Talking Transports

Episodes

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  Heidmar Sees Tanker Rates Staying High 20.10.2026 43m

  Tanker rates risk remaining elevated as geopolitical disruptions reshape oil flows and tighten effective vessel supply. In this Talking Transports podcast, Heidmar Maritime Holdings CEO Pankaj Khanna joins Bloomberg Intelligence’s Lee Klaskow to discuss crude and product tanker markets. Khanna says freight costs have surged to 25-30% of oil’s delivered cost from 3-5% historically, with one US Gulf-China VLCC voyage recently fixed at $82 million. He sees crude outperforming products given greater cargo availability and says Asian buyers diversifying away from Middle East oil could boost ton-miles. They also discuss the shadow fleet, Heidmar’s asset-light model, dry-bulk expansion and AI, which could allow operators to manage twice as many ships.See omnystudio.com/listener for privacy information.
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  Tighter Capacity Could Extend Rate Cycle 15.10.2026 37m

  Tighter truck capacity could create an elongated rate cycle, keeping pricing higher for longer as regulatory changes, rising costs and driver availability reshape the market. In this episode of the Talking Transports podcast, FreightWaves CEO Craig Fuller and Polyglass Executive Vice President Alex Formoso join Bloomberg Intelligence’s Lee Klaskow on a panel at the Trimble Insight 2026 conference to discuss the freight recovery, regulation and technology. They explore why safety enforcement could structurally constrain supply, while high interest rates and inflation threaten demand. AI is already boosting productivity in pricing, procurement and customer service, though human relationships remain critical. They also debate autonomous trucking, the Montgomery ruling’s effect on broker liability and why carriers should invest in drivers and compliance in 2027.See omnystudio.com/listener for privacy information.
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  Arrive Sees Brokerage Consolidation Ahead 13.10.2026 42m

  Freight-brokerage consolidation could accelerate as technology and scale become increasingly important. In this Talking Transports podcast, Arrive Logistics CEO and co-founder Matt Pyatt joins Bloomberg Intelligence’s Lee Klaskow to discuss how the Supreme Court’s Montgomery decision is changing carrier vetting, insurance and shipper behavior. Arrive expects $4.5 billion in 2026 revenue as volume rises 27-30%, despite a soft freight market. Pyatt sees tighter truck capacity keeping rates elevated, with spot up about 35% and contract 20% year over year. He also discusses the CH Robinson-RXO deal, Arrive’s $40 million annual technology investment, drop trailers, AI and how its new majority investor could support M&A and a path toward $10 billion in revenue by 2031.See omnystudio.com/listener for privacy information.
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  Intermodal’s Moment Could Gain Momentum 06.10.2026 41m

  Tighter truck capacity and elevated diesel prices are creating an opening for intermodal to win highway share. In this Talking Transports podcast, Intermodal Association of North America President & CEO Anne Reinke joins Bloomberg Intelligence’s Lee Klaskow to discuss why regulatory enforcement is constraining truck supply and improving rail’s value proposition. Intermodal has about 14% share of its 500-mile-plus sweet spot, leaving substantial room for conversion. Reinke says keeping that freight when trucking loosens will require reliability, visibility and resilience. They also discuss Mexico cross-border growth, drayage, AI, cargo theft, rail consolidation and why elevated diesel could keep intermodal booming into 2027.See omnystudio.com/listener for privacy information.
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  Taking the Pulse of the Parcel Ecosystem 01.10.2026 32m

  Parcel delivery is getting faster, increasingly fragmented and more technology-driven as alternative carriers and automation challenge traditional models. In this bonus episode of the Talking Transports podcast, recorded on the exhibit floor of the PARCEL Forum 2026 conference, Bloomberg Intelligence’s Lee Klaskow speaks with executives from Loop, OnTrac, OSM Worldwide, Parcel Pending by Quadient, Veho, UniUni and Slip Robotics. The conversations explore AI-powered freight audit, seven-day parcel networks, postal workshare, smart lockers, gig and DSP delivery models, and robotics that can load and unload a trailer in about five minutes. The episode also highlights OnTrac’s 75-80% shopper reach, UniUni’s roughly 1.5 million daily packages and how technology is helping carriers and shippers lower costs, improve speed and expand consumer choice.See omnystudio.com/listener for privacy information.
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  Parcel-Delivery Market Continues to Evolve 29.09.2026 42m

