Weight of Freight: Guinea’s Grip on the Capesize Market
In this episode, Richard Stevenson of Pendle Commodity Investments explains why capesize freight rates surged in early 2026, highlighting the unexpected boost from Guinea’s bauxite shipments and elevated bunker costs due to Middle‑East tensions. He outlines the political risk of Guinea’s recent mining license revocations and new output quotas, noting that tighter supply could keep freight rates above $30 per ton, while Chinese smelter caps may ease, adding further uncertainty. Stevenson also assesses the broader market outlook, projecting that capesize freight will remain unusually high through 2026‑27 but advises caution given the binary nature of Guinea‑related supply shocks and the limited impact of new iron‑ore projects like Simandou on spot markets. Finally, he discusses how shifting ton‑miles from Atlantic‑Pacific routes and stricter environmental regulations could sustain rate volatility.
The Airport Gambit
In this episode of Eyes on Intel, host [Name] examines how recent federal enforcement policies have turned U.S. airports into de‑facto border checkpoints, using the deaths of Alex Pretty, Renee Nickelgood, and Ruben Ray Martinez as case studies of the human cost...
Automotive Intelligence Award Honoree Tom Kontos of Auto Auction Holdings
In this episode of the Auto Remarketing Podcast, host Nick Sulovich interviews Tom Kontos, Analytics Advisor at Auto Auction Holdings and a 2026 Automotive Intelligence Award honoree. Kontos recounts his unconventional entry into automotive data from a mineral economics background,...
How the CPUC Handles AV Permits, Data, and Enforcement (Pat Tsen)
In this episode, Pat Tsen, Deputy Executive Director for Consumer Policy, Transportation, and Enforcement at the California Public Utilities Commission (CPUC), explains how the CPUC regulates autonomous vehicle (AV) passenger services, detailing the permit process, data collection requirements, and enforcement...
Travelers Face Hours-Long TSA Delays & BTS Makes a Comeback
The episode covers three main stories: the federal shutdown‑driven TSA staffing crisis and the Trump administration’s controversial deployment of ICE agents to airports; the escalating Iran‑related oil conflict, its impact on fuel prices, airline capacity cuts, and downstream effects on...
Finding a Home for Excess 3PL Inventory
In this episode, Kevin Lawton talks with Abby Naraki, CEO and founder of Stock, about the growing problem of excess inventory in the 3PL and e‑commerce space and how Stock connects that surplus to a vast network of nonprofits. Abby...
"Work From Home and Limit Flights", Urges IEA, as Fuel Crisis Deepens
The episode examines how recent attacks on Gulf energy infrastructure, sparked by the US‑Israeli conflict with Iran, are driving volatile oil and gas prices and threatening global supply chains. The International Energy Agency urges governments to cut demand by promoting...
Is It Time to Drive 55 Again?
The episode examines whether reinstating a 55 mph speed limit could help curb soaring oil prices amid the ongoing Strait of Hormuz crisis. Host Paul Krugman outlines the current supply shock—about a 10% cut in global oil flow—and argues that short‑term...
886 Electric Aircraft
The episode covers several aviation news items, highlighted by Surf Air Mobility’s partnership with Beta Technologies to acquire 25 electric CETOL aircraft for inter‑island service in Hawaii and a planned maintenance hub, and Beta’s participation in a U.S. DOT fast‑track...
From Garage to Global: Chieh Huang on Building Boxed and Launching Pelgo
In this episode, Chieh Huang, founder of Boxed and now CEO of Pelgo, shares his journey from a garage‑based wholesale startup to a public company and his latest venture helping workers transition to AI‑augmented roles. He highlights the stark difference...
The Buyer's Journey for Warehouse Automation
The episode explores the warehouse automation buying journey from three angles: iAutomate’s CEO Christoph Buchmann explains how the process truly begins with identifying a problem and validating automation as the right solution; Staples Canada’s Mert Selchuk describes a data‑driven, internal...
Why Supply Chain Design Becomes the Differentiator as AI Automates Planning - with Don Hicks of Optilogic
In this episode, Don Hicks, CEO of OptiLogic, explains how AI‑native platforms are reshaping supply chain design by running planning and network design in parallel, turning supply chains from brittle, cost‑centric structures into resilient, flexible networks. He contrasts fast, heuristic‑driven...
