What podcasts say about Lee Krasnow

Every statement, with the speaker, the exact quote and the moment it was said.

What Lee Krasnow has said on podcasts

10 statements · 5 positive · 4 negative · 1 neutral

on Trucking companiesNegativeSep 2, 2026· Bloomberg Intelligence
Fuel-surcharge timing creates a negative margin impact for trucking companies.
“it does it does have a uh you know a negative impact to margins.”
Listen at 11:26
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Transportation fuel pricesNegativeSep 2, 2026· Bloomberg Intelligence
Higher transportation fuel costs are inflationary for consumers.
“It's inflationary.”
Listen at 11:33
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Transportation companiesPositiveSep 2, 2026· Bloomberg Intelligence
Falling fuel prices temporarily boost transportation-company earnings through surcharge lags.
“it's actually a tailwind for earnings because they are charging. you know, the customers, a price higher than what they're actually paying for today because of the lag effect.”
Listen at 12:11
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Trucking spot-market ratesPositiveSep 2, 2026· Bloomberg Intelligence
Trucking spot-market rates have risen considerably from depressed levels.
“what we've seen is we've seen rates considerably rise in the spot market”
Listen at 13:33
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Trump administration trucking policiesPositiveSep 2, 2026· Bloomberg Intelligence
Trump administration trucking policies are improving industry and road safety.
“the Trump administration... for everything that you could say about what they're doing with trade has done really great things when it comes to the trucking industry because it's making the industry safer and it's obviously making the road safer for everybody.”
Listen at 13:56
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Trucking ratesPositiveSep 2, 2026· Bloomberg Intelligence
Trucking rate growth will last beyond the typical 12–18 months.
“this upcycle in rates is really going to be elongated. And it's going to be well beyond the typical 12 to 18 months because of these structural changes.”
Listen at 15:02
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Autonomous truckingNegativeSep 2, 2026· Bloomberg Intelligence
Autonomous trucking will not fill the commercial-driver shortage soon.
“autonomous trucking is not there. They're not going to really fill the void.”
Listen at 15:24
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Trucking and freight ratesPositiveSep 2, 2026· Bloomberg Intelligence
Trucking and freight rates should be robust in 2027.
“And 2027 should be a pretty robust year for rates.”
Listen at 15:52
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on CSX–Union Pacific transactionNeutralSep 2, 2026· Bloomberg Intelligence
The STB will rule on the CSX–Union Pacific transaction no earlier than late 2027.
“we're going to get some sort of a ruling, not until late 2027.”
Listen at 16:19
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output
on Uber autonomous-vehicle competitionNegativeSep 2, 2026· Bloomberg Intelligence
Uber faces substantial pressure from Waymo and Tesla’s autonomous-vehicle efforts.
“when it comes to robo taxis or autonomous vehicles they're facing a lot of pressure from waymo which is going out on its own tesla we know they have ambitions and they all are launching their own apps”
Listen at 20:25
Open the episode · Chevron to Invest $7 Billion to Double Its Venezuelan Output

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.