Commentary

REF Locomotive Day Takeaways From TD Cowen

Written by Matt Elkott, Transportation OEM Analyst, TD Cowen
Jason Kuehn, Vice President Rail Practice, Oliver Wyman

Jason Kuehn, Vice President Rail Practice, Oliver Wyman

Most locomotive energy transition scenarios bode well for Wabtec and to a lesser extent Caterpillar. There appears to be a near-consensus within the industry that the fleet will be zero-emission non-diesel in the long term but no clear consensus on what that will be, although hydrogen electrolyzer is a leading candidate. Bridge technologies could include biofuels, renewable diesel, hydrogen ICE, and battery.

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