How to Predict the 2026 Intermodal Rebound with IANA's Andrew Sibold

How to Predict the 2026 Intermodal Rebound with IANA's Andrew Sibold

In "How to Predict the 2026 Intermodal Rebound with IANA's Andrew Sibold" Joe Lynch [https://www.linkedin.com/in/josephlynchjr/] and Andrew Sibold [https://www.linkedin.com/in/andrew-sibold/], Director of Economics and Freight Policy at the Intermodal Association of North America (IANA), discuss how IANA's new predictive Intermodal Volume Index (IVI) helps logistics leaders navigate shifting market capacity and operational friction to successfully forecast the 2026 freight recovery. About Andrew Sibold Andrew Sibold [https://www.linkedin.com/in/andrew-sibold/] is the Director of Economics and Freight Policy at the Intermodal Association of North America (IANA), where he leads market analysis, research, and economic forecasting that informs both private capital strategy and public policy. Before IANA, he spent five years at the Federal Highway Administration as a financial and economic analyst, where his benefit-cost and net present value modeling helped adjudicate more than $12.1 billion in federal infrastructure grants. He came to economics through the U.S. Army, serving as an Armor officer who led logistics and operations on deployments across Europe and Central Asia. Andrew holds a Master of Public Policy from the University of Tennessee, as well as advanced degrees in economics, econometrics, and international relations. He lives in Bethesda, Maryland, with his wife and four children. About Intermodal Association of North America (IANA) The Intermodal Association of North America (IANA) [https://intermodal.org/iana-dashboard] is the leading industry trade association representing the combined interests of the intermodal freight community. Its membership spans the full ecosystem that moves containerized freight across modes — railroads, ocean carriers, ports and terminals, drayage and motor carriers, intermodal marketing companies, and equipment providers. IANA promotes the efficiency, safety, and growth of intermodal transportation through industry standards, professional education, government affairs, and data services. As the connective tissue of a sector that handles a substantial share of North American freight, IANA gives members a unified voice on policy and a shared infrastructure for operations. Increasingly, it also serves as a source of market intelligence, equipping members with the economic data and forecasting they need to navigate a volatile freight cycle. Key Takeaways: How to Predict the 2026 Intermodal Rebound * In "How to Predict the 2026 Intermodal Rebound with IANA's Andrew Sibold" Joe Lynch and Andrew Sibold, Director of Economics and Freight Policy at the Intermodal Association of North America (IANA), discuss how IANA's new predictive Intermodal Volume Index (IVI) helps logistics leaders navigate shifting market capacity and operational friction to successfully forecast the 2026 freight recovery. * IANA as the "Conductor" of the Intermodal Ecosystem: The Intermodal Association of North America (IANA) serves as the critical connective tissue and unified voice for a fragmented freight community. By connecting railroads, ocean carriers, ports, drayage motor carriers, and 3PLs, IANA acts as an industry "conductor" to harmonize operations across multiple transportation modes that handle a substantial share of North American freight. * Eliminating Blind Spots with the Intermodal Volume Index (IVI): Historically, intermodal freight data has been fragmented and heavily lagging—with rail data delayed by a week and port data lagging by two to three months. Launched publicly in May, IANA's new IVI solves this industry pain point by acting as a real-time, seasonally adjusted "pulse check" on North American freight activity. * Shifting from Lagging to Predictive Capacity Planning: Unlike traditional freight indicators that only look backward (like GDP or older equipment data), the IVI functions as a predictive bridge. By utilizing a mathematical process to bring historical data into the present and factoring in seasonal fluctuations, it provides mid-market shippers, 3PLs, and asset-based carriers with a forward-looking forecast to confidently adjust capacity planning. * Unconventional Market Strength in 2026: The IVI is currently printing quite strong—tracking right around 106 for June, which is 6% higher than the pre-COVID baseline. While total import container volumes (TEUs) have softened due to tariff effects, intermodal volumes are rebounding rapidly due to a surge in high-value domestic manufacturing freight, driven heavily by investments in data centers and infrastructure