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June 24, 2026 18 mins
Michael Breaks down the Energy Landscape and why Data Center Awareness Matters Now.

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Speaker 1 (00:00):
Good morning, and welcome to Dakota Mornings. I am your host,
Michael Bell kf y R five fifty AM nine nine
points seven FM. We're inn iHeartMedia Production and we uh
this is this is part of what goes on and
talk radio. We had some cancelations late last night and
early this morning, so you get me for half an hour,

(00:21):
and I actually do want to talk about a couple
of things that have been percolating in the back of
my head, uh for a for a couple of weeks now.
But but then we have at nine point thirty, we
have the USA Patriots, and uh, these folks are just incredible.
When we had our show on doll distributing, uh, and

(00:42):
and the McQuaid softball tournament still alive and well and
functioning at the highest level of you know, pretty much
any softball tournament in the United States. You know when
when when they were talking about the USA Patriots, I
was like, I need those guys here, I need to
talk to them. I need to have a conversation with them.
What they're what they're doing is just absolutely incredible. Uh.

(01:05):
Some of you may have heard them on Mitchell in
the Morning on Todd Mitchell. Uh, just a little bit ago,
and UH heard them in the hallway talking about they're
going to be back in an hour a little bit ago,
so I'm looking forward to that. UH. And then UH
and then Magic Sam and I are going to talk
about all the day's events and UH and some of
the highlights that we've taken from from the from the

(01:28):
news that is all fit to print. But I want
to start off with talking about coal, UH cole here
in North Dakota, and and and I know that there
have been pieces and parts and and Jonathan Fortner is
just in and his team over there at the Lignite
Energy Council are just incredible evangelists for coal and the

(01:49):
importance of coal UH here in North Dakota. And I'm
going to talk specifically about North Dakota and and and
and throw some things at at you, UH for your consideration.
The first thing is is that North Dakota produces well
produced about twenty three million tons of coal last year

(02:10):
twenty twenty five. Eighty percent of that was used to
for electricity. This has a direct line to North Dakota
having the lowest electricity rates in the nation. And we'll
get to that in a second, but I want to
highlight something else that I found that I find fascinating.
There is approximately twenty six billion tons of recoverable coal

(02:34):
here in North Dakota. That's about a forty year supply
with the current technology. And you know this, the technology
to extract to mine coal is is growing by leaps
and bounds, you know, every every two years. I'm gonna say,
and so that that that number, that twenty six point

(02:56):
five billion tons of recoverable resources, repot recoverable coal, could
be much much more. North Dakota is second only to
the entire country of Australia in recoverable lignite resources. This
is this is fascinating and such an important point that

(03:19):
we are so blessed here in North Dakota to have
this this amazing resource to utilize to keep electricity costs
for North Dakota's at the lowest in the country. And
and and just talking about that for a second, seven
point eight cents of killo watt hour is the commercial

(03:40):
rate here in North Dakota. Eleven cents of kilowatt hour
is the residential rate. Now, let's compare that with say,
for example, New Jersey twenty four cents for the resident
residential electricity rate more than double what North Dakota pays Hawaii.
Hawaii is just staggering, and they're a little bit different

(04:01):
of a situation, but they don't they don't have the
on site dependability which we enjoy here in North Dakota.
But their residential electricity rates forty two cents a KILLO
what hour. Now, compare that to eleven cents of KILLO
what hour here in North Dakota, forty two cents of

(04:21):
kilo whata hour in Hawaii, twenty eight cents of killo
what hour in New Jersey. That's just a couple of
suggestions that we are really, really blessed here in North
Dakota that our you know, industry leadership, and our political
leadership and our government leadership all put their minds together,

(04:42):
you know, thirty forty fifty years ago, in order to
put this in place. We're now enjoying the benefits of
a lot of really hard work and a lot of
really good forecasting and technological investments and financial incentives, financial
in investments here in North Dakota. Because of the regulatory environment. Now,

(05:05):
when you talk about a state being pro business or
business friendly, I think that that Moniker. You know, it
gets a little overused because it has a very like
laissez fair sort of connotation to it, and I want
to be careful to say that this is not a
laissez fair situation regulators here in North Dakota, and I'm

(05:28):
going to talk specifically about the Public Service Commission we
had Shechry Haugenhaufert on yesterday talking about the transparency, which
I think is critically important. But the trust that has
been developed between industry and the regulators here in North
Dakota really makes it a partnership as opposed to, you know,

