I'm not sure about what competition is up to, but i reckon Fortescue WAE might have a good lead in this space and potentially across the whole electrification wide industry.
This is an old 2022 article, but one I keep referring to. They've come a long way since then.
https://im-mining.com/2022/09/21/wae-putting-fortescue-in-mine-electrification-pole-position/
Tony
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