the world market for electric locomotives

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SCI/VERKEHR COLOGNE 2008
THE WORLD MARKET FOR
ELECTRIC LOCOMOTIVES
Rolling Stock, Procurements,
Manufacturers, Market Development
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 2006. 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:
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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. +49-221-93178-20
Fax +49-221-93178-78
E-Mail: c.bessler@sci.de
© SCI Verkehr GmbH • www.sci.de • The World Market for Electric Locomotives 3
PREFACE
1 Executive Summary: The World Market for Electric Locomotives ............................. 16
2 Market Delimitation and Methodology of the Study ..................................................... 22
2.1 Objective of the Market Analysis ............................................................................. 22
2.2 Delimitation of the Railway Technology Market....................................................... 23
2.3 Market Analysis Methodology .................................................................................. 30
3 Manufacturers of Electric Locomotives ........................................................................ 35
3.1 Global Players.......................................................................................................... 35
3.2 National and international Players ........................................................................... 38
4 The Market for Electric Locomotives in Western Europe............................................ 53
4.1 Germany .................................................................................................................. 57
4.2 France ...................................................................................................................... 59
4.3 Austria ...................................................................................................................... 60
4.4 Italy........................................................................................................................... 61
4.5 Switzerland............................................................................................................... 62
5 The Market for Electric Locomotives in Eastern Europe............................................. 64
5.1 Poland ...................................................................................................................... 69
5.2 Czech Republic........................................................................................................ 70
5.3 Romania................................................................................................................... 71
6 The Market for Electric Locomotives in Asia ................................................................ 72
6.1 China........................................................................................................................ 76
6.2 India ......................................................................................................................... 77
7 The Market for Electric Locomotives in North America............................................... 79
8 The Market for Electric Locomotives in South America .............................................. 84
9 The Market for Electric Locomotives in the CIS ........................................................... 89
6.1 Russia ...................................................................................................................... 93
6.2 Ukraine..................................................................................................................... 95
10 The Market for Electric Locomotives in Africa/the Middle East................................ 97
11 The Market for Electric Locomotives in Australia/the Pacific Region.................... 102
Annex
Annex A: Fleet Overview by Region and Country Markets ................................................. 107
Annex B: Contact Addresses of Manufacturers................................................................... 129
Annex C: Electric Locomotive-Stocks of the Railway Companies....................................... 135
© SCI Verkehr GmbH • www.sci.de • The World Market for Electric Locomotives 4
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
-
50
100
150
200
© SCI Verkehr GmbH
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]
200
150
100
50
0
No info
Before
1950
1950-1959 1960-1969 1970-1979 1980-1989 1990-1999 2000-2008
© SCI Verkehr GmbH
© SCI Verkehr GmbH • www.sci.de • The World Market for Electric Locomotives 5
Figure 2: Age structure
electric locomotives in
Australia/the Pacific region
2008
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 2004-2008 / Africa/the Middle East
[Number of Electric Locomotives]
15%
MARS-Consortium
CSR Zhuzhou
Total:
~50 electric locomotives
Figure 3: Market shares
electric locomotives in
Africa/the Middle East in
the period 2004–2008
85%
© SCI Verkehr GmbH
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
Transport demand
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.
Ò
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.
Ò
Operational
requirements
In order to increase transport capacity on existing lines,
locomotives with higher drive power and higher availability
are going to be ordered.
Ò
Profitability
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.
Ò
Existing fleet is relatively young and is partly being
refurbished. SCI Verkehr is not expecting replacement
procurements in the next five years.
