#201: Tender Rejections and Market Signals: What They Mean for Freight in 2025 with Zach Strickland of FreightWaves SONAR
Hosted by Santosh Sankar on February 5, 2025
Summary
During this episode, Santosh is joined by Zach Strickland, Director of Freight Market Intelligence, FreightWaves SONAR a price reporting agency (PRA) that provides real-time data and analytics for the global freight market. In this conversation, Santosh and Zach discuss the current downturn in the freight market, challenges in inventory management, and the impact of geopolitical factors. Zach shares his transition from finance to freight, emphasizing the importance of data in logistics. They also explore key indicators like tender rejections and the disconnect between the freight and service economies. Looking ahead to 2025, they explore potential demand shocks and the evolving strategies needed to navigate supply chain complexities, and so much more.
Show Notes
Highlights from their conversation include:
- Zach's Journey into Freight (1:00)
- Transition to Data in Freight (3:15)
- Understanding Data's Value (5:21)
- Current State of the Freight Market (6:29)
- Tender Rejections and Market Indicators (8:38)
- Predictions for 2025 (9:38)
- Historical Context of Supply Chain Stability (11:46)
- Freight Recessions Explained (13:04)
- Duration of Recessions (16:43)
- Indicators of Freight Recessions (19:00)
- Current Trends in Intermodal Growth (22:06)
- LTL Market Trends (25:16)
- This or That Segment (28:48)
- Final Thoughts and Takeaways (31:23)
Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.
Find out more at: https://www.dynamo.vc/