Regulatory, tariff and economic uncertainty continues to paralyze the North American heavy-truck market as a collapse in orders has reduced build rate expectations this year. Visibility should begin to improve in the coming months as we get better clarity on a 2026 recovery. In this episode of the Talking Transports podcast, Tim Denoyer, vice president and senior analyst at ACT Research, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, and Chris Ciolino, senior US machinery analyst, to share his insights about navigating the North American truck market during this pivotal time. Denoyer also discusses the freight outlook, order trends, pricing expectations, energy transition, autonomy, the used market and more.

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The more protectionist policies out of Washington are creating a more uncertain backdrop for North American railroads and the broader freight markets. Yet the industry should be agile and resilient enough to navigate the volume volatility that has come with the ever-changing US tariff policies. In this Talking Transports podcast, Tony Hatch, founder and president of ABH Consulting, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share insights about the state of the industry and what might be ahead for railroads. Hatch also discusses regulations, growth opportunities, service levels, consolidations, labor relations, nearshoring among other topics.

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Finding a safe place to park is just one of the many challenges facing truck drivers. There’s just one space for every 11 trucks, according to the American Trucking Associations, which estimates drivers spend 56 minutes looking for available parking, amounting to about $5,500 in lost compensation. In this episode of Talking Transports, Evan Shelley, co-founder and CEO of Truck Parking Club, joins Bloomberg Intelligence’s senior transportation and logistics analyst, Lee Klaskow, to share how his company is tackling the problem, which also poses a safety risk to the driving public. Shelley discusses building scale and explains how his real estate experience led him to the trucking industry.

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