  Technology enhancements, Amazon.com and a growing roster of carriers are reshaping the US parcel market. At the PARCEL Forum 2026 conference, a panel moderated by Bloomberg Intelligence’s Lee Klaskow, Gartner’s Chris Kina, Deloitte’s Joanne Strong and Pharand Advisors CEO Andre Pharand discussed how AI and dynamic routing are shifting competitive advantage away from physical networks alone. Shippers increasingly use multiple carriers to balance cost, service and reliability, with Gartner noting some retailers now use 10-20. The panel also explored Amazon’s growing third-party delivery ambitions, rising consumer expectations, parcel lockers and why reliability is becoming more important than speed as technology helps shippers select the best carrier for each shipment.See omnystudio.com/listener for privacy information.
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  BNSF Sees an Era of Intermodal Growth 22.09.2026 41m

  Tighter truck capacity and higher diesel prices could accelerate intermodal’s highway share gains. In this Talking Transports podcast, BNSF Group Vice President of Intermodal and Automotive Jon Gabriel joins Bloomberg Intelligence’s Lee Klaskow to discuss why rail’s 10-12% share of long-haul freight can move considerably higher. BNSF has seen more inbound customer calls in the past six months as trucking conditions tighten, and Gabriel believes this could evolve from an intermodal “moment” into an “era.” He also discusses BNSF’s technology investments, J.B. Hunt partnership, rail consolidation, Barstow International Gateway and automotive business, where demand remains resilient and tariffs have caused only limited changes to established supply chains.See omnystudio.com/listener for privacy information.
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  Amazon Opens Logistics Network to Everyone 15.09.2026 37m

  Amazon.com is turning the logistics network it built for itself into an end-to-end supply-chain platform for other companies. In this Talking Transports podcast, Amazon Supply Chain Services Head Peter Larsen joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how ASCS is expanding across ocean and air freight, trucking, intermodal, fulfillment and parcel. Larsen says parcel is “cooking with gas,” while international markets offer significant growth potential. He explains how Amazon’s scale, more than 1 million robots and AI-powered inventory placement can give customers greater visibility and resilience. They also discuss rising trucking costs, Amazon’s shift toward more intermodal, its mix of owned and third-party capacity and why supply chains should be viewed as a growth driver rather than just a cost center.See omnystudio.com/listener for privacy information.
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  Link Sees Warehouse Demand Building 08.09.2026 37m

  Warehouse demand is strengthening as e-commerce, onshoring and data-center investment fuel the need for logistics space. In this episode of the Talking Transports podcast, Link Logistics CEO Luke Petherbridge joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss the outlook for industrial real estate. Link, which manages nearly 500 million square feet, has seen leasing activity rise about 30% this year as new supply remains below recent peaks. Petherbridge highlights growing demand in Texas and the Southeast, while e-commerce continues to drive inventory closer to consumers. They also discuss AI, nearshoring, warehouse rents, inventory strategies and how data-center construction is creating spillover demand for logistics facilities.See omnystudio.com/listener for privacy information.
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  Supply Chains Struggle to Deliver Returns 01.09.2026 37m

  Decades of technology investment haven’t necessarily made supply chains better. In this Talking Transports podcast, Supply Chain Insights founder and CEO Lora Cecere joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss why roughly 80% of industry sectors are performing worse than before the pandemic and why only 32 companies in her latest “Supply Chains to Admire” report outperformed peers over the past decade. Cecere explains how market-driven companies can outperform larger global competitors and why functional cost-cutting can hurt margins and inventory productivity. She also explores AI, transportation data, intermodal growth, scenario planning and why supply-chain talent may be one of the industry’s most underestimated challenges.See omnystudio.com/listener for privacy information.
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  PortPro’s AI Agents Target Drayage Costs 25.08.2026 39m

