Lee Klaskow

Have a greater appreciation for #truckdrivers after my #fail at a 100-foot backup. Remember #trucking keeps our #economy humming. Thanks @XPOLogistics for the experience. Sorry about hurting the traffic cones. #trucker #freight #SupplyChainCrisis

Autonomous freight may not stop at highways. In Talking Transports, @GlidTech CEO Kevin Damoa discusses: • Autonomous road-to-rail freight • First-mile bottlenecks • AI-powered logistics orchestration • Military-inspired supply chain solutions 🎧 Listen to episode 139: Apple: bit.ly/4eWM5YH Spotify: bit.ly/4v35b4h iHeart: bit.ly/3ROgeQg Bloomberg.com: bit.ly/4tIpYJ6 @TheTerminal: bit.ly/4nICO98 #Freight #Logistics #Autonomous #Rail

I'm looking forward to sharing our outlook on this upcoming panel.

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

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

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

Europe trucking stabilizing — but no real recovery yet. In Talking Transports, @GirtekaGroup CEO Edvardas Liachovicius explains: • Driver shortages = key constraint • Rates stabilizing after downturn • Fuel volatility & geopolitics • Fragmented EU market challenges 🎧 Listen - Episode 135 of Talking Transports: Apple: bit.ly/3OhMSIZ Spotify: bit.ly/4dWqC1y iHeart: bit.ly/4n1vBRf Bloomberg.com: bloom.bg/4u1lAWn Bloomberg Terminal: bit.ly/4vJ1h1x #Freight #Logistics #Trucking

Autonomous trucking is here — not coming. In Talking Transports, @KodiakRobotics CEO/founder @don_burnette breaks down: • Driverless trucks in operation today • AI vs HD mapping • Cost + utilization advantages • Regulatory reality • Why only a few winners emerge 🎧 Listen to episode 134 of @BBGIntelligence's Talking Transports: Apple: bit.ly/4cmEnUL Spotify: bit.ly/4vv1CVu iHeart: bit.ly/4eiwzWD Bloomberg.com: bloom.bg/426wUV6 Bloomberg Terminal: bit.ly/4ejmvg2 #Autonomous #Freight #AI #Logistics

“They promise you the world. They say you can make $8,000 to $10,000 to $12,000 a week,” says Daniel Sanchez, who was a driver for Super Ego under a lease-to-own contract. He says the company didn’t deliver on those promises.

Brazil’s ag boom = pressure on trucks + dry bulk. In Talking Transports, I spoke with Goflux & Alphamar on: • Rising freight rates • Dry bulk demand surge • Fertilizer imports & trade shifts • Aging fleets + fragmentation Big theme: demand > capacity. 🎧 Listen to episode 133 of Talking Transports: Apple: apple.co/47MRGwt Spotify: bit.ly/41NzVcO iHeart: bit.ly/4dtJrJh Bloomberg.com: bloom.bg/48zaL5o Bloomberg Terminal: bit.ly/3Q5XHOA

Brokerage shifting — but demand still weak. In Talking Transports, @freightcaviar CEO Paul-Bernard Jaroslawski breaks down: • Capacity tightening from regulation • Broker vs. carrier tensions • AI vs. relationships • Cargo theft & offshore labor 🎧 Listen: Spotify: open.spotify.com/episode/4I9K2a… Apple: podcasts.apple.com/us/podcast/fre… Bloomberg.com: bloomberg.com/news/audio/202… Bloomberg Terminal: blinks.bloomberg.com/news/stories/T…

@indietrucker Thanks!

You should be following @LogisticsLee if you want to understand more about the world you work and live in.

Private ownership can be an edge in freight. On Talking Transports, I speak with Jarrett CEO Mike Jarrett about staying debt-free, focusing on culture, navigating market volatility & why tech supports — not replaces — relationships. 🎧 Listen to Episode 131 of Talking Transports: Apple: apple.co/47kBfqR Spotify: bit.ly/4uQlh1R iHeart: bit.ly/47Snjoa Bloomberg.com: bit.ly/3NEe3NI Bloomberg Terminal: bit.ly/4rZyXVF: #Freight #Trucking #Logistics #SupplyChain #TalkingTransports

Me waiting for the second order effects of higher oil prices

Rail demand is muted but stable. On Talking Transports, I speak with @BNSFRailway CMO Tom Williams about service gains, rail vs truck dynamics, tariffs, the $UNP – $NSC merger — and Indiana football. 🎧 Listen - Episode 130 of Talking Transports: Apple: apple.co/3PfZNLo Spotify: bit.ly/4sRvfOF iHeart: bit.ly/4lz3dot Bloomberg.com: bit.ly/4bNhZVr Bloomberg Terminal: bit.ly/4rDmcQn #Rail #Freight #Logistics #TalkingTransports

@FreightWaves But that's still $500-$600 less stuff that they will not buy...not to mention the pyschologicial impact to buying behaviors for those in the bottom three quintiles of household income. Curious what your thoughts on the impact of $5 diesel on trucking?

The headlines are panicking, but the math tells a different story. Even with a 60-cent jump in gasoline, the average consumer only sees a $500–$600 increase over an entire year for every $1/gallon hike. Full Episode: vist.ly/4v56x

Intermodal is cyclical — but still essential. On Talking Transports, I speak with @stglogistics' CEO Geoff Anderman about restructuring, rail trends, the UP–NS merger, cost discipline & preparing for freight recovery. 🎧 Listen: Apple: bit.ly/3MY38hz Spotify: bit.ly/4cyF2nU iHeart: ihr.fm/4lgONt2 Bloomberg.com: bit.ly/4sB8VIO Bloomberg Terminal: bit.ly/4s2npln #Freight #Intermodal #Rail #Logistics #TalkingTransports

Tech is central to @ArcBestCorp's next chapter. On Talking Transports, I speak with $ARCB CEO Seth Runser about managed transportation, AI-driven pricing, $175M annual tech investment & positioning for the next freight upcycle. 🎧 Listen: Apple: apple.co/478dIJw Spotify: bit.ly/4l5e2OZ iHeart: bit.ly/4shJlsb Bloomberg.com: bloom.bg/4aKhACQ Bloomberg Terminal: bit.ly/4tXk5sW #Freight #LTL #Logistics #SupplyChain #TalkingTransports

Rising Middle East tensions are moving oil & shipping markets. On Talking Transports, I’m joined by @BBGIntelligence’s: • Wayne Sanders (Defense) • Salih Yilmaz (Energy) @salihenergy • Kenneth Lowe (Shipping) We discuss Brent near $80, VLCC rates & Strait of Hormuz risks. 🎧 Listen to episode 127 of Talking Transports...Enjoy!! Apple: bit.ly/4sobZYY Spotify: bit.ly/4bjYBiA iHeart: ihr.fm/40Ebe1P Bloomberg.com: bit.ly/4rMIzUo Bloomberg Terminal: bit.ly/4u5KdSC #Energy #Shipping #Freight #Tanker #TalkingTransports