built to support modern AI. * Reducing Operational Friction via Standardization: Intermodal logistics inherently suffers from handoff friction between different actors, leading to costly demurrage, detention, and lost productivity. IANA mitigates this administrative nightmare by managing standardized operational frameworks—most notably the Uniform Intermodal Interchange and Facilities Agreement (UIIA)—which serves as a single, universal contract that lowers industry insurance costs and streamlines driver registrations. * Navigating Volatility and Truck-to-Rail Conversion: Global supply chains remain highly volatile due to geopolitical factors, international conflicts, and oil infrastructure damage keeping global energy prices elevated. When diesel prices spike and over-the-road trucking capacity tightens due to shifting domestic regulatory and immigration policies, the IVI helps transportation managers identify exactly when and where rail capacity is tightening so they can strategically lock in contractual rates. * The Competitive Advantage of Modal Conversion: Beyond operational efficiency, IANA empowers its members to turn modal conversion into a measurable economic and environmental advantage. Because rail transport is significantly cleaner and greener than over-the-road trucking—with a single stacked rail car capable of moving the equivalent of multiple trucks—shippers are increasingly leveraging intermodal data to hit corporate sustainability mandates as the 2026 market recovers. Learn More About How to Predict the 2026 Intermodal Rebound Andrew Sibold | Linkedin [https://www.linkedin.com/in/andrew-sibold/] IANA | Linkedin [https://www.linkedin.com/company/intermodal-association-of-north-america/about/] Intermodal Association of North America (IANA) [https://intermodal.org/iana-dashboard] Scale: The Search for Simplicity and Unity in the Complexity of Life, from Cells to Cities, Companies to Ecosystems by Geoffrey West [https://www.amazon.com/Scale-Universal-Innovation-Sustainability-Organisms/dp/1594205582] The Box (Levinson book) - Wikipedia [https://en.wikipedia.org/wiki/The_Box_(Levinson_book)] The Logistics of Logistics Podcast * If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. * The Logistics of Logistics Podcast: Google [https://podcasts.google.com/?feed=aHR0cHM6Ly90aGVsb2xwb2RjYXN0LmxpYnN5bi5jb20vcnNz], Apple [https://podcasts.apple.com/us/podcast/the-logistics-of-logistics-podcast/id1409735368], Castbox [https://www.thelogisticsoflogistics.com/], Spotify [https://open.spotify.com/show/2R6BcnTSREZ7fOx9EIoI36?si=9SxorwsJTOicUq7hOEQaYQ], Stitcher [https://www.stitcher.com/podcast/dancewaves/the-logistics-of-logistics], PlayerFM [https://player.fm/series/the-logistics-of-logistics-podcast], Tunein [https://tunein.com/podcasts/Business--Economics-Podcasts/The-Logistics-of-Logistics-p1141610/?topicId=557416436], Podbean [https://www.podbean.com/podcast-detail/dtyrb-7364a/The-Logistics-of-Logistics-Podcast], Owltail [https://www.owltail.com/podcast/23776-The-Logistics-of-Logistics-Podcast/episodes], Libsyn [https://directory.libsyn.com/shows/view/id/thelolpodcast], Overcast [https://overcast.fm/itunes1409735368/the-logistics-of-logistics-podcast] * Check out The Logistics of Logistics on Youtube [https://www.youtube.com/channel/UCQPVXYJLkj3mIceUYPIOedA]

How to Predict the 2026 Intermodal Rebound with IANA's Andrew Sibold

In "How to Predict the 2026 Intermodal Rebound with IANA's Andrew Sibold" Joe Lynch [https://www.linkedin.com/in/josephlynchjr/] and Andrew Sibold [https://www.linkedin.com/in/andrew-sibold/], Director of Economics and Freight Policy at the Intermodal Association of North America (IANA), discuss how IANA's new predictive Intermodal Volume Index (IVI) helps logistics leaders navigate shifting market capacity and operational friction to successfully forecast the 2026 freight recovery. About Andrew Sibold Andrew Sibold [https://www.linkedin.com/in/andrew-sibold/] is the Director of Economics and Freight Policy at the Intermodal Association of North America (IANA), where he leads market analysis, research, and economic forecasting that informs both private capital strategy and public policy. Before IANA, he spent five years at the Federal Highway Administration as a financial and economic analyst, where his benefit-cost and net present value modeling helped adjudicate more than $12.1 billion in federal infrastructure grants. He came to economics through the U.S. Army, serving as an Armor officer who led logistics and operations on deployments across Europe and Central Asia. Andrew holds a Master of Public Policy from the University of Tennessee, as well as advanced degrees in