Tighter truck capacity could create an elongated rate cycle, keeping pricing higher for longer as regulatory changes, rising costs and driver availability reshape the market. In this episode of the Talking Transports podcast, FreightWaves CEO Craig Fuller and Polyglass Executive Vice President Alex Formoso join Bloomberg Intelligence’s Lee Klaskow on a panel at the Trimble Insight 2026 conference to discuss the freight recovery, regulation and technology. They explore why safety enforcement could structurally constrain supply, while high interest rates and inflation threaten demand. AI is already boosting productivity in pricing, procurement and customer service, though human relationships remain critical. They also debate autonomous trucking, the Montgomery ruling’s effect on broker liability and why carriers should invest in drivers and compliance in 2027.

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Freight-brokerage consolidation could accelerate as technology and scale become increasingly important. In this Talking Transports podcast, Arrive Logistics CEO and co-founder Matt Pyatt joins Bloomberg Intelligence’s Lee Klaskow to discuss how the Supreme Court’s Montgomery decision is changing carrier vetting, insurance and shipper behavior. Arrive expects $4.5 billion in 2026 revenue as volume rises 27-30%, despite a soft freight market. Pyatt sees tighter truck capacity keeping rates elevated, with spot up about 35% and contract 20% year over year. He also discusses the CH Robinson-RXO deal, Arrive’s $40 million annual technology investment, drop trailers, AI and how its new majority investor could support M&A and a path toward $10 billion in revenue by 2031.

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Tighter truck capacity and elevated diesel prices are creating an opening for intermodal to win highway share. In this Talking Transports podcast, Intermodal Association of North America President & CEO Anne Reinke joins Bloomberg Intelligence’s Lee Klaskow to discuss why regulatory enforcement is constraining truck supply and improving rail’s value proposition. Intermodal has about 14% share of its 500-mile-plus sweet spot, leaving substantial room for conversion. Reinke says keeping that freight when trucking loosens will require reliability, visibility and resilience. They also discuss Mexico cross-border growth, drayage, AI, cargo theft, rail consolidation and why elevated diesel could keep intermodal booming into 2027.

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