MJL Morning Briefing | | From Matt Leonard · Friday, July 24, 2026 | TOP STORY Data centers accounted for $6.3 billion — 38% — of the $16.4 billion in charges from PJM's latest capacity auction, and $29.4 billion across the last four auctions, market monitor Joseph Bowring said, urging that data-center load be pulled into a separate auction. Utility Dive | Energy Industry Pennsylvania's Office of Consumer Advocate, joined by Delaware, Illinois, Maryland and Ohio advocates, told FERC on July 17 that its 'show cause' order to PJM and five other grid operators fails to fix how data-center-driven transmission upgrade costs get allocated to existing customers. Utility Dive GE Vernova's gas-turbine backlog hits 116 GW GE Vernova's natural-gas turbine order backlog has swelled to about 116 GW with multiyear delivery delays, a supply-chain squeeze on new gas capacity as PJM real-time demand ran near 89.6 GW Friday morning. Utility Dive Trump to unveil 'American nuclear innovation' plan Friday President Trump is scheduled to announce new steps on American nuclear innovation at the White House at 3 p.m. Friday, Punchbowl News reported; details were not disclosed ahead of the event. Punchbowl News | PA & NJ Politics ⚡Shapiro drafted data-center 'accountability' standards with Amazon's input, records show Top Shapiro administration aides drafted the governor's promised data-center accountability framework with input from Amazon and the data-center lobby, sharing early drafts with company officials before releasing them publicly, the Philadelphia Inquirer reported. Philadelphia Inquirer PA House passes felony-murder sentencing reform, but Legislature will miss court deadline The PA House narrowly passed a bill revising the state's felony-murder sentencing law hours before a court-imposed Friday deadline, but it differs from the Senate's June version, so the Legislature will miss the state Supreme Court's deadline; roughly 1,100 incarcerated people could be affected. Tribune-Review Shapiro joins two-dozen-state suit over Trump grant conditions Gov. Josh Shapiro joined more than two dozen states suing the Trump administration over election- and immigration-related conditions attached to billions in federal grant money owed to the states, the Penn Capital-Star reported. Penn Capital-Star PA insurers seek double-digit 2027 ACA rate hikes Pennsylvania health insurers are requesting double-digit percentage premium increases on the state's Affordable Care Act exchange for 2027 as enhanced federal subsidies expire, PennLive reported. PennLive | PA General Assembly -- Floor & Committee (yesterday) Floor session PA General Assembly | On the Floor — Next Session House · Bill On Concurrence (keywords: data center, data centers) PA General Assembly Senate · Third Consideration (keywords: data center, data centers) PA General Assembly | National Politics Trump replaces expired tariffs with new levies on 80+ countries As the administration's 10% global tariffs expired at midnight, Trump imposed new roughly 10%-to-12.5% levies on goods from more than 80 countries — a workaround after the Supreme Court struck the original regime — adding to economic strain alongside the Iran war. Politico Playbook Iran war escalation rattles oil and markets U.S. forces struck Iranian targets for a 13th straight night and Iran-backed Houthis attacked two Saudi tankers in the Red Sea, sending oil prices sharply higher Thursday and pushing stocks lower, the New York Times reported. The New York Times Senate opens two-week sprint on nominations and sanctions The Senate returns for a pre-recess sprint centered on Cabinet nominations — a Monday procedural vote on DNI pick Jay Clayton and a Thursday Judiciary vote on AG nominee Todd Blanche — plus a Russia-Iran sanctions package, a possible stopgap funding bill and FISA Section 702 reauthorization. Punchbowl News | Pittsburgh Sports The Pirates were blanked 2-0 by the Yankees on Wednesday to drop to 53-50, one game back in the NL wild-card race; they open a homestand against the Cubs on Friday night. ESPN The Penguins' summer-long pursuit of forward Jason Robertson ended Wednesday when he signed with the Dallas Stars, closing one of Pittsburgh's marquee offseason storylines. Yahoo Sports | Market Snapshot | PJM West Hub (RT) | $29.49/MWh | | PJM AEP-Dayton (RT) | $28.28/MWh -38.5% | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $2.80/MMBtu +1.8% | | WTI Crude | $89.28/bbl -3.1% |
As of Jul 24, 8:08 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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