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Trinity Industries Inc. Message Board

  • vwdiesel10 vwdiesel10 Feb 23, 2013 7:27 PM Flag

    Railcar Demand Cycle

    Does anyone know if there is an established trend cycle out there for monitoring changes across the demand of different types of rail cars or is it just too fractured to do this? There's a lot of talk in the Conference Call about the demand for tank cars for petroleum lasting out 18-24 months as per the current backlog. By that time, 18-24 months out, they expect heavy demand for tank cars for petrochemicals and covered hoppers for plastics. What is the next step out from there? Is there a typical cycle? I would assume then that auto, box and other types would pick up as all this extra supply turns into increasingly large volumes of finished goods?

    Any thoughts?

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