As seen in today's Telegraph.
Haven’t we been here already with Newton Aycliffe? The Kitten theory rears it head all over again. And without an overnight rolling out of electrification or increased passenger demand on some routes, it’s hard to see, or how we can justify for that matter, any considerable rolling stock orders for a while (Or in Alstom & Hitachi’s case, until they’ve fixed the issues with their fleets first eg SWR 701 for Alstom and IET Cracking for Hitachi). Of course we will still need to eliminate somme DMUs in the future, but do we have enough in the pipeline to sustain that of 4 Large UK assembly plants?
And there’s certainly some credibility to all this.
There’s been something of a boom and bust cycle ever since the early to mid 90s (wonder what happened then?!), and the DFT haven’t exactly helped by going absolutely mad with EMU orders during the mid to late 2010s. In terms of EMUs we will soon be left with classes 318, 320 and 323 from the old school (all fairly small fleets), the 465/466 fleet, and barring a few EMUs for Scotland, maybe, that’s about it til 2035-40.
Even on the DMU fleet things are patchy as 150/156/158/165/166 isn’t massive, especially given the vast bulk of these are 2-car, so not that many vehicles.
So the only bulk orders would be Networker replacement (which DFT may well be able to whittle down using surplus from other fleets, especially as Southeastern metro seems to have a history of being sh*t on), Sprinter/Turbo replacement, and very tentatively perhaps a Voyager replacement for XC but I’m not sure who is going to pay for that. Otherwise it’s just north of the border, who seem to be doing things on a rather more rolling basis.
There’s HS2 I suppose, but if that gets whittled down to a core section then so will the number of trains required.
Rather a depressing picture to be honest, but this is in microcosm what the whole of Britain is at the moment. We screwed ourselves over with a prolonged Covid response which was clearly unaffordable, both directly and indirectly in terms of the impacts it has had across the economy, and here we now are.