• Talking Transports

  • Auteur(s): Bloomberg
  • Podcast

Talking Transports

Auteur(s): Bloomberg
  • Résumé

  • Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

    2025 Bloomberg
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Épisodes
  • Ardmore on What’s on the Horizon for Tankers
    Feb 25 2025

    Geopolitical-fueled supply-chain dislocations have provided a constructive supply-demand backdrop for product and chemical-tanker fleets in 2025. The crisis in the Red Sea, sanctions on Russian energy exports and potential US tariffs have increased ton-miles and absorbed capacity. Time charter rates remain above historical averages despite coming off their robust levels over the past three years, which will weigh on earnings this year. In this Talking Transports podcast, Gernot Ruppelt, CEO of Ardmore Shipping, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into the state of the product tanker market. Ruppert also discusses the company’s integrated trading strategy, focus on innovation to drive operating costs lower and capital-allocation priorities.

    See omnystudio.com/listener for privacy information.

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    39 min
  • Gordon on M&A Activity Picking Up in 2025
    Feb 18 2025

    Supply-chain executives are more optimistic about freight markets and the pace of mergers and acquisitions in 2025. Deals can be a win-win for buyers and sellers as seen by RXO’s recent acquisition of Coyote, UPS’ brokerage business. The transaction lets UPS focus on its parcel business while provides RXO with significantly increased market penetration. Some deals are motivated by companies expanding their specialties in a service or geography. In this Talking Transports podcast, Ben Gordon, founder of BGSA Holdings and Cambridge Capital, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the M&A and private equity markets for transportation, logistics and tangential technology companies. Gordon also discusses what can motivate a seller, and valuations.

    See omnystudio.com/listener for privacy information.

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    42 min
  • Painter on Tech Connecting Supply Chains
    Feb 11 2025

    The growth in machine learning and artificial intelligence can drive significant productivity gains for trucking carriers and shippers. Those leaning into these new technologies will be able to make better decisions and drive improved economic outcomes. Transports appear to be in the early innings of this new technology revolution. In this Talking Transports podcast, Rob Painter, CEO and president of Trimble, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into what AI has meant for the company and its customers. Painter also discusses internet of things (IoT), the importance of compounding and how Trimble is connecting supply chains through the life cycle continuum of sourcing, planning, executing and settling.

    See omnystudio.com/listener for privacy information.

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    46 min

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