  Drayage capacity is tightening after years of weak profitability, potentially giving carriers greater pricing power as peak import season gets underway. In this Talking Transports podcast, PortPro Founder & CEO Mike Mecca joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how regulatory changes and driver availability are reshaping this kind of predominently container trucking that connects port/rail terminals to distribution centers. Mecca explains how PortPro’s transportation management systems and AI agents help carriers optimize dispatch, reduce empty miles, accelerate invoicing and prevent revenue leakage in a thin-margin business. He also discusses port congestion, terminal coordination, rail consolidation and why drayage’s short hauls could make it well suited for electric trucks. Mecca says 99% of code generated inside PortPro is now AI-generated.See omnystudio.com/listener for privacy information.
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  PayCargo Speeds Supply Chains With AI Tools 18.08.2026 42m

  Moving cargo efficiently depends on moving money just as quickly. In this episode of the Talking Transports podcast, PayCargo CEO and co-founder Eduardo Del Riego joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to explore how digitizing freight payments is helping eliminate one of global logistics’ biggest hidden bottlenecks. Del Riego explains how PayCargo’s platform connects freight forwarders, ocean carriers, airlines, ports, customs brokers and shippers to accelerate cargo release while reducing payment errors and storage costs. He also discusses how AI is transforming invoice reconciliation, software development, container tracking and workflow automation, why cybersecurity has become a strategic priority, and why he believes the industry is experiencing its first normal peak shipping season since before the pandemic.See omnystudio.com/listener for privacy information.
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  Schneider Says Freight Recovery Picking Up 11.08.2026 40m

  The trucking market is in the early stages of a freight recovery, driven more by a structural reduction in capacity than stronger demand. In this Talking Transports podcast, Schneider National President and CEO Jim Filter joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss why regulatory enforcement, slowing driver availability and years of inflationary cost pressure are creating a more favorable pricing environment for carriers. Filter explains how Schneider is investing in drivers, technology and intermodal services while using AI to improve pricing, freight matching and operational efficiency. He also shares his leadership journey from maintenance team leader to CEO, discusses the company’s disciplined capital allocation strategy and outlines why he believes trucking fundamentals remain constructive despite macroeconomic uncertainty.See omnystudio.com/listener for privacy information.
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  Apex Positions for the Freight Recovery 04.08.2026 40m

  The trucking market is recovering, but surviving the freight recession required resilience, disciplined operations and an unwavering focus on customers. In this episode of the Talking Transports podcast, Apex Transit Solutions CEO and co-founder Marina Ivanov joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss building a trucking company from a single truck into a nearly 100-truck fleet and freight broker. Ivanov explains how Apex weathered one of the industry’s toughest downturns by prioritizing service, investing in safety and technology and strengthening relationships with drivers and shippers. She also discusses truck parking, regulatory enforcement, women in trucking, AI-driven fleet management and why improving drivers’ quality of life is essential to building a stronger, more sustainable trucking industry.See omnystudio.com/listener for privacy information.
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  Samsara CEO on Bringing AI to Fleet Ops 28.07.2026 40m

  Artificial intelligence is moving beyond chatbots and into the cab, helping trucking fleets improve safety, efficiency and asset utilization. In this special crossover episode of Talking Transports and Bloomberg Intelligence’s Tech Disruptors podcast, Samsara co-founder and CEO Sanjit Biswas joins BI senior transportation and logistics analyst Lee Klaskow and senior software analyst Niraj Patel to discuss how AI is transforming physical operations. Biswas explains how Samsara’s platform combines Internet-of-Things devices, AI-powered cameras, telematics and workflow software to help transportation companies optimize routing, automate maintenance, improve shipment visibility and reduce risk. He also discusses why proprietary operational data is becoming a key competitive advantage and how AI agents are evolving from analytics tools into real-time operational assistants across the logistics industry.See omnystudio.com/listener for privacy information.
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  MPC Container Ships Bets on Feeder Fleets 21.07.2026 44m

