Freightvine

Eric Johnson | Diesel, Disruption, and Disappearing Capacity


Listen Later

Eric Johnson, Senior Technology Editor at the Journal of Commerce (JOC), part of S&P Global, is the guest on this episode of the Freightvine podcast. Eric leads coverage and analysis of technology's impact on global logistics and trade. He is co-chair of the annual Inland Distribution Conference and founder of TPM Tech, the technology-focused event held in conjunction with TPM - the Transpacific Maritime conference.
Our conversation covers many different converging pressures currently affecting freight markets and global supply chains. First, we analyze how fuel cost pressures impact domestic supply chains, and the particular vulnerability of small carriers operating without long-term contract protections or fuel surcharge mechanisms comparable to larger fleets. Second, we explore the broader economic implications of energy supply constraints beyond diesel pricing, including the effects on raw materials, manufacturing inputs, and less visible supply chain dependencies. Third, we examine the ongoing uncertainty surrounding US tariff policy, including the sometimes hidden or mostly forgotten operational burden this creates for customs compliance. This has become even more complex with the looming and currently undefined tariff refund processes.
We also address structural questions about freight contracting practices, the role of technology in market efficiency, and current applications and limitations of artificial intelligence in logistics operations. Throughout the conversation, Eric provides context on how current market dynamics compare to previous cycles, and what patterns suggest about medium-term industry trajectories. Whether you work in carrier operations, shipper logistics, or policy development, this episode offers substantive analysis of factors affecting your operations. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.
...more
View all episodesView all episodes
Download on the App Store

FreightvineBy DAT Freight and Analytics, Chris Caplice

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

33 ratings


More shows like Freightvine

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,246 Listeners

Odd Lots by Bloomberg

Odd Lots

1,993 Listeners

The a16z Show by Andreessen Horowitz

The a16z Show

1,105 Listeners

FTR | State of Freight by FTR

FTR | State of Freight

14 Listeners

Founders by David Senra

Founders

2,221 Listeners

Against the Rules: The Big Short Companion by Pushkin Industries

Against the Rules: The Big Short Companion

9,535 Listeners

The Journal. by The Wall Street Journal & Spotify Studios

The Journal.

6,097 Listeners

My First Million by Hubspot Media

My First Million

2,660 Listeners

Freightonomics by FreightWaves

Freightonomics

18 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,610 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,254 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

551 Listeners

People I (Mostly) Admire by Freakonomics Radio + Stitcher

People I (Mostly) Admire

2,030 Listeners

Hard Fork by The New York Times

Hard Fork

5,576 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,480 Listeners