Timeline Compiled 4 September 2026 every date pinned to a filed document

When it actually started The IREN / Emerald ProjectCo data center, Pittsburg County, Oklahoma · the dated record from the first land contract to the tabled vote

The public heard about this project at two hearings in June 2026. The county clerk’s own records date the first agreement for the ground eighteen months earlier: a battery-storage company’s purchase agreement for Kiowa land is dated effective 26 November 2024, and had been amended twice by 23 January 2025. The memorandum that put it on the public record was signed that April and recorded in May. IREN had money on deposit for an Oklahoma expansion by June 2025; that company was asking McAlester for six million gallons of water a day in July; the county’s review committee met five times before a resident attended. This page lays the dates out in order, each with its source, and says plainly where the record goes quiet.

Purchase agreement effective
26 Nov 2024
First trace of IREN’s money
by 30 Jun 2025
First public word, county
7 Nov 2025
IREN’s announcement
5 Feb 2026
First public hearing
8 Jun 2026
From that agreement to hearing
18+ months

a board of who is tied to whom, and on what evidence

Publication statement

Published by
Brian West
Author's position
IREN does not need our tax incentives to build and operate.
Status of the measure
Tabled by the Board of County Commissioners on 22 June 2026. Not adopted. No resolution number, adoption date, filing deadline or election date exists.
Basis
The county’s own agendas and minutes as posted at pittsburg.okcounties.org, the McAlester City Council’s agenda packets, IREN Limited’s filings with the SEC, the Delaware and Oklahoma corporate registries, and local reporting cited by outlet and date. Where a fact comes from a reporter rather than a document, the line says so. No non-public information was received or relied upon.
What the minutes are
The county’s minutes are a clerk’s summary, not a transcript. Where this page quotes them, it quotes them as written; an obvious slip of the clerk’s keyboard is corrected in square brackets, and [sic] marks wording left exactly as typed.
Who pays for this
Nobody. This site runs on a server the author pays for. No organisation funds the work and no one is paid to do it. Costs so far are a domain, server capacity, certified copies from the Secretary of State, postage, and the fees public bodies charge for records — $248.50 to date, itemised on the records page with the invoice or receipt behind every line. That figure will grow as the remaining 9 requests go out. If the funding position ever changes it will be said here.
Corrections
brian@mcalester.net · errors of fact will be corrected and the correction noted
01 / The short version

Nine lines

every line carries its source
  1. The earliest date on any instrument in the land assembly is 26 November 2024: Black Mountain Energy Storage II, LLC’s purchase agreement for Kiowa ground from a Weaver family trust is dated effective that day. It had been amended twice by 23 January 2025. The memorandum recording it was signed in April 2025 and recorded in May. Nothing on the county’s agenda mentions the project for another year.50
  2. IREN’s balance sheet at 30 June 2025 already carried security deposits “for expansion projects in British Columbia, Canada, Oklahoma, USA and West Texas, USA.” The company said so in November. Its annual report, filed in August, does not contain the word Oklahoma.12
  3. Emerald ProjectCo Inc. was incorporated in Delaware on 29 July 2025. The next day, 30 July, Black Mountain Energy Storage wrote to the City of McAlester asking for six million gallons of raw water a day to cool a “proposed data center south of Kiowa.” That letter names no company; it is signed for Black Mountain Energy Storage II, LLC, which assigned the land to Emerald ProjectCo that October. The council voted to negotiate on 12 August.678
  4. Between October and December 2025 IREN bought land purchase options and a 1,600 MW connection right from PSO in Oklahoma for $112.0 million, $105.1 million of it for the power. That is on its books before the county’s committee had met.35
  5. The county’s first public word is an agenda item posted on 7 November 2025: a resolution to appoint members to “the Iren Data Center TID-TIF Committee.” The Board postponed it three times, once because “the names are needed by December 1st,” and adopted it on 1 December.11121314
  6. The committee first met on 8 December 2025 with the county’s outside counsel on the phone and six IREN representatives in the room. Asked about attorney fees, IREN’s representative said “Iren would reimburse for the all expenses” [sic]. Emerald ProjectCo qualified to do business in Oklahoma eight days later.166
  7. On 17 December IREN told the committee this is “their first project outside of Texas.” On 3 February 2026 the land was “under option o[r] purchase” and the ask was “85% abatement or reimbursement, whatever the taxing entities prefer.” On 2 March IREN had “closed on the 1st property.” IREN’s first public announcement of an Oklahoma campus came on 5 February, between those meetings.1719204
  8. The first meeting a member of the public attended was the sixth, on 7 April 2026. Asked whether any non-disclosure agreement was in place, PSO’s representative said “PSO may have one.” The motion to recommend the plan died for lack of a second; two weeks later it passed unanimously.2122
  9. The public hearings were on 8 and 22 June 2026. By then IREN had been on the ground for a year, the county’s counsel had been drafting for four months, and the state had passed a law requiring data-center developers to notify county commissioners within sixty days of buying land. It took effect on 1 July, after the land here had changed hands. The terms on which any data center above 75 MW buys power from PSO are being settled in a rate case the Commission hears on 1 October 2026; whether IREN’s 2025 contract falls under them is not on the record.3338242710
02 / The record, in order

The record, in order

who moved, when, on what paper

Company lines come from IREN’s SEC filings and the state registries. County lines come from the agendas and minutes the county posts, and quote them as written. City lines come from McAlester’s council packets and reporting on them. Nothing below rests on anything the author was told privately, because the author was told nothing.

