@BBGIntelligence sr analyst covering freight mkts, found on @TheTerminal. Talking Transports podcast host: https://xitter.cf/t.co/Kdo1vyFOPz. Opinions own/RT≠endorse.
Metro NYC Area
Joined October 2019
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Have a greater appreciation for #truckdrivers after my #fail at a 100-foot backup. Remember #trucking keeps our #economy humming. Thanks @XPOLogistics for the experience. Sorry about hurting the traffic cones. #trucker #freight #SupplyChainCrisis
Tanker freight has jumped to 25-30% of oil's delivered cost vs. 3-5% historically. 🚢🛢️
Heidmar CEO Pankaj Khanna joins Talking Transports to discuss:
🌍 Geopolitics
🚢$82M VLCC voyage
⚓Shadow fleet
🇨🇳China
📈Ton-miles
🤖AI
🎧 Episode 163 of Bloomberg Intelligence’s Talking Transports
Apple: bit.ly/4dRh33b
Spotify: bit.ly/3WlKDI1
iHeart: bit.ly/4A4pzof
Bloomberg.com: bit.ly/4slv0wo
Bloomberg Terminal: bit.ly/4dSakpI
Is freight brokerage headed for faster consolidation?
Arrive Logistics CEO Matt Pyatt joins @BBGIntelligence's Talking Transports to discuss:
⚖️ Montgomery
📈Rising truck rates
🤝 $CHRW - $RXO deal
🤖AI
🚛Drop trailers
💰M&A
🎯Arrive's $10B goal
🎧 Episode 161
Apple: bit.ly/47j7vtZ
Spotify: bit.ly/4B0PkH6
iHeart: bit.ly/3W2jFoD
Bloomberg.com: bit.ly/4jTrF59
Bloomberg Terminal: bit.ly/4Bb7ciL
#Trucking #Logistics #Freight
Can an "intermodal moment" become intermodal momentum? 🚂
@Intermodal (IANA) CEO Anne Reinke joins Talking Transports to discuss:
🚛 Tight truck capacity
⛽High diesel
📈Highway share gains
🇲🇽Mexico +14%
🤖AI & visibility
🔒Cargo theft
🎧 Episode 160 of Bloomberg Intelligence’s Talking Transports
Apple: bit.ly/3VSRGHU
Spotify: bit.ly/4dpZEhM
iHeart: bit.ly/4i4dskx
Bloomberg.com: bloom.bg/4rOAkbb
Bloomberg Terminal: bit.ly/3U6b5ol
#Intermodal #Railroads #Freight@
I took Talking Transports to the @PARCELForum show floor 🎙️
Conversations with Loop, OnTrac, OSM Worldwide, Parcel Pending, Veho, UniUni & Slip Robotics on:
🤖 AI
📦Alternative parcel networks
🔐Smart lockers
🚚Last mile
⚙️Automation
🎧
Apple: bit.ly/4AIejPp
Spotify: bit.ly/4hpXgdp
iHeart: ihr.fm/3VmWMfy
Bloomberg.com: bloom.bg/4y12SzQ
@TheTerminal : bit.ly/46Viv0w
#Parcel #Logistics #SupplyChain
Could tighter truck capacity usher in an "era of intermodal"?
@BNSFRailway's Jon Gabriel joins Talking Transports to discuss:
🚂 Winning freight from trucks
📈Intermodal growth
🤝J.B. Hunt
🏗️Barstow
🚗Autos & tariffs
🇲🇽Mexico
🎧 Listen to Episode 157 of @BBGIntelligence’s Talking Transports:
Apple: apple.co/3TfSkOW
Spotify: bit.ly/47c4z2c
iHeart: bit.ly/4jhpcBl
Bloomberg.com: bit.ly/4h5ASFZ
@TheTerminal: bit.ly/4xzvKyH
#Intermodal #Railroads #Freight
What are warehouses telling us about the economy?
Link Logistics CEO Luke Petherbridge joins Talking Transports to discuss:
🏭 Leasing up ~30%
📦 E-commerce
🇺🇸 Onshoring
🤖 Data-center demand
🏗️ Limited new supply
🚚 Freight recovery
🎧 Listen to episode 155 of Bloomberg Intelligence’s Talking Transports podcast
Apple: apple.co/4gVBSuX
Spotify: bit.ly/4iiM4Aa
iHeart: bit.ly/4A2e6Gq
Bloomberg.com: bit.ly/4iTCweV
Bloomberg Terminal: bit.ly/4gGvKYH
#Logistics #SupplyChain
Have decades of supply-chain investment actually improved performance?
Supply Chain Insights CEO Lora Cecere joins Talking Transports to discuss:
📊 Why many sectors are going backward
🤖AI vs. hype
🚛Transportation data
🌎Volatility
👥The talent gap
🎧 Listen => Episode 154 of Bloomberg Intelligence’s Talk
Apple: bit.ly/4zQFFSV
Spotify: bit.ly/3Tb3eoZ
iHeart: bit.ly/46FadJP
Bloomberg.com: bit.ly/3UQCMBv
@TheTerminal : bit.ly/4h4wkiU
#SupplyChain #Logistics #AI
Drayage capacity is tightening—and AI may help carriers capitalize on it.
PortPro CEO Mike Mecca joins Talking Transports to discuss:
🚛 Carrier profitability
⚓Port bottlenecks
🤖AI agents
🚂Rail consolidation
⚡Electric trucks
🎧 Listen to episode 153 of @BBGIntelligence Talking Transports:
Apple: bit.ly/4cFtXk2
Spotify: bit.ly/4xw3UEc
iHeart: ihr.fm/4cbRKbc
Bloomberg.com: bit.ly/3USuZTE
@TheTerminal : bit.ly/4ge8HUQ
#Drayage #Logistics #AI
Cargo doesn't move until payments move.
