SCI/VERKEHR COLOGNE 2008 THE WORLD MARKET FOR ELECTRIC LOCOMOTIVES. Rolling Stock, Procurements, Manufacturers, Market Development

Transcription

1 SCI/VERKEHR COLOGNE 2008 THE WORLD MARKET FOR ELECTRIC LOCOMOTIVES Rolling Stock, Procurements, Manufacturers, Market Development

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3 THE WORLD MARKET FOR ELECTRIC LOCOMOTIVES Rolling Stock, Procurements, Manufacturers, Market Development SCI Verkehr GmbH is an independent consultancy company which specialises in the technology and economics of transport. We have close connections to the rail industry, with consultants in a wide range of specialist fields. We have an extensive network of experts in Germany and abroad, and we specialise in market and strategy aspects for the mobility sector. As well as the company s headquarters in Hamburg we also have branches in Cologne and Berlin. SCI Verkehr provides its clients with management consultancy, based on specialist technical knowledge for practical implementation. Our activities focus on companies in the transport and railway industry, logistics, public and private transport companies, and transport and economics departments in public administration at federal, regional and community level. Based on these and further current developments in rail transport, this study, entitled The World Market for Electric Locomotives delivers a well-founded analysis and sound estimate of the market for electric locomotives. The study provides a consistent continuation of the study "The Worldwide Market for Electric Locomotives" which was published in With this, SCI Verkehr provides market and business information of competitive relevance on current volumes in the worldwide market for new vehicles and after-sales business. In addition, the study presents and evaluates key information about companies, technology and economics. It delivers in-depth and unique key information about this vehicle segment. The study provides important information for operational and strategic planning of players in the transport and railway industry. In concrete terms, this market study of electric locomotives contains: A regionally differentiated look at the worldwide market for electric locomotives including an intensified analysis of all known markets of the individual countries A comprehensive analysis of the current fleet stocks concerning operational purposes, quantities and age structures as well as future procurement potentials Analysis of the current market shares of all manufacturers and customers of electric locomotives as well as a forecast of the future vehicle requirements An overview of electric locomotive manufacturers including a brief description of their current range of products and services as well as contact details An overview of the most important drivers behind the procurement and refurbishment of electric locomotives in the individual regions A condensed presentation of the most important fleet-specific features of electric locomotives in the form of diagrams A list of operators vehicle stocks and the current electric locomotive procurements in the annex to the study This Multi Client Study is based on numerous information sources, which are continuously analysed and validated and are recorded in a database system. The study is available in German and English language at the price of EUR 2,800 + delivery costs and VAT per copy. Your contact person at SCI Verkehr: Christian Beßler Head of Marketing and Sales Tel Fax c.bessler@sci.de The World Market for Electric Locomotives 3

4 PREFACE 1 Executive Summary: The World Market for Electric Locomotives Market Delimitation and Methodology of the Study Objective of the Market Analysis Delimitation of the Railway Technology Market Market Analysis Methodology Manufacturers of Electric Locomotives Global Players National and international Players The Market for Electric Locomotives in Western Europe Germany France Austria Italy Switzerland The Market for Electric Locomotives in Eastern Europe Poland Czech Republic Romania The Market for Electric Locomotives in Asia China India The Market for Electric Locomotives in North America The Market for Electric Locomotives in South America The Market for Electric Locomotives in the CIS Russia Ukraine The Market for Electric Locomotives in Africa/the Middle East The Market for Electric Locomotives in Australia/the Pacific Region Annex Annex A: Fleet Overview by Region and Country Markets Annex B: Contact Addresses of Manufacturers Annex C: Electric Locomotive-Stocks of the Railway Companies The World Market for Electric Locomotives 4

5 The Market for Electric Locomotives in Australia/the Pacific Region Vehicle installed base/age structure in Australia/the Pacific Region Only two operators have an electric locomotive fleet. 90% of the installed base in Australia is operated by Queensland Rail, the remaining locomotives in New Zealand by Toll NZ. The locomotives are exclusively operated in freight transport. Installed Base 2008 / Australia/the Pacific Region [Number of Electric Locomotives] Australia New Zealand Figure 1: Installed base overview electric locomotives in Australia/the Pacific region 2008 (by country) The majority of the currently operated electric locomotives was procured in the 1980s. After only small quantities were put into operation in the 1990s and the beginning of the 2000s, an increasing procurement volume can be observed for the last few years. Due to the low average age of around 19 years, the procurements should mainly increase transport capacities. Age Structure 2008 / Australia/the Pacific Region [Number of Electric Locomotives] No info Before Figure 2: Age structure electric locomotives in Australia/the Pacific region The World Market for Electric Locomotives 5

