The freight market outlook is set to improve next year following two challenging years for surface-transportation providers. In this Talking Transports podcast, Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, shares his 2025 outlook for the truckload, less-than-truckload (LTL) and railroads industries. Mid-single digit contractual rate growth, low-single-digit volume gains and improving utilization rates, could fuel a 67% jump in EPS for BI’s truckload peer group. LTL earnings growth may rebound as well, on the heels of continued pricing power and improved demand. Volume, revenue and earnings growth are poised to accelerate for North American railroads in 2025. Despite the more optimistic outlook, risks abound, especially from the incoming Trump administration’s tariff and immigration threats.

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Refocusing Roadrunner into an asset-light less-than-truckload (LTL) provider over the past four years may have been key to turning the company around. In this Talking Transports podcast, Chris Jamroz, Roadrunner’s executive chairman and chief executive officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the strategic steps the company took to bring it back from the brink. A focus on expedited LTL movements in the largest freight markets has helped it improved operations, which has elevated service and could drive share gains. Jamroz also discusses how autonomous trucks may be a perfect fit for Roadrunner, looking at M&A for growth, technology as a tool and his dream to return to kite surfing

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The ability to optimize logistics networks that can react to weather or human disruptions can be the differentiator between success and failure for many organizations. In this Talking Transports podcast, retired General Paul Selva, DEFCON AI’s co-founder and chief strategy officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how technology and artificial intelligence are creating more resilient supply chains. The retired vice chairman of the Joint Chiefs of Staff also provided his insights into the challenges and complexities facing the military in moving people, equipment and supplies around the world. Selva discusses some of his experiences leading the US Transportation Command and how his retirement from the military lead to a 3,000 mile long stroll.

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