  While investors focus on the large containership order book, the feeder market tells a different story. In this Talking Transports podcast, MPC Container Ships Co-CEO & CFO Moritz Fuhrmann joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss why limited new-vessel supply, an aging feeder fleet, and growing intra-regional trade support a constructive long-term outlook. Fuhrmann explains how MPCC has transformed its fleet through modern, fuel-efficient vessels while securing multi-year charters that provide more than $2 billion of revenue visibility. He also discusses alternative fuels, capital allocation, geopolitical disruptions, and why feeder shipping could outperform the broader container market as global supply chains continue to evolve.See omnystudio.com/listener for privacy information.
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  Private Equity Eyes Freight-Market Recovery 14.07.2026 46m

  Transportation deal activity may be poised to rebound as freight markets stabilize after a prolonged downturn. Littlejohn & Co. Senior Operating Partner Farrukh Bezar joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow on this episode of the Talking Transports podcast to discuss how improving market conditions could reignite mergers and acquisitions across logistics. Drawing on his experience as former CSX chief strategy officer, Bezar explains why freight brokerage, forwarding, intermodal and AI-related logistics businesses are attracting investor interest, while emphasizing that exceptional management teams remain the foundation of successful investments. He also shares his outlook for the proposed Union Pacific–Norfolk Southern merger, North American rail growth opportunities and how AI infrastructure is creating new demand across transportation and supply chains.See omnystudio.com/listener for privacy information.
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  DHL's Roadmap to Greener Global Logistics 07.07.2026 37m

  Logistics companies face growing pressure to reduce emissions while keeping global supply chains moving. In this Talking Transports podcast, DHL Group Executive Vice President of Corporate Development Yin Zou joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how sustainability, clean operations and technology support DHL’s 2030 strategy. Zou explains why sustainable aviation fuel is key to decarbonization, with aviation generating about 70% of the company’s emissions. He also covers investments in fleet electrification, renewable energy, automation and AI. He also discusses customer adoption of GoGreen Plus, the economics of SAF, autonomous trucking pilots and why responsible logistics may become an industry standard.See omnystudio.com/listener for privacy information.
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  Railroads Lean Into Technology and Growth 30.06.2026 41m

  Freight railroads are using technology, service improvements and private investment to strengthen their competitive position in North American supply chains. In this Talking Transports podcast, Association of American Railroads President and CEO Ian Jefferies joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how AI, predictive maintenance and automated inspection technologies are helping railroads achieve record safety levels while improving network efficiency. Jefferies explains why intermodal traffic is benefiting from tighter trucking capacity and how railroads are gaining share through improved service and lower transportation costs. He also discusses cross-border trade, regulatory modernization, autonomous rail operations and why rail remains well positioned to support future growth in manufacturing, chemicals, automotive production and housing-related demand.See omnystudio.com/listener for privacy information.
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  AIT on Freight Forwarding’s Next Phase 23.06.2026 42m

  Global supply chains remain under pressure from geopolitical disruptions, tight airfreight capacity and shifting sourcing strategies. In this episode of the Talking Transports podcast, AIT Worldwide Logistics Chairman and CEO Vaughn Moore joins Bloomberg Intelligence’s Senior Transportation and Logistics Analyst Lee Klaskow to discuss how freight forwarders are helping customers navigate an increasingly complex environment. Moore explains why airfreight markets remain constrained by capacity rather than demand, with hyperscalers and data-center investment becoming major drivers of cargo volumes. He also discusses evolving ocean freight dynamics, growing demand for customs and trade compliance expertise, and why AI is emerging as a productivity enhancer rather than a replacement for freight forwarding professionals. The conversation covers how scale, technology and supply chain agility are becoming key competitive advantages in global logistics.See omnystudio.com/listener for privacy information.