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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Freight brokerage remains under pressure, but structural changes may be tightening capacity. In this episode of the Talking Transports podcast, Freight Caviar founder and CEO Paul Jaroslawski joins Bloomberg Intelligence’s Lee Klaskow to discuss how regulatory enforcement around non-domiciled commercial driver’s licenses and fraud are reducing supply and lifting spot rates despite weak demand. Jaroslawski shares Freight Caviar’s evolution from memes to magazines and his unique perspective on the industry’s culture, broker-carrier tensions and the evolving technology landscape. He also examines offshore labor trends, growing cargo theft and the impact of potential broker-liability rulings, while emphasizing that relationships — not AI — remain the foundation of the brokerage business.

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Private ownership can be a strategic advantage in a volatile freight market. In this Talking Transports podcast, Jarrett’s founder and CEO Mike Jarrett tells Bloomberg Intelligence’s Lee Klaskow that remaining family-owned and debt-free allows the company to focus on culture, long-term customer partnerships and disciplined capital allocation rather than quarterly earnings pressure. Jarrett views technology as an enabler of integration, visibility and efficiency but not a replacement for customer relationships. He discusses the state of the company’s managed transportation, brokerage, forwarding, warehousing and fleet-services businesses. The conversation also touches on supply-chain disruptions, trucking supply, LTL pricing discipline, warehousing expansion and why culture — not leverage — anchors Jarrett’s competitive edge.

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