Dated events, January 2024 to the hearing set for 1 October 2026
DateWhoWhat the record showsSource
Jan–Feb 2024McAlesterThe McAlester City Council goes into closed session three times “for the purposes of conferring on matters pertaining to economic development … the creation of a proposal to entice a business to locate within their jurisdiction”: a special meeting on 30 January, a session on 13 February cancelled after a councilman said the matter “needed to be discussed in open session,” and one on 27 February. “No action was taken.” The prospect is never named. Nothing ties it to this project; nothing rules it out.43
26 Nov 2024Black MountainThe effective date of the first purchase agreement in the land assembly. Black Mountain Energy Storage II, LLC’s Purchase and Sale Agreement with James Weaver, as trustee of the James Weaver Revocable Trust, for land at Kiowa is “dated effective November 26, 2024.” By 23 January 2025 it had been amended twice. The memorandum giving public notice of it is “dated and made as of” the same day but was signed later — by Weaver on 3 April 2025 and by Black Mountain’s CEO, Rhett Bennett, on 10 April — and recorded on 12 May as 2025-003637, then re-recorded on 28 May as 2025-004120. Two more amendments are dated 9 and 15 October 2025, and the agreement is assigned to Emerald ProjectCo on 27 October, when the assignment names Brian M. and Bradley M. Weaver as co-trustees. The county’s first agenda item on the project is still a year away.50
Nov–Dec 2024PSOPSO, having sought bids for 1,500 MW of new generation a year earlier, “began to project additional load growth due to economic development activity” and refreshed its 22 best bids in December 2024. The utility was buying power for loads it expected before any of them was public.39
27 Feb 2025KiowaThe earliest public record of this project in Pittsburg County. At the Kiowa Public Works Authority’s regular monthly meeting, under public discussion, the city clerk “introduced Ryan Brennan from Black Mountain. Mr. Brennan stated that he is here to discuss the potential connection to the water line off old Highway 69 by the substation. He further noted that there is a 6″ water line that his business would possibly like to tap into. The water is to be used as a cooling system for their data centers.” Mayor Danny Drake replies that the city will need to know the water usage amount and how many structures will be built, and it is agreed more information is needed before a decision can be made. Nine months before the project reaches a county agenda, a town of 800 is told what it is for, in open session, in its own minutes.54
12 Mar 2025Black MountainCarolyn O’Brien of Black Mountain Energy Storage emails the Town of Kiowa’s water office with “the survey of the property that we’re looking at for the proposed data center” and a preliminary site plan, asking about the water line on the eastern side of Tract 2. Water use is “anywhere from 0.6 MGD to 1.8 MGD on the highest end depending on the cooling technology.” It follows the company into the town’s own meeting two weeks earlier, and comes eight months before the project reaches a county agenda and four and a half months before the letter to McAlester.54
25 Mar 2025McAlesterAtoka’s mayor, Brian Cathey, and John Hardy of Prismecs USA and JRE Strategies pitch the McAlester City Council the Atoka Energy Park: a $4 billion, 972 MW gas plant to power data centers “behind the meter,” run as a municipal utility so that, in the developer’s words, it is “not subject to OCC regulation,” with a “Collective Commitment from Surrounding Counties” that trades demographic data for a share of profits. The council asks about the location, “if there would be an agreement with the County Commissioners” and what the payback is based on, then authorizes the mayor to sign. A different developer and a different project from Kiowa’s, and the first data-center power proposal on either local record.47
7 Apr 2025KiowaAfter a meeting at the water plant, O’Brien sends follow-up questions and the town’s engineer, Robert Vaughan of ISG Engineering, answers inside her own email. Country Club Lake is about 70 acres and five feet deep, some 350 acre-feet; the town’s water right is 302 acre-feet; the plant treats about 0.4 MGD against 0.2 MGD of use, and projected use is 0.27 MGD, “which matches the water rights.” More would take an Oklahoma Water Resources Board application and a dependable-yield study, and dredging the lake a Corps of Engineers permit. She also asks whether the town has a legal team for a developer agreement, and whether it has done one before.54
29 Apr 2025Black Mountain“We received our water report and depending on which technology we use, the maximum water usage will be 9.1 MGD. We’re looking at using air cooled chillers and if we go that route we’d be looking at 0.6 MGD. The only metric we’re interested in for this water is TDS.” And separately, “up to 81,000gpd for potable/treated water.” It is the largest water figure anywhere in this record, put to a town whose entire water right is 302 acre-feet, which is the 0.27 MGD the same thread had just described.54
21 May – 5 Jun 2025Ernst & YoungThe record opens, and it opens with the abatement. Gerald Byrd of Ernst & Young’s Credits & Incentives Practice writes to KEDDO on 21 May 2025, again on 28 May, and on 2 June to a county address as well: “we have a client who’s considering a large-scale data center development within Pittsburg County. We understand Oklahoma’s local development act has an enhanced provision for data centers under tax increment/incentive districts property tax abatement considerations. We’d like to get a better understanding of potential Local support in this regard for a project of this scope.” KEDDO’s executive director forwards it to her projects director at 8:09 that morning: “Would you reach out to them and see what they are looking for.” An EY-hosted Teams meeting, Prospective Date Center - Pittsburg County, follows on 5 June. This is the earliest document anywhere in this record on the IREN side, and the abatement is not a conclusion the county reached after weighing a project — it is the opening request, five months before the county’s first public word, before a site, an acreage or a company name appears anywhere.56
by 30 Jun 2025IRENIREN’s books carry security deposits “for expansion projects in British Columbia, Canada, Oklahoma, USA and West Texas, USA” at 30 June 2025. The disclosure is made on 6 November 2025 in the quarterly report for the period to 30 September.1
14 Jul 2025CountyThe Board of County Commissioners approves the same Atoka Energy Park commitment, 3–0. The minutes record only that “Selman explained the project”; Chairman Charlie Rogers signs for the county that day. It is the county’s first recorded action on a data-center power project, sixteen days before Black Mountain’s water letter and four months before its first public word on Kiowa. Nothing on the record connects the two projects; when a McAlester councillor asks on 12 August whether they are connected, the minutes record no answer.4844
Feb–Jun 2025Black MountainFour more purchase agreements for Kiowa ground, each later recorded by memorandum and assigned to Emerald ProjectCo, are dated 28 February and 24 March (the Robert and Deborah Weaver Revocable Trust), 1 May (the Whetsels) and 6 June (the KFD Family Trust — a trust created on 20 May 2025, a two weeks before its agreement is dated). By the time the water letter goes to McAlester in July, five separate tracts are under agreements dated before it.50
5–6 Jun 2025KiowaThe town asks its engineer whether it can give Black Mountain 40,000 gallons of potable water a day. Robert Vaughan: “Providing 40,000 gpd potable water should not be a problem.”54
16 Jul 2025KiowaBlack Mountain confirms “maximum 3000 people onsite for this project” and asks the town to “prepare a will-serve letter that confirms the water is available.” The Kiowa Public Works Authority answers the same day: about 37,000 gallons a day for that many people, and “At this time, we cannot give you the will-serve letter we can only give you an estimate on water usage.” Two weeks later the company asks McAlester for six million gallons a day.54
22 Jul 2025County · KEDDOTwo of the three county commissioners sit down with the developer, in their own conference room. KEDDO convenes “Project PCDC Introduction and Feasibility Meeting” for 2:30 PM at the Pittsburg County Court Clerk’s building; the invitation names the room — “Pittsburg County Commissioner’s Conference Room (Training Room is available for overflow)” — and describes a project “currently in the preliminary stages of site selection.” The sign-in sheet, which Skimbo scanned and then typed out, puts in the room Charlie Rogers and Mike Haynes for the county, three KEDDO staff, Jonathan Wynn and Shane Schlueter for PSO, Jerrett Sanders for Summit Utilities, Stephanie Mervine for the Choctaw Nation, Gerald Byrd for Ernst & Young, and two for IREN — the handwriting is read as Jason Date and Michel Skura, against the mobile numbers both use throughout this record. Four and a half months before the project reaches a county agenda, and three before the county says anything in public.56
23 Jul 2025Black MountainO’Brien asks whether the town has looked into expanding the Water Resources Board permit for Country Club Lake, and writes that the company is “currently requesting water service from the surrounding water providers as well, but we would still rather obtain water service from Kiowa if possible.”54
29 Jul 2025EmeraldEmerald ProjectCo Inc. is incorporated in Delaware, file 10276559, with Corporation Service Company as agent.6
29 Jul 2025Black MountainBlack Mountain Energy Storage meets McAlester’s Assistant City Manager, Kenneth Wimer, about raw water; its letter the next day refers to “our meeting on July 29, 2025” and calls the land south of Kiowa “our tract.” The city’s reply, a letter of intent from City Manager Andren, says the city has the six million gallons a day but no pipeline to Kiowa, which the developer would have to design, fund and build.44
30 Jul 2025Black MountainBlack Mountain Energy Storage, an Austin, Texas battery-storage developer, writes to the City of McAlester’s assistant city manager requesting six million gallons of raw water a day to cool a “proposed data center south of Kiowa,” the water to come “partially from Coal Creek and partially from McAlester Lake.” The letter does not name IREN. It is signed for Black Mountain Energy Storage II, LLC — the company that assigned this land to IREN’s Emerald ProjectCo three months later.71028
5 Aug 2025County · KEDDOThe Board’s own office asks KEDDO whether a new meeting replaces the one already set, and is told: “This is a new meeting for Black Mountain. The meeting on the 13th is for Iren and it is still happening. Both are Data Centers.” In August 2025 the county knew there were two data-centre projects at Kiowa and which company each belonged to.56
12 Aug 2025McAlesterThe McAlester City Council authorizes negotiation of a raw-water purchase agreement with Black Mountain Energy Storage for about 6,000,000 gallons a day. Carolyn O’Brien of Black Mountain tells the council “she had been working with Pittsburg County, KEDDO, the Town of Kiowa and the City of McAlester to establish a data center,” and Director Wimer says “he had been involved from the beginning of discussion.” Councillors ask whether it is connected to “the other development in Atoka.” The vote is unanimous.78
14 Aug 2025Cloud HQA different company is named as the prospect. Kiamichi Technology Centers’ workforce coordinator writes up a “feasibility study meeting” held that day at the Kiowa City Police Department: “Cloud HQ, a Virginia-based data center company, is exploring a location in the Kiowa area. They are working with Black Mountain Energy to drill and supply the water needed for their operations.” Under Land Purchase: “Cloud HQ has already purchased 1,500 acres in the Kiowa area.” Water is put at “6 million gallons per month during peak summer months” — two weeks after the same developer asked McAlester for six million gallons a day. “Talks have already begun with PSO to meet the facility’s power needs.” Plans are “6–8 buildings on the campus, with 100–250 new jobs per building,” and “another meeting will be held soon to further discuss tax incentives and ad valorem taxes.” This is a staff member’s summary of what was said in a room, not a record of title, and the county’s land records show Black Mountain as the buyer throughout. Correction, 25 September 2026: this row previously ended “No public document since has named Cloud HQ.” KEDDO’s production, received that day, names four Cloud HQ employees on the invitation to the meeting held at Kiowa the same week, and one of them writes to the county and the town in his own name.5556
14 Aug 2025Black Mountain · Cloud HQA tax increment district is on the developer’s own meeting agenda, three months before the county says a word. Carolyn O’Brien of Black Mountain circulates the agenda for that day at Kiowa, copied to the Board’s office: “Introductions · Project Overview · Water Supply & Partnership Agreement Discussion · Water Line Route · TIF District · General Discussion & Questions. Black Mountain to provide lunch.” Commissioner Haynes attended — a bridge inspection “has been moved.” The attendee list O’Brien sends round next morning names four from Black Mountain and four from Cloud HQ, with the mayor, the water plant operator, the chief of police and the school superintendent. Cloud HQ’s Andrew Tupper writes to the county and the town himself: “It was a great day yesterday … Looking forward to getting this project off the ground.”56
22 Aug 2025IRENIREN’s engineer is working both water systems at once. Charles Ussery of Burns & McDonnell asks Jason Date to “pass along the individuals contact information you’ve met with at Kiowa’s and McAlester’s water” departments; KEDDO supplies both the next day — Kiowa’s plant operator and public works clerk, and McAlester’s utility office supervisor. A month earlier KEDDO had had to ask IREN where the site even was: “Is it possible to send me the property location you’re looking at? That way I can track down the appropriate providers for it.”56
28 Aug 2025IRENIREN files its annual report for the year to 30 June 2025. The word “Oklahoma” does not appear in it.2
12 Sep 2025PSOPSO asks the Corporation Commission to preapprove 1,299 MW of new generation for $1.255 billion (case PUD 2025-000064): a five-year, 150 MW capacity purchase from Tenaska’s Kiamichi plant beside the Kiowa site, three wind contracts, three battery projects and two new gas turbines at Northeastern. Without it, PSO says, it is short 10 MW in 2027, 470 MW in 2028 and 1,766 MW in 2029.39
23 Sep 2025Ernst & YoungByrd asks KEDDO: “Does Atoka fall within KEDDO’s territory? If so, or even despite, do you have any contacts with Atoka County?” He is given a regional transportation planner. Nothing here joins the Atoka Energy Park to Kiowa and this site does not join them: it is a question about territory and contacts, and that is all it is. It is recorded because it is the first document in which the developer’s own adviser reaches toward Atoka.56
Oct–Dec 2025IREN · PSOIREN “acquired contractual rights to acquire land parcels and secured connection rights for electricity in Oklahoma” for a total of $112.0 million: $105.1 million for a twelve-year electricity connection right with Public Service Company of Oklahoma and $2.5 million of land purchase options.35
29 Sep 2025StateThe State of Oklahoma leases its own minerals to the developer. The Commissioners of the Land Office execute two oil and gas mining leases to Black Mountain Energy Storage II, LLC over the E2 NE of Section 34 and parts of Section 35 — school land, inside the site the incentive districts would cover. Each is a three-year paid-up lease and each recites its bonus on its face: $104,000.00 for Tract 48 and $169,000.00 for Tract 49, plus $210 in delay rentals. $273,210 to the trust that funds Oklahoma’s public schools. Neither lease is recorded until 16 April 2026, nine days before the county’s review committee recommends the plan.50
9 Oct 2025Black MountainSpess Oil Company signs away its right to use the ground. Instrument 2025-008436 is headed Waiver of Surface Rights and covers the south half of Section 26, recorded the same day as the Whetsel memorandum. In Oklahoma the mineral estate is dominant: whoever holds the minerals may work the ground above them. Buying that right out of the way is what a developer does before building on land it does not yet own. No public body is party to it, and nothing on the county’s record mentions it.50
21 Oct 2025Black Mountain · EmeraldThe land rights change hands on the county’s own paper. Black Mountain Energy Storage II LLC assigns to Emerald ProjectCo Inc. in four instruments recorded the same day — 2025-009031, -009032, -009035 and -009036, Book 2801 — covering parts of Sections 25, 26 and 35. The grantor is the same company, named to the letter, that asked McAlester for six million gallons a day in July for a “proposed data center south of Kiowa” — and it is handing that ground to IREN’s Delaware vehicle.5050
27 Oct 2025Black Mountain · EmeraldA fifth assignment, 2025-009164, Book 2802, covering Section 26 SW and Section 27 SE. All five assignments are recorded six weeks before the county’s review committee first met.5050
29 Dec 2025EmeraldThe first land taken in fee rather than by option: a warranty deed from the Weaver family trusts, 2025-011112, Book 2813, with the option memorandum released the same day. Sections 26 and 27, in part.5050
6 Nov 2025IRENFirst mention of Oklahoma in any IREN filing: the quarterly report’s note on security deposits, above.1
17 Nov 2025PSOPSO gives the Corporation Commission notice of a general rate case, PUD 2025-000075. The large-load tariff that will govern data centers on PSO’s system is written inside this case.30
10–28 Oct 2025Ernst & YoungThe developer’s tax adviser sets the date of the statutory review committee meeting. On 10 October Byrd sets out the Local Development Act steps for KEDDO — the membership, a representative of each affected taxing jurisdiction, three public members from a list of seven, the two hearings § 859 requires — and asks, “Is this something you could help work towards over the next few business days? The EY & IREN Teams are happy to jump on calls (formal/informal) and attend requisite public meetings as needed.” On 22 October he proposes dates: “November 12-14th, with the 12th being the ideal date … Please let us know if any of these dates work for the initial statutory Review Committee meeting(s),” adding “We value yours and Kim’s continued support through KEDDO as we keep this consideration process moving.” He follows up on 28 October about “the various, what would be, Review Committee members.” The meeting KEDDO noticed a fortnight later was for 12 November.56
31 Oct – 14 Nov 2025KEDDOKEDDO briefs the legislature, a week before the county’s first public word. Skimbo writes to Rep. Jim Grego and Sen. Warren Hamilton: two data-centre projects at Kiowa, and “both projects intend to capture the incremental growth in property tax revenues by creating new Tax Increment Districts.” On 3 November he puts it plainly — “both projects are contingent on the successful completion of TID’s.” His figures, in the district’s own words: IREN has bought “approximately 300 acres” and, “according to Iris representatives, the facility will operate as a closed-loop system, requiring minimal water usage except during startup”; Black Mountain and Cloud HQ have “approximately 1,200 acres … with the potential for an additional 300”, are running a water line from “McAlester’s secondary water source at Coal Creek (Fairly Road)”, have shifted “the original 36" line proposal” to “a 12-20" line”, have failed to secure right-of-way along the Union Pacific Railroad and Highway 69 “as well as attempts to secure water from the City of Atoka and the McAlester Army Ammunition Plant”, and — “unlike Iris’s design” — will run “an open-loop system, resulting in substantial daily water loss through evaporative cooling.” He cites the interim study of 21 October 2025 and HB 1919. Rep. Grego replies within ninety minutes; the House writes back on 14 November, “We appreciate the information.”56
6 Nov 2025KEDDOThe meeting that forms the review committee is convened not by the county but by KEDDO. Oliver Skimbo of the Kiamichi Economic Development District circulates “Project PCDC Meeting — Consideration of the Formation of TID Review Committee” for 12 November at the Kiowa Police Department, setting out the Local Development Act process and noting the legislature’s “proposed Data Centers Act of 2025 (HB 1919).” The distribution runs to about forty and carries, besides the county and the towns, IREN (Jason Date, Michel Skura, Marat Ahmad), Iris Energy, five Ernst & Young addresses, four AEP/PSO addresses including Jonathan Wynn, the Choctaw Nation, ODOT, Summit Utilities and McAlester tourism. A KTC officer writes internally the next morning: “It does appear they are moving forward and working to form a committee since this would be a TID.”55
7 Nov 2025CountyFirst public word from the county. The Board of County Commissioners’ agenda for 10 November is file-stamped at 8:28 AM with item 9.K, “Resolution 26-121 to Appoint Representative and Alternate Representative to the Iren Data Center TID-TIF Committee.”11
10 Nov 2025CountyThe Board postpones Resolution 26-121 to 17 November.11
13 Nov 2025KEDDOThe day after the committee-formation meeting, KEDDO sends the same briefing to County Clerk Hope Trammell and Commissioner Haynes, updated from the room: “Per the meeting yesterday Project PCDC current schedule, optimistically, is to begin construction in mid-2026, with Phase One becoming operational by mid-2028 … ultimately ramping up to a completed hyperscale facility projected to consume approximately 1 GW of power daily” — “for context, the combined power usage of Sweetwater 1 and 2 is 2.75 GW.” ODOT’s district engineer, unable to attend, “called today for an update”; they discussed “the potential use of the Kiowa rail spur that was used during the power plant construction as well as large turn lanes” on Highway 69.56
17 Nov 2025CountyCommissioner Haynes “stated that the names are needed by December 1st and explained the membership on the board.” Postponed to 1 December.12
18–19 Nov 2025KEDDOKEDDO, not the county, finds the review committee’s members — and the “December 1st” deadline is explained in its file rather than the county’s. The Board’s office writes: “Do you know who the Kiamichi Technology Center or Southeastern Oklahoma Library System have decided who they want to appoint to the review committee for the Iren DC? I am trying to type up the resolution … Mike Haynes is wanting it on the agenda for December 1st, but I am off all of next week.” Skimbo answers the same afternoon with names for both. He had already written to the library system’s director himself — “I wanted to give you a quick heads up of the formation of a TIF committee … Somone from the county should be reaching out soon” — enclosing a tentative schedule that names the 1 December and 8 December Board meetings and what each would cover, before either agenda existed. Michael Hull replies on 19 November: “I look forward to serving on the committee.” It is the last document KEDDO produced.56
24 Nov 2025CountyPostponed again to 1 December.13
1 Dec 2025CountyThe Board adopts Resolution 26-121. The minute clerk notes “that alternates are not appointed in the statutes.” No separate vote creating the committee, engaging counsel, or accepting reimbursement from the company appears in the agendas read for this page.1429
2 Dec 2025EmeraldDelaware certifies Emerald ProjectCo in good standing; the certificate is later attached to the Oklahoma filing.6
3 Dec 2025CountySandra Crenshaw, Chief Deputy to the Board, circulates six names for the three at-large seats of what she calls “the Iren Data Center Review Committee”: Sam Wampler, Brent Case, Brian Lott, Rex Hatridge, Mandy Horn, Brent Stone, with a seventh line left blank — “we are still seeking a seventh name, as required by statute.” She adds two things. That she will “forward to the law firm who will be helping to create the agenda for the meeting.” And that “since this review committee does fall under Oklahoma Statutes, Title 25 Open Meeting Act, please do not respond directly to this email as it could be considered a violation of the Act.” She is minute clerk because the County Clerk is herself a committee member “and would be unable to serve as both.”55
8 Dec 2025CommitteeFirst meeting of the “PCDC Tax Incentive District (TID) Iren Review Committee”: Mike Haynes (chair), Sam Rhyne (Kiowa Public Schools), James Schulz (Health Department), Shelley Free (Kiamichi Technology Center); Michael Hull (library system) absent. David Floyd of Floyd & Driver by teleconference. For IREN: Lindsay Ward, Jason Date, Michel Skura, Marat Ahmad, Evan Horn and Jonathan Gray. Horn stated that “the Iren has continued to advance with the project.” Date describes an AI services data center south of Kiowa, “operating 4 project[s] across the country,” possible agreements with PSO, commencing operation “about 3 years from now.” “Haynes asked about attorney fees. Horn stated that Iren would reimburse for the all expenses” [sic]. Three at-large members are nominated from a list of seven names Haynes had provided.16
12 Dec 2025RegulatorCommission staff testify in the preapproval case that PSO’s need is “driven by just eleven (11) customers,” most without executed contracts, that a data center costs about $12 million per MW to build, and that the AI build-out may be a bubble; staff recommend a large-load tariff or Commission-approved special contracts.40
15 Dec 2025CountyThe Board amends Resolution 26-121 and adopts Resolution 26-138 appointing the at-large members: Brent Stone, Michael Kellogg and Rex Hatridge.15
16 Dec 2025EmeraldEmerald ProjectCo qualifies to do business in Oklahoma as a foreign corporation, signed by Will Roberts as President and Jason Date as Secretary from IREN’s Childress campus: $21,100 of assets, $10 of authorised capital, and $187,000,000 declared as the maximum to be invested in Oklahoma that fiscal year.6
17 Dec 2025CommitteeSecond meeting. Floyd explains the committee’s duties and the 25-year limit. “Project plan is in the beginning stages.” Jason Date “stated that this is their first project outside of Texas,” earliest operating date 2028, 75 megawatts growing to “possibly 300 mega watts of data per year” [sic], phase one “3 [to] 5 billion” and up to 10 billion, PSO “to have the power available in 2028,” a closed-loop cooling system losing “5% per year,” the site “south of Kiowa, north of Tenaska.” Gerald Byrd of IREN “asked when to expect an information request. Floyd stated that he will be sending one.” Floyd wants the information “by the end of January.”17
1 Jan 2026PlanThe base value date the Project Plan later fixes for the whole 25-year term.C1
2 Jan 2026PSOPSO files the rate case. Its witness Alex Vaughan testifies that PSO holds 1,900 MW of signed large-load contracts and more than 5,000 MW more in discussion, “largely data centers, so called, ‘hyper-scalers,’” against a system peak of about 4,100 MW; that “material load ramp for executed CESs begins in 2028”; and that one 75 MW customer equals roughly 45,000 homes. He proposes a 10-year term, five years’ notice and collateral for loads of 75 MW and up.31
23 Jan 2026CountyThe committee’s meeting is moved for the developer. The County Clerk tells members to come on 3 February instead of 27 January: “We do not know whether the courthouse will be open and the Iren team and committee attorney will not be able to make it.” On 30 March it happens again: the 6 April meeting moves to 7 April “Due to unforeseen circumstances the with Iren being able to attend.”5757
27 Jan 2026CommitteeA special meeting is noticed for 1:30 PM. No minutes for it are posted on the county’s meetings page.18
3 Feb 2026CommitteeThird meeting. Floyd “presented the board with his initial questions to the developer and responses.” Date “explained the land under option o[r] purchase” and that “they have started to work towards development including power from PSO”; phase 1 property “not at this time” acquired; “the first 600 megawatts investment will be $31,000,000,000.00 and operational by the end of 2029,” as the minutes record it; construction to start 2027. Evan Horn, now listed with “Ernest Young” [sic], says “they would like 85% abatement or reimbursement, whatever the taxing entities prefer.” Also present: Brian Lott, MCAAP; Mitch Stevenson and Jonathan Gray, Tipton Capital; Marat Ahmad, “Emerald.” Floyd “will start on a draft of the project plan.” Rhyne asks to tour the Childress facility.19
2–3 Feb 2026IRENThe developer’s application, in its own words. The “initial questions to the developer and responses” Floyd presented on 3 February are Floyd & Driver’s Tax Increment Financing/Abatement District Formation Questionnaire, answered for Emerald ProjectCo and footed “02.Feb.2026 DRAFT”. Type of financing requested: “Reimbursement.” Abatement asked on ad valorem and on sales and use tax, each “Up to 25 years.” Total investment “$31,170,000,000”; “Total Full Time Jobs Created: 80-100”; “Total combined property taxes paid in tax year 2025 for the parcels provided: $5,831.” The site carries “single-family homes and auxiliary buildings … Conditions unknown but occupied”; relocation is “Not currently anticipated”; and on conflicts with county officials, “No known conflicts of interest.” The developer certifies that the project “would not be economically feasible without” public assistance. Bound into the meeting copy of the minutes is IREN’s own Data Center Property Tax Estimate: at a “Proposed TIF Abatement %” of 85% and 400 MW(IT), $2,456,153,969 of tax from 2028 to 2052 becomes $368,423,095. Its “TIF Base Year Taxes” line reads $0.575719
5 Feb 2026IRENIREN’s first public announcement: “New 1.6GW data center campus in Oklahoma … Grid-studies complete, with power scheduled to ramp from 2028 … Large scale site (2,000 acres).” The same day’s quarterly report records the $112.0 million asset acquisition.43
10 Feb 2026McAlesterThe McAlester City Council declines to let the mayor sign a contract with Black Mountain Energy Storage for raw water at $1 per 1,000 gallons, citing insufficient information.910
Feb 2026IRENThe data center supplement. Power: “Load 1: 600MW, secured via executed ESA” and “Load 2: 1,000MW, secured via executed LOA”, the agreements withheld for “confidentiality concerns” with an offer to show counsel evidence they were signed; “several upgrades required at the Pittsburg Substation, such as installing additional 345 kV breakers.” Water: “~12,000 gallons per MW IT load” to fill and “~100–300 gallons per MW IT per year” after. Valuation: “Outreach to the assessor has been conducted and confirmed they would follow OTC guidance where available.” The decommissioning plan, its cost, the entity responsible, whether that obligation “survives sale, bankruptcy, or abandonment”, and responsibility for remediation: “TBD”, every one.5757
