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Drilling Deep: Saia, ODFL and KC Southern on Mehrotra’s mind

Also on the podcast: The investment drought in oil setting the table for higher prices

Amit Mehrotra of Deutsche Bank joined host John Kingston for the Drilling Deep podcast to talk about the just-completed earnings season. 

A few companies are on his discussion list: Saia (NASDAQ: SAIA), Old Dominion Freight (NASDAQ: ODFL) and Kansas City Southern (NYSE: KSU), among others. He reviews them in a compelling discussion.

Also on the podcast: Kingston talks about the contraction in upstream oil exploration spending and what that might mean for oil prices several years from now. 

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John Kingston

John has an almost 40-year career covering commodities, most of the time at S&P Global Platts. He created the Dated Brent benchmark, now the world’s most important crude oil marker. He was Director of Oil, Director of News, the editor in chief of Platts Oilgram News and the “talking head” for Platts on numerous media outlets, including CNBC, Fox Business and Canada’s BNN. He covered metals before joining Platts and then spent a year running Platts’ metals business as well. He was awarded the International Association of Energy Economics Award for Excellence in Written Journalism in 2015. In 2010, he won two Corporate Achievement Awards from McGraw-Hill, an extremely rare accomplishment, one for steering coverage of the BP Deepwater Horizon disaster and the other for the launch of a public affairs television show, Platts Energy Week.