Would it make sense for Amtrak to use one only company to replace the entire Amfleet or go with a mixed fleet built by different companies, such as Alstom, Siemens and Stadler?
This is exactly my area of expertise, since Supply Chain is my area of study at school.
Everything I have read this far is generally correct. Standardization is a big thing in transportation.You want something, or maybe a few somethings, that can cover as many missions as possible but at the same time, have the same parts across the board so you can keep your costs down. That’s why you see variants of aircraft in an airline fleet. The A318/319/321 are all variants of the same thing, the A320, just lengthened (321) or shortened (318/319) to cover a wide range of missions for the airlines.
At the same time, the supplier selection also has a big role in how you pick. We’ll use your three examples: Siemens, Stadler, and Alstom.
Siemens is currently building the CALIDOT order for locomotives and cars as well as the ALC-42s and SC-44s for a variety of commuter services. They have a good working relationship with Amtrak. They have an idea what Amtrak is looking for since they are replacing the P-series, and the quality they have put out is generally good. Not to mention the fact that they’re a little ahead of schedule for CALIDOT. However, this is a large order, and it might spread Siemens too thin.
Stadler hasn’t built anything for Amtrak or for heavy rail in the US (that I know of, please correct me if I am wrong). They do have experience in DMU/EMU and therefore could be an attractive candidate. But the inexperience with the US heavy rail regulations (again, correct me if I’m wrong) may result in another N-S conundrum, which wouldn’t be good.
Alstom is building the
Liberty trainsets, has a good working relationship with Amtrak, and is especially tuned to the limitations and specifics of the NEC that Siemens and Stadler may not necessarily have. Additionally, Alstom (I believe) also does DEMU production for Europe, so that gives them a technical advantage as well.
It would not be unheard of to split suppliers. If Amtrak can determine that the fleet needs within the NEC and outside the NEC are different, then they can have Alstom build DEMUs for the NEC and have Siemens build coaches like CALIDOT for the NN. You’ll lose your standardization, the ability to shift capacity during fluctuations in demand, and it might be more expensive (suppliers generally give a bigger discount the more you buy).
The big thing my profs taught me about procurement was this:
there is almost never a “right/wrong” answer. You have to justify the selection you make and why it’s best for the company. But you will likely never be in a situation with a clear winner.