Morgan Stanley on Transport Disruption Risks

About this episode

Ravi Shanker discusses Amazon's impact on transportation and logistics with Lee Klaskow.

Amazon.com’s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon’s scale and asset-light approach could pressure incumbents across freight markets. Shanker outlines structural challenges in parcel, including the unsustainability of free shipping and rising competition, while highlighting a constructive outlook for trucking as tightening supply drives rate recovery. He also examines how AI — particularly physical AI, such as autonomous trucks — could reshape the industry, and why transportation may look fundamentally different over the next decade. See omnystudio.com/listener for privacy information.

People in this episode

Guest: Ravi Shanker

Topics covered

• transport disruption
• logistics
• freight markets
• AI in transportation
• trucking industry
• Amazon logistics

Keywords

• transport disruption
• Amazon logistics
• freight markets
• AI
• trucking
• parcel delivery
• competition

Mentioned in this episode

Organizations: Amazon.com, Morgan Stanley, Bloomberg Intelligence

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