Lee Klaskow

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

[Lee Klaskow @LogisticsLee]

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

[Lee Klaskow @LogisticsLee]

🤖 AI isn't just analyzing supply chains—it's starting to take action.

Manhattan Associates $MANH CPO Brian Kinsella joins Talking Transports to discuss:

🤖 AI agents
🏭 Warehouses
🚛 Transportation
🦾 Robotics
🚂 Intermodal
☁️ Cloud
🎧 Episode 165 of @BBGIntelligence’s Talking Transports
Apple: https://t.co/vjO6rpvPKz
Spotify: https://t.co/VBWIttfvPJ
iHeart: https://t.co/k8Yjp6EdmQ
https://t.co/eCb5WV066Z: https://t.co/Ct7hA0QVrE
Bloomberg Terminal: https://t.co/wLb66NZYzI
#SupplyChain #AI #Logistics

[Lee Klaskow @LogisticsLee]

Is autonomous trucking nearing an inflection point? 🚛🤖
@torc_robotics CCO Andrew Culhane joins Talking Transports to discuss:
🏭 Daimler/Freightliner
🛣️Dallas-Laredo
💰Economics
🤖AI
🦺Safety
🚚200K-300K miles/year
📈Scaling in 2027+
🎧 Episode 164 of @BBGIntelligence’s Talking Transports
Apple: https://t.co/77FDu2uyeX
Spotify: https://t.co/ps6aqeS8y8
iHeart: https://t.co/kt03HmOux6
https://t.co/eCb5WV066Z: https://t.co/P4kAAXGqv6
Bloomberg Terminal: https://t.co/8uinGvTnFo

#AutonomousTrucking #Freight

[Lee Klaskow @LogisticsLee]

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: https://t.co/yfRntQm2Rw
Spotify: https://t.co/czjVh7ZtS5
iHeart: https://t.co/0O09VOYuLw
https://t.co/eCb5WV066Z: https://t.co/U7TuR0EKcw
Bloomberg Terminal: https://t.co/c9EuJ70Ylx

[Lee Klaskow @LogisticsLee]

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: https://t.co/mX5XWw56oF
Spotify: https://t.co/zY9OGY2J2A
iHeart: https://t.co/gYBiGJtI6N
https://t.co/eCb5WV066Z: https://t.co/RGiEw1bZK0
Bloomberg Terminal: https://t.co/xKMZRrS64X

#Trucking #Logistics #Freight

[Lee Klaskow @LogisticsLee]

@FreightAlley Your forgot the biggest selling point. They can be your neighbor!

[Lee Klaskow @LogisticsLee]

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: https://t.co/5jxOYms9Sw
Spotify: https://t.co/2OE2mFN7H5
iHeart: https://t.co/kqvauARYpN
https://t.co/eCb5WV066Z: https://t.co/xhG6Zdcv1Y
Bloomberg Terminal: https://t.co/5Gw6VVYHdK
#Intermodal #Railroads #Freight@

[Lee Klaskow @LogisticsLee]

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: https://t.co/fS1tzu5Ia8
Spotify: https://t.co/CLfNhEIfqW
iHeart: https://t.co/FL3ul3FwW3
https://t.co/eCb5WV066Z: https://t.co/kux942b435
@TheTerminal : https://t.co/OAbOP6Yerk
#Parcel #Logistics #SupplyChain

[Lee Klaskow @LogisticsLee]

@LizAnnSonders And what an impressive journey its been.