(05:49):
being being characterized as business friendly. These companies in North
Dakota are here to make money. That is the premise
of what they're going to do, and when you examine
them from that premise, a lot of other things fall
into place. And that leads me to the discussion on,
you know, again, a further discussion on data centers here

(06:10):
in North Dakota. I'm very pro data center, but more importantly,
I feel it's incumbent upon me to highlight the the
the the falsehoods, to highlight the lies that are being
told by those in opposition to data centers. You get
to make a decision on data centers. But it's I

(06:31):
feel it's incumbent upon the code of Mornings and Michael
Bell to to give you the information and then let
you decide without fear or favor. Uh and and and
the and the scared tactics which are being demonstrated. And
I'm talking about a lot of a lot of what's
on TV and radio and most importantly social media, which

(06:52):
the fear tactics are are are gaining a little bit
of traction. And you know, there's there are a couple
of people in cold country who are particularly particularly aggressive
about lying to you. And I need to be clear
that we here at Dakota Mornings have spoken to the experts.
We've spoken to the electricity expert experts, the North Dakota

(07:15):
Association of Rural Electric Cooperatives. We've spoken to industry outer
tail power. We've spoken to academia, the Energy and Environment
Research Center. I can list the names of those folks,
but they have all assured one and all that residential
electricity rates will not rise because of data centers. We've

(07:39):
also had a conversation with the people one of the
companies that is looking to install data centers here in
North Dakota, specifically coal Country applied Digital. Now I understand
that people want to use this as a talking point
that electricity rates are going to skyrocket. That is not true.

(08:00):
The experts that I've talked to, UH, the the the
the four or five experts, the people whose job it
is to ensure that North Dakota enjoys the lowest electric
elect electricity residential electricity rates in the country, that that
is continued to enjoy by North Dakota residents. Uh. They

(08:21):
all say that is not true. Uh. And I characterize
it even further as it's a lie. If if you
look at you know, the most recent example, there was
a data center built that now there are they are
providing rebates to residential electricity users in that area. So
it's really important that you're deal that we're dealing with

(08:43):
facts in evidence. Uh. So, so clearly, residential electricity rates
will not rise due to data centers. UH. Water We
have spoken to the experts resource the director of water
Resources here at for the State of North Dakota. He
is as about as good a director as we could

(09:06):
ask for. We are deeply blessed to have someone of
his talent of his of his knowledge of his experience
here in North Dakota. He says that the water usage,
you know, the speculation is that data centers in North
Dakota are going to drains Lakes Coacaea. That is a lie.
That is not true. These are closed loop systems. And

(09:29):
as as as Reese characterized it as recently as you know,
a month ago, this is like taking a teaspoon of
water out of Lakes Coacaea or the Missouri River taking
a teaspoon, I'm going to characterize it as more like
a tablespoon. But there is no net effect on draining

(09:50):
water resources in North Dakota from these closed loop systems.
So let's just back up for a second here, residential
electric cerie rates rising, that is a lie. The draining
locks Lakes of Kakae are draining the water resources here
in North Dakota, that is a lie. You know it

(10:12):
when you're talking about land landowner rights, that is really
really important and critically important here in North Dakota. But
you don't get to tell your neighbor what they can
do with their land. And you know, if if the
most recent example is uh the Coe two pipeline, they're
the you know, the the Northwest Landowners and the Dakota

(10:33):
Resources Council. You know, they're partly funded by the Chinese
Communist Party, which I'll get to you in a second,
but they're but there. They contended very clearly that CO
two pipelines were a negative here in North Dakota and
that they would do nothing but harm property rights. Ninety

(10:54):
two percent of the folks in the pipeline's pathway on
the pipeline eight percent managed to kill it. So who's
who is representing the ninety two percent and who is
looking out for their property rights? This is Dakota Mornings.
I am your host, Michael Bell. Welcome back to you,

(11:14):
Dakota Mornings. I'm your host, Michael Bell. KFYR five fifty
AM ninety nine point seven FM. You have just me.
We've got another four minutes before we all get the
benefit of the USA Patriots team, or some of the
players of the team, I should say, but we're talking
about data centers, and I'm taking a moment here to
provide you with facts and the information for you to

(11:37):
make up your own mind and make your own decisions
on whether or not you support data centers. I quite frankly,
and am sick and tired of these people pontificating on
you know, Facebook, for example, pontificating on Facebook about all
the dangers. So we've dispelled the notion that it's going
to raise electricity residential electricity rates. We have proven that

(11:58):
to be a lie. Have dispelled the notion that it
is going to use ungodly amounts of water and therefore
drain the water resources here in North Dakota. We've proven
that to be a lie. Now the newest the newest
contention is health, that these data centers are somehow, some
way going to negatively affect your health from you know,

