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]

Freight tightening is accelerating — driven by capacity, not demand. In Talking Transports, White Arrow's CEO @ChrisCeausu discusses:

• Routing guide failures
• ELD enforcement impacts
• Temp-controlled LTL
• Intermodal economics
• AI-driven operations

🎧 Listen:
Apple: https://t.co/sYTnKEh3O4
Spotify: https://t.co/3I8zZKKngL
iHeart: https://t.co/JxKKYNQplG
https://t.co/eCb5WV066Z: https://t.co/X6e7GO1xBs
@TheTerminal: https://t.co/IaE53Yfcyl

[Lee Klaskow @LogisticsLee]

Freight tightening is becoming structural.
In Talking Transports, Triumph Financial CEO Aaron Graft discusses:
• Capacity exiting the market
• Rising insurance + compliance costs
• Freight payments & factoring
• Broker liability risks
• Data-driven freight intelligence
🎧 Listen Episode 140 of Bloomberg Intelligence’s Talking Transports:
Apple: https://t.co/HVqplrILNh
Spotify: https://t.co/UHyFEI6v7E
iHeart: https://t.co/6y3whdU5Vk
https://t.co/eCb5WV066Z: https://t.co/brmkxRdFWD
@TheTerminal: https://t.co/QXWnNG5AY5

: [Insert Link]
#Freight #Logistics #Trucking

[Lee Klaskow @LogisticsLee]

Autonomous freight may not stop at highways.
In Talking Transports, @GlidTech CEO Kevin Damoa discusses:
• Autonomous road-to-rail freight
• First-mile bottlenecks
• AI-powered logistics orchestration
• Military-inspired supply chain solutions
🎧 Listen to episode 139:
Apple: https://t.co/WXiQwQRVXZ
Spotify: https://t.co/qyGDbjAPyQ
iHeart: https://t.co/VNJuRU78ET
https://t.co/eCb5WV066Z: https://t.co/sr4H4p6RJ8
@TheTerminal: https://t.co/CkzmQ2XIJy
#Freight #Logistics #Autonomous #Rail

[Lee Klaskow @LogisticsLee]

I'm looking forward to sharing our outlook on this upcoming panel.

[TMSAtoday @TMSAtoday]

#NationalInfrastructureWeek is a reminder of how closely our economy & the movement of goods are connected—exactly what our Economic Outlook panel w/ Dean Croke @datfreightteam, @LogisticsLee & Lindsay Bur @TRUCKINGdotORG will cover. Plan smarter, join us: https://t.co/dAySlqlt4t

[Lee Klaskow @LogisticsLee]

Amazon entering logistics = big disruption risk.
In Talking Transports, Morgan Stanley’s Ravi Shanker breaks down:
• Amazon vs parcel, LTL, brokerage
• Truckload recovery outlook
• Structural parcel headwinds
• AI & autonomy reshaping freight
🎧 Listen - Episode 138 of Talking Transports:
Apple: https://t.co/KZjW1p1gtg
Spotify: https://t.co/a2REcP1PWD
iHeart: https://t.co/o5eq7h9kWw
https://t.co/eCb5WV066Z: https://t.co/vvazCWTdGq
Bloomberg Terminal: https://t.co/WGA8dqwR0L
#Freight #Logistics #Transportation

[Lee Klaskow @LogisticsLee]

Freight is tightening — but demand isn’t driving it.
In Talking Transports, DAT’s Dean Croke explains:
• Spot rates +20–25% YoY
• Capacity down ~30%
• Regulation shrinking driver pool
• Produce & flatbed already tight
A very different freight cycle.
🎧 Listen to Episode 137 of Talking Transports:
Apple: https://t.co/YhwbncCXyW
Spotify: https://t.co/cmw6MoIvTq
iHeart: https://t.co/1EKL103Y9C
https://t.co/eCb5WV066Z: https://t.co/fF7iHQaSBj
@TheTerminal: https://t.co/VWw1Yr4R8R

#Freight #Logistics #Trucking #bloombergintelligence

[Lee Klaskow @LogisticsLee]

Freight recovery is here — but it’s supply-driven.
In Talking Transports, $JBHT CEO @Shelley_Simpson discusses:
• 4-year freight downturn
• Capacity tightening from enforcement
• Intermodal growth opportunity
• AI + productivity gains

🎧 Listen to Episode 136 of Talking Transports:
Apple: https://t.co/UFqu2nvREk
Spotify: https://t.co/jEzbzyaVh2
iHeart: https://t.co/PMZLX1Zan1
https://t.co/eCb5WV066Z: https://t.co/TlpRbThZLx
@TheTerminal : https://t.co/FdDV9V1YGZ [Insert Link]
#Freight #Logistics #Trucking

[Lee Klaskow @LogisticsLee]

Europe trucking stabilizing — but no real recovery yet.
In Talking Transports, @GirtekaGroup CEO Edvardas Liachovicius explains:
• Driver shortages = key constraint
• Rates stabilizing after downturn
• Fuel volatility & geopolitics
• Fragmented EU market challenges
🎧 Listen - Episode 135 of Talking Transports:
Apple: https://t.co/BmkZgnx7Me
Spotify: https://t.co/L5QOX7nu09
iHeart: https://t.co/4JhnsKXtIO
https://t.co/eCb5WV066Z: https://t.co/9MsrVAQMro
Bloomberg Terminal: https://t.co/DxEgQwqwzC
#Freight #Logistics #Trucking

