Intermodal demand will likely remain volatile from the start-and-stop trade policy coming out of Washington. International demand may get a boost following the US and China lowering their tariffs on one another as part of the announced 90-day truce. Shippers may start to rush to fill warehouses at lower duties. This will help mitigate the drag on domestic intermodal demand created by lower diesel prices. In this Talking Transports podcast, Anne Reinke, president and CEO of the Intermodal Association of North America (IANA), joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share her insights about the state of the industry against this uncertain backdrop. Reinke also discusses legislative priorities, combating fraud, market-share opportunities and how her career in transports was sparked by boredom.

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Tensions between the US and its trading partners are weighing on dry-bulk demand as economic-growth expectations recede. The global economy could expand 2.6%, based on consensus, down 40 bps from the start of the year and 70 bps below 2024. The US accounts for about 10% of the dry-bulk market, making the sector less tied to protectionist policies out of Washington. Agriculture and metallurgical coal comprise the majority of exports. In this Talking Transports podcast, Hamish Norton, president of Star Bulk Carriers, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about the state of the global dry-bulk industry. Norton also discusses tariffs, USTR fees, dry-bulk economics, fuel prices, shipbuilding, asset values and rates.

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Geopolitical tensions, shifting trade routes and evolving carrier alliances are redefining the global containerliner landscape. Though demand remains uncertain, a level setting of tariffs could create a surge in demand and lead to renewed congestion and rate volatility. In this Talking Transports podcast, Steve Ferreira, founder and CEO of Ocean Audit, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the global container industry, which he describes as fragmented, fragile and fine-tuning. Ferreira also discusses tariffs, USTR fees, emissions, rates and how a better offer lead him to a long career in shipping.

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