A global railcar manufacturer and lessor needed its leadership and sales team to assess demand for all railcar types continuously. Therefore, it engaged PLG to help quantify how changes in the market for renewable fuels and energy transition minerals used to produce electric vehicles would drive future railcar demand.
PLG Consulting delivered comprehensive analysis through:
- Analysis and mapping of North American renewable diesel/sustainable aviation fuel (RD/SAF) refining and battery materials manufacturing expansions
- Quantification of raw materials (tallow, seed oils, spodumene, nickel ore, re-agents) and finished products (RD/SAF, lithium hydroxide, lithium carbonate, and others)
- Analysis of modal split for raw materials and finished products to determine rail demand
- Development of new railcar demand forecasts
Results
PLG’s thorough approach provided the client with actionable insights:
- PLG provided railcar demand for emerging supply chains that helped the client plan its manufacturing and leasing efforts and accurately forecast growth potential.
- The results were organized by broad railcar types to inform the client's capacity allocation decisions.
- The consulting team provided important context by identifying trends driving refining and processing capacity expansions.
- PLG briefed company executives and the sales team, providing them with actionable information about key market participants to inform their sales and planning efforts.
