The haulage could be higher due to higher costs to get drivers.
Same for the mining costs.
There would be the option that the contractors do nothing - keep advertising at rates based on the contract and we fall short or they say hey - we need to up rates to attract ppl - yes or no. Would be silly to say no.
All this is speculation; which means uncertainty which means risk which means a discount to the SP. (I dont think it should be this much but discount non the less).
So quarterly (or any cost info) will provide a guide for the next re-rate.
Hopefully they also give current run rate costs as costs for Q1 are likely to be higher than going forward to account for ramp up etc.
Media Releases, page-270
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