Talking Transports

Investments in technology should drive productivity and profitability, as well as be a differentiator at RXO, according to CEO Drew Wilkerson. In this Talking Transport podcast episode, Wilkerson joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth discussion about how technology can provide RXO with a competitive advantage. He also sees green shoots emerging, which may point to better trucking supply-demand dynamics. Wilkerson also comments on issues like trucking capacity, M&A, profitability and life after the spinoff from XPO. This episode was originally released on Oct. 19, 2023.See omnystudio.com/listener for privacy information.

Share gains following Yellow's shutdown will be a huge tailwind for less-than-truckload (LTL) carriers in the near term and should help keep pricing structurally disciplined over the longer range, according to Christian Wetherbee, Citi Research managing director and lead analyst on air freight, surface and marine transportation. In this Talking Transports podcast episode, Wetherbee joins Bloomberg Intelligence Senior Analyst Lee Klaskow for an in-depth conversation about which subsectors and companies Wetherbee sees as currently well positioned, including a discussion of FedEx, XPO, Union Pacific and JB Hunt. This episode was originally released on Oct. 17, 2023.See omnystudio.com/listener for privacy information.

The war in Ukraine has redrawn trade lanes, which has been a positive for dry-bulk carriers, according to Hamish Norton, Star Bulk's president. In this Talking Transports podcast episode, Norton joins Bloomberg Intelligence Senior Analyst Lee Klaskow to discuss the opportunities and challenges facing the global dry-bulk shipping market. One of the biggest challenges will be the industry's transition toward greener fuels to meet global emission standards. He also comments on issues like the order book, fuel, slow steaming and the outlook for demand. This episode was originally released on Oct. 11, 2023. See omnystudio.com/listener for privacy information.

The transition to lower emissions might be a bumpy road for the trucking industry according to Andrew Boyle, vice chairman of the American Trucking Associations (ATA) and co-president of Boyle Transportation. In this episode of the Talking Transports podcast, Boyle joins Bloomberg Intelligence senior analyst Lee Klaskow for an in-depth discussion about the challenges associated with the transition to electric trucks. They also discuss other obstacles facing the North American trucking market well as the outlook for the industry.See omnystudio.com/listener for privacy information.