Sustainable Railway Infrastructure: Modernization Strategies for Integrating 1520 mm and 1435 mm Gauge Systems
Abstract
1. Introduction
- “The 1435 mm gauge system would focus on higher-speed transportation (international passenger, IC, and container/platform wagon freight), with the 1520 mm system catering for lower-speed transport (local and regional passenger traffic and heavy bulk).
- The development of a 1435 mm backbone network in the two countries would be implemented in a phased manner, from West to East, with the largest urban agglomerations eventually connected to the new 1435 mm corridors to support future economic development.
- For each line, the required configuration is defined (1435 mm only, 1520 mm only, or both). This is based on a number of factors including:
- Cost and combined network-wide operational aspects (1435 mm and 1520 mm systems).
- Time for project development and implementation.
- Ensuring the capacity of the current 1520 mm gauge system during the implementation and operation of the new lines.”
2. Materials and Methods
2.1. Technical Aspects Formed in the «Strategy for the EU Integration of the Ukrainian and Moldovan Rail Systems»
- The European Commission strategy characterizes the analysis of the existing 1520 mm railway track system through the lens of the 1435 mm railway network as follows:
- Inadequate and/or absence of drainage leading to flooding.
- Track components in poor condition, with geometry in good condition (alignment and level defects).
- The profile of tracks not maintained (rail’s corrugations, rail head’s surface defects with cracks, intrusion, shelling, etc.).
- Sleepers (old and second hand) and/or not well adjusted (squareness of the ties). Heterogeneity in track support (e.g., use of mixed wooden and concrete sleepers on a given section) can also affect track condition and lead to speed restrictions.
- Ballast polluted and/or missed.
- Elastic fastening missing, and crampon not adequate for modern tracks.
- Absence of uniform track gauge.
- Joints low and in poor condition.
- Rail with excessive wear and/or important side wear, becoming worn down.
- Weak rails and sleepers.
- Turnouts in poor condition.
- Rail life span is conditioned by the overall tonnage catered for by the different lines and determined by established rules.»
- «Significant deterioration of rail infrastructure affects provision of high-quality and safe freight and passenger transportation services. The situation leads to numerous speed restrictions and lower average speed of transportation of cargo and passengers»;
- «Speed restrictions mainly apply to regional lines; however, it is estimated that about 50% of the network is operated with a limitation in the order of 60 km/h».
- c.
- Strengths: (i) the existing rail infrastructure provides sufficient capacity and coverage. (ii) With investments into modern interlocking systems, track protection, traffic management and communication, level crossings, and limited alignment corrections, an operational speed of 200 km/h on certain parts of the network are possible. (iii) With the high axle loads of 25 t and a longer train development length of approximately 1000 m, the capacities for heavy bulk transport are comparatively high;
- d.
- Weaknesses: (i) low technological level of the rail system. With the introduction of modern interlocking and traffic management systems (ERTMSs), the performance and therefore the competitiveness of the rail system can be significantly improved. (ii) Different track gauge than in the neighboring EU countries. The rail system is currently not compatible with the EU rail system;
- e.
- Opportunities: as part of the future revised TEN-T regulation there will be opportunities for enhanced coordination in the medium and long-term development of the lines.
- 2.
- The main changes in the reconstruction of 1520 mm gauge railway systems are characterized in study [1] by the following concepts:
- «Track substructure.
- Drainage-main line.
- Track superstructure.
- Turnouts.
- Level crossings.
- Sidings.
- Supply and installation of fencing (for high speed only).
- Small bridges.
- Signalling-ETCS-interlocking-telecommunications.
- Overhead Catenary System (OCS).
- Power supply.»
- «1435 mm network functionalities:
- Passenger International;
- Passenger National;
- Freight Fast.
- 1520 mm network functionalities:
- Passenger Local/Regional;
- Passenger Night trains;
- Freight Slow/heavy.»
2.2. Technical Aspects of Railway Track Classification
- Researchers studying both 1435 mm and 1520 mm gauge track systems based their track strength calculations on the prevailing knowledge of physics and mathematics of their time. These calculations were grounded in several well-established principles: the differential equation of rail bending, treating the rail as a beam on a continuous elastic foundation under a vertical static load; dynamic process modeling using Gaussian probability distributions to account for the influence of multiple independent factors; and the inclusion of horizontal forces [25,26], drawing on the foundational work of Timoshenko [27].
