エピソード

  • Bozeman on Robinson’s Ongoing Transformation
    2025/06/17

    Ever-changing US tariff policies are creating uncertainty in supply chains and prolonging a tepid tone in freight demand. Leveraging technology will be critical for third-party logistics providers to remain nimble in this challenging environment. In this episode of the Talking Transports podcast, David Bozeman president and CEO of C.H. Robinson, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about the state of the freight brokerage and forwarding industry and how efficiency initiatives and technology investments are driving the company’s transformation. Bozeman also discusses winning market share, its drop-trailer fleet and how the company is leveraging artificial intelligence and machine learning to reduce tasks that will allow its employees to better serve customers.

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    47 分
  • ACT Research Denoyer on Trucking Uncertainty
    2025/06/10

    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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    37 分
  • Hatch on Where Railroads Could Be Heading
    2025/06/03

    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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    45 分
  • Truck Parking Club Makes Space for Drivers
    2025/05/27

    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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    40 分
  • Reinke on Intermodal Delivering for Shippers: Talking Transports
    2025/05/20

    Intermodal demand will likely remain volatile from the start-and-stop trade policy coming out of Washington. International demand may get a boost following the US and China lowering their tariffs on one another as part of the announced 90-day truce. Shippers may start to rush to fill warehouses at lower duties. This will help mitigate the drag on domestic intermodal demand created by lower diesel prices. In this Talking Transports podcast, Anne Reinke, president and CEO of the Intermodal Association of North America (IANA), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights about the state of the industry against this uncertain backdrop. Reinke also discusses legislative priorities, combating fraud, market-share opportunities and how her career in transports was sparked by boredom.

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    43 分
  • Star Bulk’s Norton on Dry Bulk Challenges
    2025/05/13

    Tensions between the US and its trading partners are weighing on dry-bulk demand as economic-growth expectations recede. The global economy could expand 2.6%, based on consensus, down 40 bps from the start of the year and 70 bps below 2024. The US accounts for about 10% of the dry-bulk market, making the sector less tied to protectionist policies out of Washington. Agriculture and metallurgical coal comprise the majority of exports. In this Talking Transports podcast, Hamish Norton, president of Star Bulk Carriers, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about the state of the global dry-bulk industry. Norton also discusses tariffs, USTR fees, dry-bulk economics, fuel prices, shipbuilding, asset values and rates.

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    37 分
  • Three Fs of Liner Shipping with Ocean Audit
    2025/05/08

    Geopolitical tensions, shifting trade routes and evolving carrier alliances are redefining the global containerliner landscape. Though demand remains uncertain, a level setting of tariffs could create a surge in demand and lead to renewed congestion and rate volatility. In this Talking Transports podcast, Steve Ferreira, founder and CEO of Ocean Audit, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the global container industry, which he describes as fragmented, fragile and fine-tuning. Ferreira also discusses tariffs, USTR fees, emissions, rates and how a better offer lead him to a long career in shipping.

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    39 分
  • SanMar’s Playbook Helps to Navigate Tariffs
    2025/05/06

    The uncertainty created by more protectionist policies out of Washington make supply-chain professional jobs increasingly more stressful and unpredictable. Shippers need to be nimble, patient and not overly reactive to headlines out of the White House. In this episode of the Talking Transports podcast, John Janson, vice president of global logistics at SanMar, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about navigating today’s environment. Janson talks about SanMar’s ocean, parcel, less-than-truckload, intermodal and truckload strategies, rates and how its playbook during the pandemic may help it come out of current headwinds in a better position with its customers and transportation providers. The company has been proactively diversifying its exposure to China for some time.

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    45 分