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

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. 

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&rsquo;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&rsquo;s tariff and immigration threats.&nbsp;

What’s Down the Road for Trucking, Rail

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/18d95083-ae79-459d-8073-b24900d6bc32/transcript

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

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&rsquo;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&amp;A for growth, technology as a tool and his dream to return to kite surfing

Jamroz on Putting Roadrunner on the Right Path

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/05648ad7-1dde-484c-85e5-b2420087e127/transcript

Marker 01

Marker 02

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.

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.

Selva on Creating Resilient Networks With AI

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/542b1a0c-8723-41d3-978a-b23b00ee2125/transcript

Star Bulk’s Norton on Dry-Bulk Shipping

In 1 playlist(s)

Talking Transports

Social links

Follow podcast

Recent clips