24 Feb – 2 Mar 2026PlanThe first drafts the committee was handed: a Project Plan headed “IREN Data Center Project”, for up to three phases, with the abatement percentage left blank — “In no event shall the Board of County Commissioners be obligated to activate Incentive District No. 1 until January 1, 2028” — and an Economic Development Agreement for “IREN Limited Phase 1”. Neither is in any other body’s production.5757
2 Mar 2026CommitteeFourth meeting. Date “stated that they are in the development phase of the 2,000 acre project and that they have closed on the 1st property.” They “have the power secured with PSO for phase 1.” Floyd presents a draft Project Plan at 85% and a draft Economic Development Agreement; the Tax Incentive Agreement “is not ready for review.” “Iren stated that the community betterment payments will start in January of 2027.” Also present: David Shaw and Giles Walsh, IREN; John Dorff, ISB Group.20
11 Mar 2026IREN“Hi Mr Barker, this is Jason Date from IREN. Commissioner Haynes provided me your contact details. I was wondering if we could connect on a call in the coming days to discuss our project in Pittsburg County?” The text goes to Scotty Barker of the Town of Kiowa, and a call is fixed for the following Monday. It is the earliest contact between IREN and anyone at the town in the production, and the introduction comes from the chairman of the Board of County Commissioners, who also chaired the review committee then weighing the districts.54
26 Mar 2026IndustryThe Data Center Coalition, the industry’s trade association, moves to intervene in PSO’s case on behalf of members “including an existing customer of PSO.” Its members are not named.30
30 Mar 2026CommitteeThe county’s counsel sends the committee the three operative documents together for the first time: the Economic Development Agreement, headed “IREN LIMITED DATA CENTER PROJECT” and the only one of the three that names IREN Limited in its title; the Project Plan; and the Local Development Act Tax Incentive Agreement. Sixty-eight pages of draft, none of which appears in the county’s own productions.55
30 Mar 2026CommitteeThe same email lists the structure’s safeguards, among them: “No Public Reimbursement of Costs: Public funds are not used to reimburse project costs.” The developer’s application had asked for “Reimbursement”. The Word file of the plan it carries already holds a comment from IREN’s Marat Ahmad dated 13 March: “Note to County: discuss how this works.”5757
3–8 Apr 2026CommitteeThe developer marks up the county’s plan, and the county adopts the marks. On 3 April David Floyd writes to the County Clerk and the Chief Deputy: “I had a call with the IREN group yesterday. Generally they are comfortable with the structure I’ve proposed (tiered property tax abatement tied to megawatts energized, community betterment payments, required minimum payments (backstopped by a PILOT agreement). They’ve proposed some changes to the activation tiers which I would like you all to review. They would also like to be able to activate the first phase before some of the megawatts have been energized if they have hit certain construction milestones.” He attaches “the most recent markup of the Project Plan that they sent me this morning” and says he is “reviewing their comments/changes and will be sending a revised version back to them eliminating anything I find objectionable.” Of the committee’s agenda he writes: “I start putting that item on the agenda at this point in the process just in case you all decide you’re ready to move forward.” On 8 April he circulates “my proposed revisions to the Project Plan, incorporating the IREN teams suggestions from last week,” and asks the Clerk to “print 10-15 copies for our meeting.”55
31 Mar – 7 Apr 2026IRENWho wrote the markup, read from the file. The Word file counsel forwarded as “IREN Comments” was created by Marat Ahmad and last saved by Jason Date. Its tracked changes are by “Brannen, Bucky” (151 insertions, 47 deletions), Date (75 and 175), Ahmad and evan.horn@ey.com; Brannen’s comments argue that “IREN should be entitled to begin abatement during construction (prior to Certificate of Occupancy).” Ahmad, against § 8.2: “It’s important that this not be discretionary or require ‘formal action’ by the County Commissioners to begin tax abatement.” Floyd answers in his redline of 7 April: “Activation requires formal action by the County and notice to the Oklahoma Tax Commission. We can make it ministerial, but some formal action is required.” At 9:19 that morning he sends the revised plan to Date, Ahmad and Evan Horn of Ernst & Young, and asks the Clerk to “print 10-15 copies for our meeting.” Who Brannen is, the record does not say.5757
6 Apr 2026RegulatorThe administrative law judge finds PSO’s need “predominantly based upon large load customers whose projects could potentially fail to come to fruition,” recommends the wind contracts and the Kiamichi capacity purchase, recommends denying the three battery purchases and the gas turbines, and urges the Commission to make large-load customers “pay their fair share.”40
6 Apr 2026Black MountainA lender appears, and the buying moves outside the plan. Black Mountain mortgages 68 tracts in Sections 21, 22 and 28 to First Financial Bank for $6,000,000, with a companion assignment of the same tracts the same day. On that same day it buys two of them outright — from Audrey Rose and Lukas Kilgore, and from the Brenda K. Phipps Trust — for what the documentary stamps put at $8,100,500. None of this ground lies in the six sections the Project Plan covers, and no document read for this page says what it is for.50
7 Apr 2026CommitteeFifth meeting, and the first with residents in the room. Jonathan Wynn of PSO says the data center “is paying for the infrastructure.” “Candice Crutchfield asked if any NDA are in place. Wynn stated that PSO may have one.” Date: a closed-loop system “will take initially 6 million gallons to fill the system and around a 5 to 10% loss on an annual basis.” Lindsey Naush of the assessor’s office attends. Hull’s motion to recommend the plan “died due to lack of second.”21
8 Apr 2026CommitteeCounsel to the Clerk and the Chief Deputy, under the heading “CONFIDENTIAL ATTORNEY WORK PRODUCT”: “I read their required payment presentation yesterday as a ceiling, they’re telling me that it’s their proposed floor. … currently they’re proposing a 60% discount value to the fair cash value assessed. I’d like to try and get their depreciation around 40%.” And: “Required Payments flow through in the same manner as Ad Valorem Taxes, and Community Betterment Payment’s don’t.” The presentation he refers to has not been produced by anyone. The library system released the email without claiming any exemption.5757
7 Apr 2026KiowaThe same afternoon, Jess Wilson of the Town of Kiowa emails Jason Date of IREN: “It was good seeing you again today at the tax district committee meeting… Mayor Danny Drake and I would really like for you to come down to” Kiowa. They swap contact cards within the hour. “Again” says it was not their first meeting, and in August IREN writes that Wilson had been helping it for “the past 6 months.” Thirteen days later IREN is in the police department meeting local business owners.54
20 Apr 2026IRENIREN gathers local business owners at the Kiowa Police Department. Jason Date had asked to “meet some of the local community in Kiowa, the day before the next county meeting,” and the town’s email chain lists who was invited: a café owner, a mobile-home dealer, an RV park owner, the fire chief. The town’s production says no quorum of either governing body was there and no business was done, and gives two pages of Open Meeting Act reasoning for why the gathering was not a meeting.54
20 Apr 2026PlanWhat the plan actually says. The version circulating the day before the committee’s recommendation still carries the developer’s tracked comments; against Exhibit “C”: Existing Uses and Conditions, and again against Exhibit “D”: Proposed Improvements and Uses, the comment reads “Note to County - what do you need this exhibit”. Article X puts the project at “two (2) Phases, each consisting of approximately 600 MW Energized” and a “Total Estimated Project Cost (Per Phase): ~$25,000,000,000”. The 85% figure is the top of a ladder, not the rate: 0% below 50 MW, then 35%, 50%, 65%, 75%, 82.5%, and 85% only above 550 MW energized — recalculated every year. And Section 9.6, Minor Amendments, lets the County amend the plan without returning to the public “as long as any such amendment does not change the character or purpose of the plan,” defining those amendments to include “adding to the area of any Incentive District, so long as the additions … do not exceed five (5) percent of the area.”55
20 Apr 2026CommitteeThe night before the vote counsel lists six changes. The betterment payment rises to $200,000 “(increase over the previous amount of $100,000)”; “the Company has inquired if the group is willing to share a portion of the Community Betterment Payments with the Town of Kiowa”; and “This is not the final version of the payments … binding commitments will be in the Tax Incentive Agreement.” The creator recorded in the Word file of the plan the committee recommended the next day is IREN’s Marat Ahmad.5757
21 Apr 2026CommitteeSixth and final meeting. Rural Water District 11’s board “has not appointed a representative to speak.” Date: they “have spoken to the City of Kiowa and that they can supply the water for the ongoing operations if required,” otherwise water can be hauled “from outside of the county and state”; nine haulers spoken to. Four members toured Childress. The committee recommends the plan unanimously. Hope Trammell, County Clerk, certifies the minutes as Secretary of the Committee.22
28 Apr 2026CountyThe Project Plan document circulated to the taxing entities carries this date on the copy obtained by NonDoc.10
25–28 Apr 2026IRENA tornado hits Kiowa. Jason Date texts Jess Wilson of the Town of Kiowa: “Would a donation to the PD or Fire Department help out with renting some equipment for the cleanup?” He is told a donation to the people affected “would be the biggest” help. On 28 April, to another town figure: “We just have one more form to fill in for the donation.”54
11 May 2026RegulatorFinal Order 757495. The Commission preapproves all eight resources anyway, two votes to one, including the $540 million gas turbines with construction work in progress charged to customers under SB 998, “although the Commission does not endorse CWIP cost recovery as a policy matter.” Commissioner Bingman dissents: three battery projects take $715 million of the $1.255 billion for 217 MW of accredited capacity.41
11 May 2026StateThe Governor signs HB 2992, the Data Center Customer Ratepayer Protection Act of 2026: large-load developers must notify county commissioners, adjoining landowners and the Corporation Commission within 60 days of acquiring land. Effective 1 July 2026.275
14 May 2026PressNonDoc reports, from property records, that the company “has purchased 340 acres so far for $19 million,” that the committee “met five times before locals caught wind of the project,” and that the county’s $40,000 legal bill is to be reimbursed by IREN.10
18 May 2026CountyThe Board approves the notice of two public hearings on the “Emerald ProjectCo Data Center Project Economic Development Project Plan”; the notice is file-stamped by the County Clerk the same day.23C3
19 May 2026LibraryThe library system’s director reports to his trustees: “I voted to approve this agreement last month. … the largest reason I voted yes is that from a business perspective we cannot risk losing this project to another county that is not in our system.” At 15%, he writes, the system would see “an additional $1 million in collections per year for each phase”; in March he had put it at “an additional $150,000 annually”. The same packet, on the McAlester library remodel’s financing: “we are actively working to sell the naming rights to the Discovery Room.”5757
29 May 2026PSOPSO files its proposed Large Load Power rate schedule for customers above 75 MW: a 10-year term, 60 months’ notice to exit, an exit fee, and collateral of 24 months of minimum bills.32
29 May 2026StateThe preapproval order goes to the Oklahoma Supreme Court: a ratepayer’s appeal (CU 124090), a cross-petition by the industrial consumers and AARP, and one by OG&E. A second ratepayer appeal (CU 124150) is dismissed on 20 August.42
1–2 Jun 2026IRENIREN asks the town for Rural Water District No. 11’s usage “and what they are permitted to use on a monthly basis under their existing contracts with Kiowa Water.” The town answers next morning with the district’s own meter readings — Harper Valley 974,741, Brewer Loop 1,315,333, West at KL Road 110,772, West Side of Track 55,893 — 2,456,739 gallons a month against a 4,000,000-gallon ceiling, and sets out the 1,543,261-gallon difference as available capacity. Its September production is careful that this was contractual headroom and “not a source-yield, treatment-capacity, or will-serve determination.”54
8 Jun 2026CountyFirst public hearing, Southeast Expo Center: presentations by Senator Warren Hamilton, David Floyd and IREN. IREN representatives say the company does not sign non-disclosure agreements with government bodies.2425
8 Jun 2026IRENThe afternoon of the first hearing. Four days earlier Kiamichi Tech’s assistant campus director had confirmed “a meeting space for your group from IREN of 20-30 to meet at Kiamichi Tech - McAlester … on Monday June 8 @ 1:30 (meeting starting at 2:30).” Jason Date had written the night before: “We will be there with some members of our Community and HR teams. It would be great if you and anyone else from Kiamichi Tech can join to discuss ways we can work together and potential training programs for our project.” The superintendent — a member of the review committee — replies at 8:43 that morning, “I may be able to be there for a short time,” having written half an hour earlier: “On a separate note, I am unable to make the public meeting this evening.” The hearing began at six.55
15 Jun 2026IRENIREN sends the town a draft Letter of Intent (Water Supply) for Emerald ProjectCo, marked “Private & Confidential — For Discussion Purposes Only,” with the town’s share of infrastructure cost left blank as $[X]. It was never voted on, approved or executed, and the town did not treat the legend as a reason to withhold it from production.54
16 Jun 2026IREN“We are planning on sending a project support letter to the County Commissioners this week… Are you able to send me a list of local supporters of the project that would be willing to add their names to the letter? We were planning on adding a table with the name and job title of the supporter list.” Attached is the Open Letter in Support of the IREN Kiowa Project. The request arrives six days before the hearing at which the Board tables the districts. The town says neither body acted on it and no list went back.54
17–19 Jun 2026KiowaThe town writes its own exploratory bulk-water draft and sends it to its attorney and engineer, stating that “no decision has been made” and asking whether the structure complies with Oklahoma law, what it means for Rural Water District No. 11’s service territory, and whether an infrastructure contribution is even permissible. The draft keeps existing customers as first priority. It goes to IREN on 19 June.54
22 Jun 2026CountySecond hearing. The Board tables the two incentive districts and sends the plan back to the committee for renegotiation.2426
23 Jun 2026Black MountainThe day after the Board tables the districts, Black Mountain releases its memorandum over the north half of Section 34 — the tract it had held since September 2025 under a contract with Artemis Commercial Group and Pake McEntire. It is the only instrument in either production recorded in the week after the vote.50
26 Jun 2026RegulatorThe large-load deal. Google, the Commission’s Public Utility Division, the Petroleum Alliance and the Attorney General file a Joint Stipulation for a separate Large Load Service tariff above 75 MW: a 15-year term with up to a five-year ramp for full PSO service, billing at no less than 80% of contract demand, collateral of 48 months of non-fuel minimum bills, exit only after 60 months on 24 months’ notice with a present-value exit fee, and the customer funding 100% of its direct-connect facilities up front. A bring-your-own-generation option carries a 10-year term, no collateral and exit at any time. It applies to contracts “executed on or after July 1, 2026.”3334
26 Jun – 6 Jul 2026KiowaThe town, population about 800, drafts a Community Impact and Infrastructure Partnership Proposal: a one-time $2.5 million for water and wastewater improvements ($1.5m and $1m), and an annual partnership of $250,000 through planning, $1,250,000 through major construction and $800,000 for the remaining years of the 25-year district, with a further $250,000 a year for each major expansion. Its engineer replies that the scope is bigger than the draft assumes — “It would be better to ask for more funding now, than come back later with a need for a lot more” — and on 6 July returns preliminary estimates of $3.73 million for water and $2.16 million for sewer. The town wrote the proposal, its production says, after being told during the county’s discussions that county-administered funds “were not guaranteed to Kiowa,” the site being outside the town limits.54
29 Jun 2026CommitteeA member body asks the developer for staff. James Schulz, for the Health Department, “with the County Commissioners tabling and sending back to the committee”: IREN to fund a health educator, an epidemiologist, an advanced practice nurse and two community health workers “for the duration of the TIF/TID or lifespan of the project.” Floyd asks the cost over the life of the district. “around $203,625,000 without benefits,” then, five minutes later: “Correction to that last number my calculator decided to do its own thing. For 25 years it would be $6,771,000.”5757
30 Jun 2026LibraryThe library system’s director, to counsel alone: “Since at least one committee member has started submitting requests for Iren, I would like to submit two” — closed-loop cooling as a condition of the abatement, and “a one-time contribution to the Kiowa library … in the amount of $60,000,” with “an additional, one-time payment of $200,000 for use at the McAlester Public Library” if IREN meets the Health Department’s request. Floyd, the same afternoon: “I’ve already amended the next draft of the EDA to specifically include ‘closed loop’ as a requirement and it may show up as a minor amendment to the Project Plan as well when we reconvene.” Eight days after the Board tabled the plan, the route that avoids a new hearing has a name.5757
1 Jul 2026StateHB 2992 takes effect. Its 60-day landowner and commissioner notice applies to land acquired after this date.27
2 Jul 2026StateThe Attorney General withdraws from the large-load stipulation he signed six days earlier. The docket gives no reason.34
7 Jul 2026PublicA member of the public sends the committee a second redlined version of the Project Plan and asks it to undo what it has done: “I urge the committee members to rescind their AYE votes until this can be properly mapped out and all the unknowns made known.” His reading: “If this was a trial infront of a Jury today, we would not be able to point to a single guaranteed minimum payment that the county is guaranteed except for a $200,000.00 payment in June of 2027. That is it.” And: “Who ever wrote this project plan is very intelligent. Good with words, promises, potential outcomes, estimates, and illustrations. There are no BINDING numbers.” He lists what the plan refers to but does not contain — the Tax Incentive Agreement, mentioned over twenty-five times, the Economic Development Agreement, over fifteen — and concludes “the PROJECT PLAN doesn’t actually include a Project Plan.”55
9 Jul 2026OG&EOklahoma Gas & Electric, as friend of the court, asks the Commission to reject the stipulation as retail wheeling that HB 2992 never authorised, and to adopt PSO’s own schedule instead.35
30 Jun – 11 Aug 2026EmeraldThe buying continues after the Board tables the abatement. Warranty deeds are recorded into Emerald ProjectCo on 30 June (2026-006097), 14 July (2026-006534) and 11 August (2026-007369), each paired with a release of the earlier option. Whether that is fresh commitment or the completion of options already signed is not something the index can settle — a release-and-deed pair is what an exercised option looks like.5050
30 Jul 2026EmeraldCorporation Service Company replaces the Secretary of State as Emerald ProjectCo’s Oklahoma registered agent, over William Roberts’s signature.6
13 Aug 2026IRENJason Date introduces Caroline Russell, “our new community engagement manager who is based in McAlester,” and writes that Jess “has been very helpful over the past 6 months in connecting us with some of the key business owners in Kiowa” — which reaches back to about February 2026.54
17 Aug 2026CountyThe county hires its own lawyer — and it is the county doing the hiring. Agenda item 10.B: “Discussion, Consideration and Take Action to Approve/Disapprove Engagement of Hammons, Hamby & Price, PLLC to represent Pittsburg County regarding the IREN Data Center Project.” County Clerk Hope Trammell “explained that they will be independently reviewing the documentation for the project”; Selman moved, Haynes seconded, and the roll was Selman, Haynes and Rogers aye, none against. The engagement letter is bound into the minutes. Dated 11 August, it names the client as “the Board of County Commissioners of Pittsburg County, Oklahoma,” sets the scope as “legal services relating to the establishment of a tax increment financing district within Pittsburg County, Oklahoma,” and bills at “John Tyler Hammons $300.00/hour” — hourly, billed monthly, with no cap and no retainer stated. Chairman Ross Selman executed it “this 17th day of August, 2026,” the day of the vote. This is the first action on the project recorded anywhere in the county’s posted minutes since the Board tabled the districts on 22 June, and the review committee the plan was sent back to still has not met since 21 April.525253
17 Aug 2026CountyThe same letter discloses that the firm already acts for McAlester. Page four carries an informed-consent clause under Rule 1.7(b)(4) of the Oklahoma Rules of Professional Conduct: the county “recognizes the Firm currently serves as City Attorney for the City of McAlester, Oklahoma,” that the city “is located within the jurisdictional boundaries” of the county, and that the two “occasionally interact with one another.” The county waives it, on the stated view that “the scope of this engagement does not impact the interests of the City.” The disclosure is the county’s own and is made in the ordinary way; it is recorded here because McAlester is not a bystander to this project — it is the city whose raw water was asked for, six million gallons a day, and whose council authorised a letter of intent in August 2025.5378
21 Aug 2026RegulatorThe administrative law judge recommends that the Commission adopt the large-load stipulation in full and place it in a public tariff rather than private contracts. The same report settles the rate case at a $72.7 million net increase, about 5% on the total bill.36
25 Aug 2026CommitteeThe county’s counsel says the plan can be amended without another hearing. A committee member, having written on 19 August that “I have been out of the loop and just wanted to follow up and check on the status of the Iren TID Project,” gets this answer: “There’s really not a lot to update, we’ve had some amendments proposed to the project plan that the Commissioners are considering and they’re still working through that. At some point we will bring the review committee back together for input but because we consider the amendments to be ‘minor’ we don’t have to go back through the public hearing process.” Section 9.6 of the plan is the clause that carries it. The “minor amendment” route was first named in writing on 30 June.5557
27 Aug 2026IRENIREN’s annual report lists “Kiowa, Oklahoma, United States 1,600MW” among its sites, says the company has “contracted for electric service from Public Service Company of Oklahoma under a large load rate schedule,” and that “the utility serving our Kiowa project has submitted a proposed rate for this rate class.”5
1 Sep 2026RegulatorExceptions to the judge’s report. The industrial consumers, the Defense Department and Walmart say the settlement’s 75 MW reach is broader than HB 2992 allows; the Data Center Coalition supports the deal but wants collateral halved to 24 months and tenants accepted as guarantors; the Public Utility Division, Attorney General and AARP file jointly.37
1 Sep 2026IRENTen weeks after the Board tabled the districts, Jason Date writes to Kiamichi Tech’s superintendent: “I am visiting McAlester and Kiowa next week. I understand you have a board meeting on Tuesday and was wondering if I could connect with you and/or some of your board members before or after your meeting? The purpose of the meeting would be to provide a brief update on our project and answer any questions you or your board have of our project.” It is the most recent document in the production.55
4 Sep 2026This siteCertified copies of Emerald ProjectCo’s Oklahoma file obtained from the Secretary of State and published on the comparison page.C25
8–10 Sep 2026LibraryNaming rights, offered to the developer. The day after IREN toured the McAlester library, its director sends Caroline Russell, IREN’s community engagement manager, “an updated list of sponsorship opportunities” — the Discovery Center at a minimum donation of $250,000 heads it — and adds: “For Kiowa, I asked David Floyd a couple months ago to include funds for the parking lot and landscaping in the TID documents. I’d also love to talk more about how we might be able to use the community betterment payments to partner on some of these projects.” He asks for IREN’s representatives for the library’s opening invitations. Russell, from a personal gmail address: “I sent your email on to Jason and Marat.” A meeting at the Kiowa library is set for the following Thursday. The director holds a seat on the committee that will be asked to act on the developer’s abatement again three weeks later.5757
10 Sep 2026IRENIREN makes contact — the company wrote first. Caroline Russell, “Community Engagement Manager for Project Emerald”, writing from an iren.com address: “We have seen your website regarding the project and wanted to see if you would be open to connecting with someone from our development team.” The message in full →5151
10 Sep 2026This siteAccepted, on terms set before the conversation rather than after. The reply says that anything the company says will be published in full with the date it was received, whether or not it helps the case made here; that if an answer contradicts this site, the site changes and the correction is noted; that nothing is off the record; and that no non-disclosure agreement will be signed, because a site claiming every figure is traceable cannot have a private channel behind it. A written answer is as welcome as a call. Questions will be sent in advance so nobody is put on the spot. Both messages in full →5151
22 Sep 2026CountyThe Clerk sets the committee’s first meeting since April for 30 September, in the courthouse training room, and asks “David and John” — David Floyd and John Tyler Hammons — to “work on agenda language.” The county’s second firm is now on the committee’s business.5757
28 Sep 2026CommitteeThe agenda is filed: “Acceptance of resignation of at-large committee member”; “Appointment of alternate at-large committee member”; “Presentation of proposed minor amendment to Emerald ProjectCo Data Center Project Economic Development Project Plan recommended April 21, 2026”; and a recommendation to the Commissioners “for acceptance or rejection of minor amendment.” The Board’s own minute clerk had told it on 1 December 2025 “that alternates are not appointed in the statutes.”575713
29 Sep 2026Ernst & YoungThe developer’s adviser writes the summary the committee is given. At 4:02 PM the Clerk sends members “a summary of the proposed changes to the project plan from Emerald.” The Word file’s own properties: author Evan Horn, company EY, saved at 20:52 UTC — ten minutes earlier. It lowers the upper tiers (85% to 75% above 550 MW) and doubles the 2027 betterment payment to $400,000. It counts “on-site or ‘behind-the-fence’ generation dedicated to the Data Center” toward MW Energized “on the same basis as capacity supplied from the electrical grid.” It widens “Company” to any entity “affiliated with, or controlled by or under common control with Emerald ProjectCo Inc., or any permitted successors or assigns,” and amends Section 9.7 “to allow for assignment of rights and obligations under the Project Plan to successor under procedures to be set out in Economic Development Plan”, where the recommended plan let nothing be assigned without the County’s review and approval. And on activation: “no further formal action is required on behalf of the County Commissioners,” effective on the earliest of substantial completion, the Company’s notice, or “the tenth anniversary of the Project Plan Resolution.” In April the county’s counsel had told IREN that “some formal action is required.” The amended plan itself is not in the production.5757
29 Sep 2026PressRon Durbin of Guerrilla Publishing writes to the Board and every member, copying the District Attorney, Sen. Hamilton and the Attorney General’s Open Government Unit: refuse items 4, 5 and 6, on Local Development Act, Open Meeting Act and Article X, § 6C grounds, and preserve every record. The next morning the Clerk forwards it to members asking each to acknowledge receipt; two reply that they have.5757
30 Sep 2026CommitteeThe meeting’s handouts are the 21 April minutes, now attested by the Clerk “as this was the final meeting of the committee and no subsequent meeting will occur, these minutes are certified as the official record in lieu of approval at a future meeting”; the agenda; the one-page summary of the amendment; and a cease-and-desist notice from an impacted neighbouring landowner, hand-delivered for the record. What the committee did that afternoon is not in this production.5757
1 Oct 2026RegulatorScheduled. The three commissioners hear the exceptions en banc at 10:00 a.m. in the Concourse Theater, C50, Will Rogers Building, Oklahoma City. The order that follows sets the terms under which any data center above 75 MW buys power from PSO.38

