Rolling Stock: Supply Demand Analyses (vol. 5)

Rolling Stock: Supply Demand Analyses (vol. 5). Now is on.

We have decided to change the structure of the report. There is no need to describe the market with details and emotions. All those who monitor the market, the prices and producers’ offers, need it not. Mass media, including Infranews are covering the market on the daily basis. So we shall be giving here what is not obvious and what is our know-how – the demand supply analysis.

Altogether these are simple formulae and dependences. And conclusions are too mostly obvious. Yet we can see now, not for everybody. The collapse we have forecasted to come as a result of the present administration and poor dispatching scheduling, which improved only insignificantly recently, is here. The owners of new gondola cars are the major losers. Yet we are sure same crisis is looming over the tanks’ owners. The year has started with 15 million tons leaving the Far Eastern Railway for the pipeline.

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The Contents
TANKS: INTRODUCTION    4
OIL GONE TO ESPO PIPELINE    7
TANKS: FORECAST IN TERMS OF RENT AND PROFITABILITY    10
GONDOLA CARS: INTRODUCTION    16
THE CURRENT (2012) CHARACTERISTIC OF THE GONDOLA CARS SUPPLY MARKET    18
THE FORECAST OF THE MARKET DEVELOPMENT UP TO 2017    18
FINANCIAL RESULTS OF THE DEMAND SLOWDOWN FOR THE HALF-YEAR AND OUR FORECAST;    24
THE PROFITABILITY FORECAST FOR OLD AND NEWS GONDOLA CARS    30
FITTING PLATFORMS: INTRODUCTION    34
FITTING PLATFORMS MARKET FORECAST UP TO 2015    35
FITTING PLATFORMS MARKET: FINANCES    39

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