economics, econometrics, and international relations. He lives in Bethesda, Maryland, with his wife and four children. About Intermodal Association of North America (IANA) The Intermodal Association of North America (IANA) [https://intermodal.org/iana-dashboard] is the leading industry trade association representing the combined interests of the intermodal freight community. Its membership spans the full ecosystem that moves containerized freight across modes — railroads, ocean carriers, ports and terminals, drayage and motor carriers, intermodal marketing companies, and equipment providers. IANA promotes the efficiency, safety, and growth of intermodal transportation through industry standards, professional education, government affairs, and data services. As the connective tissue of a sector that handles a substantial share of North American freight, IANA gives members a unified voice on policy and a shared infrastructure for operations. Increasingly, it also serves as a source of market intelligence, equipping members with the economic data and forecasting they need to navigate a volatile freight cycle. Key Takeaways: How to Predict the 2026 Intermodal Rebound * In "How to Predict the 2026 Intermodal Rebound with IANA's Andrew Sibold" Joe Lynch and Andrew Sibold, Director of Economics and Freight Policy at the Intermodal Association of North America (IANA), discuss how IANA's new predictive Intermodal Volume Index (IVI) helps logistics leaders navigate shifting market capacity and operational friction to successfully forecast the 2026 freight recovery. * IANA as the "Conductor" of the Intermodal Ecosystem: The Intermodal Association of North America (IANA) serves as the critical connective tissue and unified voice for a fragmented freight community. By connecting railroads, ocean carriers, ports, drayage motor carriers, and 3PLs, IANA acts as an industry "conductor" to harmonize operations across multiple transportation modes that handle a substantial share of North American freight. * Eliminating Blind Spots with the Intermodal Volume Index (IVI): Historically, intermodal freight data has been fragmented and heavily lagging—with rail data delayed by a week and port data lagging by two to three months. Launched publicly in May, IANA's new IVI solves this industry pain point by acting as a real-time, seasonally adjusted "pulse check" on North American freight activity. * Shifting from Lagging to Predictive Capacity Planning: Unlike traditional freight indicators that only look backward (like GDP or older equipment data), the IVI functions as a predictive bridge. By utilizing a mathematical process to bring historical data into the present and factoring in seasonal fluctuations, it provides mid-market shippers, 3PLs, and asset-based carriers with a forward-looking forecast to confidently adjust capacity planning. * Unconventional Market Strength in 2026: The IVI is currently printing quite strong—tracking right around 106 for June, which is 6% higher than the pre-COVID baseline. While total import container volumes (TEUs) have softened due to tariff effects, intermodal volumes are rebounding rapidly due to a surge in high-value domestic manufacturing freight, driven heavily by investments in data centers and infrastructure built to support modern AI. * Reducing Operational Friction via Standardization: Intermodal logistics inherently suffers from handoff friction between different actors, leading to costly demurrage, detention, and lost productivity. IANA mitigates this administrative nightmare by managing standardized operational frameworks—most notably the Uniform Intermodal Interchange and Facilities Agreement (UIIA)—which serves as a single, universal contract that lowers industry insurance costs and streamlines driver registrations. * Navigating Volatility and Truck-to-Rail Conversion: Global supply chains remain highly volatile due to geopolitical factors, international conflicts, and oil infrastructure damage keeping global energy prices elevated. When diesel prices spike and over-the-road trucking capacity tightens due to shifting domestic regulatory and immigration policies, the IVI helps transportation managers identify exactly when and where rail capacity is tightening so they can strategically lock in contractual rates. * The Competitive Advantage of Modal Conversion: Beyond operational efficiency, IANA empowers its members to turn modal conversion into a measurable economic and environmental advantage. Because rail transport is significantly cleaner and greener than over-the-road trucking—with a single stacked rail car capable of moving the equivalent of multiple trucks—shippers are increasingly leveraging intermodal data