Read down the “Who” column and the shape is plain. The company and its utility moved first, in private, through 2025. The county’s process began in November with a committee whose members’ names were “needed by December 1st,” and ran for four months before a resident sat in. The public hearings, the only step the statute requires the public be invited to, came last.

03 / Where the record goes quiet

What the county’s file does not show

each gap is a records request

These are absences in the posted record, not accusations. Each one is a document that should exist somewhere, and the Open Records Act is the way to ask for it.

  • Who first called whomNothing on the county’s posted record precedes the 7 November 2025 agenda. By then the first purchase agreement for the ground had been in effect for more than eleven months: it is dated effective 26 November 2024, with four more dated by June 2025, IREN had deposits down by June, and the developer was asking McAlester for water by July. The correspondence that brought the project to the courthouse is not on the file.1729
  • The engagement of counselDavid Floyd appears at the committee’s first meeting, and IREN’s representative says the company will reimburse the county’s expenses. No agenda item engaging Floyd & Driver, approving a fee, or accepting the reimbursement appears in the Board agendas read for this page, May 2025 to July 2026. The county did take this step in the open once. On 17 August 2026 it engaged Hammons Hamby & Price by numbered agenda item, on a recorded 3–0 vote, with the engagement letter and the hourly rate attached to the minutes for anyone to read. That is what the record looks like when counsel is retained in public, and it is the measure against which the earlier silence is described here.16295253
  • Who created the committeeThe resolutions on the record appoint members. The document that constituted the committee, set its name, and produced the “list of 7 recommended names” is not posted.1416
  • The questions and the answersCounsel’s written information request of December 2025 and the developer’s responses presented on 3 February 2026 are described in the minutes and published nowhere.1719
  • The draftsA draft Project Plan and a draft Economic Development Agreement were reviewed on 2 March 2026; the Tax Incentive Agreement, the document with the numbers, has never been posted in any version.2022
  • 27 January 2026A meeting was noticed. No minutes are posted.18
  • Non-disclosure agreementsAsked on 7 April, PSO’s representative said the utility “may have one.” IREN said in June it signs none with government bodies. Whether any county official or committee member signed one is not on the record either way.2125
  • The Childress tripFour committee members toured IREN’s Texas campus before the vote. Who arranged it, who paid, and what was shown is not recorded beyond Rhyne’s summary.22
  • The landClosed. The county’s record says only that the developer “closed on the 1st property,” and the acreage and price once came from a reporter reading the index. The deeds themselves have now been bought from the County Clerk — 38 instruments, 206 pages, in two orders — and are published in full. What they show is set out on the ground section: the first purchase agreement is dated effective 26 November 2024, the documentary stamps put the purchases at about $91.8 million, and $22.1 million of that was spent after the Board tabled the districts.502010
  • What the State knew, and whenThe Commissioners of the Land Office executed two oil and gas leases to Black Mountain on 29 September 2025 and took $273,210 for them. A state agency was therefore dealing with this developer over this ground six weeks before the county first put the project on an agenda. Whether the Land Office knew what the land was for, whether the leases were competitively bid, and what its file says about the transaction are not on any record read for this page. It is a public body and has not yet been asked.50
  • Sections 15, 21, 22 and 28Black Mountain mortgaged 68 tracts there to First Financial Bank for $6,000,000 on 6 April 2026, and bought two of them the same day for about $8.1 million. None of that ground is in the six sections the Project Plan covers, and no document read for this page says what it is for — whether a second phase, a transmission route, a buffer, or something unconnected. The instruments name no purpose.50
  • Who at the county was “working with” the developerOn 12 August 2025 Black Mountain’s director told the McAlester council she “had been working with Pittsburg County, KEDDO, the Town of Kiowa and the City of McAlester.” Every county agenda from January 2024 to November 2025 was read for this page: no item, no closed session and no resolution mentions the project before 7 November 2025, and the Town of Kiowa’s posted agendas from September 2025 never mention it at all. Whoever was working with her did so off the agenda. The county’s one recorded action on a data-center power project in the period is the Atoka Energy Park commitment of 14 July 2025, which Commissioner Selman explained to the Board. Selman also holds the county’s seat on the Executive Committee of KEDDO, the seven-county development district in Wilburton, whose posted agendas for 2025 and 2026 carry no data-center item. KEDDO is a public body and has its own file.4445464849
  • Which power contract governsThe Commission’s new large-load tariff applies to contracts “executed on or after July 1, 2026.” IREN told its shareholders it bought its PSO connection right between October and December 2025, and in August that PSO “has submitted a proposed rate for this rate class.” Whether the Kiowa campus falls under the new tariff’s 15-year term, collateral and exit fee, or under the older Large Power and Light terms, is stated nowhere on the public record.3533
  • Executive sessionsFor the record, none. The Board’s executive sessions in the autumn of 2025 were all personnel matters under 25 O.S. § 307(B)(1). The project was not discussed behind closed doors, so far as the agendas show; it simply was not discussed in public either.29
04 / Who is who

The names in the minutes

as the county’s clerk recorded them

The company

IREN Limited

Sydney-based, Nasdaq-listed. Represented at the committee by Jason Date (Associate Director of Development, IREN North America), Evan Horn, Marat Ahmad, Lindsay Ward, Michel Skura, Jonathan Gray, Gerald Byrd, David Shaw and Giles Walsh.

The IREN File →

The counterparty

Emerald ProjectCo Inc.

Delaware, 29 July 2025. Qualified in Oklahoma 16 December 2025. President Will Roberts, Secretary Jason Date. Ten dollars of capital, no disclosed owner.

Every field on the record →

The assembler

Black Mountain Energy Storage II, LLC

Austin, Texas battery-storage developer, and the party that tied up the ground. Holds a purchase agreement for its first Kiowa tract dated effective 26 November 2024, and agreements for four more dated by June 2025; its CEO, Rhett Bennett, signed the memorandum recording the first; wrote to McAlester on 30 July 2025 proposing to buy raw water to cool the facility, and presented to the council on 12 August through Carolyn O’Brien; assigned the site to Emerald ProjectCo that October. It went on buying afterwards — 68 tracts mortgaged to First Financial Bank in April 2026, outside the plan area.

bmenergystorage.com →

The State as landlord

Commissioners of the Land Office

The Oklahoma agency that manages the school land trust. Executed two oil and gas mining leases to Black Mountain on 29 September 2025 over Sections 34 and 35 — inside the proposed districts — for $273,210 in bonus and delay rentals, recorded the following April. A public body with its own records; nothing has been requested of it.

clo.ok.gov →

The utility

Public Service Company of Oklahoma

Sold IREN a 1,600 MW connection right in late 2025 for $105.1 million. Represented at the committee by Jonathan Wynn. Regulated by the Oklahoma Corporation Commission, where its large-load tariff is pending.

The regulator

Oklahoma Corporation Commission

Sets PSO’s rates and the large-load tariff in case PUD 2025-000075, and preapproved PSO’s $1.255 billion of new generation for the coming loads in PUD 2025-000064, now on appeal. Public Utility Division staff, the Attorney General, AARP, the industrial consumers, Google and the Data Center Coalition are the parties. Hearing on the tariff: 1 October 2026.

The docket →

The county’s counsel

Floyd & Driver, PLLC

Norman. David Floyd drafted the Project Plan and agreements and ran the committee’s meetings. The $40,000 fee is to be reimbursed by IREN, per the minutes and NonDoc.

The advisers in the room

Tipton Capital · Ernst & Young · ISB Group

Mitch Stevenson and Jonathan Gray (Tipton Capital); Evan Horn, listed with “Ernest Young” [sic] on 3 February; John Dorff (ISB Group). Roles are not stated in the minutes.

The committee

PCDC TID Review Committee

Mike Haynes (chair, Board of County Commissioners), Sam Rhyne (Kiowa Public Schools), James Schulz (Health Department), Shelley Free (Kiamichi Technology Center), Michael Hull (Southeastern Oklahoma Public Library System), Brent Stone, Michael Kellogg and Rex Hatridge (at large).

The Board

Board of County Commissioners

Charlie Rogers (District 1), Mike Haynes (District 2, where the site is), Ross Selman (District 3, chairman). The only body that can adopt the plan.

Who to call →

Alongside the record

What the company told investors

corroboration, held to a lower standard

Ten weeks before the committee found the investment would not occur without the tax districts, IREN’s co-chief executive was telling investors that the Oklahoma power was secured — the company having paid $105.1 million for the 1,600 MW connection right the previous quarter. The filings above carry that. The company’s own plainer account of it, in public posts by its staff, is collected on a separate page, kept off this one deliberately: posts are self-published, not filed, and every date on this timeline is pinned to a filing. Read them as corroboration, not as record.

Correspondence with IREN

What IREN wrote, and what was written back

published in full, both directions

IREN approached this site, not the other way round. On 10 September 2026 the company’s community engagement manager wrote offering to connect the author with its development team. Five messages passed that day and all five are set out below in full, in order, with the times they were sent and received. Every message either way from here is added to this section on the day it arrives — including any that are unwelcome to the case made on this site.

Two things are held back, and both are said rather than done quietly. The telephone numbers in Ms Russell’s signature are withheld: she is an employee who wrote courteously in her professional capacity, and a direct number is not a public fact about a public body. The link to the questions is withheld for now — the page exists and anyone given the address can read it, as the message of 12:56 p.m. says in terms, but it is not linked from this site’s navigation while the company has the first opportunity to answer. It will be linked here when that changes, and the questions themselves are not secret: what was asked is set out on the page and summarised in the messages below.

Received10 September 2026, 9:57 a.m. Caroline Russell, IRENcaroline.russell@iren.com

Brian,

My name is Caroline Russell, I am the Community Engagement Manager for Project Emerald.

We have seen your website regarding the project and wanted to see if you would be open to connecting with someone from our development team.

Let me know if you’d be interested, and I will connect you.

Thank you,

Caroline Russell · Community Engagement Manager · M: [number withheld — see the note below] · E: caroline.russell@iren.com
Under an IREN Limited signature block carrying the line “AI Cloud for the next big thing”, and the standard confidentiality footer such messages carry.

Sent10 September 2026, 10:09 a.m. Brian West

Caroline,

Thank you for reaching out — yes, gladly. I’d welcome a conversation with your development team.

So nobody’s time is wasted, here is how I work, stated up front rather than discovered afterwards.

Everything I publish is sourced, and I publish what I’m told in full, with the date it was received, whether or not it helps the case I’m making. If your team tells me something that contradicts what’s on my site, that goes up too — and the correction is noted, as the two corrections already on the site are. I’d rather print your answers than my own inferences, and I’ve said so in public since before you wrote.

That does mean I can’t take the conversation off the record or sign a non-disclosure agreement. It isn’t a posture — a site that says every claim is traceable can’t have a private channel behind it. If that rules out a call, I understand completely, and a written statement is just as welcome and gets published the same way.

If it’s useful, I’ll send the open questions in advance so your team can come prepared rather than be put on the spot. Several are matters of record I simply can’t resolve from the outside, and I’d rather have your answer than my inference.

My site marks which of its claims are filed documents and which are my reading of the record — the inferences are labelled as inferences. I’d be glad to replace some of them with your account.

Sent10 September 2026, 12:56 p.m. Brian Westthe questions

Caroline,

Thank you again for the offer. The questions are ready:

[link withheld for now]

Twenty-eight of them, grouped by subject. Each one names the document that prompted it and links straight to that document, so your team can see exactly what I’m working from rather than take my word for it — the Project Plan, the committee’s minutes and recommendation, the certified Oklahoma filings, the county clerk’s land records, and IREN’s own SEC filings.

Fourteen are about water, split three ways: what comes in, what is in it, and where it goes. That third part is where the public record is silent, and it’s the section I’d most value an answer on.

The page isn’t linked from the site’s navigation. It’s published — anyone with the link can read it, and I’d rather say that plainly than imply otherwise — but it isn’t being promoted. It’s there for your team to work from.

Answer in whatever form suits: in writing, on a call, all at once, or one question at a time. Each answer will be published against the question it answers, with the date it was received. Where an answer settles something I’ve published as an inference, the inference comes down and the correction is noted — four of them are listed at the foot of the page, so you can see exactly what’s at stake in answering.

Nothing there is confidential, sought ahead of a market disclosure, or about anyone’s private affairs. If a question can’t be answered for a disclosure reason, saying so is itself an answer and I’ll publish it as one.

Received10 September 2026, 1:44 p.m. Caroline Russell, IREN

Brian,

Thank you for explaining your approach; we appreciate the transparency.

We’ll try to arrange a catch-up the next time members of our development team are in town. In the meantime, we’ll continue to send through additional project information as it becomes available, so you have access to the most recent and accurate information.

Thank you,

Caroline Russell · Community Engagement Manager · M: [a different number from the first message — see below] · E: caroline.russell@iren.com

Sent10 September 2026, 2:21 p.m. Brian West

Caroline,

Thank you — and thank you for taking the terms in good part.

Project information as it becomes available is genuinely welcome, and I’ll treat it the way I said I would: published in full, with the date it arrived, attributed to the company. If it corrects something I’ve got wrong, that’s the most useful thing you can send me.

On that — you mention having access to the most recent and accurate information, and I’d take that seriously rather than defensively. If anything on the site is inaccurate, tell me which and I’ll correct it. I’ve already published two corrections this week where I got something wrong, and I’d rather add a third than leave an error standing.