[Lee Klaskow @LogisticsLee]

Autonomous trucking is here — not coming.
In Talking Transports, @KodiakRobotics CEO/founder @don_burnette breaks down:
• Driverless trucks in operation today
• AI vs HD mapping
• Cost + utilization advantages
• Regulatory reality
• Why only a few winners emerge
🎧 Listen to episode 134 of @BBGIntelligence's Talking Transports:
Apple: https://t.co/6bM5IIPmxN
Spotify: https://t.co/WpxXfQbzwP
iHeart: https://t.co/hNfztbjo9u
https://t.co/eCb5WV066Z: https://t.co/b4LIiHKZ3W
Bloomberg Terminal: https://t.co/TpfWfmgpze
#Autonomous #Freight #AI #Logistics

[60 Minutes @60Minutes]

“They promise you the world. They say you can make $8,000 to $10,000 to $12,000 a week,” says Daniel Sanchez, who was a driver for Super Ego under a lease-to-own contract. He says the company didn’t deliver on those promises.

[Lee Klaskow @LogisticsLee]

Brazil’s ag boom = pressure on trucks + dry bulk.
In Talking Transports, I spoke with Goflux & Alphamar on:
• Rising freight rates
• Dry bulk demand surge
• Fertilizer imports & trade shifts
• Aging fleets + fragmentation
Big theme: demand > capacity.
🎧 Listen to episode 133 of Talking Transports:
Apple: https://t.co/PUOUiBOPbM
Spotify: https://t.co/5aSX7B2Q8X
iHeart: https://t.co/PZEP07uQro
https://t.co/eCb5WV066Z: https://t.co/GO30cNb6mF
Bloomberg Terminal: https://t.co/XCwgXimJra

[Lee Klaskow @LogisticsLee]

Brokerage shifting — but demand still weak.
In Talking Transports, @freightcaviar CEO Paul-Bernard Jaroslawski breaks down:
• Capacity tightening from regulation
• Broker vs. carrier tensions
• AI vs. relationships
• Cargo theft & offshore labor
🎧 Listen:
Spotify: https://t.co/x8SmAONHvY
Apple: https://t.co/ISB1RXSa8z
https://t.co/eCb5WV066Z: https://t.co/YxgISwaIaW
Bloomberg Terminal: https://t.co/XEutV8r55p

[Lee Klaskow @LogisticsLee]

@indietrucker Thanks!

[Lee Klaskow @LogisticsLee]

Private ownership can be an edge in freight. On Talking Transports, I speak with Jarrett CEO Mike Jarrett about staying debt-free, focusing on culture, navigating market volatility & why tech supports — not replaces — relationships.
🎧 Listen to Episode 131 of Talking Transports:
Apple: https://t.co/Qtau5RnWrj
Spotify: https://t.co/gDvwrY58b1
iHeart: https://t.co/ZnO606kyXd
https://t.co/eCb5WV066Z: https://t.co/K72zqH0sAi
Bloomberg Terminal: https://t.co/iIX0DGY7tv:
#Freight #Trucking #Logistics #SupplyChain #TalkingTransports

[Sam Ro 📈 @SamRo]

Me waiting for the second order effects of higher oil prices

[Lee Klaskow @LogisticsLee]

Rail demand is muted but stable.

On Talking Transports, I speak with @BNSFRailway CMO Tom Williams about service gains, rail vs truck dynamics, tariffs, the $UNP – $NSC merger — and Indiana football.

🎧 Listen - Episode 130 of Talking Transports:
Apple: https://t.co/ReLANafYC4
Spotify: https://t.co/BkAZISyV9R
iHeart: https://t.co/shqz5W6xzQ
https://t.co/eCb5WV066Z: https://t.co/dtH5qXyJSy
Bloomberg Terminal: https://t.co/vS9W4f2zBL

#Rail #Freight #Logistics #TalkingTransports

[Lee Klaskow @LogisticsLee]

@FreightWaves But that's still $500-$600 less stuff that they will not buy...not to mention the pyschologicial impact to buying behaviors for those in the bottom three quintiles of household income.

Curious what your thoughts on the impact of $5 diesel on trucking?

[Lee Klaskow @LogisticsLee]

Intermodal is cyclical — but still essential.
On Talking Transports, I speak with @stglogistics' CEO Geoff Anderman about restructuring, rail trends, the UP–NS merger, cost discipline & preparing for freight recovery.
🎧 Listen:
Apple: https://t.co/BFGLBPxVbm
Spotify: https://t.co/qSsGXCEHTb
iHeart: https://t.co/t1eLhkFXoB
https://t.co/eCb5WV066Z: https://t.co/eA06OJWsu4
Bloomberg Terminal: https://t.co/Ju1Vv2LsIE

#Freight #Intermodal #Rail #Logistics #TalkingTransports