to hit corporate sustainability mandates as the 2026 market recovers. Learn More About How to Predict the 2026 Intermodal Rebound Andrew Sibold | Linkedin [https://www.linkedin.com/in/andrew-sibold/] IANA | Linkedin [https://www.linkedin.com/company/intermodal-association-of-north-america/about/] Intermodal Association of North America (IANA) [https://intermodal.org/iana-dashboard] Scale: The Search for Simplicity and Unity in the Complexity of Life, from Cells to Cities, Companies to Ecosystems by Geoffrey West [https://www.amazon.com/Scale-Universal-Innovation-Sustainability-Organisms/dp/1594205582] The Box (Levinson book) – Wikipedia [https://en.wikipedia.org/wiki/The_Box_(Levinson_book)] The Logistics of Logistics Podcast * If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. * The Logistics of Logistics Podcast: Google [https://podcasts.google.com/?feed=aHR0cHM6Ly90aGVsb2xwb2RjYXN0LmxpYnN5bi5jb20vcnNz], Apple [https://podcasts.apple.com/us/podcast/the-logistics-of-logistics-podcast/id1409735368], Castbox [https://www.thelogisticsoflogistics.com/], Spotify [https://open.spotify.com/show/2R6BcnTSREZ7fOx9EIoI36?si=9SxorwsJTOicUq7hOEQaYQ], Stitcher [https://www.stitcher.com/podcast/dancewaves/the-logistics-of-logistics], PlayerFM [https://player.fm/series/the-logistics-of-logistics-podcast], Tunein [https://tunein.com/podcasts/Business--Economics-Podcasts/The-Logistics-of-Logistics-p1141610/?topicId=557416436], Podbean [https://www.podbean.com/podcast-detail/dtyrb-7364a/The-Logistics-of-Logistics-Podcast], Owltail [https://www.owltail.com/podcast/23776-The-Logistics-of-Logistics-Podcast/episodes], Libsyn [https://directory.libsyn.com/shows/view/id/thelolpodcast], Overcast [https://overcast.fm/itunes1409735368/the-logistics-of-logistics-podcast] * Check out The Logistics of Logistics on Youtube [https://www.youtube.com/channel/UCQPVXYJLkj3mIceUYPIOedA]

REPOST: Is Your Freight Secure: The 3 Key Vulnerabilities in Freight Operations with Michael Hane

In "Is Your Freight Secure: The 3 Key Vulnerabilities in Freight Operations", Joe Lynch [https://www.linkedin.com/in/josephlynchjr/] and Mike Hane [https://www.linkedin.com/in/mikehane/], Director of Product Marketing for Transportation Management at Descartes Systems Group, discuss how to protect global supply chains from fragmented technology, carrier identity theft, and increasingly sophisticated cargo fraud. About Michael Hane Mike Hane [https://www.linkedin.com/in/mikehane/] is the Director of Product Marketing for Transportation Management at Descartes Systems Group. With more than 30 years of experience in transportation, logistics technology, and supply chain consulting, Mike helps organizations understand emerging freight trends and apply technology to build more resilient and efficient transportation operations. Prior to joining Descartes, Mike held leadership roles at DAT, Optilogic, CHAINalytics, and CAPS Logistics, where he focused on transportation strategy, network optimization, and freight market intelligence. At Descartes, he works closely with shippers, brokers, and logistics service providers to translate industry challenges into practical technology solutions across transportation management, real-time visibility, carrier connectivity, and logistics security. Mike frequently shares insights on transportation technology trends, digital transformation in freight, and the evolving role of logistics networks in global supply chains. About Descartes Systems Group Descartes [https://www.descartes.com/home] powers more responsive, efficient, secure and sustainable international and domestic supply chains by uniting logistics-intensive businesses on its Global Logistics Network (GLN). Shippers, carriers, and logistics service providers connect and collaborate on the GLN leveraging technology, data and AI to manage last mile deliveries, domestic and international shipments, transportation rating and payment, global trade research, customs compliance and a variety of regulatory processes. Key Takeaways: Is Your Freight Secure: The 3 Key Vulnerabilities in Freight Operations * In "Is Your Freight Secure: The 3 Key Vulnerabilities in Freight Operations", Joe Lynch and Mike Hane, Director of Product Marketing for Transportation Management at Descartes Systems Group, discuss how to protect global supply chains from fragmented technology, carrier identity theft, and increasingly sophisticated cargo fraud. * The 3 Key Vulnerabilities discussed are listed below: * Vulnerability 1 – Outdated, Clunky Freight Tech Stack. The modern logistics tech stack is a prime target for sophisticated bad actors who are now using AI to scale their attacks. This vulnerability focuses on