Talking Transports

Freight-brokerage consolidation could accelerate as technology and scale become increasingly important. In this Talking Transports podcast, Arrive Logistics CEO and co-founder Matt Pyatt joins Bloomberg Intelligence’s Lee Klaskow to discuss how the Supreme Court’s Montgomery decision is changing carrier vetting, insurance and shipper behavior. Arrive expects $4.5 billion in 2026 revenue as volume rises 27-30%, despite a soft freight market. Pyatt sees tighter truck capacity keeping rates elevated, with spot up about 35% and contract 20% year over year. He also discusses the CH Robinson-RXO deal, Arrive’s $40 million annual technology investment, drop trailers, AI and how its new majority investor could support M&A and a path toward $10 billion in revenue by 2031.

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Tighter truck capacity and elevated diesel prices are creating an opening for intermodal to win highway share. In this Talking Transports podcast, Intermodal Association of North America President & CEO Anne Reinke joins Bloomberg Intelligence’s Lee Klaskow to discuss why regulatory enforcement is constraining truck supply and improving rail’s value proposition. Intermodal has about 14% share of its 500-mile-plus sweet spot, leaving substantial room for conversion. Reinke says keeping that freight when trucking loosens will require reliability, visibility and resilience. They also discuss Mexico cross-border growth, drayage, AI, cargo theft, rail consolidation and why elevated diesel could keep intermodal booming into 2027.

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Parcel delivery is getting faster, increasingly fragmented and more technology-driven as alternative carriers and automation challenge traditional models. In this bonus episode of the Talking Transports podcast, recorded on the exhibit floor of the PARCEL Forum 2026 conference, Bloomberg Intelligence’s Lee Klaskow speaks with executives from Loop, OnTrac, OSM Worldwide, Parcel Pending by Quadient, Veho, UniUni and Slip Robotics. The conversations explore AI-powered freight audit, seven-day parcel networks, postal workshare, smart lockers, gig and DSP delivery models, and robotics that can load and unload a trailer in about five minutes. The episode also highlights OnTrac’s 75-80% shopper reach, UniUni’s roughly 1.5 million daily packages and how technology is helping carriers and shippers lower costs, improve speed and expand consumer choice.

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Technology enhancements, Amazon.com and a growing roster of carriers are reshaping the US parcel market. At the PARCEL Forum 2026 conference, a panel moderated by Bloomberg Intelligence’s Lee Klaskow, Gartner’s Chris Kina, Deloitte’s Joanne Strong and Pharand Advisors CEO Andre Pharand discussed how AI and dynamic routing are shifting competitive advantage away from physical networks alone. Shippers increasingly use multiple carriers to balance cost, service and reliability, with Gartner noting some retailers now use 10-20. The panel also explored Amazon’s growing third-party delivery ambitions, rising consumer expectations, parcel lockers and why reliability is becoming more important than speed as technology helps shippers select the best carrier for each shipment.

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Tighter truck capacity and higher diesel prices could accelerate intermodal’s highway share gains. In this Talking Transports podcast, BNSF Group Vice President of Intermodal and Automotive Jon Gabriel joins Bloomberg Intelligence’s Lee Klaskow to discuss why rail’s 10-12% share of long-haul freight can move considerably higher. BNSF has seen more inbound customer calls in the past six months as trucking conditions tighten, and Gabriel believes this could evolve from an intermodal “moment” into an “era.” He also discusses BNSF’s technology investments, J.B. Hunt partnership, rail consolidation, Barstow International Gateway and automotive business, where demand remains resilient and tariffs have caused only limited changes to established supply chains.

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Amazon.com is turning the logistics network it built for itself into an end-to-end supply-chain platform for other companies. In this Talking Transports podcast, Amazon Supply Chain Services Head Peter Larsen joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how ASCS is expanding across ocean and air freight, trucking, intermodal, fulfillment and parcel. Larsen says parcel is “cooking with gas,” while international markets offer significant growth potential. He explains how Amazon’s scale, more than 1 million robots and AI-powered inventory placement can give customers greater visibility and resilience. They also discuss rising trucking costs, Amazon’s shift toward more intermodal, its mix of owned and third-party capacity and why supply chains should be viewed as a growth driver rather than just a cost center.

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Warehouse demand is strengthening as e-commerce, onshoring and data-center investment fuel the need for logistics space. In this episode of the Talking Transports podcast, Link Logistics CEO Luke Petherbridge joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss the outlook for industrial real estate. Link, which manages nearly 500 million square feet, has seen leasing activity rise about 30% this year as new supply remains below recent peaks. Petherbridge highlights growing demand in Texas and the Southeast, while e-commerce continues to drive inventory closer to consumers. They also discuss AI, nearshoring, warehouse rents, inventory strategies and how data-center construction is creating spillover demand for logistics facilities.

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Decades of technology investment haven’t necessarily made supply chains better. In this Talking Transports podcast, Supply Chain Insights founder and CEO Lora Cecere joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss why roughly 80% of industry sectors are performing worse than before the pandemic and why only 32 companies in her latest “Supply Chains to Admire” report outperformed peers over the past decade. Cecere explains how market-driven companies can outperform larger global competitors and why functional cost-cutting can hurt margins and inventory productivity. She also explores AI, transportation data, intermodal growth, scenario planning and why supply-chain talent may be one of the industry’s most underestimated challenges.

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Drayage capacity is tightening after years of weak profitability, potentially giving carriers greater pricing power as peak import season gets underway. In this Talking Transports podcast, PortPro Founder & CEO Mike Mecca joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how regulatory changes and driver availability are reshaping this kind of predominently container trucking that connects port/rail terminals to distribution centers.

Mecca explains how PortPro’s transportation management systems and AI agents help carriers optimize dispatch, reduce empty miles, accelerate invoicing and prevent revenue leakage in a thin-margin business. He also discusses port congestion, terminal coordination, rail consolidation and why drayage’s short hauls could make it well suited for electric trucks. Mecca says 99% of code generated inside PortPro is now AI-generated.

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Moving cargo efficiently depends on moving money just as quickly. In this episode of the Talking Transports podcast, PayCargo CEO and co-founder Eduardo Del Riego joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to explore how digitizing freight payments is helping eliminate one of global logistics’ biggest hidden bottlenecks. Del Riego explains how PayCargo’s platform connects freight forwarders, ocean carriers, airlines, ports, customs brokers and shippers to accelerate cargo release while reducing payment errors and storage costs. He also discusses how AI is transforming invoice reconciliation, software development, container tracking and workflow automation, why cybersecurity has become a strategic priority, and why he believes the industry is experiencing its first normal peak shipping season since before the pandemic.

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