A catch-up when your team is next in town would be good, and I’m easy to reach. Can I suggest one thing alongside it, though: the questions don’t need anyone to be in town. They’re written to be answerable at a desk, in writing, in any order and at any pace — one at a time is completely fine, and partial answers are better than none. Several are matters of record I simply can’t resolve from outside the company, and where I can’t resolve them the site says so and shows my reasoning as an inference rather than a fact. I’d genuinely rather publish your answer.

[link withheld for now]

The fourteen on water are the ones I’d point your team to first — particularly what the cooling system is dosed with, and where the discharge goes. Those aren’t in the Project Plan or the committee’s minutes, and I’ve been unable to answer them from any public document.

No deadline from me. The only clock is the county’s: answers land differently before the Board takes the plan up again than after.

Thanks again for reaching out in the first place — it’s more than most companies do.

Sent22 September 2026 Brian West · six further questions

Caroline,

Thank you again for getting in touch earlier this month. The twenty-eight questions I published on 10 September are still open, and I know these things take time to route internally.

I am writing because the record has moved, and it seemed fairer to tell you than to let you find it. On 14 September the Town of Kiowa and its Public Works Authority answered an Open Records Act request with 111 pages, in full and free of charge. I have published all of it, split into the twenty-four documents it is made of: the production, document by document.

Six questions follow from it, and four of the water questions have been rewritten. Those four were written when the largest figure on the public record was the six million gallons a day asked of McAlester; the production shows earlier and larger figures given to another public body. Every addition is marked with the day it was added, so nothing has changed quietly:

[link withheld for now]

The new six ask about the draft water Letter of Intent of 15 June and the two amounts left blank in it; whether any will-serve letter or reserved capacity exists today; who pays for the $3.73 million of water and $2.16 million of sewer work the town’s engineer says the project requires; who drafted the open letter to the County Commissioners and whether any list of supporter names went back; what the company has given or paid in Pittsburg County, to whom and when; and who introduced IREN to the town.

The terms are the same ones I set out before. Anything you send is published in full, with the date it was received, whether or not it helps the case this site makes. I will not sign a non-disclosure agreement. A written answer is as welcome as a call, and an unanswered question stays on the page as unanswered.

I would still rather print your account than my own reading of the record. Happy to talk any of it through if that is easier than writing.

A note on the signature blocks. The mobile number in Ms Russell’s first message and the one in her second are different numbers. The first is an Oklahoma area code; the second is a north Texas one, the region of IREN’s Childress campus. Both are withheld here. This is recorded only because the number was withheld the first time and a reader would otherwise have no way of knowing there had been two — it is an observation about a signature block, not a finding about anybody, and the ordinary explanations are the likely ones: a second device, a company line replacing a personal one, or an updated template. No inference is drawn from it and none should be.

Nothing further has been asked of the company beyond the questions sent at 12:56 p.m. on 10 September. Answers will appear against the question they answer, with the date received.

05 / Sources

Sources

Numbered markers link here. Markers beginning with C point into the register on the Childress vs. Kiowa comparison. County documents are scanned images without a text layer; they were read page by page. Copies of the committee’s agendas and minutes, of the sixteen Corporation Commission filings that matter for Kiowa, and of the McAlester letters and minutes, are mirrored on this site in case the originals move, with the original linked beside each.

  1. [1]

    IREN Limited — Form 10-Q for the quarter ended 30 September 2025

    Filed 6 Nov 2025 · accession 0001878848-25-000081 · CIK 0001878848

    “Security deposits at September 30, 2025 and June 30, 2025, include deposits paid for expansion projects in British Columbia, Canada, Oklahoma, USA and West Texas, USA.” The first appearance of Oklahoma in any IREN filing, and the statement that the Oklahoma deposits were already held at 30 June 2025.

    sec.gov → iren-20250930.htm

  2. [2]

    IREN Limited — Form 10-K for the fiscal year ended 30 June 2025

    Filed 28 Aug 2025 · accession 0001878848-25-000063

    Searched in full for “Oklahoma” and “Kiowa”: no occurrences. The security deposits note gives totals only.

    sec.gov → iren-20250630.htm

  3. [3]

    IREN Limited — Form 10-Q for the quarter ended 31 December 2025

    Filed 5 Feb 2026 · accession 0001878848-26-000015

    “During the three months ended December 31, 2025, the Group acquired contractual rights to acquire land parcels and secured connection rights for electricity in Oklahoma … The total cost of the asset acquisition was $112.0 million.” Intangible assets table: connection rights $105,073 thousand, land purchase options $2,500 thousand. “As of December 31, 2025, the Group had secured contractual rights to procure land and 1,600MW of grid-connected power for a new data center site in Oklahoma.” The counterparty for the connection right is tagged as Public Service Company of Oklahoma.

    sec.gov → iren-20251231.htm

  4. [4]

    IREN Limited — “IREN Reports Q2 FY26 Results,” Exhibit 99.1 to Form 8-K

    5 Feb 2026 · accession 0001878848-26-000014

    “New 1.6GW data center campus in Oklahoma · Increases secured grid-connected power to >4.5GW · Grid-studies complete, with power scheduled to ramp from 2028 · Large scale site (2,000 acres) with low latency network connectivity.” The company’s first public statement of an Oklahoma project.

    sec.gov → a991irenreportsq2fy26res.htm

  5. [5]

    IREN Limited — Form 10-K for the fiscal year ended 30 June 2026

    Filed 27 Aug 2026 · accession 0001878848-26-000052

    “Kiowa, Oklahoma, United States 1,600MW” in the site table; “In Oklahoma, we have contracted for electric service from Public Service Company of Oklahoma (‘PSO’) under a large load rate schedule”; “The utility serving our Kiowa project has submitted a proposed rate for this rate class”; the $112.0 million acquisition “of which $105.1 million relates to the electricity connection rights” with a twelve-year term; the description of HB 2992’s 60-day notice to “adjoining landowners, county commissioners, and the Oklahoma Corporation Commission.”

    sec.gov → iren-20260630.htm

  6. [6]

    Delaware Division of Corporations and Oklahoma Secretary of State — Emerald ProjectCo Inc.

    Delaware file 10276559 · Oklahoma filing 2313901183 · certified copies issued 4 Sep 2026 and published on this site

    Incorporation 29 July 2025; good standing 2 December 2025; Certificate of Qualification 16 December 2025 with its officers, address, capital, assets and declared investment; Appointment of Registered Agent 30 July 2026.

    petition.mcalester.net/childress-kiowa → C24, C25

  7. [7]

    City of McAlester — City Council agenda packet, regular meeting of 12 August 2025

    Item authorizing negotiation of a raw water purchase agreement with Black Mountain Energy Storage · copy published by NonDoc, May 2026

    The 30 July 2025 letter from Black Mountain Energy Storage to the city proposing to purchase approximately six million gallons a day of raw water for a “proposed data center south of Kiowa” — the letter does not name IREN or any operator — and the council item acting on it. Signed for Black Mountain Energy Storage II, LLC; the city’s reply of the same packet speaks only of “your data center project” and “your project site in Kiowa.”

    nondoc.com → McAlester-City-Council-agenda-8-12-25.pdf

  8. [8]

    CitizenPortal — “McAlester council authorizes negotiations for 6,000,000-gpd raw water sale to Black Mountain Energy Storage”

    13 Aug 2025 · an AI-generated summary of the meeting video, cited for the names and the 6,000,000 gallons a day figure only

    Carolyn O’Brien of Black Mountain Energy presenting, whom the summary calls “Caroline”; City Manager Dave Hargrove stating any final agreement would return to the council; the facility described as an AI computing data center south of Kiowa, not cryptocurrency.

    citizenportal.ai → article 5566315

  9. [9]

    City of McAlester — City Council agenda, 10 February 2026

    CivicClerk public portal, event 1144

    The item on a raw water sale agreement with Black Mountain Energy Storage at $1 per 1,000 gallons, on which the council declined to authorize the mayor’s signature.

    agenda (copy) · mcalesterok.portal.civicclerk.com → event 1144

  10. [10]

    NonDoc — Derrick James, “Pittsburg County committee endorses deal tied to 2,000-acre, $50 billion data center site”

    14 May 2026

    “Of the proposed 2,000 acres, the company has purchased 340 acres so far for $19 million, according to property records”; “Committee members first met about the proposed project Dec. 8 after county commissioners voted to form the committee Nov. 10”; “The committee met five times before locals caught wind of the project”; the $40,000 legal fee reimbursed by IREN; the 30 July 2025 Black Mountain letter and the 12 August and 10 February council actions; the Project Plan copy dated 28 April 2026.

    nondoc.com → 14 May 2026

  11. [11]

    Pittsburg County Board of County Commissioners — agenda and minutes, regular meeting of 10 November 2025

    Agenda file-stamped 7 Nov 2025, 8:28 AM · minutes 51 pp.

    Item 9.K, “Resolution 26-121 to Appoint Representative and Alternate Representative to the Iren Data Center TID-TIF Committee”; the motion to postpone to 17 November.

    agenda (copy) · county original · minutes, county

  12. [12]

    Board of County Commissioners — minutes, 17 November 2025

    Unfinished business, item A · the copy here is pages 1–8 of the county’s 47-page file, the agenda and the minutes in full; the remainder is the claims and payroll register

    “Haynes stated that the names are needed by December 1st and explained the membership on the board. Haynes made a motion to postpo[ne] the item until December 1, 2025.”

    agenda & minutes (extract) · pittsburg.okcounties.org → 2025-11-17_5187.pdf

  13. [13]

    Board of County Commissioners — minutes, 24 November 2025

    Unfinished business, item A · the copy here is pages 1–9 of the county’s 80-page file, the agenda and the minutes in full; the remainder is the claims and payroll register

    The second postponement of Resolution 26-121 to 1 December.

    agenda & minutes (extract) · pittsburg.okcounties.org → 2025-11-24_5199.pdf

  14. [14]

    Board of County Commissioners — minutes, 1 December 2025

    Unfinished business, item A · the copy here is pages 1–10 of the county’s 25-page file, the agenda and the minutes in full; the remainder is the claims and payroll register

    “Sandra Crenshaw stated that the resolution is for members to the board and that alternates are not appointed in the statutes. Rogers read the resolution. Rogers made a motion to approve the resolution; seconded by Selman.” Passed 3–0.

    agenda & minutes (extract) · pittsburg.okcounties.org → 2025-12-01_5208.pdf

  15. [15]

    Board of County Commissioners — minutes, 15 December 2025

    Agenda items F and I · the copy here is pages 1–13 of the county’s 125-page file, the agenda and the minutes in full; the remainder is the claims and payroll register

    “Amended Resolution 26-121 to Appoint Members to the PCDC TID Review Committee” and “Resolution 26-138 to Appoint At-Large Members to the PCDC TID Review Committee,” both approved 3–0.

    agenda & minutes (extract) · pittsburg.okcounties.org → 2025-12-15_5231.pdf

  16. [16]

    PCDC Tax Incentive District (TID) Iren Review Committee — agenda and minutes, special meeting of 8 December 2025

    Agenda posted 4 Dec 2025, 1:25 PM · minutes 2 pp.

    Members present and absent; David Floyd by teleconference; the six IREN representatives; Horn’s statement that IREN “has continued to advance with the project”; Date’s description of the project; “Haynes asked about attorney fees. Horn stated that Iren would reimburse for the all expenses” [sic]; the “list of 7 recommended names” and the three at-large nominations.

    minutes (copy) · agenda (copy) · county original

  17. [17]

    PCDC TID Iren Review Committee — agenda and minutes, 17 December 2025

    Agenda file-stamped 15 Dec 2025 · minutes 3 pp.

    Floyd’s overview of the committee’s duties and the 25-year limit; “Project plan is in the beginning stages”; Date’s update quoted in the ledger, including “their first project outside of Texas,” the 2028 date, the megawatt and dollar figures, the closed-loop water loss and PSO; Gerald Byrd’s question about an information request and Floyd’s answer; the 27 January date.

    minutes (copy) · county original · agenda, county

  18. [18]

    PCDC TID Review Committee — notice and agenda, special meeting of 27 January 2026

    The county’s meetings page lists the agenda and no minutes for this date (checked 4 Sep 2026)

    That a meeting was noticed and that no minutes are posted.

    agenda (copy) · pittsburg.okcounties.org → meetings?search=review

  19. [19]

    PCDC TID Iren Review Committee — minutes, 3 February 2026

    Agenda posted 23 Jan 2026 · minutes 2 pp.

    Those present, including Brian Lott (MCAAP), Mitch Stevenson and Jonathan Gray (Tipton Capital), Evan Horn (“Ernest Young” [sic]), Marat Ahmad (“Emerald”); Floyd’s questions and the developer’s responses; “the land under option o[r] purchase”; the “$31,000,000,000.00” figure as written; the 85% request; the Childress tour request.

    minutes (copy) · county original

  20. [20]

    PCDC TID Iren Review Committee — agenda and minutes, 2 March 2026

    Agenda file-stamped 26 Feb 2026 · minutes 3 pp.

    “They have closed on the 1st property”; “the power secured with PSO for phase 1”; the draft Project Plan at 85%, the draft Economic Development Agreement, the Tax Incentive Agreement “not ready for review”; betterment payments “in January of 2027”; David Shaw, Giles Walsh and John Dorff present.

    minutes (copy) · county original

  21. [21]

    PCDC TID Iren Review Committee — agenda and minutes, 7 April 2026

    Agenda file-stamped 31 Mar 2026 · minutes 3 pp.

    Jonathan Wynn of PSO; “Candice Crutchfield asked if any NDA are in place. Wynn stated that PSO may have one”; the six million gallons to fill and 5 to 10% annual loss; residents’ questions; Lindsey Naush of the assessor’s office; the motion that “died due to lack of second.”

    minutes (copy) · county original

  22. [22]

    PCDC TID Iren Review Committee — agenda and minutes, final meeting of 21 April 2026

    Agenda file-stamped 16 Apr 2026 · minutes 4 pp., certified by the County Clerk as Secretary of the Committee

    Rural Water District 11 unrepresented; Date on Kiowa water and hauling; the Childress tour; Floyd’s description of the three documents and the 90-day clock for the taxing entities; the unanimous recommendation.

    minutes (copy) · county original · agenda, county

  23. [23]

    Board of County Commissioners — agenda, regular meeting of 18 May 2026

    Item 9.E

    “Take Action to Verbally Approve Notice to the public of two public hearings regarding the proposed Emerald ProjectCo Data Center Project Economic Development Project Plan and the adoption of Tax Incentive Districts in Pittsburg County, Oklahoma.”

    agenda (copy) · pittsburg.okcounties.org → bocc_5-18-26_5373.pdf

  24. [24]

    Board of County Commissioners — agendas, special meetings of 8 June and 22 June 2026

    Southeast Expo Center

    The hearing agendas: presentations by Senator Warren Hamilton, David Floyd and IREN on 8 June; the second hearing and the adoption item on 22 June.

    8 June agenda · 22 June agenda

  25. [25]

    McAlester News-Capital — “IREN lays out project plans for data center at first public hearing”

    9 Jun 2026

    Ross Selman presiding; Jonathan Wynn for PSO; David Floyd as the attorney hired to assist the county; IREN’s statement that it does not sign non-disclosure agreements with government bodies.

    mcalesternews.com → 9 Jun 2026

  26. [26]

    KTUL — “Pittsburg County delays decision on proposed data center tax increment district”

    22 Jun 2026

    “The commissioners voted to table the issue and send it back to the TID Board for renegotiations,” and IREN’s statement in response.

    ktul.com → 22 Jun 2026

  27. [27]

    Oklahoma Legislature — HB 2992, the Data Center Customer Ratepayer Protection Act of 2026, enrolled

    Signed 11 May 2026 · effective 1 Jul 2026 · 17 O.S. §§ 900–906

    The 75 MW threshold; separate large-load tariffs with a minimum ten-year term; the requirement that a developer notify adjoining landowners, county commissioners and the Corporation Commission within sixty days of acquiring land. The enrolled bill carries two commencement provisions that do not agree: Section 8 sets the act to take effect 1 July 2026, and Section 9 declares an emergency making it effective “from and after its passage and approval.” This page uses 1 July, the date Section 8 states and the date IREN’s own annual report gives. Nothing here turns on the difference: the Oklahoma land was acquired between October and December 2025, before either date.

    enrolled bill (copy) · oklegislature.gov → HB2992 ENR.PDF

  28. [28]

    Black Mountain Energy Storage — company website

    Austin, Texas · read 4 Sep 2026

    That the company is a utility-scale battery energy storage developer, and what it says about itself. The site does not mention IREN, McAlester or Kiowa.

    bmenergystorage.com

  29. [29]

    Pittsburg County — Board of County Commissioners agendas, May to November 2025 and January to July 2026, and minutes of September to December 2025

    46 agendas and 16 sets of minutes downloaded from the county’s meetings page and text-recognised, 4 Sep 2026

    That no agenda item engages Floyd & Driver, approves a fee, or accepts reimbursement from IREN; that no item mentions the project before 7 November 2025; that the executive sessions of 29 September, 14 October and 3 November 2025 were noticed under 25 O.S. § 307(B)(1) for personnel matters. Text recognition of scanned agendas can miss words; the author will correct this line if a reader finds an item it missed.

    pittsburg.okcounties.org → meetings, 2025 · 2026

  30. [30]

    Oklahoma Corporation Commission — case PUD 2025-000075, Application of Public Service Company of Oklahoma for an adjustment in its rates and charges

    836 filings read through the Commission’s imaged-documents search on 4 Sep 2026 · Notice of Intent, entry 1, 17 Nov 2025 · Data Center Coalition motion to intervene, entry 83, 26 Mar 2026

    The case number and its shape: the rate case that carries the large-load tariff; the dates of the notice of intent and the application; the coalition’s intervention on behalf of unnamed members “including an existing customer of PSO.” The eleven filings below are mirrored on this site.

    public.occ.ok.gov → Imaged Case Documents, case 2025-000075, docket type PUD

  31. [31]

    PSO — Direct Testimony of Alex E. Vaughan, entry 28

    Filed 2 Jan 2026 · 29 pp.