- Mixed passenger and freight traffic—including both empty and heavily loaded trains—is a defining feature of the 1520 mm railway system, with operational safety for this diverse flow as its primary objective. As a result, a dynamic factor analysis emphasized the evaluation of force variations (dynamic loads). The calculated values for key forces—such as (i) the maximum equivalent load for stress calculations in rails, (ii) the maximum equivalent load for deflection calculations of rails, stresses, and forces in the sub-rail foundation elements, and (iii) the dynamic force exerted by the rail on its support—account for multiple influencing factors, including the structural design of rolling stock bogies, train speed, the presence of isolated and continuous wheel irregularities, and the characteristics of track geometry deviations.
- For 1435 mm railways, the narrower range of axle loads and emphasis on track maintenance cost optimization led to a focus on the Dynamic Amplification Factor (DAF), which measures the track condition based on track–vehicle interaction dynamics without specifying which aspect of the impact is considered.
3. Results
3.1. Challenges in Defining the Technical Aspects of Railway Tracks
- Analysis of uniform rectilinear motion using Newton’s laws, where
- The nature of motion was determined by Newton’s First Law, stating that inertial reference frames record rectilinearity and uniformity of motion in the absence of interactions or when the resultant force equals zero.
- The parameters of mechanical motion were formulated by Newton’s Second Law, defining the relationship among (i) the resultant force applied to the body, (ii) the rate of velocity change in the direction of the applied force, and (iii) the mass involved in the interaction.
- Newton’s Third Law established equilibrium in mechanical systems by considering forces/reactions from each interacting body.
- Analysis of accelerated/decelerated rectilinear and rotational motion, where
- The nature of motion was defined by introducing non-inertial reference frames.
- Their dimensions exceed the local interaction zones with rolling stock, meaning that the interaction mass is unknown.
- Their structure is heterogeneous both in length and depth, necessitating the introduction of stiffness characteristics in all computational planes, at various levels, and along the track length. This significantly affects the velocity variation of track and rolling stock components during the interaction.
- For railway tracks to be considered a balanced system, the interaction of active and passive forces in different planes must be accounted for. This complicates calculations as it becomes difficult to determine the exact resultant force impact.
- The lack of time-dependent modeling of mechanical system motion.
- The lack of understanding of force origins in curvilinear motion modeling.
- The inability to model stiffness processes.
3.2. Overcoming Challenges in Defining the Technical Aspects of Railway Tracks
3.2.1. Considering Time in the Modeling of Mechanical System Motion
- The direction in which the wave will propagate.
- The speed at which it moves.
- The way in which its amplitude will change as it propagates.
3.2.2. The Nature of Rotational Forces in the Modeling of Curvilinear Motion
- The point of force application, perpendicular to its axis, divides any space into two zones: compression and tension.
- Pure longitudinal waves always propagate in the direction of the applied force.
- Pure transverse waves always propagate perpendicular to the direction of the applied force.
- In all other directions, both longitudinal and transverse waves propagate.
- Thus, the point of force application divides the surrounding space into two regions:
- a.
- Radially converging towards the force application point.
- b.
- Radially diverging from it.
- Within the force field:
- a.
- Any point along the radial direction aligned with the force experiences either compression or tension, depending on its position relative to the force application point.
- b.
- Any point along the radial direction perpendicular to the force experiences pure shear stress in the force direction, regardless of its position relative to the force application point.
- c.
- Any point along other radial directions, except for those perfectly aligned or perpendicular to the force, experiences rotation:
- i.
- Clockwise rotation if the point is to the left of the force direction.
- ii.
- Counterclockwise rotation if the point is to the right of the force direction.
- A region radially converging toward the force application point.
- A region radially diverging away from it.
3.2.3. Modeling of Stiffness Processes
4. Discussion
4.1. Background Analysis
4.2. Considerations for Technical Aspects of Railway Tracks
- The classical law of velocity addition has a limited scope of application.
4.3. Possible Solutions for Harmonizing Technical Aspects of 1435 mm and 1520 mm Railways
- -
- The property of waves to decrease in amplitude proportionally to their length.
- -
- The interaction time between wheels and rails at different train speeds.
- -
- The relationships of mass, time, and length in accordance with the theory of relativity.
