@BBGIntelligence sr analyst covering freight mkts, found on @TheTerminal. Talking Transports podcast host: apple.co/3wDmjFc. Opinions own/RT≠endorse.

Metro NYC Area
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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If this was me I would still score a 7
Rory just drove the green on a 415-yard hole @TheOpen. 📺 USA
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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
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🌱 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
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Railroads are getting smarter. In Talking Transports, @AAR_FreightRail CEO Ian Jefferies discusses: 🚂 AI & predictive maintenance 📈Intermodal growth 🛤️Record rail safety 🤖Autonomous operations 🌎Trade & supply chains 🎧 Listen to Episode 145 of Bloomberg Intelligence’s Talking Transports: Apple: bit.ly/4v3TPMK Spotify: bit.ly/4445vo0 iHeart: ihr.fm/4y4u8yD Bloomberg.com: bloom.bg/4asr70K @TheTerminal: bit.ly/3QsbDDm #Railroads #Logistics #SupplyChain #Freight
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Global freight markets are being shaped by: ✈️ Tight airfreight capacity 🖥️Data center demand 🚢Ocean freight volatility 🌍Geopolitical disruptions 🤖AI-driven productivity In Talking Transports, AIT Worldwide Logistics CEO Vaughn Moore shares his outlook on the future of global logistics. 🎧 Listen: Apple: bit.ly/44qnUva Spotify: bit.ly/4gBoNZ6 iHeart: bit.ly/4ajvX0d Bloomberg.com: bit.ly/4gzaN1Y @TheTerminal: bit.ly/44nxrmH
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Not all trucking markets suffered equally. In Talking Transports, @AutumnTransport's CEO Julie Andrich discusses: • Bulk freight resilience • Owner-operator model advantages • Intermodal economics • Capacity tightening from regulation • AI & automation investments 🎧 Listen to Episode 143 of @BBGIntelligence's Intelligence’s Talking Transports: Apple: bit.ly/4vJ0WuM Spotify: bit.ly/43E4liE iHeart: ihr.fm/4vMm6rX Bloomberg.com: bloom.bg/43Dfpg6 @TheTerminal: bit.ly/3QFVCcS #Freight #Logistics #Trucking #SupplyChain
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