The transportation and logistics M&A market may be quiet, but there are still pockets of strength. In this episode of Talking Transports, Tenney Group CEO Spencer Tenney joins Bloomberg Intelligence’s senior analyst Lee Klaskow to discuss what kinds of deals are getting done and how technology is becoming a key differentiator for freight brokers. They also touch on valuations, seller motivations and why next year could bring market stabilization, smarter deals and fresh opportunities for owners ready to adapt — or exit — before the next freight cycle turns.See omnystudio.com/listener for privacy information.
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38:11
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38:11
Getting More Women in the Truck-Driver Seat
More and more women are entering the trucking industry, but remain underrepresented. They account for only about 10% of truck drivers and 4% in technician roles. In this Talking Transports podcast, Jennifer Hedrick, president and CEO of the Women in Trucking Association (WIT), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss what the organization is doing to attract more women into the trucking industry, from the driver’s seat to the C-suite. Access to safe parking and more focused gender amenities would go a long way toward making over-the-road truckling more appealing for women, she says. Hedrick also discusses the association’s work in Washington, DC; members’ outlooks on trucking; outreach programs; and even style advice, suggesting I should rock a red tuxedo at WIT’s upcoming Accelerate Conference.See omnystudio.com/listener for privacy information.
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41:16
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41:16
Xeneta Sees Challenges Ahead for Liner Rates
The outlook for the global container rates isn’t encouraging for fleet owners, with supply expected to outpace demand next year. The Trump administration’s protectionist policies are only complicating matters for the industry. In this Talking Transports podcast, Peter Sand, Xeneta’s chief analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for the liner market. The backdrop will weigh heavily on rates in 2026, with spot declines outpacing longer-term decreases. Though not Xeneta’s main scenario, a reopening of the Suez Canal would increase capacity by about 10-15%, putting additional pressure on rates. Sand also talks about USTR and China port fees, air-freight markets, emerging trade lanes and his love for death metal.See omnystudio.com/listener for privacy information.
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38:44
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38:44
Ward on What’s Down the Road for Trucking
Tepid demand, weak rates and rising costs are just some of the challenges facing the North American truckload market. Carriers and drivers also face subpar infrastructure, rising fraud and stricter emission standards. In this Talking Transports podcast, Jim Ward, president of the Truckload Carriers Association, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to discuss how the trade group is working to ease these burdens. They also discuss how Trump administration actions affect non-domiciled commercial driver licenses and English proficiency enforcement. Ward touches on electric and autonomous vehicles, road user fees, parking shortages and his pending retirement.See omnystudio.com/listener for privacy information.
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46:14
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46:14
Analysts Favor Dry Bulk, Tankers Over Liners
Geopolitical tensions are stoking investor interest in shipping stocks as supply-demand dynamics turn more favorable for tanker and dry-bulk operators heading into 2026. Global containerliners, however, face a tougher outlook, with freight rates struggling to find support amid capacity growth outpacing demand. In this bonus episode of the Talking Transports podcast Bloomberg Intelligence senior freight transportation and logistics analyst Lee Klaskow hosts a panel with Fredrik Dybwad of Fearnley Securities and Kristoffer Barth Skeie of Arctic Securities. The analysts discuss rates, trade tensions, emissions goals, order books and their top investment ideas across the global marine shipping industry. The panel was recorded at a Bloomberg Intelligence event during London International Shipping Week on Sept. 16.See omnystudio.com/listener for privacy information.
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.
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