Lee Klaskow

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Lee Klaskow

Lee Klaskow

@LogisticsLee

@BBGIntelligence sr analyst covering freight mkts, found on @TheTerminal. Talking Transports podcast host: https://t.co/Kdo1vyFOPz. Opinions own/RT≠endorse.

Metro NYC Area Katılım Ekim 2019
333 Takip Edilen2K Takipçiler
Lee Klaskow
Lee Klaskow@LogisticsLee·
Is transportation M&A coming back? In this week's episode of @BBGIntelligence's Talking Transports we speak with Littlejohn & Co.'s Farrukh Bezar about: 💼 Freight deal activity 🚂 UP–Norfolk Southern 🤖AI-driven logistics 📦 Freight brokerage & forwarding 📈Rail growth opportunities 🎧 Listen: Apple: bit.ly/4h6QsBu Spotify: bit.ly/4h6QjxW iHeart: ihr.fm/4eWZRdu Bloomberg.com: bit.ly/4wFrfTh @TheTerminal: bit.ly/4vuLxOe #Transportation #Logistics #PrivateEquity
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Lee Klaskow
Lee Klaskow@LogisticsLee·
🌱 Can logistics grow while reducing emissions? In Talking Transports, @DHLGlobal EVP Yin Zou discusses: ✈️ Sustainable Aviation Fuel (SAF) 🚚Fleet electrification 🤖AI & automation 🌍Supply chain resilience 📦The future of sustainable logistics 🎧 Listen to episode 147 of @BBGIntelligence's Talking Transports: Apple: bit.ly/4p6MdIh Spotify: bit.ly/44VYcyN iHeart: ihr.fm/4vQzfAN Bloomberg.com: bloom.bg/4f1WD7n @TheTerminal : bit.ly/44dm2Gb #Logistics #SupplyChain #Sustainability #Transportation
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Lee Klaskow
Lee Klaskow@LogisticsLee·
Railroads are getting smarter. In Talking Transports, @AAR_FreightRail CEO Ian Jefferies discusses: 🚂 AI & predictive maintenance 📈Intermodal growth 🛤️Record rail safety 🤖Autonomous operations 🌎Trade & supply chains 🎧 Listen to Episode 145 of Bloomberg Intelligence’s Talking Transports: Apple: bit.ly/4v3TPMK Spotify: bit.ly/4445vo0 iHeart: ihr.fm/4y4u8yD Bloomberg.com: bloom.bg/4asr70K @TheTerminal: bit.ly/3QsbDDm #Railroads #Logistics #SupplyChain #Freight
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Lee Klaskow
Lee Klaskow@LogisticsLee·
Not all trucking markets suffered equally. In Talking Transports, @AutumnTransport's CEO Julie Andrich discusses: • Bulk freight resilience • Owner-operator model advantages • Intermodal economics • Capacity tightening from regulation • AI & automation investments 🎧 Listen to Episode 143 of @BBGIntelligence's Intelligence’s Talking Transports: Apple: bit.ly/4vJ0WuM Spotify: bit.ly/43E4liE iHeart: ihr.fm/4vMm6rX Bloomberg.com: bloom.bg/43Dfpg6 @TheTerminal: bit.ly/3QFVCcS #Freight #Logistics #Trucking #SupplyChain
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Lee Klaskow
Lee Klaskow@LogisticsLee·
Supply chains have shifted from “just in time” to “just in case.” In Talking Transports, @dhl_forwarding CEO Oscar de Bok discusses: • Global trade shifts • Airfreight & ocean freight outlook • Customs & trade compliance • AI in logistics • Supply chain resilience 🎧 Listen: 142 of @BBGIntelligence’s Talking Transports: Apple: apple.co/49SMQ1E Spotify: bit.ly/4ukGBLf iHeart: ihr.fm/3SgaFu9 Bloomberg.com: bit.ly/4v1iRwS @TheTerminal: bit.ly/4xm9A49 #Freight #Logistics #SupplyChain #GlobalTradeEpisode
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Lee Klaskow
Lee Klaskow@LogisticsLee·
Freight tightening is becoming structural. In Talking Transports, Triumph Financial CEO Aaron Graft discusses: • Capacity exiting the market • Rising insurance + compliance costs • Freight payments & factoring • Broker liability risks • Data-driven freight intelligence 🎧 Listen Episode 140 of Bloomberg Intelligence’s Talking Transports: Apple: apple.co/4uudypt Spotify: bit.ly/42VyDxa iHeart: ihr.fm/4v3ZXFg Bloomberg.com: bloom.bg/4dx5MVT @TheTerminal: bit.ly/4utd4A1 : [Insert Link] #Freight #Logistics #Trucking
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Lee Klaskow
Lee Klaskow@LogisticsLee·
Amazon entering logistics = big disruption risk. In Talking Transports, Morgan Stanley’s Ravi Shanker breaks down: • Amazon vs parcel, LTL, brokerage • Truckload recovery outlook • Structural parcel headwinds • AI & autonomy reshaping freight 🎧 Listen - Episode 138 of Talking Transports: Apple: apple.co/3QVPiOm Spotify: bit.ly/4wuTMvC iHeart: ihr.fm/4wgcQxo Bloomberg.com: bit.ly/48SsKEf Bloomberg Terminal: bit.ly/4nsEfs2 #Freight #Logistics #Transportation
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Lee Klaskow
Lee Klaskow@LogisticsLee·
Freight is tightening — but demand isn’t driving it. In Talking Transports, DAT’s Dean Croke explains: • Spot rates +20–25% YoY • Capacity down ~30% • Regulation shrinking driver pool • Produce & flatbed already tight A very different freight cycle. 🎧 Listen to Episode 137 of Talking Transports: Apple: apple.co/4tiCwqv Spotify: bit.ly/3P4nAy4 iHeart: bit.ly/4u0B1i4 Bloomberg.com: bit.ly/3QPCkSa @TheTerminal: bit.ly/4wcBkHY #Freight #Logistics #Trucking #bloombergintelligence
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Lee Klaskow
Lee Klaskow@LogisticsLee·
Freight recovery is here — but it’s supply-driven. In Talking Transports, $JBHT CEO @Shelley_Simpson discusses: • 4-year freight downturn • Capacity tightening from enforcement • Intermodal growth opportunity • AI + productivity gains 🎧 Listen to Episode 136 of Talking Transports: Apple: bit.ly/4n0jTpQ Spotify: bit.ly/3OWj6JM iHeart: bit.ly/4ebYurr Bloomberg.com: bit.ly/4cQPbLf @TheTerminal : bit.ly/42Bkg0A [Insert Link] #Freight #Logistics #Trucking
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