In "Navigating Energy Markets with Breakthrough's Matt Muenster", Joe Lynch and Matt Muenster, Chief Economist at Breakthrough, discuss how data-driven transparency and strategic fuel management help shippers navigate global energy volatility and decarbonization.

About Matt Muenster

Matt Muenster, Chief Economist at Breakthrough, brings extensive expertise spanning energy, freight, and sustainability across global supply chains. In his role, Matt leads a team of supply chain analysts who deliver actionable market intelligence to some of the world's largest enterprise shippers across the food, beverage, retail, and packaging industries.Known for translating complex market dynamics into practical insights, Matt serves as a trusted advisor to executive leaders navigating energy market volatility, freight cycles, and decarbonization goals. He is a sought‑after speaker at industry conferences and a frequent contributor to leading business and logistics publications, including The Wall Street Journal, Bloomberg, and Logistics Management. Matt holds a master's degree in economics from Bowling Green State University and a bachelor's degree from St. Norbert College.

About Breakthrough

Breakthrough, a U.S. Venture company, is a leading provider of sustainable fuel and freight solutions that reduce costs, improve network efficiency, and decarbonize transportation. Powered by more than $35 billion in annual freight spend data, advanced technology, and deep market expertise, Breakthrough delivers freight optimization and actionable strategies for the world's leading brands, helping transform transportation into a more effective and sustainable ecosystem. Breakthrough is a multi-year Top Food Chain Technology honoree from Food Shippers of America, Owens Corning Supplier of the Year, and recipient of the 2025 Top Supply Chain Projects Award from Supply & Demand Chain Executive and Food Logistics.

Key Takeaways: Navigating Energy Markets

• In "Navigating Energy Markets with Breakthrough's Matt Muenster", Joe Lynch and Matt Muenster, Chief Economist at Breakthrough, discuss how data-driven transparency and strategic fuel management help shippers navigate global energy volatility and decarbonization.
• Navigating "Strait Talk" Volatility: Energy volatility, driven by geopolitical macro forces and refining constraints, has replaced freight rates as the primary driver of transportation costs in 2026.
• Precision Through Market-Based Reimbursement: Moving beyond lagging, "one-size-fits-all" indexes, Breakthrough aligns fuel reimbursements with real-time variables including time, price, taxes, and specific origin/destination pairs.
• The Referee Effect and Strategic Fairness: By removing fuel from margin negotiations, Breakthrough acts as a neutral party, allowing shippers and carriers to build trust and focus on service and long-term partnerships.
• Data-Driven Risk Management via the FELIX Platform: Shippers utilize FELIX (Freight, Energy, Load, Information, and eXperience)—Breakthrough's strategic transportation intelligence platform—to move from reactive cost management to proactive risk management in an AI-driven economy.
• Sustainability as an Operational Lever: Breakthrough helps enterprise shippers integrate alternative energy adoption and route optimization into their broader risk-management strategies to hedge against diesel volatility.
• Impact on Freight Behavior and Capacity: Energy market disruptions are directly influencing carrier equipment investments and purchasing decisions, which in turn affects linehaul rates and capacity availability through the remainder of 2026.

Learn More About Navigating Energy Markets

Matt Muenster | Linkedin

Breakthrough | Linkedin

Breakthrough

Breakthrough - Knowledge Hub

Breakthrough - Events

Breakthrough - Exclusive Content

SmartWay | US EPA

The Logistics of Logistics Podcast

• If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues.
• The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast
• Check out The Logistics of Logistics on Youtube