Intermodal freight remains a vital but cyclical component of US supply chains, even as prolonged softness in trucking and rail markets pressures margins and balance sheets. In this Talking Transports podcast, STG Logistics CEO Geoff Anderman joins Bloomberg Intelligence’s Lee Klaskow to discuss the company’s proactive Chapter 11 restructuring and strategy to strengthen its financial foundation amid one of the longest freight downturns in recent history. Anderman details how STG’s asset-based intermodal fleet, drayage network and port-centric logistics footprint support resilience despite market volatility. He also addresses regulatory tightening, rail service, the proposed UP–NS merger, weather disruptions, disciplined cost control and targeted technology investments as the company prepares for an eventual freight recovery.

Intermodal freight remains a vital but cyclical component of US supply chains, even as prolonged softness in trucking and rail markets pressures margins and balance sheets. In this Talking Transports podcast, STG Logistics CEO Geoff Anderman joins Bloomberg Intelligence&rsquo;s Lee Klaskow to discuss the company&rsquo;s proactive Chapter 11 restructuring and strategy to strengthen its financial foundation amid one of the longest freight downturns in recent history. Anderman details how STG&rsquo;s asset-based intermodal fleet, drayage network and port-centric logistics footprint support resilience despite market volatility. He also addresses regulatory tightening, rail service, the proposed UP&ndash;NS merger, weather disruptions, disciplined cost control and targeted technology investments as the company prepares for an eventual freight recovery.

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

STG Restructures for Long-Term Intermodal Strength

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e1001515-0d2b-40fe-9272-b408016599f9/transcript

Freight markets are stabilizing after a prolonged downturn, driven more by a supply correction than demand growth. In this Talking Transports podcast, J.B. Hunt CEO Shelley Simpson joins Bloomberg Intelligence’s senior freight transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement is tightening trucking capacity and lifting rates. Simpson, whose more than 30 years at J.B. Hunt took her from pricing roles to CEO, outlines the company’s focus on intermodal growth, where improved service and higher fuel costs are driving mode conversion. She also highlights investments in technology and AI to boost productivity and scale efficiently. Though demand remains uneven, Simpson emphasizes culture, leadership development and a people-first strategy as key to navigating cycles and positioning J.B. Hunt for long-term growth.

Freight markets are stabilizing after a prolonged downturn, driven more by a supply correction than demand growth. In this Talking Transports podcast, J.B. Hunt CEO Shelley Simpson joins Bloomberg Intelligence&rsquo;s senior freight transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement is tightening trucking capacity and lifting rates. Simpson, whose more than 30 years at J.B. Hunt took her from pricing roles to CEO, outlines the company&rsquo;s focus on intermodal growth, where improved service and higher fuel costs are driving mode conversion. She also highlights investments in technology and AI to boost productivity and scale efficiently. Though demand remains uneven, Simpson emphasizes culture, leadership development and a people-first strategy as key to navigating cycles and positioning J.B. Hunt for long-term growth.

J.B. Hunt’s CEO on Supply-Driven Recovery

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8755cd5b-0c46-43d3-9ae0-b43a00c744b6/transcript

Europe’s trucking market is stabilizing after a prolonged downturn, but structural challenges remain. In this episode of the Talking Transports podcast, Girteka CEO Edvardas Liachovicius joins Bloomberg Intelligence’s Lee Klaskow to discuss how overcapacity and weak demand in 2023–24 pressured rates and profitability, with only early signs of balance emerging. Liachovicius highlights a structural driver shortage, worsened by geopolitical events, as a key constraint on growth, alongside fuel volatility and fragmented regulation across 27 countries. He outlines Girteka’s focus on temperature-controlled, high-care cargo and long-haul corridors, while emphasizing that driver availability — not demand — is now the primary limiter of capacity and future expansion. Liachovicius shares his journey from one of Girteka’s first employees to CEO.

 

Europe&rsquo;s trucking market is stabilizing after a prolonged downturn, but structural challenges remain. In this episode of the Talking Transports podcast, Girteka CEO Edvardas Liachovicius joins Bloomberg Intelligence&rsquo;s Lee Klaskow to discuss how overcapacity and weak demand in 2023&ndash;24 pressured rates and profitability, with only early signs of balance emerging. Liachovicius highlights a structural driver shortage, worsened by geopolitical events, as a key constraint on growth, alongside fuel volatility and fragmented regulation across 27 countries. He outlines Girteka&rsquo;s focus on temperature-controlled, high-care cargo and long-haul corridors, while emphasizing that driver availability &mdash; not demand &mdash; is now the primary limiter of capacity and future expansion. Liachovicius shares his journey from one of Girteka&rsquo;s first employees to CEO.
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Girteka on Europe’s Trucking Stabilization

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7887f6dc-c8c0-4c87-9917-b43300d1b2cd/transcript

Autonomous trucking is shifting from pilot to early commercialization as technology, safety validation and economics converge. In this Talking Transports podcast, Kodiak AI founder and CEO Don Burnette joins Bloomberg Intelligence’s Lee Klaskow to discuss how the company is deploying driverless trucks in real-world operations and preparing for long-haul expansion. Burnette outlines Kodiak’s software-first approach, which favors real-time AI perception over rigid mapping, and highlights cost advantages from 24/7 utilization and lower labor dependence. He also addresses regulatory misconceptions, safety-case development and what is needed to accelerate adoption. The discussion also goes beyond trucking to explore a range of applications. Burnette reflects on the challenges and rewards of being a founder.

Autonomous trucking is shifting from pilot to early commercialization as technology, safety validation and economics converge. In this Talking Transports podcast, Kodiak AI founder and CEO Don Burnette joins Bloomberg Intelligence&rsquo;s Lee Klaskow to discuss how the company is deploying driverless trucks in real-world operations and preparing for long-haul expansion. Burnette outlines Kodiak&rsquo;s software-first approach, which favors real-time AI perception over rigid mapping, and highlights cost advantages from 24/7 utilization and lower labor dependence. He also addresses regulatory misconceptions, safety-case development and what is needed to accelerate adoption. The discussion also goes beyond trucking to explore a range of applications. Burnette reflects on the challenges and rewards of being a founder.

Kodiak AI Drives Toward Trucking Autonomy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9e4ef736-0bfa-4f03-827c-b42b015c5f0d/transcript

STG Restructures for Long-Term Intermodal Strength

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