The Looming Bottleneck for Global Tech
In this episode, Sean Kim explains how the Strait of Hormuz— a critical shipping lane for energy— could become a bottleneck for the global technology sector, especially advanced semiconductor manufacturing. He highlights that chip fabs, like those in Taiwan, consume...
Guest: Mike Van Bree of the American Ladder Institute on Safety when Working at Heights; A Cybersecurity Collaboration; Sensing Your...
In this episode of Logistics Matters, the hosts discuss three key topics: ladder safety in warehouses with Mike VanBree, President of the American Ladder Institute, who outlines standards, inspection tips, and resources for National Ladder Safety Month; a new European...
AvTalk Episode 361: When Saving Money Costs Lives
In this episode the hosts discuss the cascading impacts of the Middle East conflict on regional airspace, highlighting widespread closures, reduced airline capacities, and the scramble by carriers like Air India and Lufthansa to add flights and repatriate passengers. They...
Shipping Workers All at Sea
World Business Express examines the fallout from the Trump administration’s plan to suspend a century‑old U.S. shipping law, allowing foreign tankers to move fuel between U.S. ports amid rising oil prices and tensions in the Strait of Hormuz. The episode...
323. AI, Government, and the Future of Urban Mobility
In this episode, host Grayson Brulte talks with Gabe Klein, a former U.S. Joint Office of Energy and Transportation executive and co‑founder of Adapt Impact and CityFi, about the shifting landscape of electric vehicle (EV) and autonomous vehicle development as...
885 Aircraft Dispatcher
In this episode, Airplane Geeks sit down with airline dispatcher Mike Carrolls to explore how dispatchers manage disruptions—from weather and geopolitical events to space launches—that can scatter crews and aircraft across the network. Carrolls shares real‑world examples of chaos and...
3PL Culture and Fulfillment Experience
In this episode, Kevin interviews Michelle Harris of Our Service Works (OSW), a Dallas‑based 3PL that evolved from outsourced customer care to a full‑service fulfillment operation. They discuss how OSW carefully selects carriers—evaluating performance data, technology integration, and support—to enhance...
Logistics Wins Wars
In this episode, host Neil Bloom talks with Peter Goldsboro, co‑founder and CTO of Rune, about the critical role of logistics in modern military operations and how Rune is modernizing it with digital tools and sensors. Goldsboro explains his journey...
78: Tupperware on Wheels
In this episode of Roboism, hosts Alex Cox and Kathy Campbell riff on the unsettling sight of delivery robots—dubbed “Tupperware on Wheels”—parked like sentinels, using the image to spring into a broader conversation about AI, large language models, and the...
AV Fleet Management with Ming Maa (Moove AV CEO)
In this episode, Ming Maa, co‑founder and CEO of Move AV, discusses how independent fleet operators are essential for scaling autonomous vehicle (AV) services commercially. He explains Move AV’s role in providing end‑to‑end infrastructure—charging, service, and parking facilities—and operations for Waymo in...
$100 Oil Is Back
The episode examines the sudden surge of oil prices above $100 a barrel, driven by escalating attacks on Persian Gulf infrastructure amid the Iran‑Israel‑U.S. conflict. Journalists Luke Vargas and Joe Wallace explain how the closure of the Strait of Hormuz,...
Guest: Jackson Wood of Descartes on What War in the Middle East Means for Supply Chains; Most Warehouses Lack Needed...
In this episode, Jackson Wood, Director of Industry Strategy at Descartes, explains how the war in Iran is affecting global supply chains, emphasizing that while short‑term disruptions to shipping routes, rates, and capacity are evident, the broader system remains resilient....
Global LPG Conversations: Middle East War Hits Global LPG Markets
The episode examines the immediate impact of the Middle East war and the closure of the Strait of Hormuz on global LPG markets, focusing on sharp price spikes in Asia's forward curve, especially the August Faris Index, which jumped 24%...
Awarded Campaigns: Lucky Yatra, on How a Ticket-Lottery Turned Fare Dodgers Into Paying Passengers
In this episode of Behavioral Science for Brands, Michael Aaron Flicker and Richard Shilton dissect the "Lucky Yatra" campaign by Indian Railways and FCB India, which turned ticket serial numbers into a daily lottery to incentivize fare payment. They explain...
Top Warehouse KPIs for Small Businesses – What To Track and Why?
