Rail Equipment Content Channel 2017

Rail Equipment Content Channel

This Content Channel is recommended for: Rail Car OEMs, Suppliers, Lessors, Railroads, Shippers, Financial Institutions

Rail Equipment Content Channel

This content channel zeroes in on the key factors and industries impacting rail equipment. Learn how shifting technological and political environments are driving freight decisions, and how these dynamics impact rail car demand. Industry thought leaders explore short-term risks and opportunities, as well as more fundamental changes which are reshaping the equipment industry. This channel provides deep insight into forecasting and current conditions, along with the hard-hitting analysis attendees need to support their own internal forecasting and planning for rail equipment. This will be the most comprehensive outlook on rail car equipment in 2017.

Conference Replay

All 2017 conference sessions will be recorded. Conference attendees can pre-pay for access to these sessions by selecting “Conference Replay” when registering for the conference.


Event App

Conference attendees will be able to set their personalized agenda via the FTR Conference App. The app will be available for download in August 2017.

2017 Rail Equipment Agenda

To download the Rail Equipment agenda, click here.

Panel - Infrastructure Spending: The Shipper and Carrier Perspective
September 13, 2017
10:30 AM

Moderator: Rob Hart, Rob Hart Transportation Funding
Panelists:
Angela Caddell, BNSF
Todd Tranausky, Argus

The new Trump Administration has indicated that infrastructure spending is a priority. This session will help evaluate what it means for the sector as a whole and the rail industry directly. From policy implications to freight opportunities, this panel will delve into what an infrastructure spending plan means to rail transportation. If the status quo is maintained, how would the competitive dynamics of rail be affected?

Rail Equipment Industry Challenges and Opportunities: Laying the Groundwork
September 13, 2017
11:30 AM

Paul Titterton, GATX

The rail equipment supply chain plays a critical but sometimes underappreciated role within the overall North American rail industry. Huge amounts of capital are required to provide and maintain a healthy rail car fleet for the NorthAmerican rail industry. Huge amounts of capital are required to provide and maintain a healthy rail car fleet for the North American rail industry. Practically overnight, the rail equipment industry responded with an investment of over $10B to build new frac sand and crude oil fleets for the energy industry, and attracted an unprecedented number of new, well-funded players. Few other industries have this kind of scalability and attractiveness. However, as the rail industry pivots back to a more normalized freight market, how does the rail equipment sector transition from an energy dominated focus to a broad based replacement equipment market?

Keynote: Executive "Fireside" Chat
September 14, 2017
8:00 AM

Rail Equipment "One-on-One": Executive Chat
September 14, 2017
9:00 AM

Rail Equipment Outlook: The FTR Perspective
September 14, 2017
9:45 AM

Eric Starks, FTR

The rail equipment market follows the demand for rail freight. We've seen it time and again. When freight declines, railcar surpluses increase and new car demand cycles down. However, while the ARCI data shows that new equipment demand is down, it's not following the typical steep drop. Have we entered a "new normal" that keeps demand at modest levels, or are we likely to see the market cycle down as in the past? FTR's CEO, Eric Starks, will explore the various factors that are impacting the outlook for equipment demand.
Panel - Fleet Balancing: Adapting to Changes in Government Infrastructure Investment
September 14, 2017
11:00 AM

Moderator: TBD
Panelists:
Kate Betsworth, Union Pacific

A number of the fleets that focus on moving infrastructure-related commodities are old and in serious need of reinvestment. Fleets that could be in higher demand given a rise in proposed infrastructure spending include cars for cement, steel, gravel, aggregates, and other commodities. What will the impact be on rail car demand, and which specific car type segments will be impacted and by how much? Also will a new emphasis on infrastructure spending be the thing needed to jumpstart new car demand in these long neglected fleets?

Panel - Outlook for Food and Agricultural Railcars: Adapting to Market Conditions
September 14, 2017
11:30 AM

Moderator: TBD
Panelists:
Brad Hildebrand, Cargill
David Horwitz, GATX

A discussion on agricultural railcars usually centers around grain covered hoppers, and rightly so given the size and importance of the grain rail market and fleet. However, the agricultural industry uses a variety of rail car types to market its products, as well as receive its raw materials. This session will dig into the market dynamics and outlooks for the fleets dedicated to moving fertilizers, grain products, DDG and refrigerated products, as well as the grain covered hopper fleet.


Panel - Implications of U.S. Trade Policy on Rail Equipment Markets
September 14, 2017
1:00 PM

Moderator: TBD
Panelists:
Tom Jackson, The Greenbrier Companies

A major element of Donald Trump's campaign platform was a shift to an "America First" trade policy and the resetting of U.S. trade agreements. To date, President Trump's administration has taken some marginal trade actions, TTP and a new Canadian lumber tariff, but no major actions have be made, i.e. NAFTA, and remain in "discussion" mode. If changes to trade occur, significant impacts to the North American surface transportation markets could be in store. For rail, will freight flow patterns change enough to have a material impact on demand for equipment and/or equipment type? How will the economics of material sourcing change and have an impact on where materials are sourced? Will changes in trade policy have an impact on the location of rail car manufacturing and supplier facilities and the sourcing of rail cars?

Panel - Changing Energy Markets: Searching for Opportunities
September 14, 2017
1:30 PM

Moderator: TBD
Panelists:
John O'Bryan, ARI

The energy sector has had a profound impact on the rail industry over the last 25 years, and will continue to do so over the next 25 years. In terms of freight volumes, growth drivers and cap-ex deployed, no other industry sector comes close when the full energy-related rail footprint is considered: ethanol, crude, frac sand, wind, and, of course, coal. Going forward, what competitive factors will likely affect the demand for rail transportation of energy related commodities? What will the full effect on rail be from the shift from coal to natural gas? Is there new competition coming from other commodities and/or modes that will shrink crude and coal demand below current levels, or is there an opportunity for coal or crude to make a resurgence?

Panel - Outlook for Petrochemical Railcars: Will It Live Up to Expectations?
September 14, 2017
2:00 PM

Moderator: TBD
Panelists:
Dan Penovich, Mitsui
Susan Cox, Chevron Phillips

The frac'ing revolution in the oil and gas drilling sector triggered a significant investment cycle in midstream and downstream refining capacity. Rail freight is expected to increase, as these projects come on-line and conventional wisdom points to an increase in the demand for rail cars. However, just what are the expectations for rail car demand growth? What are the chances that they will be met? What impact will this have on new tank car demand? In addition, with the crude tank car fleet build cycle now in the rear view mirror, significant builder capacity is now available, and builders are refocusing their tank car production lines to the replacement of the aging chemical tank car fleet. Exactly what should the industry expect in terms of replacement demand for this fleet segment over the foreseeable future?