I wrote a comment to a similar question on another site about 10...

I wrote a comment to a similar question on another site about 10 days ago:

It is not BHP's normal policy to move into such JVs of supply. If anything, its usual practice is to only directly participate in large scale core projects; everything else is outsourced. Providing power is just one of those ancillary activities provided by a plethora of satellite companies. It wants contractors to bid against one another and it is giving a good professional 10 year's notice. Who could provide power? It could be anyone of PHY, EDE, PTR, GDY, GRK , or existing NEM network suppliers. Just because it is over the back fence from OD does not mean GRK is the automatic choice. GDY's bid will probably be cheaper because of higher temperature efficiencies. The distance factor from the Cooper Basin may only add $9 /MWh. If the Government comes up with infrastructure support in the form of a transmission line power will cost even less. Geothermal generation is certainly the way of the future but the companies concerned are all small, are in desperate need of large capital, and have the problem of underestimating costs regularly. Only one company is in a position to make it work at present while all the others are eagerly just watching and learning from GDY's experience.

BHP's supply contract may be more complex in that it would want a back up of supply guaranteed on site. This could come from a different geotherm or diesel generators.

Juke