    “PSO has over 5,000 MW of potential new loads greater than 75 MW in its Oklahoma service territory, on top of the 1,900 MW with signed contracts. These loads are largely data centers, so called, ‘hyper-scalers’”; the 4,100 MW system peak; “a single 75 MW customer is equivalent to approximately 45,000 residential customers”; “Material load ramp for executed CESs begins in 2028”; the signed loads’ projected $693 million of annual revenue against the residential class’s $845 million; the proposed 10-year term, five-year notice and collateral.

    testimony (copy) · Commission original

  32. [32]

    PSO — Rebuttal Testimony of Alex E. Vaughan with proposed Rate Schedule LLP, Large Load Power, entry 501

    Filed 29 May 2026 · 38 pp. · Exhibit AEV-2R is the schedule

    PSO’s own terms for customers of 75 MW and above: 10-year contract term, 60 months’ notice, exit fee, collateral of 24 times the monthly minimum bill, minimum billing demand; the table of each party’s position.

    testimony (copy) · Commission original

  33. [33]

    Joint Stipulation and Settlement Agreement on the large-load tariff, entry 777

    Filed 26 Jun 2026 by the Attorney General, Google LLC, the Public Utility Division and the Petroleum Alliance of Oklahoma · 15 pp. · concurred in by the Data Center Coalition 6 Jul 2026

    Sections 1 to 9: the 75 MW threshold; the three service options; HB 2992 compliance and true-up; up-front funding of direct-connect facilities and network upgrades; Option 1 10-year term, no collateral, exit at any time; Option 3 15-year term with five-year ramp, 80% billing demand floor, 48 months’ collateral, exit after 60 months with a present-value exit fee; applicability to contracts executed on or after 1 July 2026.

    stipulation (copy) · Commission original

  34. [34]

    Attorney General — Large Load Settlement Testimony of Frank J. Beling, entry 783, and Notice of Withdrawal, entry 812

    Testimony filed 26 Jun 2026, 20 pp. · withdrawal from the stipulation filed 2 Jul 2026

    The Attorney General’s support for the stipulation as filed, and his withdrawal from it six days later, recorded in the judge’s report as “originally a signor … but later withdrew.”

    testimony (copy) · Commission original · withdrawal, Commission

  35. [35]

    Oklahoma Gas & Electric — Brief of Amicus Curiae in opposition to the non-unanimous settlement agreement on large loads, entry 822

    Filed 9 Jul 2026 · 28 pp.

    The other utility’s argument that the self-supply option is retail wheeling and off-site bypass that HB 2992 does not authorise, and its request that the Commission approve PSO’s framework instead.

    brief (copy) · Commission original

  36. [36]

    Report and Recommendation of the Administrative Law Judge, entry 872, parts 1 and 3

    Filed 21 Aug 2026 · part 1, 38 pp.; part 3, the procedural history, 18 pp.; part 2 (291 pp. of attachments) is at the Commission

    The recommendation that the large-load stipulation be “adopted by the Commission and placed in a public tariff”; the summary of its terms at pages 9 to 12; the finding that it is not wheeling; the settled revenue deficiency of $447.1 million gross and $72.7 million net, a 5% total bill change and $2.45 on the average residential bill.

    part 1 (copy) · part 3 (copy) · part 1, Commission · part 2

  37. [37]

    Exceptions to the Report of the Administrative Law Judge, entries 878, 882 and 885

    Filed 1 Sep 2026 · Oklahoma Industrial Energy Consumers, the United States Department of Defense and Walmart (878, 28 pp.) · Public Utility Division, Attorney General and AARP (882, 19 pp.) · Data Center Coalition (885, 7 pp.)

    The industrial consumers’ argument that the stipulation’s 75 MW applicability exceeds HB 2992’s definition of a large-load customer; the coalition’s request for 24 months’ collateral and tenant guarantors; the consumer advocates’ exceptions on cost allocation.

    878 (copy) · 882 (copy) · 885 (copy)

  38. [38]

    Notice of Hearing on exceptions before the Commission en banc, entry 881

    Filed 1 Sep 2026 · hearing 1 Oct 2026, 10:00 a.m., Concourse Theater C50, Will Rogers Memorial Office Building, Oklahoma City · motions for oral argument, entries 879, 884 and 895

    The date, time and place of the Commission’s hearing on the judge’s report.

    notice (copy) · Commission original

  39. [39]

    Oklahoma Corporation Commission — case PUD 2025-000064, Application of PSO for an order preapproving the acquisition and cost recovery of generation facilities

    Application, entry 1, filed 12 Sep 2025 · 6 pp. · 302 filings in the case read 4 Sep 2026

    The November 2023 all-source request for proposals; “In November 2024, PSO contacted the IE to solicit input on conducting a bid refresh … PSO proceeded to conduct the bid refresh in December 2024”; the eight resources and Table 1 (Tenaska Kiamichi 150 MW CPA, Caddo, Weatherford and King Plains wind, Jupiter storage at Northeastern, Rock Falls and Dover, and the 450 MW NE 5&6 self-build at $540 million; $1,255 million in all); the capacity shortfalls of 10 MW in 2027, 470 MW in 2028 and 1,766 MW in 2029.

    application (copy) · Commission original

  40. [40]

    Report and Recommendation of the Administrative Law Judge, entry 265, and the Public Utility Division’s exceptions, entry 277

    Report filed 6 Apr 2026, 224 pp. · exceptions filed 13 Apr 2026, 6 pp.

    PSO counts 50% of a load with a signed letter of agreement and 80% of one with a signed contract; staff witness Mossburg’s testimony that the need is driven by eleven customers, that a data center costs about $12 million per MW, and that the AI build-out may be a bubble; staff witness Purvis’s recommendation of a large-load tariff or Commission-approved special contracts; the judge’s finding that the need is “predominantly based upon large load customers whose projects could potentially fail to come to fruition,” her recommendations to approve the wind contracts and the Kiamichi purchase and to deny the three battery purchases and NE 5&6, and her call for large-load customers to “pay their fair share.”

    report (copy) · staff exceptions (copy) · report, Commission

  41. [41]

    Final Order No. 757495 with the dissenting statement of Commissioner Brian Bingman

    Issued 11 May 2026, 30 pp. · the Commission’s own copy is an image without a text layer; the copy here is the certified copy attached to the amended petition in error filed 10 Jul 2026, entry 351

    The summary of decision: need found; wind contracts preapproved with recovery through the fuel clause; the Kiamichi capacity purchase preapproved; the three battery projects preapproved subject to zoning, with recovery through the Energy Security Rider; NE 5&6 conditionally preapproved with construction work in progress recovered under 17 O.S. § 286(C)(6), “although the Commission does not endorse CWIP cost recovery as a policy matter”; the dissent’s figures of $715 million for 217 MW.

    order and dissent (copy) · Commission original, image

  42. [42]

    Oklahoma Supreme Court — appeals from Order 757495

    CU 124090: petition in error of Tom Gann, 22 May 2026, amended 10 Jul 2026; cross-petitions of OIEC and AARP, 29 May 2026, and of OG&E, 9 Jun 2026 · CU 124150: petition of Doug Werhane, dismissed 20 Aug 2026, mandate issued 24 Aug 2026

    That the preapproval order is under appeal, who appealed, and that one appeal has been dismissed. The appeal that remains raises notice, the participation of Commissioner Hiett, and the constitutionality of the CWIP statute.

    mandate (copy) · amended petition, Commission · OIEC and AARP cross-petition, Commission

  43. [43]

    City of McAlester — City Council minutes, special meeting of 30 January 2024 and regular meetings of 13 and 27 February 2024

    From the city’s agendas-and-minutes archive · scanned, text-recognised for this page · copies mirrored here

    Three executive sessions noticed under 25 O.S. § 307(C)(11), the economic-development exemption; the 13 February cancellation on Councilman Roden’s statement that the matter “needed to be discussed in open session”; “Only that matter was discussed, no action was taken.” The subject is not recorded.

    30 Jan 2024 (copy) · 13 Feb 2024 (copy) · 27 Feb 2024 (copy) · cityofmcalester.com → City Council agendas and minutes

  44. [44]

    City of McAlester — City Council agenda packet and minutes, regular meeting of 12 August 2025

    Packet, 143 pp.; the two letters are at pages 112 and 113 and are mirrored as a two-page extract · minutes, 13 pp.

    The 30 July 2025 letter from Carolyn O’Brien, Black Mountain Energy Storage II, LLC, to Assistant City Manager Kenneth J. Wimer Jr.: “Our tract is located south of Kiowa off of Highway 69 and is proposed data center … requesting 6 Million Gallons a Day … Per our meeting on July 29, 2025”; City Manager Andren’s letter of intent; the minutes recording that Ms O’Brien “had been working with Pittsburg County, KEDDO, the Town of Kiowa and the City of McAlester to establish a data center,” that Director Wimer “had been involved from the beginning of discussion,” the question about “the other development in Atoka,” and the unanimous vote.

    the two letters (copy) · minutes (copy) · full packet, city

  45. [45]

    Town of Kiowa — Town Board and Public Works Authority agendas and minutes, September 2025 to March 2026

    The town’s site posts nothing earlier · 30 documents read 4 Sep 2026

    That no agenda item or minute entry of the Town Board or the Public Works Authority mentions the project, IREN, a data center, a water supply request or Rural Water District 11 in the posted record, although the developer told the county’s committee on 21 April 2026 it had “spoken to the City of Kiowa.” The town’s closed sessions in the period were noticed as personnel matters.

    kiowaoklahoma.com → Meetings & Agendas

  46. [46]

    Pittsburg County — Board of County Commissioners, Economic Development Authority and Water Authority agendas, January 2024 to November 2025

    181 agendas downloaded from the county’s meetings page and text-recognised 4 Sep 2026, sideways scans re-read with automatic orientation

    That no item mentions the project, IREN, a data center, a tax increment district or Floyd & Driver before 7 November 2025; that every executive session in the period was noticed for personnel matters under § 307(B)(1) or for litigation under § 307(B)(4), the latter being the city’s suit against the county (CV-2024-1) and the opioid settlements; that the Economic Development Authority’s agendas carry only claims. The one item on a data-center power project before then is the Atoka Energy Park commitment of 14 July 2025, a separate proposal from a different developer.48 Text recognition of scanned agendas can miss words; the author will correct this line if a reader finds an item it missed.

    pittsburg.okcounties.org → meetings, 2024 · 2025

  47. [47]

    City of McAlester — City Council agenda packet (amended) and minutes, regular meeting of 25 March 2025

    Packet, 233 pp.; the agenda report, the Collective Commitment and the developer’s project profile are at pages 163–191 and are mirrored as a 29-page extract · minutes, 8 pp.

    The agenda report (“requires only demographical information … no city funding”); the “Collective Commitment from Surrounding Counties to Support the Atoka Energy Park Project” naming Atoka, Bryan, Pittsburg, Johnston, Pontotoc, Pushmataha, Choctaw, Coal and McCurtain counties, its profit-sharing condition and its pledge to co-sign a Master Utility Service Agreement; the project profile “by JRE Strategies & Prismecs USA”: a 972 MW behind-the-meter gas plant expanding to 2 GW, phase 1 in 2027, “not subject to OCC regulation,” “Broken Arrow and other municipal co-sponsors are invited”; the minutes recording Mayor Cathey’s and Mr Hardy’s presentations, the $4 billion figure, the councillors’ questions and the vote.

    packet extract, pp. 163–191 (copy) · minutes (copy) · full packet, city · minutes, city

  48. [48]

    Pittsburg County — Board of County Commissioners minutes, regular meeting of 14 July 2025

    150 pp. with attachments, scanned; the agenda, the minutes through item 9.B and the signed commitment at pages 59–63 are mirrored as a 12-page extract, text-recognised for this page

    Agenda item 9.B, “Collective Commitment Agreement from Surrounding Counties to Support the Atoka Energy Park Project”; the minute “Selman explained the project. Rogers made a motion to approve the agreement; seconded by Selman,” carried with Rogers, Selman and Haynes voting aye; the commitment’s signature page signed “Charlie Rogers, Commissioner, Pittsburg County” and dated July 14, 2025.

    extract (copy) · pittsburg.okcounties.org → 2025-07-14_5073.pdf, county original

  49. [49]

    Kiamichi Economic Development District of Oklahoma (KEDDO) — Executive Committee membership and posted agendas, January 2025 to July 2026

    Read 4 Sep 2026 · the District replaces the text of old agenda pages with each new meeting, so earlier agendas are no longer on its site

    That Commissioner Ross Selman holds Pittsburg County’s seat on the Executive Committee; that the agendas posted for 15 January, 16 July, 28 August, 18 September and 4 December 2025 and 21 January, 8 April and 15 July 2026 carry grant, aging-services, budget, audit and banking business and no item on a data center, Kiowa, Atoka or IREN.

    keddo.org → KEDDO Executive Committee · keddo.org → Meeting Notices

  50. [50]

    Pittsburg County Clerk — land records index, and Atoka County Clerk

    The index read 8 Sep 2026 via okcountyrecords.com · 24 instruments naming Emerald ProjectCo Inc., and 20 naming Black Mountain Energy · the documents themselves, produced by the County Clerk in two orders — 23 instruments, 99 pages, 11 Sep 2026, and 15 instruments, 107 pages, 14 Sep 2026

    Recording date, instrument number, book and page, grantor, grantee and legal description for every instrument cited above, and — since 11 September — the documents themselves. The certified copies name Chicago Title Oklahoma as the party submitting eleven of the twenty-three instruments for recording, and the Black Mountain index shows two oil and gas leases granted by the Commissioners of the Land Office over Sections 34 and 35 on 16 April 2026, instruments 2026-003321 and 2026-003322. The index is the clerk’s own record; the copies are published in full on the records page.

    okcountyrecords.com → Emerald ProjectCo Inc.

  51. [51]

    IREN Limited — correspondence with the author

    Caroline Russell, community engagement manager, 10 September 2026, and the author’s reply of the same day · held by the author

    That IREN approached this site, unprompted, offering to connect the author with its development team; and the terms on which that was accepted. Both messages are reproduced in full in the correspondence section above — a corporate outreach about a public matter, from a named officer writing in her professional capacity, is quoted rather than summarised, because a summary is where a reader loses the ability to judge for themselves. A mobile number in the signature block is the only redaction. This is correspondence, not a filed document: it is the author’s own mailbox, and it is offered on that footing. Every message either way from here is added to that section on the day it is sent or received.

  52. [52]

    Board of County Commissioners — notice, agenda and minutes, regular meeting of 17 August 2026

    Agenda file-stamped by the County Clerk 14 Aug 2026 · the county posts this as a 114-page scan with attachments and no text layer; it was read by optical character recognition and every quotation above was then checked against the page image · the copy here is the three agenda pages and the first four pages of minutes, which carry item 10.B, the motion and the roll

    Agenda item 10.B in full; County Clerk Hope Trammell’s explanation that “they will be independently reviewing the documentation for the project”; Selman’s motion, Haynes’s second, and the vote — AYE Ross Selman, Mike Haynes, Charlie Rogers; NAY none. That this is the only action on the project in the county’s posted minutes after 22 June rests on a full-text read of all 240 minutes documents the county has posted for 24 March 2025 to 8 September 2026 — 93 sets of Commissioners’ minutes, all five of the TID Review Committee’s, and those of seven other county boards, about 2.2 million words. The county’s own site search matches filenames only, so it cannot find any of this. The register runs back further than the period read, and nothing here is a claim about minutes before 24 March 2025.

    agenda and minutes (copy, 7 pp.) · county original, 114 pp. · the county’s minutes register

  53. [53]

    Hammons Hamby & Price, PLLC — letter of engagement to the Board of County Commissioners, 11 August 2026

    Four pages, bound into the 17 August minutes as an attachment at pp. 34–37 · Muskogee, Oklahoma

    “RE: Representation of County”; the client clause naming “the Board of County Commissioners of Pittsburg County, Oklahoma”; the scope clause; the rate “John Tyler Hammons $300.00/hour”, the quarter-hour minimum increment and monthly billing; the informed-consent clause disclosing the firm’s standing role as City Attorney for McAlester; and the execution “this 17th day of August, 2026” over Chairman Ross Selman’s signature, attested by the County Clerk and stamped “Approved by the Office of the District Attorney.” Signed for the firm by John Tyler Hammons as President; the firm’s own site lists him as a partner working in business law, estate planning and government. The letter is addressed to the Board but its salutation reads “Dear Mr. Smith” — an unedited template line, noted only because the county executed the document as drawn.

    letter of engagement (copy) · county original, pp. 34–37 · hhplawok.com → our team

  54. [54]

    Town of Kiowa and Kiowa Public Works Authority — Open Records Act production, 14 September 2026

    111 pages, produced in full and free of charge in answer to the request of 8 September · split here into the 24 documents it is made of, each served whole and unaltered

    The 2025 Black Mountain water thread and the 2026 IREN correspondence quoted in the rows above; the engineer’s answers and cost estimates; the draft letter of intent, the bulk-water draft, the support-letter request and the partnership proposal; the contracts behind Rural Water District No. 11’s supply; the Kiowa Public Works Authority minutes of 27 February 2025; and the town’s statement that no other Town Board or Authority agenda, packet, minute entry or recording mentioning the project was located.

