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July 10, 2026

MJL Morning Briefing — Fri, Jul 10

MJL Morning Briefing
From Matt Leonard · Friday, July 10, 2026
TOP STORY
Bipartisan housing bill set to become law at midnight without Trump's signature
The 21st Century ROAD to Housing Act — the first major federal effort to expand housing supply in more than 30 years — becomes law late Friday without President Trump's signature, after he dismissed it as 'of minor importance' and Speaker Mike Johnson sent it to his desk June 29 to start the 10-day clock.
NYT / Punchbowl News / Politico Playbook
National Politics
Thune launches four-week Senate confirmation blitz before the August recess
Senate Majority Leader John Thune opens a summer push to confirm Trump nominees, with hearings next week for DNI pick Jay Clayton, acting AG Todd Blanche, Labor's Keith Sonderling and CDC's Erica Schwartz; FISA Section 702 stays dark until acting DNI Bill Pulte is removed.
Punchbowl News
Trump fires remaining Election Assistance Commission members, freezing the agency
President Trump ousted the last two Democratic commissioners and let the Republican resign, leaving the federal Election Assistance Commission — which funds and supports state election administration — unable to act months ahead of the midterms.
Votebeat / Politico Playbook
PA & NJ Politics
Signs point to a Pennsylvania budget deal by early next week
Ten days past the June 30 deadline, negotiators signaled progress: the GOP-controlled Senate scheduled Friday committee meetings and a Saturday voting session, while the Democratic-majority House set a Saturday appropriations meeting and a full session Sunday at noon.
PoliticsPA / CapitolWire
Two Pennsylvanians could hold the top House Budget Committee posts
Rep. Brendan Boyle (D-02) is the panel's ranking member, and Rep. Lloyd Smucker (R-11) is in the mix to become the next top Republican — putting Pennsylvania in position to control both leadership spots on the House Budget Committee.
PoliticsPA
State Sen. Rothman's family firm took a fee on a $30M data-center land sale
Sen. Greg Rothman (co-op: Adams), a career real-estate agent and state GOP chair, said he was not involved in the June 2025 sale of Cumberland County land for a controversial data-center project, but confirmed his family firm RSR Realtors received a real-estate fee on the deal.
Spotlight PA
Fetterman and McCormick campaigns form a joint fundraising committee
Pennsylvania's U.S. Sens. John Fetterman (D) and Dave McCormick (R), on opposite sides of the aisle, have teamed their campaigns up to create a joint fundraising committee — an unusual cross-party pairing.
PoliticsPA
What Moved Yesterday — Your Watchlist
HB 1239 — An Act amending Title 68 (Real and Personal Property) of the Pennsylvania Consolidated Statutes, in general provisions relating to condominiums, further providing for definitions; in management of the condominium…
Referred to URBAN AFFAIRS AND HOUSING, July 9, 2026 [MONITOR]
PA General Assembly In app →
What Moved Yesterday — Keyword Matches
HB 2512 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in transportation network service, further providing for rates and forms of compensation.
Referred to CONSUMER PROTECTION AND PROFESSIONAL LICENSURE, July 9, 2026 (keyword: public utilities)
PA General Assembly In app →
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
HB 2017 — An Act amending the act of July 10, 1984 (P.L.688, No.147), known as the Radiation Protection Act, in general provisions, further providing for definitions; and, in fees, providing for small modular reactor and…
Senate · Third Consideration (watchlist)
PA General Assembly
Energy Industry
⚡FERC's LaCerte calls PJM's status quo 'untenable,' teeing up a July 23 governance review
FERC Commissioner David LaCerte said July 9 in Philadelphia that PJM's status quo is 'really untenable' and its stakeholder process has ground into gridlock, ahead of a July 23 FERC technical conference on fast-path reforms; PJM's real-time RTO price sat near $33.95/MWh (Western Hub $33.72) against 108.8 GW load Friday morning.
Utility Dive
Illinois regulators approve a ComEd virtual power plant under the state's clean-energy law
Illinois regulators approved a Commonwealth Edison virtual power plant program under the state's new clean-energy law, an approach mirrored in Pennsylvania's pending HB 2264, which would authorize a VPP program in the commonwealth.
Utility Dive
DOE closes a loan of up to $3.26B for AEP Texas
The U.S. Department of Energy closed a loan of up to $3.26 billion to AEP Texas, the transmission-and-distribution utility, one of several federal energy-financing moves reported this week alongside Duke trimming a rate-hike request under regulator pushback.
Utility Dive
Pittsburgh Sports
Braves 10, Pirates 5: Yastrzemski grand slam sinks Pittsburgh
Mike Yastrzemski's game-sealing grand slam in the ninth and Matt Olson's first-inning home run carried Atlanta past the Pirates 10-5 on Thursday, dropping Pittsburgh to 47-47 as it opens a weekend home series against Milwaukee.
ESPN
Market Snapshot
PJM West Hub (RT)$33.72/MWh -36.2%
PJM AEP-Dayton (RT)$32.68/MWh -35.6%
PJM Capacity 27/28$333.44/MW-day
Henry Hub$3.29/MMBtu -1.5%
WTI Crude$71.96/bbl -0.2%
As of Jul 10, 9:01 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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