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Base Electron North Dakota power deliveries

Company: Applied Digital - Project: Base Electron North Dakota Gas Plant

Subject kind
facility timeline
Statement date
2026-11-09
Promised by
2030-12-31
Promised amount
1200.0 MW
Current status
stated

The claim, verbatim

Applied Digital signed a 15-year agreement with Base Electron for power from a planned 1,200-MW natural gas facility in North Dakota, with deliveries expected to begin in 2030.

Source (primary)

Applied Digital Slides 37% YTD: Time to Exit or Hold the Stock? - Yahoo Finance (-, news_article)
View cached copy (2026-11-10)Live source ↗Archive.org ↗

Quote: “The company signed a 15-year agreement with Base Electron for power from a planned 1,200-MW natural gas facility in North Dakota, with deliveries expected to begin in 2030.”

How we checked this

Checked on November 11, 2026. The cited source supports every part of this claim.

The article states the counterparty, term, facility size and location, and expected delivery start as claimed.

Confirmed in the source:

What we did: Read our cached copy of the publisher (https://finance.yahoo.com/markets/stocks/articles/applied-digital-slides-37-ytd-152000407.html) in full (14,371 characters, retrieved November 10, 2026) and checked each assertion in the claim against it.

Additional evidence

confirms Applied Digital Slides 37% YTD: Time to Exit or Hold the Stock? - Yahoo Finance

Quote: “The company signed a 15-year agreement with Base Electron for power from a planned 1,200-MW natural gas facility in North Dakota, with deliveries expected to begin in 2030.”

View cached copy (2026-11-10)Live source ↗Archive.org ↗