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Amid Rising Railcar Demand, Who’s ‘Steeling’ the Show? May 07, 2021 Amid Rising Railcar Demand, Who’s ‘Steeling’ the Show? Written by Matt Elkott, Transportation OEM Analyst, Cowen and Company Railcar demand is on the rise, but so is the price of steel, which Cowen and Company estimates has put a 15%-25% premium on newly built equipment. We expect lease rate increases to accelerate; and despite the elevated commodity costs, manufacturing orders are likely to step up gradually, and we have modeled for this. We favor Trinity Industries, Inc. (TRN), Wabtec Corp. (WAB), and The Greenbrier Companies (GBX), in that order. ....