the integrity of the TMS suite and broader tech stack, requiring companies to have the scale and advanced defenses necessary to stay ahead of automated threats. * Vulnerability 2 – Carrier Identity Theft & Freight Hijacking. Freight fraud—including double brokering and fraudulent load pickups—is a direct result of failing to verify identity at the point of transaction. This vulnerability highlights the operational risk of giving freight to an unverified actor, proving that basic vetting is no longer enough to prevent cargo loss. * Vulnerability 3 – Data Exposure & Unsecured Partner Connectivity. Modern freight operations are at risk due to the fragmentation of data and automation. This vulnerability focuses on the danger of shipment data and AI tools operating outside of a trusted environment. When partners connect to technology platforms without rigorous security, the entire network becomes a target for leaks and external manipulation. * Modernizing the Tech Stack: Fragmented or legacy systems create security gaps. Freight operations must move toward integrated, secure platforms rather than a patchwork of disconnected software to ensure data integrity and vendor stability. * The "Verify Then Trust" Model: To combat identity theft and "chameleon carriers," logistics providers should use automated vetting to verify not just the carrier's authority, but also the specific driver and equipment via VIN and geolocation. * Neutralizing Sophisticated Fraud: Cargo theft has evolved into organized corporate scams involving double brokering and fake insurance. Real-time monitoring for suspicious tracking pings or IP addresses is now essential to identify bad actors before a load is picked up. * Strengthening Operational Hygiene: Security relies on strict Standard Operating Procedures (SOPs). This includes "zeroing out" inactive carriers every few months to force re-vetting and immediately revoking system access for former employees. * Strategic AI Integration: AI should be used to automate high-volume manual tasks—like chasing tracking updates or proof of delivery—within a secure logistics environment to prevent sensitive financial data from being exposed to unvetted models. * Global Multimodal Connectivity: Leveraging a Global Logistics Network (GLN) allows shippers and brokers to collaborate across air, ocean, and truck modes while maintaining high standards for customs and regulatory compliance. * Visibility as a Risk Deterrent: Real-time visibility is a critical security layer. Monitoring for location spoofing or unauthorized stops allows for immediate intervention if a shipment is being diverted to a fraudulent location. Learn More About Is Your Freight Secure: The 3 Key Vulnerabilities in Freight Operations Mike Hane | Linkedin [https://www.linkedin.com/in/mikehane/] Descartes Systems Group | Linkedin [https://www.linkedin.com/company/descartes-systems-group/] Descartes Systems Group [https://www.descartes.com/home] Your OpsForce AI Team: Meet the Future of Intelligent Visibility [https://macropoint.com/features/agentic-ai-opsforce/] Transportation Management Form [https://www.descartes.com/solutions/transportation-management#form] Vesta Freight Strengthens Customer Service and Freight Security with Descartes 3G TMS™, Descartes MacroPoint™, and Descartes MyCarrierPortal™ [https://macropoint.com/success-story/vesta-freight/] Scaling Logistics Innovation at Descartes Systems Group with Dan Cicerchi [https://www.thelogisticsoflogistics.com/scaling-logistics-innovation-at-descartes-systems-group-with-dan-cicerchi/] Unpacking Cargo Theft: Trends and Solutions with Danielle Spinelli [https://www.thelogisticsoflogistics.com/unpacking-cargo-theft-trends-and-solutions-with-danielle-spinelli/] The Logistics of Logistics Podcast * If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. * The Logistics of Logistics Podcast: Google [https://podcasts.google.com/?feed=aHR0cHM6Ly90aGVsb2xwb2RjYXN0LmxpYnN5bi5jb20vcnNz], Apple [https://podcasts.apple.com/us/podcast/the-logistics-of-logistics-podcast/id1409735368], Castbox [https://www.thelogisticsoflogistics.com/], Spotify [https://open.spotify.com/show/2R6BcnTSREZ7fOx9EIoI36?si=9SxorwsJTOicUq7hOEQaYQ], Stitcher [https://www.stitcher.com/podcast/dancewaves/the-logistics-of-logistics], PlayerFM [https://player.fm/series/the-logistics-of-logistics-podcast], Tunein [http://tun.in/pi548], Podbean [https://www.podbean.com/podcast-detail/dtyrb-7364a/The-Logistics-of-Logistics-Podcast], Owltail [https://www.owltail.com/podcast/23776-The-Logistics-of-Logistics-Podcast/episodes], Libsyn [https://directory.libsyn.com/shows/view/id/thelolpodcast], Overcast [https://overcast.fm/itunes1409735368/the-logistics-of-logistics-podcast] * Check out The Logistics of Logistics on Youtube [https://www.youtube.com/channel/UCQPVXYJLkj3mIceUYPIOedA]