Î
Infrastructure
Fleet structure
Importance
© SCI Verkehr GmbH • www.sci.de • The World Market for Electric Locomotives 6
Trend
Annex
Eastern Europe - Overview
Installed Base / Country
Delivery 2004-2008 / Country
Installed Base / Country [Number of E-locos]
Delivery / Country [Number of E-locos]
Poland
Greece
Czech Republic
Slovenia
Romania
Hungary
Poland
Slovakia
Bulgaria
Hungary
Serbia and Montenegro
Czech Republic
Slovenia
Croatia
Slovakia
Turkey
Croatia
Other countries
0
500
1 000
1 500
2 000
0
10
20
30
© SCI Verkehr GmbH
Installed Base / Operator
© SCI Verkehr GmbH
Delivery 2004-2008 / Market Shares
Delivery / Market Shares [Number of E-locos]
Installed Base / Operator [Number of E-locos]
11%
PKP
Siemens
CD
Bombardier
CFR
MAV
31%
58%
ZSSK
Others
Skoda
In total:
~ 90 E-locos
0
600
1 200
1 800
© SCI Verkehr GmbH
Installed Base / Power installed
© SCI Verkehr GmbH
Delivery 2004-2008 / Power installed
Delivery / Power installed [Number of E-locos]
Installed Base / Power installed [Number of E-locos]
2 400
100
1 800
75
1 200
50
600
25
0
0
no info
< 3,000 kW
3,000-3,999 kW 4,000-4,999 kW 5,000-7,999 kW
> 8,000 kW
no info
< 3,000 kW
3,000-3,999 kW 4,000-4,999 kW 5,000-7,999 kW
© SCI Verkehr GmbH
© SCI Verkehr GmbH • www.sci.de • The World Market for Electric Locomotives 7
> 8,000 kW
© SCI Verkehr GmbH
Annex
Region
Country
Operator
Number of
Identification
Main supplier
locomotives
Eastern Europe
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
BosniaHerzegovina
Eastern Europe
Bulgaria
Eastern Europe
Bulgaria
Eastern Europe
Bulgaria
Eastern Europe
Bulgaria
Eastern Europe
Bulgaria
Eastern Europe
Eastern Europe
Eastern Europe
Eastern Europe
Eastern Europe
Eastern Europe
Eastern Europe
Eastern Europe
Eastern Europe
Eastern Europe
Zeljeznice Federacije Bosne i
Hercegovine
Zeljeznice Federacije Bosne i
Hercegovine
Zeljeznice Federacije Bosne i
Hercegovine
Zeljeznice Federacije Bosne i
Hercegovine
Zeljeznice Federacije Bosne i
Hercegovine
Delivery
Delivery
Gauge
Top-speed Power
from
to
[mm]
[km/h]
[kW]
Power Supply
120
3860
25 kV 50 Hz AC
2
1141
Gredelj
1967
1967
4
441-0
SGP / ASEA
1967
1967
1435
120
3860
25 kV 50 Hz AC
3
441-3
unknown
1967
1967
1435
120
3860
25 kV 50 Hz AC
4
441-4
unknown
1967
1967
1435
120
3860
25 kV 50 Hz AC
1
441-5
unknown
1967
1967
1435
120
3860
25 kV 50 Hz AC
Zeljeznice Republice Srpske
2
1141-0
Gredelj
1967
1967
120
3860
25 kV 50 Hz AC
Zeljeznice Republice Srpske
7
441-0
SGP / ASEA
1967
1967
1435
120
3860
25 kV 50 Hz AC
Zeljeznice Republice Srpske
2
441-3
unknown
1967
1967
1435
120
3860
25 kV 50 Hz AC
Zeljeznice Republice Srpske
Zeljeznice Federacije Bosne i
Hercegovine
Zeljeznice Federacije Bosne i
Hercegovine
Bulgarski Durzhavni Zheleznitsi
EAD "Holding"
Bulgarski Durzhavni Zheleznitsi
EAD "Holding"
19
441-9
SGP / ASEA
1967
1967
1435
120
3860
25 kV 50 Hz AC
6
441-0
SGP / ASEA
1967
1967
120
3860
25 kV 50 Hz AC
6
441-9
SGP / ASEA
1967
1967
1435
120
3860
25 kV 50 Hz AC
6
46.2
Electroputere
1999
1999
1435
160
5100
25 kV 50 Hz AC
20
Bulmarket DM Ltd.
6
Bulgarski Durzhavni Zheleznitsi
45
EAD "Holding"
Bulgarski Durzhavni Zheleznitsi
EAD "Holding"
3
61
Skoda
1994
1994
1435
80
960
25 kV 50 Hz AC
86 / EA 3000
Siemens
1992
1993
1435
175
4000
25 kV 50 Hz AC
46.0
Electroputere
1986
1986
1435
130
5100
25 kV 50 Hz AC
46.1
Electroputerre
1986
1986
1435
160
5100
25 kV 50 Hz AC
© SCI Verkehr GmbH • www.sci.de • The World Market for Electric Locomotives 8
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