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Navigating Energy Markets with Breakthrough's Matt Muenster

The Logistics of Logistics Podcast

Release Date: 04/21/2026

How FDH Aero is Simplifying the Aerospace Supply Chain with Bob Loycano show art How FDH Aero is Simplifying the Aerospace Supply Chain with Bob Loycano

The Logistics of Logistics Podcast

In “How FDH Aero is Simplifying the Aerospace Supply Chain”, and , Vice President, Supply Chain for FDH Aero, discuss how specialized distribution and strategic inventory buffering eliminate bottlenecks in the global aerospace industry. About Bob Loycano serves as Vice President, Supply Chain for FDH Hardware. In his role, Bob is responsible for establishing the purchasing and planning strategies utilized by each of the FDH Aero businesses. He aggregates the collective’s purchasing synergies, enabling improved partnerships with suppliers. He reports to President of FDH Hardware, Matt...

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Single-Source Supply Chains in a Fragmenting World with Abe Eshkenazi show art Single-Source Supply Chains in a Fragmenting World with Abe Eshkenazi

The Logistics of Logistics Podcast

In “Single-Source Supply Chains in a Fragmenting World”, and , Chief Executive Officer at ASCM, discuss the shift from low-cost efficiency to resilient, regionalized networks. They emphasize that visibility and talent are now the primary tools for navigating global disruption.  About Abe Eshkenazi , CSCP, CPA, CAE is chief executive officer at ASCM, the largest organization for supply chain and the global pacesetter of organizational transformation, talent development and supply chain innovation. During his tenure, ASCM has significantly expanded its services to corporations,...

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The Rise of Freight Orchestration with GoodShip's Derek Netelenbos show art The Rise of Freight Orchestration with GoodShip's Derek Netelenbos

The Logistics of Logistics Podcast

In “The Rise of Freight Orchestration with GoodShip's Derek Netelenbos”, and , VP of Partnerships at GoodShip, discuss how an orchestration layer unifies fragmented data to shift logistics from reactive manual tasks to proactive, AI-driven strategy.  About Derek Netelenbos is the VP of Partnerships at GoodShip, the all-in-one platform for freight orchestration and procurement, built for transportation teams, by transportation teams. Derek brings extensive experience building and scaling partnerships and revenue organizations across the logistics and technology sectors. Prior to...

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Navigating Energy Markets with Breakthrough's Matt Muenster show art Navigating Energy Markets with Breakthrough's Matt Muenster

The Logistics of Logistics Podcast

In “Navigating Energy Markets with Breakthrough's Matt Muenster”, and , Chief Economist at Breakthrough, discuss how data-driven transparency and strategic fuel management help shippers navigate global energy volatility and decarbonization. About Matt Muenster , Chief Economist at Breakthrough, brings extensive expertise spanning energy, freight, and sustainability across global supply chains. In his role, Matt leads a team of supply chain analysts who deliver actionable market intelligence to some of the world’s largest enterprise shippers across the food, beverage, retail, and...

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OCM: The New Standard for Global Imports with Century's Jim McCullen show art OCM: The New Standard for Global Imports with Century's Jim McCullen

The Logistics of Logistics Podcast

  In “OCM: The New Standard for Global Imports with Century's Jim McCullen”, and , Chief Technology Officer at Century Supply Chain Solutions, discuss how Origin Cargo Management provides the upstream visibility and tactical control necessary to optimize global supply chains before goods ever leave the factory. About Jim McCullen serves as Chief Technology Officer at Century Supply Chain Solutions, bringing over 30 years of deep expertise in logistics technology, digital transformation, and innovation. He leads global technology teams that pioneer Century's proprietary VIZIV...

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REPOST: Smarter Landside Logistics with Brian Kobza show art REPOST: Smarter Landside Logistics with Brian Kobza

The Logistics of Logistics Podcast

In “Smarter Landside Logistics”,  and , Chief Commercial Officer at IMC Logistics, discuss leveraging IMC's asset-based capacity, actionable visibility, and end-to-end services—all underpinned by strong relationships—is essential for achieving greater control and cargo velocity in the critical first and last mile of the supply chain. About Brian Kobza  is the Chief Commercial Officer at IMC Logistics, with over 20 years of experience in the transportation and supply chain industry. His expertise covers various aspects of the sector, including positions at marine...

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REPOST: The Dark Funnel Demystified: Unlocking Hidden Sales with Jennie Malafarina show art REPOST: The Dark Funnel Demystified: Unlocking Hidden Sales with Jennie Malafarina

The Logistics of Logistics Podcast

In “The Dark Funnel Demystified: Unlocking Hidden Sales”,  and , the CEO of Virago Marketing, discuss how businesses can drive measurable revenue growth by understanding and leveraging the invisible customer journey. About Jennie Malafarina  is the CEO of Virago Marketing, a Cleveland-based agency helping transportation and logistics companies turn marketing into a revenue-driving engine. Since taking the lead at Virago in 2020, she has elevated the agency’s impact—guiding strategies that deliver measurable results aligned with client growth goals. With over a...