REPOST: Fleet Profitability Unleashed: The Optimal Dynamics Advantage with Zach Schuhart

In "Fleet Profitability Unleashed: The Optimal Dynamics Advantage", Joe Lynch [https://www.linkedin.com/in/josephlynchjr/] and Zach Schuchart [https://www.linkedin.com/in/zach-schuchart-2756976/], Senior Vice President, Head of Sales at Optimal Dynamics, discuss how decades of academic research and advanced decision intelligence are being used to automate complex logistics and maximize carrier profitability. Zach Schuchart Zach Schuchart [https://www.linkedin.com/in/zach-schuchart-2756976/] is the Senior Vice President, Head of Sales at Optimal Dynamics. He has over 20 years of experience in the North American and European transportation industries, including roles at UPS, CHAINalytics, and XPO, he brings deep expertise and leadership to the Optimal Dynamics team. As Head of Sales, he oversees a talented group of Account Executives and Solutions Engineers, guiding prospective customers through the evaluation of advanced optimization solutions that drive operational success. About Optimal Dynamics Optimal Dynamics [http://www.optimaldynamics.com/] provides the decision intelligence layer that powers logistics transformation. Born out of 40 years of research at Princeton University, Optimal Dynamics leverages proprietary artificial intelligence technology to automate, optimize, and radically improve decision-making across trucking and transportation operations. Headquartered in New York City, Optimal Dynamics is backed by marquee investors including Koch Disruptive Technologies, Bessemer Venture Partners, The Westly Group, and Activate Capital. Learn more at www.optimaldynamics.com [http://www.optimaldynamics.com/]. Key Takeaways: Fleet Profitability Unleashed: The Optimal Dynamics Advantage * In "Fleet Profitability Unleashed: The Optimal Dynamics Advantage", Joe Lynch and Zach Schuchart, Senior Vice President, Head of Sales at Optimal Dynamics, discuss how decades of academic research and advanced decision intelligence are being used to automate complex logistics and maximize carrier profitability. * From Research to Reality: The Princeton Pedigree. Optimal Dynamics isn't just another tech startup; it is built on 40 years of academic research from Princeton University. This provides a level of scientific rigor and proprietary AI that differentiates their solutions from standard off-the-shelf logistics software. * The Power of "Decision Intelligence". While many platforms focus on data visibility (showing you what is happening), Zach highlights the shift toward Decision Intelligence. This layer automates and optimizes the choice itself, helping carriers move from reactive management to proactive, data-driven execution. * Bridging the Gap Between Planning and Execution. Leveraging Zach's 20+ years of experience at giants like UPS and XPO, the episode explores how traditional planning often fails when it hits the "real world." Optimal Dynamics focuses on creating dynamic plans that account for the inherent volatility in trucking operations. * Leveraging High-Dimensional Artificial Intelligence. The core technology focuses on solving "high-dimensional" problems. Instead of looking at simple variables, the platform uses AI to process thousands of data points simultaneously—such as driver hours, fuel costs, and lane profitability—to find the "Optimal" solution. * Automating the Complexities of Trucking. Automation isn't just about replacing manual tasks; it's about augmenting human capability. Zach discusses how their solutions allow sales and operations teams to evaluate complex scenarios in minutes rather than days, drastically reducing the "evaluation-to-action" cycle. * Maximizing Profitability in Volatile Markets. In an industry with razor-thin margins, "Optimal Dynamics" means finding the most profitable way to move freight despite fluctuating market conditions. The platform helps fleets identify which loads to accept and how to route them to ensure maximum fleet utilization. * Strategic Backing for Long-Term Transformation. The company's growth is fueled by marquee investors like Bessemer Venture Partners and Koch Disruptive Technologies. This level of backing underscores the industry's belief that Optimal Dynamics is a foundational player in the future of global logistics infrastructure. Learn More About Fleet Profitability Unleashed: The Optimal Dynamics Advantage Zach Schuchart [https://www.linkedin.com/in/zach-schuchart-2756976/] Optimal Dynamics | Linkedin [https://www.linkedin.com/company/optimaldynamics/] Optimal Dynamics [http://www.optimaldynamics.com/] Optimizing for the Future: D.M. Bowman Embraces Decision Automation [https://info.optimaldynamics.com/case-study-dm-bowman?