    Open Records Act production response · Email communications, readable prints · Responsive Outlook messages: index and items 1 to 6 · Black Mountain Energy Storage: Kiowa Water Line Access Request · Text message screenshots · Attachments and exhibits: section cover · Map: Lake McAlester to Pittsburg, Pittsburg County · Kiowa Public Works Authority minutes, regular monthly meeting · Map: plat sheet · Contract for the sale and purchase of water, Kiowa Public Works Authority and Rural Water District No. 11 · Contract for the sale and purchase of water: signature and approval page · District Court of Pittsburg County: Rural Water District No. 11 pleading and certificate of service · Settlement Agreement and Mutual Release · Settlement Agreement and Mutual Release: second copy · Recorded instrument: district territory description · Petition for annexation to the rural water district, before the Board of County Commissioners · Map: territory attached to the annexation petition (sheet 1) · Map: territory attached to the annexation petition (sheet 2) · Letter of Intent (Water Supply), draft · Bulk Water Purchase and Infrastructure Contribution Agreement, exploratory draft · Community Impact and Infrastructure Partnership Proposal · Open Letter in Support of the IREN Kiowa Project · Opinion of Probable Construction Cost: 2026 Estimate of Needs for Water Treatment System to Increase Capacity · Opinion of Probable Construction Cost: 2026 Estimate of Needs for Sewer Treatment System to Increase Capacity

  55. [55]

    Kiamichi Technology Centers — Open Records Act production, 18 September 2026

    307 pages in seventeen files, produced free of charge in answer to the request of 8 September · printouts from the executive assistant’s mailbox and the review committee’s own notices · split here into the 31 documents it is made of, each served whole and unaltered

    The committee’s membership and the six names put forward for its three at-large seats; the county’s counsel reporting a call with “the IREN group” and attaching “the most recent markup of the Project Plan that they sent me this morning”, then circulating his revisions “incorporating the IREN teams suggestions”; four dated versions of the Project Plan, one carrying the developer’s tracked comments; the draft Economic Development Agreement headed to IREN Limited and the draft Tax Incentive Agreement; a member of the public’s redline urging the committee to rescind its votes; the room booked at Kiamichi Tech for twenty to thirty of the developer’s people on the afternoon of the first public hearing; and counsel’s note of 25 August 2026 that amendments are with the Commissioners and that, the amendments being “minor”, “we don’t have to go back through the public hearing process”. The earliest document, of 14 August 2025, names a different company.

    Summary — Kiowa feasibility study meeting · Project PCDC meeting — consideration of the formation of a TID review committee · TIF review committee meeting — at-large nominees · TID review committee — notice and agenda of special meeting · TID review committee — agenda and minutes, 17 December 2025 · Committee correspondence, January 2026 · TID review committee — meeting notices, January and February 2026 · TID review committee — agenda and minutes, 2 March 2026 · Draft documents for the committee · Economic Development Agreement — IREN Limited data center project (draft) · Emerald ProjectCo data center project — economic development project plan (draft) · Local Development Act tax incentive agreement (draft) · Committee draft documents for review — apology for absence · Pitt Co TIF (Emerald ProjectCo) update — the developer's markup · Project plan as attached, 8 April 2026 (first copy) · Project plan as attached, 8 April 2026 (second copy) · Project plan circulated to the committee · Project plan, 20 April 2026, carrying the developer's comments · Project plan, 20 April 2026 (second copy) · TID review committee — agenda and minutes, 21 April 2026 · Project plan circulated to the committee · Project plan, 29 April 2026 (first copy) · Project plan, 29 April 2026 (second copy) · IREN meeting, 6 May · Data center public hearings — the two dates · Meeting space — a room for twenty to thirty · IREN meeting, 8 June · IREN Emerald project — a second redline, and a request to rescind · Project plan, redlined and annotated by hand · Pittsburg County TID — IREN: amendments, and no further hearing · Project Emerald update — a request to meet the board

  56. [56]

    Kiamichi Economic Development District of Oklahoma (KEDDO) — Open Records Act production, 25 September 2026

    70 pages by post, released on payment of a $37.50 invoice in answer to the request of 8 September · Outlook printouts from two mailboxes, the executive director’s and the projects director’s, running from 21 May 2025 to 19 November 2025 · split here into the 26 documents it is made of, each served whole and unaltered

    Ernst & Young’s first approach, of 21 May 2025, asking about “an enhanced provision for data centers under tax increment/incentive districts property tax abatement considerations” — the earliest document anywhere in this record on the IREN side, and the abatement is its opening subject; the meeting of 22 July 2025 in the county commissioners’ own conference room, with the sign-in sheet Skimbo transcribed; “Both are Data Centers”, to the Board’s office, in August 2025; Black Mountain’s own agenda for 14 August 2025 carrying “TIF District”, and Cloud HQ writing to the county and the town in its own name the morning after; IREN’s engineer at Burns & McDonnell asking for the Kiowa and McAlester water contacts; Ernst & Young asking whether Atoka falls in the district’s territory; Ernst & Young proposing “November 12-14th, with the 12th being the ideal date” for “the initial statutory Review Committee meeting(s)”; the district’s briefings to Rep. Grego, Sen. Hamilton and the County Clerk, with its own acreage, power and cooling figures for both projects; and the district, not the county, finding the review committee’s members in November 2025. KEDDO produced with no redactions and no cover letter; nothing has been covered here either, and the register says so.

    Ernst & Young's first approach — and the abatement in the opening sentence · "Prospective Date Center - Pittsburg County" — the first meeting, hosted by EY · Project PCDC Introduction and Feasibility Meeting — the county commissioners' own conference room · "Thank you all for attending yesterday's meeting" — the sign-in sheet, transcribed · The sign-in transcription, corrected · The invitation as sent, and the handwritten sign-in sheet · KEDDO asks IREN where the site is, and hands over the Kiowa water operator · "Both are Data Centers" — the county is told there are two · The traffic study, the water line in ODOT right-of-way, and Commissioner Haynes attending · Project PCDC Introduction and Feasibility Meeting, Kiowa · Black Mountain's own agenda for 14 August 2025 — "TIF District" · Who was in the room on 14 August 2025 — Black Mountain and Cloud HQ, named · Cloud HQ: "a great day yesterday and a pleasure to meet everyone" · IREN's engineer asks for the Kiowa and McAlester water contacts · "Does Atoka fall within KEDDO's territory?" · Ernst & Young proposes the dates for the statutory review committee meeting · Ernst & Young follows up: "Were you able to see if those dates work" · The same follow-up, printed a second time · KEDDO briefs the legislature — Rep. Grego and Sen. Hamilton · Project PCDC Meeting — Consideration of the Formation of TID Review Committee · KEDDO briefs the County Clerk, the day after the committee meeting · The House replies — and both projects are "contingent on the successful completion of TID's" · The County Clerk asks that her contact address be corrected · KEDDO supplies the county with the committee's appointees · The library system is recruited — "I look forward to serving on the committee" · The county's acknowledgement

  57. [57]

    Southeast Oklahoma Library System — Open Records Act production, 2 October 2026

    A shared folder of 186 files, 67 of them distinct, produced free of charge fourteen days after the request of 18 September · the executive director’s email, searched once per group of search terms; the committee handouts he kept, scanned without a text layer and read here against the page images; and four Board of Trustees packets, March to September 2026 · published as the 70 documents below, every file byte for byte as received

    The developer’s answers to county counsel’s questionnaire and its data center supplement, and IREN’s 25-year property tax estimate; the first Project Plan and Economic Development Agreement drafts; the Word files of four later drafts, whose properties, tracked changes and comments show who wrote what (listed below, read from the files); counsel’s email of 8 April headed “CONFIDENTIAL ATTORNEY WORK PRODUCT”; the Health Department’s and the library system’s requests to the developer in June, and counsel’s first mention of a “minor amendment”; the naming-rights list sent to IREN in September; the library director’s reports to his trustees; and the September scheduling, agenda, summary and handouts. Nothing is redacted, by the library system’s choice; the email marked as attorney work product was released with no exemption claimed. Nothing has been covered here either. There was no cover letter; the folder names, which record the search terms run, are kept in the manifest.

    Who wrote the Word files, from their own properties. Tax Incentive Agreement, Draft V2 — the Word file as sent: created by Floyd & Driver, PLLC Administration, last saved by David Floyd. Project Plan, Draft V6 — the Word file as sent: created by David Floyd, last saved by David Floyd; 2 comments. Economic Development Agreement, Draft V2 — the Word file as sent: created by Jeff Sabin, last saved by David Floyd. Project Plan, Draft V7 "(4.02.26) IREN Comments" — the developer's markup, as a Word file: created by Marat Ahmad, last saved by Jason Date; tracked changes Jason Date (75 inserted, 175 deleted), Brannen, Bucky (151 inserted, 47 deleted), Marat Ahmad (3 inserted, 2 deleted), evan.horn@ey.com (1 inserted, 0 deleted); 14 comments. Project Plan, Draft V8 (clean) — the Word file as sent: created by Marat Ahmad, last saved by David Floyd; 7 comments. Project Plan, Draft V8 (redline) — the Word file as sent: created by Marat Ahmad, last saved by David Floyd; tracked changes David Floyd (416 inserted, 259 deleted), Brannen, Bucky (66 inserted, 12 deleted), Jason Date (34 inserted, 8 deleted); 9 comments. Project Plan, Draft V8 (redline) — as attached to the 8 April email: created by Marat Ahmad, last saved by David Floyd; tracked changes David Floyd (416 inserted, 259 deleted), Brannen, Bucky (66 inserted, 12 deleted), Jason Date (34 inserted, 8 deleted); 9 comments. Project Plan, Draft V9 (clean) — the plan the committee recommended, as a Word file: created by Marat Ahmad, last saved by David Floyd; 3 comments. "Summary of Changes in Amended Project Plan" — the Word file, authored at Ernst & Young: created by Evan Horn, last saved by Evan Horn, company “EY”.

    "Project PCDC in Pittsburg County TIF" — KEDDO briefs the library director, and he accepts the seat · Six names for three at-large seats, and a seventh still sought · "TID Review Committee" — the requirements as circulated · The agenda for 8 December, and the committee requirements · TID review committee — notice and agenda, 8 December 2025 · TID review committee — minutes, 17 December 2025 (meeting copy) · TID review committee — notices for 27 January and 3 February 2026 · "Tid meeting" — moved to 3 February because "the Iren team and committee attorney will not be able to make it" · IREN's answers to Floyd & Driver's tax increment financing/abatement district formation questionnaire · TID review committee — minutes, 3 February 2026, with IREN's 25-year property tax estimate · Project Plan — the first draft handed to the committee · TID review committee — notices for 2 March and 3 February 2026 · IREN's answers to the questionnaire's data center supplement — power, water, roads, valuation, decommissioning · The agenda for 2 March · Economic Development Agreement — the first draft, Phase 1 · TID review committee — notice and agenda, 2 March 2026 · SEOLS Board of Trustees packet, 24 March 2026 · Tax Incentive Agreement, Draft V2 — the Word file as sent · Project Plan, Draft V6 — the Word file as sent · Economic Development Agreement, Draft V2 — the Word file as sent · "Pittsburg Co TIF Review Committee Draft Documents for Review" — and the meeting moved again for IREN · Project Plan, Draft V7 "(4.02.26) IREN Comments" — the developer's markup, as a Word file · "Pitt Co TIF (Emerald ProjectCo) Update" — IREN's markup, then counsel's revisions sent to IREN the morning of the meeting · The same thread, printed again for the "evan horn" search · TID review committee — notice and agenda, 7 April 2026 · Project Plan, Draft V8 (clean) — the Word file as sent · Project Plan, Draft V8 (redline) — the Word file as sent · Project Plan, Draft V8 (redline) — as attached to the 8 April email · "CONFIDENTIAL ATTORNEY WORK PRODUCT" — counsel on IREN's floor and its 60% depreciation · Project Plan, Draft V9 (clean) — the plan the committee recommended, as a Word file · Project Plan, Draft V9 (redline) · "Pittsburg Co TIF Updated Project Plan Draft" — counsel's six key changes, the night before the vote · The same email, printed again for the "Emerald" search · The same email, printed again for the "Floyd or Driver" search · "Public Hearings & new email address" — 11 and 22 June first proposed · "Data Center Public Hearings" — 8 and 22 June · SEOLS Board of Trustees packet, 19 May 2026 · "Mary Kimberly Library Reading Walk" — and the $60,000 asked of IREN through the TID documents · "Pittsburg County Health Department TIF Requests" · "Economic Development plan requests" — the Health Department asks IREN to fund five positions · "Request for Kiowa Public Library" — closed loop, $60,000 and $200,000, and the first "minor amendment" · Project plan, redlined and annotated by a resident · "IREN Emerald Project" — a resident's redline, and the Board office's reply · SEOLS Board of Trustees packet, 21 July 2026 · "Kiowa Data Center TID Update" — the library director asks counsel what is happening · Photograph attached: the McAlester library before the remodel · "McAlester Public Library Available Naming Rights" — the list sent to IREN · "McAlester Public Library Follow Up" — naming rights offered to IREN, and the TID ask repeated · SEOLS Board of Trustees packet, 15 September 2026 · "Tid board meeting" — 24 September, then 29 or 30 · Letter 08, as the library system received it · SEOLS Open Records Policy · "Open Records request: form and custodian, before I file" — this request, as the library system holds it · "TID board meeting" — 30 September, and agenda language from "David and John" · The same thread, printed again for the "Floyd or Driver" search · Questions for the Review Committee — the paper as the committee received it · "Questions for Tuesday's meeting" — this site's questions, and the correction to Wednesday · "September 30, 2026 agenda" · The same email, printed again for the "Floyd or Driver" search · "Summary of Changes in Amended Project Plan" — the Word file, authored at Ernst & Young · The same email, printed again · The same thread, printed 2 October, with a further acknowledgement · "Summary" — the Clerk sends "a summary of the proposed changes to the project plan from Emerald" · The same email, printed again for the "Floyd or Driver" search · "Demand for Action at Tomorrow's (Sept. 30) 1:00 p.m. Review Committee Meeting" — Ron Durbin's letter · TID review committee — minutes of 21 April 2026, certified "in lieu of approval" · 30 September 2026 — the agenda, as handed out · 30 September 2026 — the summary of the "minor amendment", as handed out · "Formal Cease-and-Desist Notice and Demand for Statutory Compliance" — an impacted neighbouring landowner · TID review committee — notice and agenda, 30 September 2026

Basis of preparation

Compiled from documents published by Pittsburg County and the City of McAlester, from IREN Limited’s filings with the United States Securities and Exchange Commission and its own published materials, from the public corporate registries of Delaware and Oklahoma, and from local reporting cited by outlet and date. The author holds no non-public information concerning IREN Limited, Emerald ProjectCo Inc., Black Mountain Energy Storage, Public Service Company of Oklahoma, the county or the city, and has relied on none.

Named individuals and entities

Nothing on this page alleges, or is intended to imply, wrongdoing by any person, company or public body. Individuals are named as the county’s own minutes name them, in the capacities the minutes give. A gap in a posted record is a gap in a posted record; it is not a finding about anyone.

Corrections

9 September 2026. Until this morning the ledger entry for 30 July 2025, and the short version above it, said that Black Mountain Energy Storage asked the City of McAlester for six million gallons of raw water a day to cool “the proposed IREN data center” — in quotation marks. The letter does not say that. It is headed “Raw Water Request to serve proposed data center south of Kiowa” and names no operator, parent or affiliate anywhere; the city’s reply in the same packet speaks only of “your data center project” and “your project site in Kiowa.” Nothing dated 30 July 2025 states that IREN was involved. That identification was the author’s inference from what later became known, and presenting it as the letter’s own words was an error.

The link is real, but it is later and it is documentary. The letter is signed for Black Mountain Energy Storage II, LLC, and on 21 and 27 October 2025 that company assigned its land south of Kiowa to Emerald ProjectCo Inc. in five instruments recorded with the Pittsburg County Clerk — 2025-009031, 2025-009032, 2025-009035 and 2025-009036 in Book 2801, and 2025-009164 in Book 2802. Those instruments, not the July letter, are what tie Black Mountain to the IREN project. Every passage has been rewritten to quote the letter accurately and to keep the inference plainly separate from it.

22 September 2026. Until this afternoon this page said the Town of Kiowa’s production showed that no Town Board or Public Works Authority agenda, packet, minute entry or recording mentioning the project was located, and that the earliest approach to any public body about water for it was an email of 12 March 2025. Both were wrong, and the document that disproves them was inside the production this site had already published. The Authority’s minutes of 27 February 2025, produced as an attachment, record Ryan Brennan of Black Mountain at the regular monthly meeting, under public discussion, asking about tapping a six-inch water line off old Highway 69: “The water is to be used as a cooling system for their data centers.” The town’s response says no other such record was located, and the author read past the word. A row for 27 February 2025 has been added, the 12 March row no longer claims to be the first, and source [54] now says what the town’s statement actually covers. The error ran for four days and was the author’s alone.

25 September 2026. Until today the ledger entry for 14 August 2025 ended “No public document since has named Cloud HQ,” and the connection map called that company “named as the prospect, 14 Aug 2025 — once, and only here.” KEDDO’s production, received this morning, names it repeatedly. Four Cloud HQ employees — Andrew Tupper, Chris Warnke, Brett Burnette and Bella Warwick — are on the invitation and the attendee list for the meeting held at Kiowa on 14 August 2025, alongside Commissioner Haynes, the mayor and the school superintendent, and Tupper writes to the county and the town in his own name the next morning. The claim was true of the records this site held when it was written and false of the record as it now stands; both passages have been corrected and the new documents are cited at [56].

An error of fact reported to the address in the publication statement is corrected here, with the date and what changed.

Not advice

Nothing here is investment, legal, tax or financial advice; it is not a recommendation, and it is not an offer or solicitation in respect of any security.

Share the timeline

The dated record, with every source. Send it to someone who thinks this began in June.

How these connect

filed document reported inference
As of the whole record Show 61 of 61 strings

IREN Limited

NASDAQ IREN · Sydney

Emerald ProjectCo Inc.

Delaware, 29 Jul 2025 · file 10276559

IE US Holdings Inc.

IREN's US subsidiaries, Exhibit 21.1

Black Mountain Energy Storage II, LLC

Austin, Texas

Will Roberts

IREN co-CEO · President, Emerald ProjectCo

Daniel Roberts

IREN co-CEO

Jason Date

IREN development · signed as Emerald's Secretary

Carolyn O'Brien

Director of Permitting, Black Mountain

Board of County Commissioners

Rogers · Haynes · Selman

PCDC TID Review Committee

eight members · chaired by Haynes

City of McAlester

and the Public Works Authority

Town of Kiowa

and the Kiowa Public Works Authority

Rural Water District No. 11

Pittsburg County

Chicago Title Oklahoma

closing agent · 210 Park Ave, Oklahoma City

Commissioners of the Land Office

Oklahoma's school land trust

KEDDO

Kiamichi Economic Development District

Public Service Company of Oklahoma

1,600 MW connection · large-load tariff

Floyd & Driver PLLC

county counsel on the plan

Tipton Capital

Stevenson · Gray

Ernst & Young

Gerald Byrd · Evan Horn · Credits & Incentives

ISB Group

John Dorff

Hammons Hamby & Price PLLC

Muskogee · John Tyler Hammons

The ground

Secs 25–27 and 33–35, T3N R13E

Landowners

eight conveyances · Weaver, Battles, Drake and others

The legislature

Rep. Jim Grego · Sen. Warren Hamilton

The taxing entities

Kiowa Schools · Kiamichi Tech · library · health

Cloud HQ

four of its people at Kiowa, 14 Aug 2025

Choose a card or a string. Every string names the document behind it, and says whether that document is filed, reported or an inference of mine.

