Talking Transports – Details, episodes & analysis

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Talking Transports

Bloomberg

Business

Leisure

Frequency: 1 episode/7d. Total Eps: 140

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

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Apple Podcasts

🇫🇷 France - investing
30/05/2026
#91
🇩🇪 Germany - investing
26/06/2025
#97
🇫🇷 France - investing
09/03/2025
#100
🇬🇧 Great Britain - investing
14/09/2024
#99

Spotify

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https://omnystudio.com/listener
140 shares
https://glcs.net/
2 shares
https://glcs.net/robert-transportation-consulting-team
2 shares

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Score global : 53%

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LNG Tanker Market Changing With the Times

Tuesday, September 10, 2024 • Duration 43:38

Dislocations created by Russia’s invasion of Ukraine, low water levels in the Panama Canal and the crisis in the Red Sea have increased the demand for LNG tankers and has been a boost for time-charter rates and earnings for ship owners. Earning power will remain strong, even as they normalize lower from 2021’s peaks as rates remain well above breakeven levels for LNG tanker fleets. In this Talking Transports podcast, Oystein Kalleklev, CEO of Flex LNG and Avance Gas joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his insights into the LNG tanker industry. Kelleklev also talks about the orderbook of these $260 million assets, demand trends, lowering emissions and the LNG tanker market becoming more dynamic following the 2011 Fukushima disaster.

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Truck Dealers Biding Time Until the Pre-Buy

Tuesday, September 3, 2024 • Duration 34:46

The next catalyst for truck dealers might be a rush to order vehicles late next year ahead of the US EPA’s 2027 emissions rules, which could increase the costs of trucks by about $30,000 over traditional diesel engines. Buyers are already facing higher costs from inflationary pressure that pushed up prices for new over-the-road trucks by 20-25% over pre-pandemic levels. In this Talking Transports podcast, Brian Fyda, vice president of Fyda Freightliner, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into how truck dealers are navigating these challenges. Fyda also talks about inventories, the used-equipment market, the CDA cyberattack, electric truck demand and what it’s like to work in a family business.

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Hafnia’s Skov on Product Tankers’ Prosperity

Tuesday, July 2, 2024 • Duration 39:01

Product tankers are currently at the beginning of a multiyear rate cycle as a result of a lack of new vessels coming on line and an outlook for demand growth. Pricing has gotten a boost from longer ton-miles created by the crisis in the Red Sea and Russia’s war in Ukraine. In this Talking Transports podcast, Mikael Skov, Hafnia’s co-founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights on product tanker markets. Skov also talks about how the company is navigating new emissions regulations facing the global shipping industry, as well Hafnia’s fleet, use of cash, demand trends, vessel prices, its use of cash and how his mom nudged him into a successful career in shipping.

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Prepare for 2Q Earnings With ISI’s Chappell

Tuesday, June 25, 2024 • Duration 42:07

Second-quarter earnings reports could show that the worst is behind freight transportation and logistics companies that may see muted progress heading into 2H. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Evercore ISI’s senior managing director and surface and marine transportation equity analyst Jon Chappell joins Lee Klaskow, BI senior transportation and logistics analyst, to share his thoughts on what investors could expect from quarterly reports and for the rest of the year. Market disruptions like the Red Sea crisis and failure of Yellow have benefited tanker and less-than-truckload companies, which has added to his positive pricing thesis. He also talks about growth prospects for intermodal, nearshoring and some of his favorite names in his coverage universe.

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Ryder’s Sanchez on Delivering Higher Returns

Tuesday, June 18, 2024 • Duration 44:54

Ryder System has its sights on a new long-term return-on-equity target in the low-20% range, up from its previously obtained goal in the high teens. Improved returns will be driven by high-single-digit revenue growth coupled with productivity gains. Ryder has plenty of runway for organic growth, given the outsourcing opportunities in the markets it serves. In this Talking Transports podcast, Robert Sanchez, Ryder System’s chairman and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss some of the key takeaways from its recent investor day and how technology investments are optimizing transportation networks and providing better client interactions. Sanchez also talks about the company’s sustainability initiatives, autonomous trucking and some recent acquisitions. He shares how he got into transportation, Miami Hurricanes football and one of his favorite founding fathers.

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Ohio State’s Esper on Logistics’ Allure

Tuesday, June 11, 2024 • Duration 39:42

The supply-chain dislocations created by the pandemic thrusted logistics into everyday news and conversations. This increased visibility has attracted more students to supply-chain and logistics programs at universities across the country. In this Talking Transports podcast, Terry Esper, Ph.D. and full professor at the The Ohio State University’s Fisher College of Business, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation & logistics analyst, to discuss the trends facing the freight markets in and outside the classroom. Dr. Esper also talks about artificial intelligence and other technology-driven productivity tools, decarbonization and his love for bourbon, football and Detroit.

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Rourke on What’s Down the Road for Schneider

Tuesday, June 4, 2024 • Duration 42:26

Schneider National appears well positioned once the current trough in the freight cycle gives way to growth. There’s a lot of uncertainty over timing for when rates will inflect positively, but there are some encouraging signs. In this Talking Transports podcast, Mark Rourke, Schneider National’s president and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into the truckload, intermodal and brokerage markets. Rourke also talks about the company’s sustainability initiatives, the driver market, cross-border opportunities, regulations, rail service and life as a “cheesehead.”

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Flexport’s Petersen on Redefining Forwarding

Tuesday, May 28, 2024 • Duration 42:18

Visibility and flexibility are becoming increasingly important for supply chains for both shippers and capacity providers. The growth in machine learning and artificial intelligence is helping to optimize shipments and rates as well as take out costs and increase productivity at freight forwarders. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Ryan Petersen, Flexport’s CEO, joins Lee Klaskow, BI’s senior transportation & logistics analyst, to discuss the company Petersen founded in 2013 and its role in the technology revolution changing the freight-transportation and logistics markets. Petersen talks about the state of the ocean and air-freight markets, recent acquisitions into adjacent businesses and how Flexport was born out of the frustrations he faced as an importer.

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Seaways’ Zabrocky on Tanker-Market Prospects

Tuesday, May 21, 2024 • Duration 35:44

Crude and product tanker operators look well positioned given the positive rate backdrop created by increased consumption and low orderbook, dislocations from Russia’s war in Ukraine and the crisis in the Red Sea, which have soaked up additional capacity from longer voyages. In this Talking Transports podcast, Lois Zabrocky, International Seaways president and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into the tanker markets. Zabrocky also talks about how Seaways is navigating new emission regulators facing the global shipping industry. In addition, she discusses Seaways’ fleet, demand trends, the company’s use of cash and leaving Iowa for a career on the high seas.

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Candor’s Glenn Focused on Expediting Freight

Tuesday, May 14, 2024 • Duration 35:00

Shippers with time-sensitive, perishable or high-value freight look to expedited transportation markets to ensure on-time delivery of critical shipments. In this Talking Transports podcast, Nicole Glenn, Candor Expedite’s founder and CEO, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into this growing and often overlooked part of the freight market. She also talks about the growth in recurring business and Candor’s new food-chain division, which uses reusable cold packaging and provides constant temperature monitoring. Glenn also shares the challenges she faces as an entrepreneur, what motivates her to expand the businesses and how a chance meeting changed her career trajectory.

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Talking Transports – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

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Apple Podcasts

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Talking Transports – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other3

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other3