The next catalyst for truck dealers might be a rush to order vehicles late next year ahead of the US EPA’s 2027 emissions rules, which could increase the costs of trucks by about $30,000 over traditional diesel engines. Buyers are already facing higher costs from inflationary pressure that pushed up prices for new over-the-road trucks by 20-25% over pre-pandemic levels. In this Talking Transports podcast, Brian Fyda, vice president of Fyda Freightliner, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into how truck dealers are navigating these challenges. Fyda also talks about inventories, the used-equipment market, the CDA cyberattack, electric truck demand and what it’s like to work in a family business.

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Less-than-truckload carriers are facing a challenging freight backdrop and more difficult comparisons as the industry anniversary of the bankruptcy of a major competitor approaches. In this Talking Transports podcast, Mario Harik, XPO’s chief executive officer joins Lee Klaskow, Bloomberg Intelligence senior transportation & logistics analyst, to share how the company is buffering these difficulties with a number of self-help initiatives called its LTL 2.0 strategy. This is yielding a more efficient and profitable network, as well as fueling better service metrics, such as on casualty claims and on-time performance. These productivity improvements and recent capacity additions should position XPO well for when the freight market turns. Harik also talks about electric trucks, operating driving schools and leveraging technology.

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In this Talking Transports podcast, Ben McLean, Ruan Transportation Management Systems’ CEO, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to talk about the state of the dedicated trucking market and what the future has in store. Dedicated trucking services offer shippers capacity free of the risks and expenses of owning and managing a fleet, letting them focus on their core businesses. For carriers this provides less earnings volatility than is associated with the over-the-road truckload market. McLean also discussed the challenges for the industry to lower emissions, given prevailing technologies, and tapping the FMCSA’s Safe Driver Apprenticeship Pilot to find safe, qualified drivers.

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Freight brokers’ increased penetration of the trucking market and a surge in small-business loans during the pandemic have contributed to the stubbornly slow pace of capacity exiting the market and are keeping spot rates from moving meaningfully higher. Truckload margins have been under pressure from rising costs and depressed rates. In this Talking Transports podcast, Craig Fuller, FreightWaves founder and chief executive officer, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about the state of the North American trucking market and the future of the industry. Fuller also speaks about the feasibility of electric and autonomous trucks technologies as well as his love for cab-over designs.

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Increased penetration of online retail sales and global economic growth set up a strong backdrop for long-term volume growth for DHL’s eCommerce division, which provides domestic parcel-delivery services. In this episode of Bloomberg Intelligence’s Talking Transports podcast, Pablo Ciano, DHL Group’s board member and the eCommerce’s division CEO, joins Lee Klaskow, BI senior transportation and logistics analyst, to talk about how his organization will outpace global growth by 100-200 bps and its plans to improve operating margins back toward 5-7%. Ciano also discusses the upcoming peak season, consumer sentiment, M&A and how technology investments are fueling productivity gains. The eCommerce division accounts for about 8% of DHL Group’s revenue and 5% of Ebit.

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The global shipping industry has a long history of boom-and-bust cycles, which make SFL stand out for its ability to pay dividends every quarter for the past 20 years, says CEO Ole Hjertaker. In this Talking Transports podcast Hjertaker joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for shipping subsectors including containers, tankers, dry bulk and car carriers as well as for jack-up drilling rigs. SFL’s model of owning maritime assets and chartering them via long-term contracts has created a stable business that’s focused on returning capital to investors. Hjertaker also talks about how the company is navigating new emission regulations facing the global shipping industry and the process of buying these expensive maritime assets.

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Spot trucking prices are finding a new equilibrium following the unprecedented strong conditions created during the pandemic. The spot market is critical because it provides a window into the health of the economy and is a leading indicator for the contract market, where so many large public carriers predominately operate. In this Talking Transports podcast, Brent Hutto, Truckstop’s chief relationship officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights into the spot truckload market and what’s ahead for the industry. They also discuss the recent results from the latest Bloomberg Intelligence/Truckstop truckload and broker surveys, as well as the impact of regulations on the industry and what he does for fun outside of raising his six children.

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The trucking industry is facing a barrage of regulations aimed at reducing greenhouse gases and nitrogen oxides. Trucks that can meet the EPA’s 2027 emission rules could come with a price tag of up to $30,000 more than traditional diesel engines. The presidential election may dictate the timing and approach to how the trucking industry will become greener. In this Talking Transports podcast, Laura Perrotta, president of the American Truck Dealers, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights into how truck dealers are navigating these challenges. Perrotta also talks about what California’s stricter emissions rules could mean for the industry, as well as pre-buying expectations, the CDA cyberattack and the used market.

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