Made a trip to Gladstone/Escanaba yesterday. Noted the passing siding had a bunch of WC two bay covered hoppers. On the way home counted....and forgot the exact number....but was over 30. Check the siding in Manistique this morning, and that batch is still there.
Which means one of at least two things. Either there is going to be a glut of steel on the scrap market; or.....Somebody is going to get a pretty big paint order. If the later, probably at least a couple of coats.