The board needs a wider screen. The same connections, in full:

IREN Limited

  • Filed documentEmerald ProjectCo Inc. — principal place of business is IREN's Childress campus (2025-12-16) [6]
  • Filed documentWill Roberts — co-founder and co-chief executive [5]
  • Filed documentDaniel Roberts — co-founder and co-chief executive [5]
  • Filed documentPublic Service Company of Oklahoma — 1,600 MW connection right — $105.1m of $112.0m (2025-12-31) [3]
  • Filed documentIE US Holdings Inc. — US subsidiaries in Exhibit 21.1 [5]
  • Filed documentPCDC TID Review Committee — six IREN representatives at the first meeting (2025-12-08) [16]
  • ReportedTown of Kiowa — draft water LOI, then a support letter and a request for names (2026-06-15) [54]
  • ReportedTown of Kiowa — asks a partnership for the costs a town of 800 would carry (2026-06-26) [54]
  • ReportedFloyd & Driver PLLC — $40,000 of county legal fees reimbursed by the developer (2026-05-18) [10]
  • InferenceEmerald ProjectCo Inc. — parent and subsidiary — no record read names the shareholder, and Exhibit 21.1 does not list it [6]
  • InferenceJason Date — the Jason Date who posts as IREN's associate director of development is taken to be the one who signed (2025-07-20) [50]
  • Filed documentFloyd & Driver PLLC — sends county counsel its markup of the Project Plan; five days later he circulates revisions "incorporating the IREN teams suggestions" (2026-04-03) [55]
  • Filed documentThe taxing entities — books a room at Kiamichi Tech for twenty to thirty of its people on the afternoon of the first public hearing (2026-06-08) [55]
  • Filed documentBoard of County Commissioners — two of its people sign in beside two of the three commissioners, four and a half months before the project reaches a county agenda (2025-07-22) [56]
  • Filed documentCity of McAlester — its engineer at Burns & McDonnell asks Jason Date for the contacts "you've met with at Kiowa's and McAlester's water" departments; KEDDO supplies both the next day (2025-08-21) [56]
  • Filed documentFloyd & Driver PLLC — answers counsel's questionnaire: financing requested "Reimbursement"; 2025 taxes on the parcels $5,831; 85% in its own 25-year tax estimate; "Outreach to the assessor has been conducted" (2026-02-02) [57]
  • Filed documentPublic Service Company of Oklahoma — "Load 1: 600MW, secured via executed ESA"; "Load 2: 1,000MW, secured via executed LOA" — the developer's own account to county counsel (2026-02-02) [57]
  • Filed documentFloyd & Driver PLLC — abatement must not "require 'formal action' by the County Commissioners" (Ahmad); counsel: "some formal action is required" (2026-04-02) [57]
  • Filed documentFloyd & Driver PLLC — sends his revised plan to Date, Ahmad and Ernst & Young's Horn on the morning of the committee meeting (2026-04-07) [57]
  • Filed documentThe taxing entities — the Health Department asks IREN to fund five posts ($6,771,000 over 25 years); the library system asks $60,000 and $200,000, then sends naming rights from $250,000 (2026-06-29) [57]

Emerald ProjectCo Inc.

  • Filed documentBlack Mountain Energy Storage II, LLC — assigns the land — five instruments, Books 2801 and 2802 (2025-10-21) [50]
  • Filed documentLandowners — deeds and option exercises, Dec 2025 to Aug 2026 (2025-12-29) [50]
  • Filed documentThe ground — holds the ground the districts cover (2025-12-29) [50]
  • Filed documentWill Roberts — signs the Oklahoma qualification as President (2025-12-16) [6]
  • Filed documentJason Date — signs the same filing as Secretary (2025-12-16) [6]
  • Filed documentIREN Limited — principal place of business is IREN's Childress campus (2025-12-16) [6]
  • Filed documentBoard of County Commissioners — tables the two districts, sends the plan back (2026-06-22) [24]
  • InferenceIREN Limited — parent and subsidiary — no record read names the shareholder, and Exhibit 21.1 does not list it [6]

IE US Holdings Inc.

  • Filed documentIREN Limited — US subsidiaries in Exhibit 21.1 [5]

Black Mountain Energy Storage II, LLC

  • Filed documentEmerald ProjectCo Inc. — assigns the land — five instruments, Books 2801 and 2802 (2025-10-21) [50]
  • Filed documentThe ground — assembled the tracts first (2025-10-21) [50]
  • Filed documentCommissioners of the Land Office — leases oil and gas under Sections 34 and 35 — 2026-003321 and -003322 (2026-04-16) [50]
  • Filed documentCity of McAlester — asks for six million gallons a day for a 'proposed data center south of Kiowa' (2025-07-30) [7]
  • Filed documentCarolyn O'Brien — signs that request for the company (2025-07-30) [7]
  • Filed documentCity of McAlester — letter of intent; council authorises negotiation (2025-08-12) [8]
  • ReportedTown of Kiowa — asks Kiowa for water for a 'proposed data center' — 0.6–1.8 MGD, then 9.1 MGD at the top (2025-03-12) [54]
  • ReportedTown of Kiowa — cannot give a will-serve letter, only an estimate of usage (2025-07-16) [54]
  • Filed documentKEDDO — 'working with Pittsburg County, KEDDO, the Town of Kiowa and the City of McAlester' (2025-08-12) [44]
  • Filed documentCloud HQ — "working with Black Mountain Energy to drill and supply the water" — a KTC staff summary of a meeting, and the only document anywhere to name this company (2025-08-14) [55]
  • Filed documentBoard of County Commissioners — its own meeting agenda, copied to the Board's office, carries "Water Supply & Partnership Agreement Discussion" and "TIF District" (2025-08-14) [56]

Will Roberts

  • Filed documentEmerald ProjectCo Inc. — signs the Oklahoma qualification as President (2025-12-16) [6]
  • Filed documentIREN Limited — co-founder and co-chief executive [5]

Daniel Roberts

  • Filed documentIREN Limited — co-founder and co-chief executive [5]

Jason Date

  • Filed documentEmerald ProjectCo Inc. — signs the same filing as Secretary (2025-12-16) [6]
  • ReportedTown of Kiowa — texts the town on Commissioner Haynes's introduction; the gathering and the water ask follow (2026-03-11) [54]
  • InferenceIREN Limited — the Jason Date who posts as IREN's associate director of development is taken to be the one who signed (2025-07-20) [50]

Carolyn O'Brien

  • Filed documentBlack Mountain Energy Storage II, LLC — signs that request for the company (2025-07-30) [7]

Board of County Commissioners

  • Filed documentPCDC TID Review Committee — Resolution 26-121 forms and names it (2025-11-10) [11]
  • Filed documentPCDC TID Review Committee — recommends the plan, and makes the 'but-for' finding (2026-04-21) [22]
  • Filed documentEmerald ProjectCo Inc. — tables the two districts, sends the plan back (2026-06-22) [24]
  • Filed documentHammons Hamby & Price PLLC — engaged to represent the county on the IREN project — approved 3–0 (2026-08-17) [52]
  • ReportedFloyd & Driver PLLC — county counsel on the plan and the agreements (2026-05-18) [10]
  • Filed documentErnst & Young — the same approach to a county address, asking "potential Local support in this regard for a project of this scope" — five months before the county's first public word (2025-06-02) [56]
  • Filed documentKEDDO — convenes the introductory meeting in the county commissioners' own conference room; Rogers and Haynes sign the sheet (2025-07-22) [56]
  • Filed documentIREN Limited — two of its people sign in beside two of the three commissioners, four and a half months before the project reaches a county agenda (2025-07-22) [56]
  • Filed documentCloud HQ — four of its people on the Kiowa attendee list with Commissioner Haynes; Andrew Tupper writes to the county and the town in his own name (2025-08-14) [56]
  • Filed documentBlack Mountain Energy Storage II, LLC — its own meeting agenda, copied to the Board's office, carries "Water Supply & Partnership Agreement Discussion" and "TIF District" (2025-08-14) [56]

PCDC TID Review Committee

  • Filed documentBoard of County Commissioners — Resolution 26-121 forms and names it (2025-11-10) [11]
  • Filed documentIREN Limited — six IREN representatives at the first meeting (2025-12-08) [16]
  • Filed documentBoard of County Commissioners — recommends the plan, and makes the 'but-for' finding (2026-04-21) [22]
  • Filed documentThe taxing entities — the entities whose revenue the plan forgoes (2026-04-21) [22]
  • Filed documentPublic Service Company of Oklahoma — attends; on an NDA, 'PSO may have one' (2026-04-07) [21]
  • Filed documentTipton Capital — adviser in the room (2026-02-03) [19]
  • Filed documentErnst & Young — adviser in the room (2026-02-03) [19]
  • Filed documentISB Group — adviser in the room (2026-03-02) [20]
  • Filed documentKEDDO — convenes the meeting that forms the committee, and circulates the notice to IREN, Ernst & Young, AEP/PSO and thirty more (2025-11-06) [55]
  • Filed documentFloyd & Driver PLLC — amendments are with the Commissioners and, being "minor", "we don't have to go back through the public hearing process" (2026-08-25) [55]
  • Filed documentErnst & Young — proposes "November 12-14th, with the 12th being the ideal date" for "the initial statutory Review Committee meeting(s)"; the meeting KEDDO noticed was for 12 November (2025-10-22) [56]
  • Filed documentFloyd & Driver PLLC — closed loop "may show up as a minor amendment to the Project Plan" — eight days after the tabling (2026-06-30) [57]
  • Filed documentHammons Hamby & Price PLLC — asked with Floyd to draft the agenda language for the committee's 30 September meeting (2026-09-22) [57]
  • Filed documentErnst & Young — Evan Horn's file is the summary of the "minor amendment" the Clerk sends members: "no further formal action is required on behalf of the County Commissioners" (2026-09-29) [57]

City of McAlester

  • Filed documentBlack Mountain Energy Storage II, LLC — asks for six million gallons a day for a 'proposed data center south of Kiowa' (2025-07-30) [7]
  • Filed documentBlack Mountain Energy Storage II, LLC — letter of intent; council authorises negotiation (2025-08-12) [8]
  • Filed documentHammons Hamby & Price PLLC — already City Attorney for McAlester; the county waived the conflict (2026-08-17) [53]
  • Filed documentIREN Limited — its engineer at Burns & McDonnell asks Jason Date for the contacts "you've met with at Kiowa's and McAlester's water" departments; KEDDO supplies both the next day (2025-08-21) [56]

Town of Kiowa

  • Filed documentRural Water District No. 11 — water sale contract and the volume cap (2026-02-03) [45]
  • ReportedBlack Mountain Energy Storage II, LLC — asks Kiowa for water for a 'proposed data center' — 0.6–1.8 MGD, then 9.1 MGD at the top (2025-03-12) [54]
  • ReportedBlack Mountain Energy Storage II, LLC — cannot give a will-serve letter, only an estimate of usage (2025-07-16) [54]
  • ReportedJason Date — texts the town on Commissioner Haynes's introduction; the gathering and the water ask follow (2026-03-11) [54]
  • ReportedIREN Limited — draft water LOI, then a support letter and a request for names (2026-06-15) [54]
  • ReportedIREN Limited — asks a partnership for the costs a town of 800 would carry (2026-06-26) [54]

Rural Water District No. 11

  • Filed documentTown of Kiowa — water sale contract and the volume cap (2026-02-03) [45]

Chicago Title Oklahoma

  • Filed documentThe ground — submitted 11 of the 23 recorded instruments for recording (2025-10-21) [50]

Commissioners of the Land Office

  • Filed documentBlack Mountain Energy Storage II, LLC — leases oil and gas under Sections 34 and 35 — 2026-003321 and -003322 (2026-04-16) [50]

KEDDO

  • Filed documentBlack Mountain Energy Storage II, LLC — 'working with Pittsburg County, KEDDO, the Town of Kiowa and the City of McAlester' (2025-08-12) [44]
  • Filed documentPCDC TID Review Committee — convenes the meeting that forms the committee, and circulates the notice to IREN, Ernst & Young, AEP/PSO and thirty more (2025-11-06) [55]
  • Filed documentErnst & Young — the first approach, and the abatement is its subject: "an enhanced provision for data centers under tax increment/incentive districts property tax abatement considerations" (2025-05-21) [56]
  • Filed documentBoard of County Commissioners — convenes the introductory meeting in the county commissioners' own conference room; Rogers and Haynes sign the sheet (2025-07-22) [56]
  • Filed documentThe legislature — briefs Rep. Grego and Sen. Hamilton a week before the county's first public word: "both projects are contingent on the successful completion of TID's" (2025-10-31) [56]
  • Filed documentThe taxing entities — supplies the county with the technology centre's and the library system's appointees, and recruits the library director himself (2025-11-18) [56]

Public Service Company of Oklahoma

  • Filed documentIREN Limited — 1,600 MW connection right — $105.1m of $112.0m (2025-12-31) [3]
  • Filed documentPCDC TID Review Committee — attends; on an NDA, 'PSO may have one' (2026-04-07) [21]
  • Filed documentIREN Limited — "Load 1: 600MW, secured via executed ESA"; "Load 2: 1,000MW, secured via executed LOA" — the developer's own account to county counsel (2026-02-02) [57]

Floyd & Driver PLLC

  • ReportedBoard of County Commissioners — county counsel on the plan and the agreements (2026-05-18) [10]
  • ReportedIREN Limited — $40,000 of county legal fees reimbursed by the developer (2026-05-18) [10]
  • Filed documentIREN Limited — sends county counsel its markup of the Project Plan; five days later he circulates revisions "incorporating the IREN teams suggestions" (2026-04-03) [55]
  • Filed documentPCDC TID Review Committee — amendments are with the Commissioners and, being "minor", "we don't have to go back through the public hearing process" (2026-08-25) [55]
  • Filed documentIREN Limited — answers counsel's questionnaire: financing requested "Reimbursement"; 2025 taxes on the parcels $5,831; 85% in its own 25-year tax estimate; "Outreach to the assessor has been conducted" (2026-02-02) [57]
  • Filed documentIREN Limited — abatement must not "require 'formal action' by the County Commissioners" (Ahmad); counsel: "some formal action is required" (2026-04-02) [57]
  • Filed documentIREN Limited — sends his revised plan to Date, Ahmad and Ernst & Young's Horn on the morning of the committee meeting (2026-04-07) [57]
  • Filed documentPCDC TID Review Committee — closed loop "may show up as a minor amendment to the Project Plan" — eight days after the tabling (2026-06-30) [57]

Tipton Capital

  • Filed documentPCDC TID Review Committee — adviser in the room (2026-02-03) [19]

Ernst & Young

  • Filed documentPCDC TID Review Committee — adviser in the room (2026-02-03) [19]
  • Filed documentKEDDO — the first approach, and the abatement is its subject: "an enhanced provision for data centers under tax increment/incentive districts property tax abatement considerations" (2025-05-21) [56]
  • Filed documentBoard of County Commissioners — the same approach to a county address, asking "potential Local support in this regard for a project of this scope" — five months before the county's first public word (2025-06-02) [56]
  • Filed documentPCDC TID Review Committee — proposes "November 12-14th, with the 12th being the ideal date" for "the initial statutory Review Committee meeting(s)"; the meeting KEDDO noticed was for 12 November (2025-10-22) [56]
  • Filed documentPCDC TID Review Committee — Evan Horn's file is the summary of the "minor amendment" the Clerk sends members: "no further formal action is required on behalf of the County Commissioners" (2026-09-29) [57]

ISB Group

  • Filed documentPCDC TID Review Committee — adviser in the room (2026-03-02) [20]

Hammons Hamby & Price PLLC

  • Filed documentBoard of County Commissioners — engaged to represent the county on the IREN project — approved 3–0 (2026-08-17) [52]
  • Filed documentCity of McAlester — already City Attorney for McAlester; the county waived the conflict (2026-08-17) [53]
  • Filed documentPCDC TID Review Committee — asked with Floyd to draft the agenda language for the committee's 30 September meeting (2026-09-22) [57]

The ground

  • Filed documentBlack Mountain Energy Storage II, LLC — assembled the tracts first (2025-10-21) [50]
  • Filed documentChicago Title Oklahoma — submitted 11 of the 23 recorded instruments for recording (2025-10-21) [50]
  • Filed documentEmerald ProjectCo Inc. — holds the ground the districts cover (2025-12-29) [50]

Landowners

  • Filed documentEmerald ProjectCo Inc. — deeds and option exercises, Dec 2025 to Aug 2026 (2025-12-29) [50]

The legislature

  • Filed documentKEDDO — briefs Rep. Grego and Sen. Hamilton a week before the county's first public word: "both projects are contingent on the successful completion of TID's" (2025-10-31) [56]

The taxing entities

  • Filed documentPCDC TID Review Committee — the entities whose revenue the plan forgoes (2026-04-21) [22]
  • Filed documentIREN Limited — books a room at Kiamichi Tech for twenty to thirty of its people on the afternoon of the first public hearing (2026-06-08) [55]
  • Filed documentKEDDO — supplies the county with the technology centre's and the library system's appointees, and recruits the library director himself (2025-11-18) [56]
  • Filed documentIREN Limited — the Health Department asks IREN to fund five posts ($6,771,000 over 25 years); the library system asks $60,000 and $200,000, then sends naming rights from $250,000 (2026-06-29) [57]

Cloud HQ

  • Filed documentBlack Mountain Energy Storage II, LLC — "working with Black Mountain Energy to drill and supply the water" — a KTC staff summary of a meeting, and the only document anywhere to name this company (2025-08-14) [55]
  • Filed documentBoard of County Commissioners — four of its people on the Kiowa attendee list with Commissioner Haynes; Andrew Tupper writes to the county and the town in his own name (2025-08-14) [56]

The one-page version

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