Drilling Deep with John Kingston

Sean Garney of Scopelitis Transportation Consulting joins host John Kingston on this week's Drilling Deep to review some of what happened during this past crazy year in trucking and look ahead to some of the biggest policies that might come out of Washington in the coming year.

In his end-of-year oil recap, Kingston has some of the numbers on where the diesel market has taken the trucking industry in the last 12 months, and what might be holding back U.S. investment in more drilling.

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With the infrastructure spending bill now on the verge of sending billions of dollars to various local governments, the question will arise: how should we spend it?

One person they may turn to is Kyle Schneweis, the CEO of High Street Consulting. His firm advises governments on setting priorities in their infrastructure needs and spending. He speaks with host John Kingston about the types of spending he thinks should be a priority and how he would advise his clients.

Kingston also looks at the troubling decline in U.S. refining capacity and whether it has had any impact on diesel prices.

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Desiree Wood is an independent owner operator who has devoted much of her time educating those who need to know about the crisis in truck parking today. She speaks in public, she joins webcasts and on Drilling Deep this week, she joins host John Kingston to discuss her recent efforts to alert the world about the parking squeeze.

Also on the podcast, Kingston talks about a diesel-related market: that of diesel exhaust fluid. Its price is rising sharply and Kingston reviews the supply chain to show why.

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Don Newell and Scooter Sayers are long-time LTL industry experts and consultants. Although the stock prices of LTL companies have been soaring on Wall Street, Newell and Sayers join host John Kingston on Drilling Deep to talk about some underlying fundamental problems in the LTL sector that they want to see fixed.

Also on the podcast, Kingston discusses the recent OPEC reaction to the release of oil out of the Strategic Petroleum Reserve and the potential fall in demand coming from the Omicron variant emergence.

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Chris Visser of JD Power has been tracking used truck prices for a long time. And as he will tell you, he's never seen a used truck market quite like this one. He joins Drilling Deep co-host John Kingston to discuss the wild swings in prices and what needs to happen for them to slow their upward march.

Also on the podcast, Kingston discusses the release of oil from the Strategic Petroleum Reserve announced earlier this week. The supply may not seem like much but inventories are key.

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Testing for drug use in drivers rests now primarily on urine testing. But it has drawbacks.

Others argue that hair testing is preferable. But it has drawbacks too. Saliva testing? Easy to do, but it isn't perfect.

On this week's Drilling Deep podcast, two academics who have studied the issue join host John Kingston to discuss recent research they've completed on the various methods now in use and under discussion for the future. Dr. Douglas Voss from the University of Central Arkansas and Dr. Ron Gordon from the University of Arkansas will discuss their findings and the state of the current debate in the industry.

Also on the podcast, Kingston discusses the latest results from a key oil industry report and what it means for prices going forward.

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With the third quarter earnings season wrapped up, Todd Fowler of KeyBank joins Drilling Deep to answer the question: how did they do?

He shares his views on several companies, including Knight Swift, Werner and Marten in his discussion with host John Kingston.

Also on the podcast, the point of view that believes oil markets may ease up in the first quarter, as well as the controversial suggestion to ban crude exports from the U.S.

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Fleet AI is a new truckload carrier that is trying to distinguish itself in a field full of new and existing entrants where it's tough to stand out.

Its founder and CEO is Marc El Khoury. He joins Drilling Deep host John Kingston to talk about how his company is trying to stand out and get that competitive edge by its use of AI and algorithms.  

Also on the podcast, Kingston discusses the possibility of the U.S. and other western nations releasing oil from their strategic stockpiles to temper further increases in the price of oil.

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Dave Heller is the vice president for governmental affairs at the Truckload Carriers Association. In that role, he is deeply involved in the trucking industry's reaction to the looming vaccination mandate coming out of the Biden administration.

At the recent annual meeting of the American Trucking Associations, Heller sat down with Drilling Deep host John Kingston to talk about that battle in Washington and how it might play out.

Also on the podcast, Kingston discusses how the rising price of natural gas, particularly in other parts of the world, is impacting diesel prices.

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First, you become a third party seller on Amazon. Then maybe you use Fulfillment by Amazon to fulfill those shipments, taking it off your hand but requiring money to be paid to Amazon for their services.

And then in order to make your life easier, you might hire an outside consultant to help you navigate FBA. That is what GETIDA does. Its co-founder Yoni Mazor will join co-host John Kingston on the Drilling Deep podcast this week to discuss what his company does as well as some of the quirks of the FBA program.

Also on the podcast: Kingston reviews key numbers in the still-rising diesel market.

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