In Talking Transports, @PayCargo CEO Eduardo Del Riego discusses:
💳 Digital freight payments
🤖AI & automation
📦Container tracking
🔒Cybersecurity
📈 Peak shipping season
🎧 Listen to episode152 of Bloomberg Intelligence’s Talking Transports:
Apple: bit.ly/4cGAcUD
Spotify: bit.ly/4cfU4Oz
iHeart: bit.ly/4gnGIkx
Bloomberg.com: bit.ly/4zw3Nu3
@Bloomberg Terminal: bit.ly/4if86Dx
#Logistics #SupplyChain #Fintech #AIEpisode
Mexico is pushing a freight rail route avoiding the Panama Canal bloomberg.com/news/newslette…
Is trucking's recovery still in its early innings?
In Talking Transports, @WeAreSchneider CEO Jim Filter discusses:
🚛 Capacity-driven recovery
📈Rising contract rates
🚂Intermodal growth
🤖AI in trucking
👷Driver recruitment
Episode 151 of @BBGIntelligence Talking Transports:
Apple: apple.co/4wZMfF0
Spotify: bit.ly/3TPW6P2
iHeart: ihr.fm/4grUH9W
Bloomberg Terminal: bit.ly/4hu23Li
How do you build a trucking company through one of the industry's toughest downturns?
In Talking Transports, Apex Transit Solutions CEO Marina Ivanov discusses:
🚛 Building Apex from one truck
📉Surviving the freight recession
🅿️Truck parking
🤖AI & fleet technology
👩💼Women in trucking
🎧 Listen to episode 150!!
Apple: bit.ly/4fCm9BB
Spotify: bit.ly/4wEfugp
iHeart: bit.ly/4w5nBRO
Bloomberg.com: bit.ly/4pWqxPq
@Bloomberg Terminal: bit.ly/4xdtcGK
#Trucking #Logistics #Freight
AI is moving into the cab.
In Talking Transports, @Samsara $IOT CEO Sanjit Biswas discusses:
🤖 AI-powered fleet operations
🚛Driver safety
📍Shipment visibility
🛠️Predictive maintenance
📊Connected assets
🎧Listen to Episode 147 of Bloomberg Intelligence’s Talking Transports:
Apple: bit.ly/4bfFTs6
Spotify: bit.ly/4w4koCk
iHeart: bit.ly/4wtYDNa
Bloomberg.com: bit.ly/4vTIPSK
Bloomberg Terminal: bit.ly/4gVoE30
The feeder shipping market may be stronger than investors think.
In Talking Transports, MPC Container Ships $MPCC Co-CEO Moritz Fuhrmann discusses:
🚢 Charter rates
📦Feeder vessel demand
🌱Alternative fuels
⚓Fleet renewal
🌍Global trade
🎧 Listen to the episode:
Apple: bit.ly/4fK134a
Spotify: bit.ly/4yy86EC
iHeart: bit.ly/4wZVBA9
Bloomberg.com: bit.ly/4b6dIMe
Bloomberg Terminal: bit.ly/4puwmTQ
#Shipping #ContainerShipping #Logistics
Violence against maritime shipping has flared up in another trade chokepoint in the Mideast bloomberg.com/news/newslette…
Lee Klaskow retweeted
Moritz Fuhrmann, Co-CEO & CFO of MPC Container Ships ASA $MPCC , recently joined @business Intelligence's Talking Transports podcast for an in-depth discussion on the outlook for the feeder container market. 🚢
In conversation with Bloomberg Intelligence Senior Transportation & Logistics Analyst Lee Klaskow, Moritz shared insights on new-vessel supply, an aging feeder fleet, and growing intra-regional trade support. ⚓
A thoughtful discussion on why the feeder segment may be well positioned for long-term growth. ⚡
🎧 Listen to the full interview:
bloomberg.com/news/audio/202…
#Shipping #ContainerShipping #Maritime #Bloomberg #SupplyChain #Logistics #ShippingMarkets #MaritimeIndustry #Investing
Is transportation M&A coming back?
In this week's episode of @BBGIntelligence's Talking Transports we speak with Littlejohn & Co.'s Farrukh Bezar about:
💼 Freight deal activity
🚂 UP–Norfolk Southern
🤖AI-driven logistics
📦 Freight brokerage & forwarding
📈Rail growth opportunities
🎧 Listen:
Apple: bit.ly/4h6QsBu
Spotify: bit.ly/4h6QjxW
iHeart: ihr.fm/4eWZRdu
Bloomberg.com: bit.ly/4wFrfTh
@TheTerminal: bit.ly/4vuLxOe
#Transportation #Logistics #PrivateEquity
🌱 Can logistics grow while reducing emissions?
In Talking Transports, @DHLGlobal EVP Yin Zou discusses:
✈️ Sustainable Aviation Fuel (SAF)
🚚Fleet electrification
🤖AI & automation
🌍Supply chain resilience
📦The future of sustainable logistics
🎧 Listen to episode 147 of @BBGIntelligence's Talking Transports:
Apple: bit.ly/4p6MdIh
Spotify: bit.ly/44VYcyN
iHeart: ihr.fm/4vQzfAN
Bloomberg.com: bloom.bg/4f1WD7n
@TheTerminal : bit.ly/44dm2Gb
#Logistics #SupplyChain #Sustainability #Transportation