Tighter truck capacity and elevated diesel prices are creating an opening for intermodal to win highway share. In this Talking Transports podcast, Intermodal Association of North America President & CEO Anne Reinke joins Bloomberg Intelligence’s Lee Klaskow to discuss why regulatory enforcement is constraining truck supply and improving rail’s value proposition. Intermodal has about 14% share of its 500-mile-plus sweet spot, leaving substantial room for conversion. Reinke says keeping that freight when trucking loosens will require reliability, visibility and resilience. They also discuss Mexico cross-border growth, drayage, AI, cargo theft, rail consolidation and why elevated diesel could keep intermodal booming into 2027.

Tighter truck capacity and elevated diesel prices are creating an opening for intermodal to win highway share. In this Talking Transports podcast, Intermodal Association of North America President &amp; CEO Anne Reinke joins Bloomberg Intelligence&rsquo;s Lee Klaskow to discuss why regulatory enforcement is constraining truck supply and improving rail&rsquo;s value proposition. Intermodal has about 14% share of its 500-mile-plus sweet spot, leaving substantial room for conversion. Reinke says keeping that freight when trucking loosens will require reliability, visibility and resilience. They also discuss Mexico cross-border growth, drayage, AI, cargo theft, rail consolidation and why elevated diesel could keep intermodal booming into 2027.

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.

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.

Talking Transports

Intermodal’s Moment Could Gain Momentum

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/dc41f496-863a-4745-9b9d-b4db00c7fd9c/transcript

Parcel delivery is getting faster, increasingly fragmented and more technology-driven as alternative carriers and automation challenge traditional models. In this bonus episode of the Talking Transports podcast, recorded on the exhibit floor of the PARCEL Forum 2026 conference, Bloomberg Intelligence’s Lee Klaskow speaks with executives from Loop, OnTrac, OSM Worldwide, Parcel Pending by Quadient, Veho, UniUni and Slip Robotics. The conversations explore AI-powered freight audit, seven-day parcel networks, postal workshare, smart lockers, gig and DSP delivery models, and robotics that can load and unload a trailer in about five minutes. The episode also highlights OnTrac’s 75-80% shopper reach, UniUni’s roughly 1.5 million daily packages and how technology is helping carriers and shippers lower costs, improve speed and expand consumer choice.

Parcel delivery is getting faster, increasingly fragmented and more technology-driven as alternative carriers and automation challenge traditional models. In this bonus episode of the Talking Transports podcast, recorded on the exhibit floor of the PARCEL Forum 2026 conference, Bloomberg Intelligence&rsquo;s Lee Klaskow speaks with executives from Loop, OnTrac, OSM Worldwide, Parcel Pending by Quadient, Veho, UniUni and Slip Robotics. The conversations explore AI-powered freight audit, seven-day parcel networks, postal workshare, smart lockers, gig and DSP delivery models, and robotics that can load and unload a trailer in about five minutes. The episode also highlights OnTrac&rsquo;s 75-80% shopper reach, UniUni&rsquo;s roughly 1.5 million daily packages and how technology is helping carriers and shippers lower costs, improve speed and expand consumer choice.

Taking the Pulse of the Parcel Ecosystem

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8894c73f-f338-4f4f-8f0a-b4d6014b8782/transcript

Technology enhancements, Amazon.com and a growing roster of carriers are reshaping the US parcel market. At the PARCEL Forum 2026 conference, a panel moderated by Bloomberg Intelligence’s Lee Klaskow, Gartner’s Chris Kina, Deloitte’s Joanne Strong and Pharand Advisors CEO Andre Pharand discussed how AI and dynamic routing are shifting competitive advantage away from physical networks alone. Shippers increasingly use multiple carriers to balance cost, service and reliability, with Gartner noting some retailers now use 10-20. The panel also explored Amazon’s growing third-party delivery ambitions, rising consumer expectations, parcel lockers and why reliability is becoming more important than speed as technology helps shippers select the best carrier for each shipment.

Technology enhancements, Amazon.com and a growing roster of carriers are reshaping the US parcel market. At the PARCEL Forum 2026 conference, a panel moderated by Bloomberg Intelligence&rsquo;s Lee Klaskow, Gartner&rsquo;s Chris Kina, Deloitte&rsquo;s Joanne Strong and Pharand Advisors CEO Andre Pharand discussed how AI and dynamic routing are shifting competitive advantage away from physical networks alone. Shippers increasingly use multiple carriers to balance cost, service and reliability, with Gartner noting some retailers now use 10-20. The panel also explored Amazon&rsquo;s growing third-party delivery ambitions, rising consumer expectations, parcel lockers and why reliability is becoming more important than speed as technology helps shippers select the best carrier for each shipment.

Parcel-Delivery Market Continues to Evolve

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d144bedb-5f5d-422a-84ad-b4d400b24817/transcript

Tighter truck capacity and higher diesel prices could accelerate intermodal’s highway share gains. In this Talking Transports podcast, BNSF Group Vice President of Intermodal and Automotive Jon Gabriel joins Bloomberg Intelligence’s Lee Klaskow to discuss why rail’s 10-12% share of long-haul freight can move considerably higher. BNSF has seen more inbound customer calls in the past six months as trucking conditions tighten, and Gabriel believes this could evolve from an intermodal “moment” into an “era.” He also discusses BNSF’s technology investments, J.B. Hunt partnership, rail consolidation, Barstow International Gateway and automotive business, where demand remains resilient and tariffs have caused only limited changes to established supply chains.

Tighter truck capacity and higher diesel prices could accelerate intermodal&rsquo;s highway share gains. In this Talking Transports podcast, BNSF Group Vice President of Intermodal and Automotive Jon Gabriel joins Bloomberg Intelligence&rsquo;s Lee Klaskow to discuss why rail&rsquo;s 10-12% share of long-haul freight can move considerably higher. BNSF has seen more inbound customer calls in the past six months as trucking conditions tighten, and Gabriel believes this could evolve from an intermodal &ldquo;moment&rdquo; into an &ldquo;era.&rdquo; He also discusses BNSF&rsquo;s technology investments, J.B. Hunt partnership, rail consolidation, Barstow International Gateway and automotive business, where demand remains resilient and tariffs have caused only limited changes to established supply chains.

BNSF Sees an Era of Intermodal Growth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1561c731-6696-411b-8220-b4cd00ca50b5/transcript

Intermodal’s Moment Could Gain Momentum

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