Commentary

The Cowen Insight: OEM Earnings, Railcar Demand

At Cowen and Company, we are revising our transportation OEM and machinery earnings estimates for fourth-quarter 2020 and 2021, and introducing our 2022 estimates; updating our North American Class 8 production forecast; and fine-tuning our railcar supply demand model. What are we seeing? Gradually improving supply-side dynamics.

Hydrogen Strategy for Canada’s Railways

Canada wants to bring back steam to its railways, but don’t expect the return of glorious white plumes of condensation, drifting over deep-frozen prairies. This time, the steam would be the invisible exhaust of high-efficiency locomotives and self-propelled passenger units, powered by the on-board conversion of hydrogen into electricity and hot water vapor. Canada hopes to build upon its advantage as builder of the world’s first HFC (hydrogen fuel cell) prime-mover.

Tier 4 Power For NJT River LINE

New Jersey Transit is upgrading its River LINE DLRVs (diesel light rail vehicles) with power plants from Cummins that adhere to current U.S. EPA (Environmental Protection Agency) Tier 4 emissions standards for non-road engines. The River LINE fleet consists of 20 Swiss-built Stadler Rail GTW (Gelenktriebwagen, or “articulated railcar”) 2/6 DMUs (diesel multiple-units). The replacement engines are expected to reduce oxides of nitrogen (NOx) emissions by at least 57%, lower particulate matter (PM) by 90%, and result in fuel savings of 10% to 15%.

CSX, L&I, Cummins join on Indiana overpass

CSX, short line Louisville & Indiana, and Cummins are combining on an Indiana railroad improvement project.

Brightline going biodiesel

The Siemens-built, Cummins QSK-95-powered Charger diesel-electric locomotives hauling All Aboard Florida’s Brightline higher-speed express passenger trains connecting West Palm Beach, Fort Lauderdale and Miami along the Florida East Coast Railway main line will be fueled with blended biodiesel under a two-year contract with Florida Power & Light Company (FPL).

INRD, Cummins roll out QSK95 freight locomotive

After two years of development and testing, Indiana Rail Road (INRD) SD90-43MAC no. 1919, the first heavy-haul freight locomotive equipped with a Cummins 16-cylinder, 4,400-hp, Tier 4-compliant QSK95 high-speed diesel power plant, is operating as a “mobile laboratory,” according to INRD Senior Vice President Operations and Business Development Bob Babcock.

Brightline locomotive rolls on Siemens test track

Brightline’s first Siemens Charger diesel-electric locomotive has successfully completed initial testing and operated for the first time, powered by its Cummins QSK95 diesel engine, on the quarter-mile test track at the Siemens manufacturing facility in Sacramento, Calif.

Charger burning up the rails in Pueblo

Siemens’ new higher-speed Charger diesel-electric passenger locomotive is undergoing a comprehensive testing program at the Transportation Technology Center Inc. (TTCI) in Pueblo, Colo., prior to entry into revenue service in various U.S. locations.

Brightline gears up with first engine install

Brightline announced June 28 that it is celebrating another milestone in the building of its trainsets as it installed the Cummins prime-mover into its first diesel-electric Charger locomotive at the Siemens manufacturing facility in Sacramento, Calif. where the trainsets are being built.

First Siemens Charger locomotives head to TTCI

The first two Siemens SC-44 Charger diesel passenger locomotives have arrived in Colorado for the start of testing at TTCI’s Pueblo, Colo., facility.

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