_gl=1*h5a8a3*_gcl_au*MjAzMjA0OTQwOC4xNzY3NzIwMDg3] Shifting From Manual Grind to Automated Growth [https://info.optimaldynamics.com/case-study-ploger?_gl=1*17jt9zl*_gcl_au*MjAzMjA0OTQwOC4xNzY3NzIwMDg3] Driving Strategic Growth and Innovation with Decision Automation [https://info.optimaldynamics.com/driving-strategic-growth-and-innovation-with-decision-automation?_gl=1*17jt9zl*_gcl_au*MjAzMjA0OTQwOC4xNzY3NzIwMDg3] How Smarter Planning Leads to Stronger Performance [https://info.optimaldynamics.com/driving-new-levels-of-efficiency-with-decision-automation?_gl=1*17jt9zl*_gcl_au*MjAzMjA0OTQwOC4xNzY3NzIwMDg3] Rapid Transformation and Record-Breaking Results at Grand Island Express [https://info.optimaldynamics.com/rapid-transformation-and-record-breaking-results-at-grand-island-express?_gl=1*4upmb7*_gcl_au*MjAzMjA0OTQwOC4xNzY3NzIwMDg3] During Freight Recession, BCB Transport Sees 19.6% Increase in Revenue Per Truck After Embracing Artificial Decision Intelligence [https://info.optimaldynamics.com/during-freight-recession-bcb-transport-sees-19.6-increase-in-revenue-per-truck-after-embracing-artificial-decision-intelligence?_gl=1*s20nam*_gcl_au*MjAzMjA0OTQwOC4xNzY3NzIwMDg3] The Logistics of Logistics Podcast * If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. * The Logistics of Logistics Podcast: Google [https://podcasts.google.com/?feed=aHR0cHM6Ly90aGVsb2xwb2RjYXN0LmxpYnN5bi5jb20vcnNz], Apple [https://podcasts.apple.com/us/podcast/the-logistics-of-logistics-podcast/id1409735368], Castbox [https://www.thelogisticsoflogistics.com/], Spotify [https://open.spotify.com/show/2R6BcnTSREZ7fOx9EIoI36?si=9SxorwsJTOicUq7hOEQaYQ], Stitcher [https://www.stitcher.com/podcast/dancewaves/the-logistics-of-logistics], PlayerFM [https://player.fm/series/the-logistics-of-logistics-podcast], Tunein [http://tun.in/pi548], Podbean [https://www.podbean.com/podcast-detail/dtyrb-7364a/The-Logistics-of-Logistics-Podcast], Owltail [https://www.owltail.com/podcast/23776-The-Logistics-of-Logistics-Podcast/episodes], Libsyn [https://directory.libsyn.com/shows/view/id/thelolpodcast], Overcast [https://overcast.fm/itunes1409735368/the-logistics-of-logistics-podcast] * Check out The Logistics of Logistics on Youtube [https://www.youtube.com/channel/UCQPVXYJLkj3mIceUYPIOedA]

Is Organized Tech Destroying the Small Logistics Entrepreneur with Nick Antoine

In "Is Organized Tech Destroying the Small Logistics Entrepreneur" Joe Lynch [https://www.linkedin.com/in/josephlynchjr/] and Nicholas Antoine [https://www.linkedin.com/in/nicholas-antoine-960aa844/], Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, discuss how mid-market logistics companies can leverage emerging automation and strategic "moats" to successfully survive and compete against tech-heavy enterprise giants. About Nick Antoine Nicholas Antoine [https://www.linkedin.com/in/nicholas-antoine-960aa844/] is the Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, a private equity firm he co-founded in 2015 - at age 26 - to invest exclusively in supply chain and logistics businesses. A Princeton graduate, Nick began his career as an equity research analyst at Princeton Global Asset Management before joining Ariel Investments in Chicago, where he served as Chief of Staff to the Chairman and CEO of the $17 billion asset manager. At Red Arts, he leads fundraising, research, and investment thesis development, building one of the few Black-founded and -led PE firms in the country and one of the top-performing, ranked #7 on Bloomberg's 2025 Best-Performing U.S. Buyout Funds. Nick is a member of YPO and a board trustee of The Studio Museum in Harlem and WTTW (PBS Chicago). About Red Arts Capital Red Arts Capital [https://www.redartscapital.com/] is a Chicago-based private equity firm focused exclusively on partnering with North American supply chain and logistics businesses. Founded in 2015 by Nick Antoine and Chad Strader, Red Arts is a 100% Black-owned firm investing across the "supply chain economy" - freight, transportation, warehousing, contract packaging, and related middle-market companies with strong growth potential. In 2023, the firm closed its latest fund oversubscribed at $270M, above its $225M target, backed by institutional LPs including Prudential Financial, the University of Chicago's Office of Investments, and funds managed by Neuberger Berman. Red Arts pairs a sector-focused thesis with a belief that diversity drives performance - women represent roughly half the firm. Key Takeaways: Is Organized Tech