Supply Chain Now Episode 565

“There is a place for autonomous trucks in the next 10 years, but I don’t think that place is widespread adoption on our highways.”

– Lee Klaskow, Senior Analyst at Bloomberg Intelligence

 

The Supply Chain Buzz is Supply Chain Now’s regular Monday livestream, held at 12n ET each week. This show focuses on some of the leading stories from global supply chain and global business, always with special guests – the most important of which is the live audience!

In this livestream, recorded in collaboration with a live audience on February 1st, Lee Klaskow, Karin Bursa, Greg White, and Scott Luton discuss and engage in real time about:

· The different trends being seen in intermodal costs v. demand for capacity and what that will mean for incremental margins in the short to medium term

· Opportunities for carriers to manage costs by investing in high sustained equipment and operator safety

· The likelihood of the proliferation of autonomous trucks and trains on our roads and railways, and what operational and regulatory hurdles may stand in their way

Lee Klaskow is a senior analyst for Bloomberg Intelligence, a unique platform for in-depth analysis, ideas, and data sets on industries and companies, as well as credit, government, ESG, and litigation factors that impact decision-making available on the Bloomberg Professional services at BI . He specializes in freight transportation and logistics, including global marine shipping, air freight and logistics sectors as well as the North American trucking and railroad industries.  Klaskow provides primary company coverage on CSX, CP, CNI, CHRW, DPW GY, EURN, FDX, JBHT, KSU, KNX, LSTR, MAERSKB DC, NSC, ODFL, UNP, UPS, WERN and XPO, for Bloomberg Intelligence. Engaged in extensive contact with management teams, investors, sell-side analysts, bankers, industry contacts and Bloomberg customers to develop and refine research and analysis. Prior to joining Bloomberg, Klaskow was a senior analyst at Longbow Research and Prudential Equity Group, where he covered freight transportation and logistics companies. He has also worked at Prudential Equity Group as an industrial associate prior to being promoted to senior analyst. Klaskow helped originate and execute global equity transactions for both ABN Amro Rothschild and J.P. Morgan. Klaskow began his career at McCarthy, Crisanti & Maffei analyzing and reporting on the primary equity markets. Klaskow earned his bachelor of science degree in finance and management from Ithaca College, and his master’s in business from Fordham University.

Hosts:

Upcoming Events & Resources Mentioned in this Episode

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 Download the Q4 2020 U.S. Bank Freight Payment Index: https://freight.usbank.com/?es=a255&a=20 
“Transforming Supply Chains to Make a Positive Impact on the World Around Us” Webinar with Kinaxis and Mars Digital Technologies: https://register.gotowebinar.com/register/254220695046245133 
“Proven Success Panel: Group Purchasing in Action” Webinar with OMNIA Partners: https://register.gotowebinar.com/register/7304056155906263567 
Learn more about our HIghlighted Non-Profit Making it Happen for Q1, Truckers Against Trafficking: https://truckersagainsttrafficking.org