6 The Market for Electric Locomotives in Africa/the Middle East Manufacturers/products/market shares in Africa/the Middle East In the last five years only two procurement projects have been carried out. 85% of the supplied vehicles were delivered by MARS (Mitsui & Company African Rail Solution) to South Africa. Market Shares / Africa/the Middle East [Number of Electric Locomotives] 15% MARS-Consortium CSR Zhuzhou Figure 3: Market shares electric locomotives in Africa/the Middle East in the period % Total: ~50 electric locomotives Market volume and market development The current market volume for new electric locomotives in Africa/the Middle East is around EUR 150 million per year; for after-sales services, around EUR 70 million. This market development is influenced by the following drivers: Driver Brief description Importance Trend Transport demand Infrastructure Operational requirements Profitability Fleet structure The increase of the mining volume in the coal mining region, especially in the leading market of South Africa, will lead to an increased demand for traction. Primarily electric locomotives are procured for electrified lines. In the coming years network sections are increasingly going to be electrified in the region. Mainly in freight transport between the mines and the ports, there are further new development and upgrade projects underway. These investments will increase procurement volumes for electric locomotives. In order to increase transport capacity on existing lines, locomotives with higher drive power and higher availability are going to be ordered. As a result of the increasing oil price and the increasing requirements on the economic efficiency in rail transport, more electric locomotives are going to be procured for line operations to make use of their favourable energy efficiency. Existing fleet is relatively young and is partly being refurbished. SCI Verkehr is not expecting replacement procurements in the next five years. The World Market for Electric Locomotives 6

7 Annex Eastern Europe - Overview Installed Base / Country Installed Base / Country [Number of E-locos] Poland Czech Republic Romania Hungary Slovakia Bulgaria Serbia and Montenegro Slovenia Croatia Turkey Other countries Delivery / Country Delivery / Country [Number of E-locos] Greece Slovenia Poland Hungary Czech Republic Slovakia Croatia Installed Base / Operator Installed Base / Operator [Number of E-locos] Delivery / Market Shares Delivery / Market Shares [Number of E-locos] PKP CD 11% Siemens CFR Bombardier MAV ZSSK 31% 58% Skoda Others In total: ~ 90 E-locos Installed Base / Power installed Installed Base / Power installed [Number of E-locos] Delivery / Power installed Delivery / Power installed [Number of E-locos] no info < 3,000 kw 3,000-3,999 kw 4,000-4,999 kw 5,000-7,999 kw > 8,000 kw 0 no info < 3,000 kw 3,000-3,999 kw 4,000-4,999 kw 5,000-7,999 kw > 8,000 kw The World Market for Electric Locomotives 7

8 Annex Region Country Operator Number of Identification Main supplier Delivery Delivery Gauge Top-speed Power Power Supply locomotives from to [mm] [km/h] [kw] Eastern Europe Herzegovina Hercegovine Gredelj kv 50 Hz AC Eastern Europe Herzegovina Hercegovine SGP / ASEA kv 50 Hz AC Eastern Europe Herzegovina Hercegovine unknown kv 50 Hz AC Eastern Europe Herzegovina Hercegovine unknown kv 50 Hz AC Eastern Europe Herzegovina Hercegovine unknown kv 50 Hz AC Bosnia- Eastern Europe Herzegovina Zeljeznice Republice Srpske Gredelj kv 50 Hz AC Bosnia- Eastern Europe Herzegovina Zeljeznice Republice Srpske SGP / ASEA kv 50 Hz AC Bosnia- Eastern Europe Herzegovina Zeljeznice Republice Srpske unknown kv 50 Hz AC Bosnia- Eastern Europe Herzegovina Zeljeznice Republice Srpske SGP / ASEA kv 50 Hz AC Eastern Europe Herzegovina Hercegovine SGP / ASEA kv 50 Hz AC Eastern Europe Herzegovina Hercegovine SGP / ASEA kv 50 Hz AC Bulgarski Durzhavni Zheleznitsi Eastern Europe Bulgaria EAD "Holding" Electroputere kv 50 Hz AC Bulgarski Durzhavni Zheleznitsi Eastern Europe Bulgaria EAD "Holding" Skoda kv 50 Hz AC Eastern Europe Bulgaria Bulmarket DM Ltd / EA 3000 Siemens kv 50 Hz AC Bulgarski Durzhavni Zheleznitsi Eastern Europe Bulgaria EAD "Holding" Electroputere kv 50 Hz AC Bulgarski Durzhavni Zheleznitsi Eastern Europe Bulgaria EAD "Holding" Electroputerre kv 50 Hz AC The World Market for Electric Locomotives 8

9 Order form MC Electric Locomotives Please fax to: + 49 (221) SCI Verkehr GmbH Cologne Office FAO Mr. Christian Bessler I would like to order the Multi Client Study The World Market for Electric Locomotives Quantity Issue Language Single price* Total price* First copy German 2,800 + additional copies** German 600 First copy English 2,800 + additional copies ** English 600 Group package*** x German x English 8,000 Total price* Company Contact person (Title, first name, surname) Position Address (Street, town, postcode) VAT Number (for customers in member states of the European Union) or other invoicing address or order number Tel Fax I would like to pay by credit card / please send me an invoice Please charge the total sum to my credit card. Card number / / / Valid until Visa Eurocard / Mastercard CVV number Date Signature / stamp * All prices exclude delivery costs and VAT ** Only in combination with a first copy in the same language *** Each group package includes max. 8 copies in German and English Orders subject to our general terms and conditions. Place of jurisdiction is Hamburg. Cologne Office Place of jurisdiction: Schanzenstraße 117 Vor den Siebenburgen 2 Country court Hamburg Hamburg / Germany Cologne Geschäfts-Nr. 66 HR B Tel: +49 (0) Germany Deutsche Bank Hamburg Fax: +49 (0) Tel: +49 (0) Bank code: Fax: +49 (0) Account number:

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