The Impacts of 'New Energy' on the 'Railroad Renaissance' - or, Rails After Coal - AREMA! Chicago abh consulting October 1, 2014

摘要

1. Green is here to stay 2. Oil prices will remain high (price points at $65, $45, $25/barrel) 3. Government spending will be problematic 4. Infrastructure will be challenged 5. Trade will be dynamic but will remain strong 6. Near-sourcing and in-sourcing are continuing themes 7. Trucking productivity has peaked 8. Driver shortages are a secular/demographic issue exacerbated by government regulations (CSA/HoS).