Delivered cost and break-even against diesel
Delivered at A$286/MWh against a break-even of A$408: an electric advantage of A$122/MWh.
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The electric advantage is the truck break-even price less the delivered cost: A$122/MWh with central battery life, A$64/MWh with conservative battery life, with the fuel tax credit. Without Iron Bridge the delivered cost rises to A$330/MWh and the advantage falls to A$78 and A$21.
Sources: CSIRO GenCost 2025-26; Fortescue FY26 reports; ITK model.