Skip to content

Assumptions & Sources

Every cost figure on this site is one of three things: an external fact with a source, a TASC estimate whose assumptions are on this page, or a labelled scenario. This page holds the estimates. If an input is wrong, say so — the contact form has a category for exactly this.

Inputs

InputValueClassBasis
Solar capex per MW, at scaleA$0.9–1.2M/MWA — externalGenCost 2025-26 large-scale PV[1]
Capacity factor, inland22–24%A — externalGlobal Solar Atlas[2]
LFP BESS installed cost, 2028–30A$300–400/kWhA — externalGenCost storage capex tables[1], cross-checked against Lazard LCOE+[3]
WACC, institutional infrastructure6–8%B — TASC assumptionBlended debt/equity rate assumed for institutional infra at this risk grade.
Project life25 yearsB — TASC assumptionStandard utility-scale PV assumption; drives the amortisation in the ladder.
Availability target99%C — design choiceThe reliability the corridor is designed to sell. Raising it raises storage sizing sharply.
Storage-to-generation ratio6–10 GWh per GWB — TASC modelDriven by winter trough dispatch rather than annual energy balance — the upper end is the winter case.
Solar density40–55 MW/km²A — externalSingle-axis tracking layouts[2]
Transmission adderA$10–30/MWhA — externalAEMO Transmission Cost Database / 2026 ISP inputs[4]
Class A is an external fact with a source; class B is a TASC estimate; class C is a labelled design choice.

Why this sits below GenCost

A reader who knows GenCost will ask why this site’s firmed figure (A$80–120/MWh) sits below CSIRO’s published cost of firmed renewables at high VRE share (A$141–152/MWh in GenCost 2025-26). The two numbers measure different systems. GenCost’s figure is grid-scope: it includes transmission builds, system-integration costs, and the obligation to serve every load shape on the network. The corridor’s figure is a bespoke off-grid node: co-located generation and load, no transmission component, one contracted load shape, sized storage. That is precisely the design argument — co-location removes the cost layers that make grid-delivered firmed power expensive. If the corridor’s number were above GenCost’s, the concept would be dead. Whether A$80–120 is achievable is exactly what Gate 1 exists to prove, and the model below is open so the estimate can be challenged now.

Coastal comparator, decomposed

ComponentValueClassBasis
ASX Energy Cal-28/29 baseload bandA$85–115/MWhA — externalForward curve as at Aug 2026[5]
Firming premium to 99% availabilityA$30–50/MWhB — TASC estimateCost of contracting round-the-clock cover against a merchant baseload position.
Network and retail componentsA$15–25/MWhB — TASC estimateDelivered-to-site network charges and retail margin at data-centre scale.
Delivered firm, coastalA$130–190/MWhB — TASC estimateThe comparator the corridor is priced against.
The A$130–190/MWh comparator on The Case, broken into its parts.

The model

Sources

  1. CSIRO, GenCost 2025-26 Final Report, 2026-07. link Accessed 2026-08. Large-scale PV LCOE ranges; storage capex tables B.4–B.6; system-level firmed renewables $141–152/MWh (grid scope, incl. transmission & integration).
  2. World Bank / Solargis, Global Solar Atlas, 2026. link Accessed 2026-08.
  3. Lazard, LCOE+ (levelized cost of energy analysis), 2025. link Accessed 2026-08.
  4. AEMO, Transmission Cost Database / 2026 ISP inputs, 2026. link Accessed 2026-08.
  5. ASX Energy, Australian electricity baseload futures (Cal-28/Cal-29), 2026-08. link Accessed 2026-08. Volatile — refresh the accessed date whenever the forward-curve claim is re-verified.