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. 

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.

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

Star Bulk’s Norton on Dry-Bulk Shipping

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/33dfc098-3606-4523-9234-b0c201479306/transcript

Technology investment is no longer a luxury for supply chains, as it has become essential just to survive, let alone thrive. In this Talking Transports podcast, project44 founder and CEO Jett McCandless joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is transforming global supply chains from reactive to autonomous. McCandless explains how project44’s decision intelligence platform uses AI and multi-agent workflows to help shippers and logistics providers analyze disruptions, optimize responses and act in real time across all modes. He shares why “decision speed” now matters more than transit speed, how visibility must evolve beyond alerts, and why 2026 will mark a turning point as companies demand hard returns from AI investments. McCandless also offers his outlook on nearshoring, geopolitics, freight markets and the leadership lessons learned from returning project44 to founder mode.

Technology investment is no longer a luxury for supply chains, as it has become essential just to survive, let alone thrive. In this Talking Transports podcast, project44 founder and CEO Jett McCandless joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how AI is transforming global supply chains from reactive to autonomous. McCandless explains how project44&rsquo;s decision intelligence platform uses AI and multi-agent workflows to help shippers and logistics providers analyze disruptions, optimize responses and act in real time across all modes. He shares why &ldquo;decision speed&rdquo; now matters more than transit speed, how visibility must evolve beyond alerts, and why 2026 will mark a turning point as companies demand hard returns from AI investments. McCandless also offers his outlook on nearshoring, geopolitics, freight markets and the leadership lessons learned from returning project44 to founder mode.

AI, Speed and the Future of Supply Chains

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0c6a2d52-18a1-40ce-9691-b3d000fae78e/transcript

Global freight markets face another challenging year from geopolitical tensions, uncertain trade policies and slack capacity. In this episode of the Talking Transports podcast, Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow shares how 2026 may play out for North American trucking, railroad and freight brokerage markets, as well as the global parcel and shipping sectors. An acceleration in the rate of capacity leaving the truckload market could ripple across less-than-truckload, freight brokerage and railroad industries, setting up for a better year than 2025. Technology-driven productivity investments could help offset a tepid demand backdrop and support improved margins. Supply growth is expected to outpace containerliner demand, which will weigh on rates and earnings.

Global freight markets face another challenging year from geopolitical tensions, uncertain trade policies and slack capacity. In this episode of the Talking Transports podcast, Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow shares how 2026 may play out for North American trucking, railroad and freight brokerage markets, as well as the global parcel and shipping sectors. An acceleration in the rate of capacity leaving the truckload market could ripple across less-than-truckload, freight brokerage and railroad industries, setting up for a better year than 2025. Technology-driven productivity investments could help offset a tepid demand backdrop and support improved margins. Supply growth is expected to outpace containerliner demand, which will weigh on rates and earnings.

What Freight Markets Can Expect in 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a21428b8-2217-417a-bf10-b3ca0131ea06/transcript

Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipping. Mercogliano discusses the risks surrounding the Red Sea and Suez Canal, the rise of the shadow fleet and the challenges facing the IMO’s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.

Geopolitical tensions, a fractured regulatory landscape and shifting trade patterns are reshaping the maritime industry in ways not seen in decades. In this episode of the Talking Transports podcast, maritime historian and former merchant mariner, Sal Mercogliano, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to break down the forces redefining global shipping. Mercogliano discusses the risks surrounding the Red Sea and Suez Canal, the rise of the shadow fleet and the challenges facing the IMO&rsquo;s ambitious decarbonization goals. He also examines US shipbuilding ambitions, Jones Act reform and the critical role of the Merchant Marine in national security. Mercogliano shares insights from his seafaring career, his academic work and his popular YouTube channel, offering a wide-angle perspective on the future of maritime trade.

Finding Out What’s Going On With Shipping

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d29e98ba-50fb-49e2-a214-b3b40178669e/transcript

Star Bulk’s Norton on Dry-Bulk Shipping

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