Talking Transports

The exit of Yellow Corp. from the less-than-truckload (LTL) market last summer helped mitigate weak freight demand and provided a tailwind for pricing. In this Talking Transports podcast, Old Dominion Freight Line’s CFO Adam Satterfield joins Lee Klaskow, Bloomberg Intelligence senior freight transportation & logistics analyst, to discuss the outlook for LTL markets and how the company is posi...

Transport management teams appear cautiously optimistic that freight demand will bounce off the current state of malaise. In this Talking Transports podcast, Citi Research Managing Director and lead equity analyst of air freight, surface and marine transportation Christian Wetherbee joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss his takeaways fr...

The crisis in the Red Sea, low water levels in the Panama Canal and other supply-chain dislocations have increased the importance of enabling shippers to know where their freight is. That helps ensure customers’ needs are met and production shutdowns avoided. In this Talking Transports podcast, Project44’s founder and CEO Jett McCandless joins Lee Klaskow, Bloomberg Intelligence senior transportat...

The low orderbook, demand growth and longer ton-miles created by supply-chain disruptions bode well for the health of the dry-bulk industry. In this Talking Transports podcast, Seanergy Maritime Holdings Chairman and CEO Stamatis Tsantanis joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the opportunities and challenges facing the global dry-bulk...

The worst appears to be behind transportation markets, and it’s just a matter of time before the freight recession gives way to growth. In this Talking Transports podcast, Deutsche Bank’s managing director in charge of transportation and shipping research, Amit Mehrotra, joins Bloomberg Intelligence senior transportation & logistics analyst Lee Klaskow to discuss the outlook for freight market...

Less-than-truckload (LTL) pricing power and share gains from the demise of Yellow last year could position carriers for earnings growth and margin expansion in 2024. In this Talking Transports podcast, Saia President and CEO Fritz Holzgrefe joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the outlook for the LTL markets and the company’s expansion...

The worst appears behind the freight transportation market and there are early indications that 2024 will be better than last year. In this Talking Transports podcast, NFI Industries’ Vice Chairman and President Ike Brown joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss where we are in the freight cycle and how the company is positioned for growth...

Freight transportation and logistics companies may face lower costs to attract and retain employees now that tighter labor conditions are loosening, which could help margins in 2024. In this Talking Transports podcast, CS Recruiting’s CEO and founder Charlie Saffro joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how the labor markets have evolved...

US railroads may still be too short staffed to continue improving service, especially as volumes recover this year. In this Talking Transports podcast, the Surface Transportation Board (STB) Chairman Martin Oberman joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the state of the railroad industry from the regulator’s perspective. Lower head count...

Increased attacks on vessels in the Red Sea are among a number of dislocations and challenges facing the global marine-shipping industry in 2024. In this Talking Transports podcast, Scorpio Tankers President and Director Robert Bugbee joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss the state of the product-tanker industry. Ton-miles were already...

Improving service levels will be critical for the railroad industry to win market share from other modes. In this Talking Transports podcast, Association of American Railroads (AAR) President and CEO Ian Jefferies joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how the railroad industry is focused on providing a safer and more predictable service...

ArcBest celebrated its centennial this year, along with gains in the less-than-truckload market. In this Talking Transports podcast, ArcBest’s Chairman, President and CEO, Judy McReynolds joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss how its LTL business is mitigating softer demand with share gains following Yellow’s bankruptcy, which is also b...

Werner Enterprises is facing better times now that the truckload market appears near equilibrium, says company President and CEO Derek Leathers. In this Talking Transports podcast, Leathers joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to discuss peak season demand and what will drive spot and contract rates to inflect positively. In addition to cyclical...

Robust shipments from southern China are driving peak volume growth in the Americas that could reach 16% this year, according to DHL Express Americas’ CEO Mike Parra. In this Talking Transports podcast episode, Parra joins Bloomberg Intelligence senior analyst Lee Klaskow to discuss how peak season is shaping up. Gains are coming from deliveries of fashion, auto parts, technology and gaming produc...

PAM Transportation Services is well positioned for when the North American truckload rate cycle begins to turn, according to company President and CEO Joe Vitiritto. In this Talking Transports podcast episode, Vitiritto joins Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow to discuss the outlook for truckload rates and demand. The proliferation of brokers, private...

Canadian National should generate strong incremental margins once volume growth returns, now that its operations are optimized following its pivot back to scheduled railroading, according to the company's president and CEO, Tracy Robinson. In this Talking Transports podcast episode, Robinson joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss how the railroad is poised for growth an...

Shippers can lower costs, increase productivity and provide a better customer experience by outsourcing warehousing and distribution functions, according to Neil Shelton, GXO's chief strategy officer. In this Talking Transports podcast episode, Shelton joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss these benefits, in addition to how automation can fuel improved order-fulfillmen...

Investments in technology should drive productivity and profitability, as well as be a differentiator at RXO, according to CEO Drew Wilkerson. In this Talking Transport podcast episode, Wilkerson joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth discussion about how technology can provide RXO with a competitive advantage. He also sees green shoots emerging, which may point to...

Share gains following Yellow's shutdown will be a huge tailwind for less-than-truckload (LTL) carriers in the near term and should help keep pricing structurally disciplined over the longer range, according to Christian Wetherbee, Citi Research managing director and lead analyst on air freight, surface and marine transportation. In this Talking Transports podcast episode, Wetherbee joins Bloomberg...

The war in Ukraine has redrawn trade lanes, which has been a positive for dry-bulk carriers, according to Hamish Norton, Star Bulk's president. In this Talking Transports podcast episode, Norton joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss the opportunities and challenges facing the global dry-bulk shipping market. One of the biggest challenges will be the industry's transiti...

The transition to lower emissions might be a bumpy road for the trucking industry according to Andrew Boyle, vice chairman of the American Trucking Associations (ATA) and co-president of Boyle Transportation. In this episode of the Talking Transports podcast, Boyle joins Bloomberg Intelligence senior analyst Lee Klaskow for an in-depth discussion about the challenges associated with the transition...