[Lee Klaskow @LogisticsLee]

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: https://t.co/jzs0RgWQnB
Spotify: https://t.co/o4xsEcyJZf
iHeart: https://t.co/EWLCe0FPp2
https://t.co/eCb5WV066Z: https://t.co/4jeL8bNgVN
@TheTerminal: https://t.co/Z2duwiZOlt
#Intermodal #Railroads #Freight

[Lee Klaskow @LogisticsLee]

@amazon's logistics ambitions extend well beyond its own packages.
Amazon Supply Chain Services Head Peter Larsen joins @BBGIntelligence's Talking Transports to discuss:
📦 Parcel growth
🚢Ocean forwarding
🚛LTL & trucking
🚂Intermodal
🤖AI & 1M+ robots
🌎Global expansion

🎧 Listen 🎧
Apple: https://t.co/DKx4KN1H2r
Spotify: https://t.co/OCNFN9qehp
iHeart: https://t.co/5qGrJQF9yi
https://t.co/eCb5WV066Z: https://t.co/qxP4YxpZAI
@TheTerminal: https://t.co/6M8jdgHGZu

#Amazon #Logistics #SupplyChain

[Lee Klaskow @LogisticsLee]

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: https://t.co/T6AT0bncEs
Spotify: https://t.co/HHvQc0Yrrl
iHeart: https://t.co/OCwSHtZWIo
https://t.co/eCb5WV066Z: https://t.co/Gu3YrJK1KL
Bloomberg Terminal: https://t.co/otpgfz8HwK
#Logistics #SupplyChain

[Lee Klaskow @LogisticsLee]

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: https://t.co/ItWc8auQQ1
Spotify: https://t.co/5wgtHVdfqV
iHeart: https://t.co/vnlpkHDCEh
https://t.co/eCb5WV066Z: https://t.co/PvbQ7uxDmt
@TheTerminal : https://t.co/toYxhphlPh

#SupplyChain #Logistics #AI

[Lee Klaskow @LogisticsLee]

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: https://t.co/EnZDCE9OeP
Spotify: https://t.co/vqsyhJhi24
iHeart: https://t.co/RWmJGCjnWS
https://t.co/eCb5WV066Z: https://t.co/NnIuYRtxka
@TheTerminal : https://t.co/CqCyL6kKOj
#Drayage #Logistics #AI

[Lee Klaskow @LogisticsLee]

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: https://t.co/17TEpl8E7S
Spotify: https://t.co/p9t2j2Xqvc
iHeart: https://t.co/gWmLwsETiN
https://t.co/eCb5WV066Z: https://t.co/BQvA2pll66
@Bloomberg Terminal: https://t.co/hjlQkS34nS

#Logistics #SupplyChain #Fintech #AIEpisode

[Lee Klaskow @LogisticsLee]

Mexico is pushing a freight rail route avoiding the Panama Canal https://t.co/7E9s1zvdg7

[Lee Klaskow @LogisticsLee]

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: https://t.co/T0RKWAQAzV
Spotify: https://t.co/W9q2rlYKls
iHeart: https://t.co/sx89B8emby
Bloomberg Terminal: https://t.co/E2YQNdEfvk

[Lee Klaskow @LogisticsLee]

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: https://t.co/3ht2RGcwnI
Spotify: https://t.co/UzvOG1jzmq
iHeart: https://t.co/yPaPjSMOQu
https://t.co/eCb5WV066Z: https://t.co/eIGoYzIU3i
@Bloomberg Terminal: https://t.co/HfMnzxqO80
#Trucking #Logistics #Freight

[Lee Klaskow @LogisticsLee]

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: https://t.co/rT2XXs863b
Spotify: https://t.co/yeIDrhj6oU
iHeart: https://t.co/x5alQwAzv3
https://t.co/eCb5WV066Z: https://t.co/9dWlexj512
Bloomberg Terminal: https://t.co/qzaIH1EqMP

[Lee Klaskow @LogisticsLee]

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: https://t.co/I9t1j2BiUO
Spotify: https://t.co/qNS04wZKgT
iHeart: https://t.co/DRCVbrhoLD
https://t.co/eCb5WV066Z: https://t.co/gqM1XSWQe9
Bloomberg Terminal: https://t.co/JhBoHNTO7c
#Shipping #ContainerShipping #Logistics