More and more women are entering the trucking industry, but remain underrepresented. They account for only about 10% of truck drivers and 4% in technician roles. In this Talking Transports podcast, Jennifer Hedrick, president and CEO of the Women in Trucking Association (WIT), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss what the organization is doing to attract more women into the trucking industry, from the driver’s seat to the C-suite. Access to safe parking and more focused gender amenities would go a long way toward making over-the-road truckling more appealing for women, she says. Hedrick also discusses the association’s work in Washington, DC; members’ outlooks on trucking; outreach programs; and even style advice, suggesting I should rock a red tuxedo at WIT’s upcoming Accelerate Conference.

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The outlook for the global container rates isn’t encouraging for fleet owners, with supply expected to outpace demand next year. The Trump administration’s protectionist policies are only complicating matters for the industry. In this Talking Transports podcast, Peter Sand, Xeneta’s chief analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for the liner market. The backdrop will weigh heavily on rates in 2026, with spot declines outpacing longer-term decreases. Though not Xeneta’s main scenario, a reopening of the Suez Canal would increase capacity by about 10-15%, putting additional pressure on rates. Sand also talks about USTR and China port fees, air-freight markets, emerging trade lanes and his love for death metal.

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Tepid demand, weak rates and rising costs are just some of the challenges facing the North American truckload market. Carriers and drivers also face subpar infrastructure, rising fraud and stricter emission standards. In this Talking Transports podcast, Jim Ward, president of the Truckload Carriers Association, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to discuss how the trade group is working to ease these burdens. They also discuss how Trump administration actions affect non-domiciled commercial driver licenses and English proficiency enforcement. Ward touches on electric and autonomous vehicles, road user fees, parking shortages and his pending retirement.

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Geopolitical tensions are stoking investor interest in shipping stocks as supply-demand dynamics turn more favorable for tanker and dry-bulk operators heading into 2026. Global containerliners, however, face a tougher outlook, with freight rates struggling to find support amid capacity growth outpacing demand. In this bonus episode of the Talking Transports podcast Bloomberg Intelligence senior freight transportation and logistics analyst Lee Klaskow hosts a panel with Fredrik Dybwad of Fearnley Securities and Kristoffer Barth Skeie of Arctic Securities. The analysts discuss rates, trade tensions, emissions goals, order books and their top investment ideas across the global marine shipping industry. The panel was recorded at a Bloomberg Intelligence event during London International Shipping Week on Sept. 16.

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Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transports episode. Geopolitical events pose significant headline risks for both markets. Tanker demand looks promising on increased production from OPEC+ and the backpedaling of various US regions’ environmental and emissions regulations. The supply picture also appears more supportive for dry bulkers, with steadily rising port congestion and about 20% of operational vessels nearing 15-year inspections. We also discuss USTR fees, emissions and supply-demand dynamics.

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South American markets and their emerging economies are giving logistics companies growth opportunities through near-shoring, free-trade zones and rising bulk-export demand. In this Talking Transports podcast, Morten Johansen, DP World Americas’ executive vice president and chief operating officer, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to discuss how the company is positioned to benefit as an end-to-end logistics provider in the region. Many ports in South America are operating at high utilization rates, which could accelerate automation and expansion initiatives. Johansen also talks about expansion opportunities in the Dominican Republic and Brazil, building out its freight-forwarding and contract logistics businesses and how 2026 might shape up.

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The global container shipping market faces three key themes heading into next year: the impact of tariffs on trade flows and demand, structural overcapacity and carriers’ financial resilience, with strong balance sheets buying time to manage near-term risks. In this Talking Transports podcast, Stephane Kovatchev, Bloomberg Intelligence senior cyclical-industrials credit analyst, moderates a panel with Moody’s Daniel Harlid and Fitch Ratings’ Raman Singla examining the outlook for the global containerliner market through a credit lens. Overall, the tone was cautious on container shipping’s 2026 credit metrics. The panel took place at a Bloomberg Intelligence event during London International Shipping Week.

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The global barge industry, a roughly $140 billion market, is critical for moving bulk commodities that fuel economic growth. Freight includes petroleum and related products, coal and agricultural goods. In this Talking Transports podcast, Jason Aristides, OpenTug’s CEO and co-founder, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share how the company is bringing visibility and predictability to the fragmented industry through its AI-fueled platform. This should help both shippers and asset owners make more informed decisions, drive productivity and improve returns. Aristides also talks opportunities for modal share growth, his entrepreneurial journey, infrastructure investments and how he gravitated to the industry.

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