Electric against diesel: key assumptions
The inputs behind the truck-hour comparison.
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The table lists every input to the truck comparison. Sourced values: diesel burn (Caterpillar), truck weights (Liebherr), pack size and charger power (Fortescue), the fuel tax credit rate (ATO) and the diesel price (AIP terminal gate price plus delivery). ITK assumptions: the electric price premium, pack cost and cycle life, usable share of the pack, drivetrain maintenance and the 8% real pre-tax WACC.
Sources: Caterpillar Performance Handbook; Springpole PFS 2025; Fortescue and Liebherr 2024–26; AIP; ATO; ITK estimates.