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August 7, 2026

MJL Morning Briefing — Fri, Aug 7

MJL Morning Briefing
From Matt Leonard · Friday, August 7, 2026
TOP STORY
⚡PJM accepts 715 projects, 201.4 GW into first reformed interconnection cycle — PA leads with 39.8 GW
PJM announced Aug. 3 that it accepted 715 generation projects totaling 201.4 GW of nameplate capacity into the first cycle of its reformed interconnection process, with Pennsylvania leading all states at 39.8 GW; natural gas leads by capacity (147 projects, 99.8 GW) and storage by count (314 projects, 60.0 GW).
PJM Inside Lines
Energy Industry
⚡PA PUC lets utility self-serve data center load returning to default service without 180-day notice
The Pennsylvania PUC granted interim approval for a utility to serve data center customers dropping back to default service using PJM spot purchases, waiving the standard 180-day notice requirement that normally governs default-service supply changes.
EnergyChoiceMatters
PA electricity prices seen rising through 2030 as PJM strains under data center demand
The Morning Call reports Pennsylvania electricity prices will keep climbing through 2030 as PJM works to meet AI data center load growth; PJM's own snapshot at 8:08 a.m. showed 106,593 MW of current load against a 141,704 MW forecast peak for today.
Morning Call via PA Environment Digest
Virginia Gov. Spanberger to intervene in NextEra–Dominion merger
Virginia Gov. Abigail Spanberger will intervene in NextEra Energy's proposed merger with Dominion Energy, injecting a sitting governor directly into a multistate utility combination review.
Bloomberg via Utility Dive
National Politics
Senate stacks pre-recess Friday votes on Russia sanctions, CR and a doomed budget resolution
Majority Leader John Thune teed up votes beginning 11:30 a.m. Friday on the Russia sanctions package now named for the late Sen. Lindsey Graham, a bloc of 74 nominees and a Dec. 11 continuing resolution, plus a motion to proceed to a budget resolution expected to fail.
Punchbowl News
Murkowski comes out against Blanche, leaving Cassidy the deciding vote on AG
Sen. Lisa Murkowski (R-Alaska) said at 6:01 a.m. Friday she will vote no on acting Attorney General Todd Blanche's nomination, leaving Sen. Bill Cassidy (R-La.) as the deciding vote with Democrats and Sen. Susan Collins already opposed and Sen. Mitch McConnell absent.
Politico Playbook
Trump declines to back Thune for another term as Senate GOP leader
In a Roosevelt Room interview, President Trump would not say whether Thune should be reelected leader — "John's trying. He's trying hard... But if he doesn't get there, it would be unfortunate" — and said GOP voters are "very angry" with congressional Republicans heading into the midterms.
Punchbowl News
Clean-energy PAC helps take out Rep. Andy Ogles in Tennessee primary
Rep. Andy Ogles (R-Tenn.) lost his primary 53.2%–46.8% to former state Agriculture Commissioner Charlie Hatcher after the Invest in Tomorrow Coalition PAC, backed by clean energy donors, spent $2 million against him in retaliation for his opposition to clean-energy incentives.
Punchbowl News / Politico
Former Interior staffers allege mismanagement under Secretary Burgum
Former Interior Department officials told Politico that Secretary Doug Burgum's leadership team has driven senior departures and operated in secrecy, alleging document shredding and disappearing Signal messages; Interior called the account "anonymous and false attacks."
Politico Playbook
PA & NJ Politics
PA utility and major parties settle on default service, purchase-of-receivables terms
A settlement filed in Pennsylvania would exclude retail plans priced above default service rates from purchase-of-receivables programs, return shopping customers to default service at contract end absent an active renewal, and require quarterly affirmative consent for variable-rate plans.
EnergyChoiceMatters
PA General Assembly -- Floor & Committee (yesterday)
PUC Public Meeting
A Pennsylvania utility commission hearing addressing procedural matters, cost allocation for a large-load interconnection project, reliability concerns related to vegetation management, and broader utility issues such as power outages and water quality. Key points: The Commissioners debated whether to dismiss a formal complaint against PECO Energy Company with or without prejudice, considering the complainant’s failure to appear and potential for rescheduling.; A speaker argued that a missed hearing should not allow reopening unless the failure was unavoidable and non-prejudicial, citing...
PA General Assembly
On the Floor — Next Session
HB 1667 — An Act amending the act of March 4, 1971 (P.L.6, No.2), known as the Tax Reform Code of 1971, in sales and use tax, further providing for exclusions from tax; in corporate net income tax, further providing for…
House · Bill On Concurrence (keywords: data center, data centers)
PA General Assembly
SB 1345 — An Act amending the act of July 31, 1968 (P.L.805, No.247), known as the Pennsylvania Municipalities Planning Code, in zoning, providing for optional temporary moratorium on acceptance or consideration of new…
Senate · Third Consideration (keywords: data center, data centers)
PA General Assembly
Pittsburgh Sports
Pirates drop finale 5-2 in Milwaukee, close a 2-6 road trip
The Brewers beat the Pirates 5-2 on Thursday behind Dustin May's six-inning Milwaukee debut (2 ER, 3 H, 5 K); Jackson Chourio homered off starter Braxton Ashcraft in the first and Brandon Lowe's leadoff shot in the fourth was Pittsburgh's only damage.
MLB.com
Penguins sign Ville Koivunen to eight-year, $32M extension
GM Kyle Dubas announced Thursday that the Penguins re-signed restricted free agent forward Ville Koivunen to an eight-year deal at a $4 million AAV through 2033-34, a long-term bet on a 23-year-old with 14 points in 47 career NHL games.
Penguins / NHL.com
Steelers lose first-round OT Iheanachor to injury in longest camp practice yet
Rookie first-round offensive tackle Max Iheanachor left Thursday's two-and-a-half-hour practice with an upper-body injury and CB Brandin Echols hurt an ankle, while Joey Porter Jr., Donte Kent and Jalen Ramsey remain on the PUP list.
Steelers Depot
Market Snapshot
PJM West Hub (RT)$32.66/MWh -47.5%
PJM AEP-Dayton (RT)$32.18/MWh -45.9%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.81/MMBtu +8.5%
WTI Crude$76.69/bbl -0.8%
As of Aug 7, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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