes went down in 2019 compared to 2018.  But how much did they fall? Todd discusses the ty...

On Drilling Deep, host John Kingston sits down with Scott Susich of DTN to discuss FreightWaves' new predictive model for projecting wholesale diesel prices a day ahead. The new offering in FreightWaves SONAR market dashboard can predict with a high degree of accuracy where wholesale diesel prices at the rack will be the next day, whether it's in Seattle of Miami. And as far as a forecast, Kingsto...

The price of diesel was supposed to rise because of IMO 2020. It hasn't. What happened? Join Drilling Deep host John Kingston as he talks about why the price impact from IMO 2020 in the diesel market has nowhere near played itself out yet and why the consumers of diesel still need to watch for those movements. We also talk to noted freight economist Noel Perry of Transport Futures and so much more...

On this week's Drilling Deep podcast, host John Kingston talks with FreightWaves Markets Editor Mark Solomon on the radical plan to turn giant XPO into a more focused LTl carrier and send its other parts off to different futures, no longer under CEO Bradley Jacobs. We'll also talk about the decline in diesel prices and what that might mean for freight rates. There generally is a correlation betwee...

Rob Moseley is an attorney at Moseley Marciniak in South Carolina. He’s on the side of trucking companies in the courtroom, and he’s watched as verdicts against trucking companies have been soaring. Is this a sudden shift or just another period in a cycle? And how should trucking companies deal with it? Host John Kingston talks to Rob on the Drilling Deep podcast and also gives us the good news fo...

What does it mean to be “energy independent?” The President of the United States thinks the country is there now. On this week’s Drilling Deep podcast, host John Kingston talks about how the U.S. can never truly be independent under most definitions. But that doesn’t mean that things aren’t a lot better than they used to be. We also speak with Deutsche Bank’s chief transportation analyst Amit Meho...

Just as the trucking industry in California was getting ready to begin dealing with the impact of AB5, which had the potential to seriously impact of not kill the entire owner operator model, a federal court rode to the temporary rescue.  What happens now with this new uncertainty?  On Drilling Deep, we will talk with Weston LaBar, the CEO of the Harbor Trucking Association, the trade group repres...

Drilling Deep host John Kingston joins with his colleague FreightWaves Finance Editor Todd Maiden to discuss how the trucking industry did on Wall Street during this past year. What does its performance mean for the future? And your host will be wrapping up the "right back where we started" year in oil. Apple Podcasts Spotify Learn more about your ad choices. Visit megaphone.fm/adchoices

A recent big corporate writedown in the oil and gas sector was a big deal. But in this week's Drilling Deep, host John Kingston discusses that maybe it isn't quite as big a deal as some people were making it out to be. And then we'll shift gears and talk about one aspect of the Celadon bankruptcy that could ripple across a significant part of the sector: the used truck market. Chris Visser is an e...

What does the outcome of last week's OPEC meeting mean for the price of fuel in 2020? Podcast host John Kingston shares his view as well as wondering whether we're ever going to see a market reaction to IMO 2020. Also, we look at some of the biggest news events likely to hit the trucking sector in 2020 with Dave Osiecki, the president and chief executive officer of Scopelitis Transportation Consul...

In today's edition, John Kingston talks about the oil market that OPEC faces as it gathers in Vienna, Austria to set its 2020 strategy. He then switches to the roads and the question of how to pay for building and maintaining them. He's joined by Baruch Feigenbaum of the Reason Foundation, who isn't shy about expressing his support for something most truck drivers hate: tolls. Learn more about you...