Destroying the Small Logistics Entrepreneur * In "Is Organized Tech Destroying the Small Logistics Entrepreneur" Joe Lynch and Nicholas Antoine, Co-Founder, Co-CEO, and Managing Partner of Red Arts Capital, discuss how mid-market logistics companies can leverage emerging automation and strategic "moats" to successfully survive and compete against tech-heavy enterprise giants. * Firm Profile & Focus: Founded in 2015, Red Arts Capital is a 100% Black-owned, Chicago-based private equity firm that focuses exclusively on North American supply chain, logistics, and middle-market infrastructure businesses. * Target Investment Profile: Unlike venture capital firms that hunt for speculative "hockey stick" growth, Red Arts invests $50M to $100M+ into established, profitable middle-market companies (typically family-owned with $100M to $500M in revenue) to provide liquidity and operational scaling. * Strong Institutional Backing: Validating their sector-focused thesis, the firm closed its 2023 fund oversubscribed at $270M (surpassing its $225M target) backed by premier LPs like Prudential Financial and the University of Chicago. * The Concept of "Organized Tech": Nick defines "organized technology" as a modern third form of power alongside organized people and organized capital. Large enterprise players use their scale and massive resources to deploy tech—and partner with startups for free trials—giving them a distinct, systemic advantage. * An Opportunity, Not a Death Sentence: Organized tech is not inherently destroying small logistics entrepreneurs; rather, the risk lies in a lack of adaptability. Because AI and automated tools are becoming rapidly commoditized and affordable, small business survival depends on an entrepreneurial willingness to experiment. * Building Defensive "Moats": To avoid competing strictly on commoditized pricing, successful logistics companies must build defensible moats. This includes high-touch customer service, strong cultural values that lower driver turnover, or geographic asset density (like uniquely zoned cross-dock terminals) that competitors cannot easily replicate. * Outsized Returns from Small Tech Investments: Technology adoption doesn't require a massive overhaul to significantly impact the bottom line. In one LTL case study, Red Arts introduced a simple automated software tool to capture missed, manual accessorial charges, plugging a major revenue leak and yielding massive profit returns. Learn More About Is Organized Tech Destroying the Small Logistics Entrepreneur Nicholas Antoine | Linkedin [https://www.linkedin.com/in/nicholas-antoine-960aa844/] Red Arts Capital | Linkedin [https://www.linkedin.com/company/red-arts-capital] Red Arts Capital [https://www.redartscapital.com/] Bloomberg executive profile [https://www.bloomberg.com/profile/person/22758403] Investing in Supply Chain Solutions with Nick Antoine of Red Arts Capital | Impact Podcast [https://impactpodcast.com/episode/2026/03/investing-in-supply-chain-solutions-with-nick-antoine-of-red-arts-capital/] Black Professionals in PE & Finance spotlight | McGuireWoods [https://www.mcguirewoods.com/client-resources/alerts/2022/7/black-professionals-in-pe-finance-nicholas-antoine/] Fund close coverage | $270M, Business Wire [https://www.businesswire.com/news/home/20230502005259/en/] Organized Technology: A New Power Defining The American Dream | Forbes [https://www.forbes.com/councils/forbesfinancecouncil/2026/03/10/organized-technology-a-new-power-defining-the-american-dream/] The Logistics of Logistics Podcast * If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. * The Logistics of Logistics Podcast: Google [https://podcasts.google.com/?feed=aHR0cHM6Ly90aGVsb2xwb2RjYXN0LmxpYnN5bi5jb20vcnNz], Apple [https://podcasts.apple.com/us/podcast/the-logistics-of-logistics-podcast/id1409735368], Castbox [https://www.thelogisticsoflogistics.com/], Spotify [https://open.spotify.com/show/2R6BcnTSREZ7fOx9EIoI36?si=9SxorwsJTOicUq7hOEQaYQ], Stitcher [https://www.stitcher.com/podcast/dancewaves/the-logistics-of-logistics], PlayerFM [https://player.fm/series/the-logistics-of-logistics-podcast], Tunein [https://tunein.com/podcasts/Business--Economics-Podcasts/The-Logistics-of-Logistics-p1141610/?topicId=557416436], Podbean [https://www.podbean.com/podcast-detail/dtyrb-7364a/The-Logistics-of-Logistics-Podcast], Owltail [https://www.owltail.com/podcast/23776-The-Logistics-of-Logistics-Podcast/episodes], Libsyn [https://directory.libsyn.com/shows/view/id/thelolpodcast], Overcast [https://overcast.fm/itunes1409735368/the-logistics-of-logistics-podcast] * Check out The Logistics of Logistics on Youtube [https://www.youtube.com/channel/UCQPVXYJLkj3mIceUYPIOedA]