In this episode the host breaks down the most important warehouse KPIs for small businesses, organizing them into receiving/shipping, put‑away, picking, order management, storage, labor, and safety categories. Each metric—such as receiving efficiency, picking accuracy, inventory turnover, labor utilization, and...
When Supply Chains Save Lives: Inside ALAN's Disaster Response with Kathy Fulton, Executive Director of the American Logistics Aid Network
In this episode, Kathy Fulton, Executive Director of the American Logistics Aid Network (ALAN), explains how the nonprofit mobilizes supply chain professionals to respond to disasters, leveraging data, industry networks, and partnerships with logistics firms. She highlights the evolution of...
Where Is Warehouse Technology Heading with Gary Allen of Ryder
In this episode, Kevin Lawton chats with Gary Allen of Ryder about the rapid evolution of warehouse technology, focusing on automation and AI. Allen explains how automation—from autonomous mobile robots to autonomous forklifts and emerging humanoids—is becoming more affordable and...
Inside Waymo’s Remote Assistance Program with Dr. Missy Cummings
In this episode, Dr. Missy Cummings, a professor and former Navy fighter pilot, discusses Waymo’s remote assistance program and the broader challenges of teleoperation in autonomous vehicles. She differentiates between remote assistance—providing situational information to a vehicle—and remote driving (teleoperation),...
Understanding the I-77 Toll Debate
In this episode, Tony Messia talks with WFAE political reporter Steve Harrison about the contentious plan to add toll lanes to I‑77 between Uptown Charlotte and the South Carolina line. They explore the traffic woes that motivate the project, the...
Guest: Per Hong of Kearney on Tariffs, Iran, and More; The "Pandemic Echo” Affecting Parcel Fleets; How Agentic AI Impacts...
In this episode, Per Hong of Kearney Foresight explains how the recent Supreme Court ruling on emergency tariffs and the introduction of new 10% worldwide tariffs create a layered, multi‑instrument trade environment that complicates supply‑chain planning. He advises companies to...
SAF Insights: Introducing Argus' SAF & HVO Fob Straits Assessments
In this episode, Argus’s Sarah and VP of Business Development Alfonso introduce the new FOB Strait of Malacca price assessments for Sustainable Aviation Fuel (SAF) and Hydrotreated Vegetable Oil (HVO) in the Asia‑Pacific region. They explain why the assessments are...
Weight of Freight: Talking Tankers with Asyad’s CEO
In this episode, Argus's Way to Freight talks with Dr. Ibrahim Alnathiri, CEO of Asyad Shipping, about the company’s aggressive fleet renewal and expansion, including the recent purchase of three VLCCs and four other newbuilds. Alnathiri explains how a younger,...
AvTalk Episode 359: Reading Them the ROTOR Act
In this episode Ian and Jason discuss the stalled passage of the Rotorcraft Operations Transparency and Oversight Reform Act (ROTOR Act), which aims to mandate ADS‑B‑In across U.S. airspace and tighten reporting for Department of Defense exemptions after the Washington,...
Delivering Loyalty: How YETI and DHL Build Trust Through Supply Chain Excellence
In this episode of All Business No Boundaries, Yeti’s SVP of Supply Chain, Marty Duff, discusses how the brand’s rapid growth and product complexity are supported by a strategic partnership with DHL Supply Chain. Both companies emphasize a customer‑centric approach,...
Warehouse Continuous Improvement at Atomix: Culture and Data
In this episode, VP of Operations Drake Meyer discusses Atomics' rapid growth, its unique high‑touch 3PL model, and the development of its proprietary WMS. He shares how his hands‑on warehouse background informs his leadership style, emphasizing a continuous‑improvement mindset rooted...
Guest: Fab Brasca of Kinaxis on Who Is Leading in AI Adoption; The Top Five Freight Bottlenecks; A New Data...
The podcast features Fab Brasca, Kinaxis senior VP, discussing how AI is reshaping supply chains and which firms are leading adoption. It also reveals the American Transportation Research Institute’s ranking, naming Chicago as the nation’s most severe freight bottleneck. Additionally,...
Guest: Lisa DeNight of Newmark on the Industrial Real Estate Market on the Rise; Thoughts on Improving Infrastructure; Striving for...
Lisa DeNight, Newmark’s North American Industrial Research head, discussed a rebound in industrial real estate as manufacturers seek new facilities. The National Association of Manufacturers highlighted chronic infrastructure underinvestment, linking highway congestion to higher freight costs. A recent Infios survey...