Drilling Deep with John Kingston

In this week's Drilling Deep podcast, Kurt George of Property Damage Appraisers joins host John Kingston to talk about the current strong freight market from the perspective of the companies that insure those trucks. His company is not an insurer itself but works with enough of them to know what they're thinking...and what they're doing. Are insurance company actions having an impact on driver supply?

Also on the podcast, Kingston talks about the latest upward move in diesel prices and the current state of U.S. inventories of the fuel.

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Alabama Motor Express is a growing truckload company that just added a terminal in Atlanta.  

This may not sound like a big deal, but for the company that makes such a decision, it's a lengthy process to get the point of yes/no.  

On this week's Drilling Deep podcast, Jared Moore of AMX joins host John Kingston to discuss the decision-making that goes into what is a monumental step to deploy capital and set up operations to ensure a strong rate of return.

Also on the podcast, Kingston discusses the diesel market, now at its highest level--according to one key measurement--since 2014.

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On this week's Drilling Deep podcast, two attorneys from the Benesch law firm, Helen Schweitz and Jonathan Todd, join host John Kingston to discuss the ownership of the growing stream of data that trucks are producing on every trip.

Whether it's through an ELD, a camera system or a wired trailer, there is a lot of information that trucks are throwing off these days. Figuring out the ownership of that data will be a big legal challenge.

Also on the podcast, Kingston discusses even more disturbing numbers from the market that signal a tightening supply of diesel fuel.

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When you advise independent owner operators on their finances, you get a good look at how they're doing. And Todd Amen of ATBS likes what he's seeing.  

Amen, president and CEO of ATBS, sat down with host John Kingston on Drilling Deep to discuss what he's seeing in the finances of the independent fleet. The market is great and it's showing up in their performance.

Also on Drilling Deep, Kingston discusses why there hasn't been more of an upward kick in the price of oil given the continued loss of output as a result of Hurricane Ida.

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Of all the tough parts of the supply chain, getting products into a person's home is the most challenging.  

That mission brought together hundreds of attendees to an exhibition in Philadelphia recently. FreightWaves' Brian Straight was there, and he'll sit down with Drilling Deep host John Kingston to talk about what he saw and heard at this show that went on despite the pandemic.

Also on the podcast, Kingston invites Drilling Deep listeners to join him at an upcoming FreightWaves virtual summit to talk about the growing importance of renewable diesel to the country's fuel supply. He'll give an introduction to some of the topics that will be discussed September 22.

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Truckers need diesel to operate and diesel comes out of refineries.  

The U.S. refining industry is challenged by a drop in demand and weak margins. This week, it was reported that a large U.S. refinery has been put on the sales block. Will there be a buyer for it or will it go the way of other refineries that have been closed? Host John Kingston discusses that on this week's podcast.

Also this week, our guest is Sam Agyemang, the co-founder of HaulerHub. It's a new company in the business of linking carriers to shippers and he's got some views on the supply chain coming into the holiday season.

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On this week's Drilling Deep, host John Kingston sits down with Jay Delaney of Trimble to discuss the landscape for transportation management systems. What are customers demanding today and how ready is the industry to provide it?

Kingston will also talk about an unexpected snag in the march to more renewable diesel: the price of the stuff needed to make it is getting out of hand. Today it's soybeans but tomorrow it could be grease. He'll discuss why the market economics for renewable diesel is different than that of regular diesel.

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On this week's Drilling Deep podcast, host John Kingston kicks things off by looking at the unexpected call by the Biden administration for OPEC to put more oil on the market. The call may be coming just as the need for it is starting to fade.  

Also on the podcast, the guest of the week is Eric Wanberg, the head of inventory management at Taulia. His company recently produced a paper on that subject, and he's on Drilling Deep to discuss such aspects of the topic as the role of fintech and how Just in Time is starting to turn into Just in Case.

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Amit Mehrotra of Deutsche Bank stopped by with host John Kingston for the Drilling Deep podcast to talk about the just-completed earnings season.  

A few companies are on his discussion list: Saia, Old Dominion Freight and Kansas City Southern, among others. He reviews them in a compelling discussion.

Also on the podcast: Kingston talks about the contraction in upstream oil exploration spending and what that might mean for oil prices several years from now.  

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It's been a long time in coming but the market is on the verge of XPO spinning off its contract logistics business into GXO.

On this week's Drilling Deep podcast, Mark Solomon of FreightWaves, a long-time observer of XPO, talks about the reasons behind the move and what it means for the new company about to be created, as well as the company it is leaving behind. What can XPO do now that it's been reshaped into a company that is heavily focused on transportation?

Also on the podcast this week, a brief statement on an earnings call heard by host John Kingston said a lot about the effectiveness of fuel surcharges during a time of rising oil prices.

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