(12:21):
your neighbor's property. Uh. Your neighbor has taken the opportunity
to avail themselves of a conversation with a company like
Applied Digital uh and and and dealing in good faith
with that company, they've decided to put a data center
on their property to to maximize the financial return of
their land. And that you are somehow in harm's way

(12:43):
from a health perspective. This is another lie. There is
no measurable health effect from data centers. There have been
studies going back thirty years. I mean I remember talking
about data centers back when everybody one and one when
used to refer to them as edge servers back in

(13:03):
the early two thousands. This is a This is another
spaghetti up against the wall by the bullies who do
not want progress made in North Dakota at all. And
this is to me one of the most egregious examples. This,
this amorphous blob of health concerns which there's no measure,

(13:26):
there's no measurable effect, which is to say, whether you're
next to a coal mine, whether you're next to an airport,
whatever you're next to. There are to be sure effects
on the environment. But those effects are known and they
are not to be exaggerated. You know, I equate this

(13:47):
to when you're driving down the road, like I just
had this happen. You know, a rock came off of
a of a truck hit my windshield and you know,
I'm gonna ultimately eventually have to replace my windshield, but
I got it sealed in the short term. You know,
this is the type of thing that that that we
all deal with, and it happens to all of us, uh,

(14:09):
and we move on with our daily lives because there's
no negative effect on us. What this what this does
is this bullying, this lying foments you know, this this
insurrectionist mentality, and doesn't give an equal opportunity to the
experts who are tasked with separating fact from fiction. I'm

(14:34):
going to contend that we have undertaken the opportunity. We
have undertaken the effort here at De Code of Mornings
to talk to the experts. You know, I've talked to
dozens of experts in various industries on the effect of
data centers, the bullies on social media, uh, and the
people that are fomenting the lies have not talked to

(14:57):
a single person. And all all of these pods, all
of these radio radio segments are are reduced to podcasts,
so they can go back and listen and listen to
the experts. They just choose not to because it gives
them an opportunity to shine a little bit, to activate

(15:18):
that that insurrectionist crowd, that there's this big, huge problem
and that data centers are the boogeyman. They're not. They
it's an industrial it's an industrial it's an attempt at
advancing industrial Here in North Dakota, we have a unique
situation not only with the climate but also with our
incredible workforce. There's a reason why data centers look to

(15:42):
North Dakota because of the low electricity rates, the climate,
and most importantly, the workforce. We have a highly skilled,
highly talented workforce here in North Dakota, and that should
never be underestimated because when you're talking about increasing the load,
the electric city load for a data center, you're employing

(16:03):
and more coal miners. There's a direct correlation between the
increased power that is needed, which will be provided separate
from residential electricity rates, and more coal mining jobs direct, direct, parallel.
And I want to be clear that while it is

(16:25):
very in vogue to trash data centers throughout the United States,
I don't really care what they're doing with regard to
data centers in Indiana, or in West Virginia or in Florida.
I only care about what they're doing with data centers
here in North Dakota. And I'm telling you, the companies
that are looking at data centers, looking to put data

(16:46):
centers in various parts of North Dakota are doing an
incredible job of communicating effectively, which brings me to another point.
There has to be trust, and we have demonstrated that
North Dakota is up to the task of that trust,
and we need no better example than the BACAN. The

(17:07):
BACAN is a success story by any metric or measure
throughout the country on energy production and doing it right,
but enabling and assuring that there is trust in both segments,
because data centers are not going away. If they don't
come to North Dakota, They're going to go to China.
And I think that it's better for us here in

(17:29):
North Dakota being that person with the bat in the
bottom of the ninetenning with runners on first and second.
I want that bat. I want North Dakotan's to make
that decision because I find Nord Dakotas to be the
most reasonable people anywhere in the United States. There's a
reason why nor Dakota is my favorite state, and it's
because we think through these types of things and plan

(17:51):
them and plot them on the front end, as opposed
to falling prey to the hysteria, which is the bullies
on social media and just touching base back on. Data
centers are coming. They're necessary, They've been necessary for thirty years.
There was a time when communities were jumping through windows

(18:12):
to get edge servers because because so much of our
reliance on data centers and data processing, it comes from
the increase in usage. And I'm not talking about just AI.
That's one of eight components to the need for more

(18:33):
data centers. We need to go to a commercial break.
This is to go to Morning As I am your host,
Michael Bell kf y R five fifty am, not a
nine point seven f app Next up, we're joined by
USA Patriots
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