4.4. Technical Feasibility Analysis of Integrating the 1520 mm Railway Network into the 1435 mm European System: Challenges and Critical Factors
- The implementation of the European Commission’s concept requires an adaptation of the methodology, as the 1435 mm and 1520 mm systems have historically been developed independently, and their operational characteristics differ significantly. Without accounting for these differences, it is impossible to ensure the safety and durability of the railway infrastructure.
- A direct transfer of technical requirements is impossible due to the absence of unified assessment criteria for 1520 mm tracks.
- For successful harmonization, either the gradual introduction of corrective coefficients or the development of a fundamentally new model based on wave processes is required.
5. Conclusions
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Conflicts of Interest
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Country | Axle Load | Max Axle Load | Freight Traffic Density | Theoretical Transport Volume | Max Speed | Freight/Passenger Train Speeds | Structure Gauge | Usable Length of Platform/Train Length |
---|---|---|---|---|---|---|---|---|
Germany | x | x | x | |||||
France | x | |||||||
USA | x | x | ||||||
Canada | x | x | ||||||
European Union (TSI INF) | x | x | x | x |
Criterion | Classical Mechanics | Elastic Wave Theory |
---|---|---|
Main Object of Analysis | Rigid and elastic bodies in space | Wave propagation in a medium |
Role of Time | Describes object motion but does not account for energy propagation over time | Time is a key parameter that determines energy propagation |
Momentum Transfer | Momentum is transferred only upon contact | Momentum is transferred through the medium as wave processes |
Interaction Description | Uses forces (Newtonian and fictitious) to explain motion | Interaction is described through wave reflection, refraction, and superposition |
Fictitious Forces | Introduced to explain motion in non-inertial systems (centrifugal force, Coriolis force) | Not required, as interaction dynamics are explained by wave propagation |
Energy Conservation | Considered as the sum of potential and kinetic energy | Energy is transmitted through elastic waves, allowing for dissipation and inertia effects |
Dynamic System Analysis | Describes object motion under applied forces | Describes momentum and energy changes over time and space |
Application in Calculations | Used for analyzing strength, stability of structures, and motion of bodies | Used in defectoscopy, vibration modeling, and dynamic process simulations |
Application in Railway Mechanics | Calculates track strength, stability, and dynamic loads on tracks | Enables real-time analysis of track and rolling stock behavior |
Criterion | Option 1: Coefficients | Option 2: Elastic Waves |
---|---|---|
Method Basis | Introduction of coefficients to adjust calculations | Complete rethinking of the model based on wave processes |
Ease of Implementation | Easier, as it adjusts existing calculations | Requires a new methodology and experiments |
Required Data | Depends on empirical coefficients | Operates with the physical characteristics of the medium |
Accuracy | Limited by the correctness of the coefficients | Potentially more accurate, as it accounts for the dynamics of the path |
Track Structure Type | Module Values (MPa) | ||
---|---|---|---|
Average | Maximum | Minimum | |
P651(6)214403(HBZ)4SCH5 | 24 | 46 | 9 |
P65(6)1600(HBZ)SCH | 25 | 48 | 9.5 |
P65(6)1840(HBZ)SCH | 26 | 50 | 10 |
P65(6)2000(HBZ)SCH | 26.8 | 52 | 12 |
P50(6)1440(IA,IB)SCH | 22 | 40 | 8 |
P50(6)1600(IA,IB)SCH | 22.5 | 42 | 8.5 |
P50(6)1840(IA,IB)SCH | 23 | 44 | 9 |
P50(6)2000(IA,IB)SCH | 24 | 48 | 9.5 |
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Bondarenko, I. Sustainable Railway Infrastructure: Modernization Strategies for Integrating 1520 mm and 1435 mm Gauge Systems. Sustainability 2025, 17, 5768. https://doi.org/10.3390/su17135768
Bondarenko I. Sustainable Railway Infrastructure: Modernization Strategies for Integrating 1520 mm and 1435 mm Gauge Systems. Sustainability. 2025; 17(13):5768. https://doi.org/10.3390/su17135768
Chicago/Turabian StyleBondarenko, Iryna. 2025. "Sustainable Railway Infrastructure: Modernization Strategies for Integrating 1520 mm and 1435 mm Gauge Systems" Sustainability 17, no. 13: 5768. https://doi.org/10.3390/su17135768
APA StyleBondarenko, I. (2025). Sustainable Railway Infrastructure: Modernization Strategies for Integrating 1520 mm and 1435 mm Gauge Systems. Sustainability, 17(13), 5768. https://doi.org/10.3390/su17135768