Europe’s trucking market is stabilizing after a prolonged downturn, but structural challenges remain. In this episode of the Talking Transports podcast, Girteka CEO Edvardas Liachovicius joins Bloomberg Intelligence’s Lee Klaskow to discuss how overcapacity and weak demand in 2023–24 pressured rates and profitability, with only early signs of balance emerging. Liachovicius highlights a structural driver shortage, worsened by geopolitical events, as a key constraint on growth, alongside fuel volatility and fragmented regulation across 27 countries. He outlines Girteka’s focus on temperature-controlled, high-care cargo and long-haul corridors, while emphasizing that driver availability — not demand — is now the primary limiter of capacity and future expansion. Liachovicius shares his journey from one of Girteka’s first employees to CEO.

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Autonomous trucking is shifting from pilot to early commercialization as technology, safety validation and economics converge. In this Talking Transports podcast, Kodiak AI founder and CEO Don Burnette joins Bloomberg Intelligence’s Lee Klaskow to discuss how the company is deploying driverless trucks in real-world operations and preparing for long-haul expansion. Burnette outlines Kodiak’s software-first approach, which favors real-time AI perception over rigid mapping, and highlights cost advantages from 24/7 utilization and lower labor dependence. He also addresses regulatory misconceptions, safety-case development and what is needed to accelerate adoption. The discussion also goes beyond trucking to explore a range of applications. Burnette reflects on the challenges and rewards of being a founder.

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Rising agricultural output is straining Brazil’s domestic freight and dry bulk shipping markets, pushing inland trucking rates higher and lifting ocean transport costs. In this Talking Transports podcast, Bloomberg Intelligence’s Lee Klaskow speaks with goFlux CEO Rodrigo Gonçalves and Alphamar Shipping Agency partner Arthur Neto from Bloomberg’s Farm, Food & Fuel Summit to examine Brazil’s logistics bottlenecks. Surging soybean, corn and ethanol-related volume is driving demand for trucks and bulk carriers, while fertilizer imports and fuel costs add pressure on maritime rates. Brazil’s reliance on fragmented trucking capacity and aging fleets is limiting inland throughput, while port congestion and insurance costs are influencing dry-bulk flows.

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