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

The Logistics of Logistics Podcast

In “Is Your Freight Secure: The 3 Key Vulnerabilities in Freight Operations”, and , 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 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...

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UPS at the Crossroads: Finding Profit in a Disrupted Landscape with Bloomberg's Devin Leonard show art UPS at the Crossroads: Finding Profit in a Disrupted Landscape with Bloomberg's Devin Leonard

The Logistics of Logistics Podcast

  In “UPS at the Crossroads: Finding Profit in a Disrupted Landscape with Bloomberg's Devin Leonard”, and , Senior Writer on the global business team at Bloomberg News, discuss how the logistics giant is navigating shifting markets, intense competition, and rising labor costs.  About Devin Leonard is a senior writer on the global business team at Bloomberg News. His work appears regularly in Bloomberg Businessweek where he has written periodically about the logistics industry. His 2011 cover story, "The End of Mail," about the existential crisis at the U.S. Postal Service was a...

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REPOST: Real-World Supply Chain AI Applications with Gather AI's Sankalp Arora show art REPOST: Real-World Supply Chain AI Applications with Gather AI's Sankalp Arora

The Logistics of Logistics Podcast

In “Real-World Supply Chain AI Applications with Gather AI's Sankalp Arora”,  and , CEO and Co-founder at Gather AI, discuss how Gather AI's combination of drone-collected visual data, AI analysis, and WMS integration is revolutionizing warehouse inventory management. About Sankalp Arora  is the CEO & Co-Founder of Gather AI. With 14 years of experience, Sankalp developed safety and sensor planning for the world's first safe autonomous helicopter, funded by DARPA, a project that won the Howard Hughes award, AUVSI Xcellence award and was nominated for the Collier...

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More Episodes

In “Navigating Energy Markets with Breakthrough's Matt Muenster”, Joe Lynch and Matt Muenster, Chief Economist at Breakthrough, discuss how data-driven transparency and strategic fuel management help shippers navigate global energy volatility and decarbonization.

About Matt Muenster

Matt Muenster, Chief Economist at Breakthrough, brings extensive expertise spanning energy, freight, and sustainability across global supply chains. In his role, Matt leads a team of supply chain analysts who deliver actionable market intelligence to some of the world’s largest enterprise shippers across the food, beverage, retail, and packaging industries.Known for translating complex market dynamics into practical insights, Matt serves as a trusted advisor to executive leaders navigating energy market volatility, freight cycles, and decarbonization goals. He is a sought‑after speaker at industry conferences and a frequent contributor to leading business and logistics publications, including The Wall Street JournalBloomberg, and Logistics Management. Matt holds a master’s degree in economics from Bowling Green State University and a bachelor’s degree from St. Norbert College.

About Breakthrough

Breakthrough, a U.S. Venture company, is a leading provider of sustainable fuel and freight solutions that reduce costs, improve network efficiency, and decarbonize transportation. Powered by more than $35 billion in annual freight spend data, advanced technology, and deep market expertise, Breakthrough delivers freight optimization and actionable strategies for the world’s leading brands, helping transform transportation into a more effective and sustainable ecosystem. Breakthrough is a multi-year Top Food Chain Technology honoree from Food Shippers of America, Owens Corning Supplier of the Year, and recipient of the 2025 Top Supply Chain Projects Award from Supply & Demand Chain Executive and Food Logistics.

Key Takeaways: Navigating Energy Markets

  • In “Navigating Energy Markets with Breakthrough's Matt Muenster”, Joe Lynch and Matt Muenster, Chief Economist at Breakthrough, discuss how data-driven transparency and strategic fuel management help shippers navigate global energy volatility and decarbonization.
  • Navigating "Strait Talk" Volatility: Energy volatility, driven by geopolitical macro forces and refining constraints, has replaced freight rates as the primary driver of transportation costs in 2026.
  • Precision Through Market-Based Reimbursement: Moving beyond lagging, "one-size-fits-all" indexes, Breakthrough aligns fuel reimbursements with real-time variables including time, price, taxes, and specific origin/destination pairs.
  • The Referee Effect and Strategic Fairness: By removing fuel from margin negotiations, Breakthrough acts as a neutral party, allowing shippers and carriers to build trust and focus on service and long-term partnerships.
  • Data-Driven Risk Management via the FELIX Platform: Shippers utilize FELIX (Freight, Energy, Load, Information, and eXperience)—Breakthrough’s strategic transportation intelligence platform—to move from reactive cost management to proactive risk management in an AI-driven economy.
  • Sustainability as an Operational Lever: Breakthrough helps enterprise shippers integrate alternative energy adoption and route optimization into their broader risk-management strategies to hedge against diesel volatility.
  • Impact on Freight Behavior and Capacity: Energy market disruptions are directly influencing carrier equipment investments and purchasing decisions, which in turn affects linehaul rates and capacity availability through the remainder of 2026.

Learn More About Navigating Energy Markets

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The Logistics of Logistics Podcast