Dislocations created by Russia’s invasion of Ukraine, low water levels in the Panama Canal and the crisis in the Red Sea have increased the demand for LNG tankers and has been a boost for time-charter rates and earnings for ship owners. Earning power will remain strong, even as they normalize lower from 2021’s peaks as rates remain well above breakeven levels for LNG tanker fleets. In this Talking Transports podcast, Oystein Kalleklev, CEO of Flex LNG and Avance Gas joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his insights into the LNG tanker industry. Kelleklev also talks about the orderbook of these $260 million assets, demand trends, lowering emissions and the LNG tanker market becoming more dynamic following the 2011 Fukushima disaster.

Dislocations created by Russia’s invasion of Ukraine, low water levels in the Panama Canal and the crisis in the Red Sea have increased the demand for LNG tankers and has been a boost for time-charter rates and earnings for ship owners. Earning power will remain strong, even as they normalize lower from 2021’s peaks as rates remain well above breakeven levels for LNG tanker fleets. In this Talking Transports podcast, Oystein Kalleklev, CEO of Flex LNG and Avance Gas joins Lee Klaskow, Bloomberg Intelligence senior transportation &amp; logistics analyst, to share his insights into the LNG tanker industry. Kelleklev also talks about the orderbook of these $260 million assets, demand trends, lowering emissions and the LNG tanker market becoming more dynamic following the 2011 Fukushima disaster.

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

LNG Tanker Market Changing With the Times

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b776f463-e308-4a45-b2fd-b1e700cab238/transcript

Trucking and railroad demand appears hard pressed to come out of its malaise anytime soon. Trucking markets have been slowly improving, while pockets of weakness are mitigating some stronger end-markets. This backdrop may drive low-single digit volume growth for these freight modes next year. In this Talking Transports podcast, Jonathan Starks, FTR’s chief executive officer and chief intelligence officer joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share his insights about the state of the freight railroad and trucking markets and what the demand outlook may have in store for these freight markets. Starks also talks about peak-season expectations, regulatory pressures on trucking equipment, need for better visibility for rail shipments and how burning CDs lead to a fulfilling career. 

Trucking and railroad demand appears hard pressed to come out of its malaise anytime soon. Trucking markets have been slowly improving, while pockets of weakness are mitigating some stronger end-markets. This backdrop may drive low-single digit volume growth for these freight modes next year. In this Talking Transports podcast, Jonathan Starks, FTR’s chief executive officer and chief intelligence officer joins Lee Klaskow, Bloomberg Intelligence senior transportation &amp; logistics analyst, to share his insights about the state of the freight railroad and trucking markets and what the demand outlook may have in store for these freight markets. Starks also talks about peak-season expectations, regulatory pressures on trucking equipment, need for better visibility for rail shipments and how burning CDs lead to a fulfilling career.

FTR on Freight Markets Emerging From Malaise

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/89791df1-336d-4d25-93c8-b1f500b52f87/transcript

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The current trucking market appears to have the trappings of a more normal cycle, similar to the one in 2013-2017. This would mean that spot rates should continue to slowly move higher from here and could fuel contract rates to inflect positively for most of next year. In this Talking Transports podcast, Ken Adamo, vice president of strategy and business development and chief of analytics at DAT Freight & Analytics, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the trucking market and what might be around the bend for the industry. Adamo also talks about the use cases for electric and autonomous trucks, challenges created by pending regulations and his love for being at the crossroads of transportation and data.

The current trucking market appears to have the trappings of a more normal cycle, similar to the one in 2013-2017. This would mean that spot rates should continue to slowly move higher from here and could fuel contract rates to inflect positively for most of next year. In this Talking Transports podcast, Ken Adamo, vice president of strategy and business development and chief of analytics at DAT Freight &amp; Analytics, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the trucking market and what might be around the bend for the industry. Adamo also talks about the use cases for electric and autonomous trucks, challenges created by pending regulations and his love for being at the crossroads of transportation and data.

DAT Says Trucking Balancing After the Blahs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23a863be-16ea-4dd1-a3ca-b1ee00c3d36e/transcript

The next catalyst for truck dealers might be a rush to order vehicles late next year ahead of the US EPA’s 2027 emissions rules, which could increase the costs of trucks by about $30,000 over traditional diesel engines. Buyers are already facing higher costs from inflationary pressure that pushed up prices for new over-the-road trucks by 20-25% over pre-pandemic levels. In this Talking Transports podcast, Brian Fyda, vice president of Fyda Freightliner, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into how truck dealers are navigating these challenges. Fyda also talks about inventories, the used-equipment market, the CDA cyberattack, electric truck demand and what it’s like to work in a family business.

The next catalyst for truck dealers might be a rush to order vehicles late next year ahead of the US EPA’s 2027 emissions rules, which could increase the costs of trucks by about $30,000 over traditional diesel engines. Buyers are already facing higher costs from inflationary pressure that pushed up prices for new over-the-road trucks by 20-25% over pre-pandemic levels. In this Talking Transports podcast, Brian Fyda, vice president of Fyda Freightliner, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into how truck dealers are navigating these challenges. Fyda also talks about inventories, the used-equipment market, the CDA cyberattack, electric truck demand and what it’s like to work in a family business.

Truck Dealers Biding Time Until the Pre-Buy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7c0a983-102e-4c4a-8e1d-b1e000ff5dce/transcript

LNG Tanker Market Changing With the Times

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