Railways

High speed: 400 kilometres of new lines and the challenge of Sncf

By 2030 there will be a 30% increase in the population reached by fast services (rising to +48% in 2034) while the French will also be in the market

by Marco Morino

Il nuovo Tgv-M di Sncf (ferrovie francesi) che debutterà in Italia dal 2027. (Julien Goldstein)

4' min read

4' min read

In Italy today, high-speed rail is at the centre of much controversy due to inefficiencies caused by various breakdowns and malfunctions on the network. In the report by Europa Radicale, presented last January at the Ministry of Transport, an alarming figure emerges: between October and December 2024, more than 70 per cent of the 22,865 high-speed trains monitored were delayed. This is the result of an overloaded system that requires structural interventions. But in five years' time, the high-speed scenario could be very different from today: in 2030, the 1,200 construction sites opened along the Italian tracks to improve network capacity and reduce the impact of disruptions on travellers will be closed or close to closure.

From 2030 onwards, about 400 kilometres of new lines will gradually come into operation, bringing the total extension of the Av network from the current 1,097 kilometres to about 1,500, connecting areas of the country never previously reached by high-speed trains.

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In addition, the competing operators will rise from two to three: the Frecce of Trenitalia (FS group) and the trains of the private company Ntv-Italo (Agv and Pendolino Evo) will be joined by the new Tgv-M of Sncf, the French state railways. The French are expected to enter the Italian market in 2027 with an investment of 800 million euros. Sncf's fleet will consist of 15 double-decker Tgv-Ms: a novelty for Italy, because double-decker trainsets are used in regional transport. The Tgv-M, which will appear on the Italian market under the low-cost brand Ouigo, is the result of more than 20 years of planning and claims some 400 technological innovations. According to transport economist Andrea Giuricin, professor at the University of Milan Bicocca, 'the Italian high-speed rail market is expected to grow from the current 65 million passengers per year to at least 80 million by 2030'. Let's go in order.

Current projects

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The Italian railway network, explains the managing director of the FS group Stefano Donnarumma, is one of the best in Europe, but also one of the oldest: 'We are therefore working to extend high-speed trains to different parts of the country, improving accessibility, and in fact 700 of the 1,200 construction sites relate to infrastructure development. Rete ferroviaria italiana (Rfi) estimates that in 2029 there will be a 30% increase in the population reached by Av services compared to today, rising to +48% in 2034. To achieve these objectives, the FS group, in its 2025-2029 strategic plan, has planned 60 billion in investments for the railway infrastructure alone, also financed with funds from the NRP.

These works aim to ensure increasingly reliable mobility with a tangible impact: reduced journey times, increased punctuality and high safety standards. Giuricin remarks: 'With the upgrading and technological updating of the network, for example through the installation of the Ertms system along the main routes and in the major urban nodes, there will be more trains in circulation with a regular and cadenced spacing, transforming the high-speed network into an open-air metro. With a more modern and efficient network, punctuality should also improve significantly'.

In Italy, the projects that will change the network within the next five years include: the Brescia-Verona-Padova high-speed rail link, the Florence Av Link, the Naples-Bari Av line, the Genoa-Milan Third Pass and the Brenner railway tunnel between Italy and Austria, which is one of the longest in the world. The high-speed Brescia-Verona-Padua line is a key work for the eastward expansion of the network. The Passante Av in Florence with the new Belfiore station envisages the construction of an underground line with two parallel tunnels. The work will make it possible to separate the flow of long-distance trains from regional trains: a relief for the Santa Maria Novella station, through which more than 400 trains a day pass, while journey times on the Rome-Milan line will be shortened. With the Naples-Bari Av line, the connection between the two cities will be travelled in two hours, as opposed to the current four hours, while the one between Rome and Bari will take three hours, a saving of about two.

Market Shares

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Fleets will also evolve over the next five years, driven by the renewal and expansion processes launched by each company. Giuricin estimates a growth of around 20% in the number of high-speed trains in 2030 compared to today. Today, Trenitalia has 144 Frecciarossa trains. By the end of the 2025-2029 strategic plan, thanks to an investment of over 1.3 billion euros (which includes the purchase of numerous Etr 1000s also destined for foreign countries), the Frecciarossa fleet in Italy will have 161 trainsets: 17 more Frecce. The fleet of the private competitor Ntv-Italo currently has 51 trains. In five years, Italo's fleet will rise to 63 trains: 12 more. Then, there will be Sncf's 15 Tgv-Ms, where M stands for modularité: the number of carriages (from 7 to 9) can be changed according to need, even in the imminence of departure, with the first class becoming second class. The interior of the train can also be reconfigured. Ultimately, in 2030 the total fleet of Trevi Avs in Italy is expected to rise from the current 195 trainsets to 239 (+22%).

Perhaps the most interesting aspect concerns the configuration of these trains. Giuricin explains: 'Trenitalia's Frecciarossa offers 458 seats; Italo's Agv and Pendolino Evo, 462 and 472 seats respectively. Sncf's double-decker Tgv-M offers 740 seats. This gives a clue to the business model of the French, which could be very similar to that already tried in Spain. A low-cost train, with many seats and a low frequency, i.e. with fewer trips than those offered daily by Trenitalia and Italo. In part, we could also see a reduction in prices, due to increased competition'.

The French claim to be aiming for a 15% market share in 2030, equivalent to around 10-12 million passengers a year out of an estimated 80 million or more. Today, passengers carried by high-speed trains in a year are estimated at around 65 million: around 23 million are from Italo (35%) and over 42 million from Trenitalia (65%). Giuricin concludes: 'High speed is a market that will surprise us: thanks to the increase in services and lines, there will be a lot of additional demand compared to today, even 40% more'.

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