MJL Morning Briefing | | From Matt Leonard · Friday, July 3, 2026 | TOP STORY PJM anticipates a new peak-demand record as a Northeast heat wave tests the grid, posting a Hot Weather Alert for June 30-July 3; today's forecasted peak is 160,850 MW, with real-time RTO prices at $32.61/MWh and Western Hub at $33.95/MWh. Utility Dive / PJM | Energy Industry Pennsylvania House Republicans rolled out an 11-bill package that would replace the Alternative Energy Portfolio Standards with a reliability-based standard, eliminate the gross receipts tax on electric service (a projected ~6% bill cut), and overhaul DEP permitting. WKOK / Allegheny Front DOE proposes major changes to federal appliance efficiency program Utility Dive reported the U.S. Department of Energy wants to 'permanently end' key appliance efficiency requirements, a significant rollback of the long-standing federal energy-standards program. Utility Dive Police remove ex-Rep. Eachus from Amazon data center hearing Police removed former state Rep. Todd Eachus from a public hearing on a proposed Amazon data center Tuesday evening at a McAdoo-area school, underscoring rising local friction over data-center siting and load growth in PJM's territory. Standard-Speaker (via PoliticsPA) | PA & NJ Politics Pennsylvania budget slips past deadline for fifth straight year Pennsylvania's budget is late again — a fifth consecutive year — after Senate Republicans sent members home without a deal, citing 'necessary clarity' on outstanding issues and projecting an agreement in the days following July 4. Spotlight PA (via PoliticsPA) Shapiro takes center stage as Congress marks America 250 at Independence Hall Gov. Josh Shapiro addressed a ceremonial meeting of Congress at Philadelphia's Independence Hall on Thursday, telling members they carry a 'responsibility to constantly perfect our union' and to check the executive branch, 250 years after the Declaration was signed there. Philadelphia Inquirer (via PoliticsPA) PA House votes to close Sunshine Act loophole amid data-center scrutiny The Pennsylvania House passed a bill closing a Sunshine Act loophole — spotlighted by data-center approval fights — that had let local officials act with limited public notice, following a recent state court ruling. PennLive (via PoliticsPA) | On the Floor — Next Session House · Bill On Concurrence (keywords: data center, data centers) PA General Assembly Senate · Third Consideration (watchlist) PA General Assembly | National Politics June jobs report lands soft as hiring slows to 57,000 U.S. employers added a weaker-than-expected 57,000 jobs in June, down from 129,000 in May, and 3.5% wage growth trailed inflation, though unemployment ticked down to 4.2% — fueling midterm economic anxiety for Republicans. Politico Playbook AOC endorsement jolts Michigan's Senate Democratic primary Rep. Alexandria Ocasio-Cortez endorsed progressive Abdul El-Sayed in Michigan's Aug. 4 Democratic Senate primary as more than $30M in outside ads boosts rival Rep. Haley Stevens, sharpening a three-way fight Republicans hope to exploit. Punchbowl News / Politico Luna blockade stalls House floor over voter-ID demands Rep. Anna Paulina Luna vowed to keep blocking House floor action unless the SAVE Act's citizenship-check and mail-ballot restrictions are inserted into must-pass bills like the NDAA, a fresh headache for Speaker Mike Johnson. Punchbowl News Law-enforcement groups line up behind Blanche for attorney general Major police chiefs' and sheriffs' associations sent letters to congressional leaders backing Todd Blanche's confirmation as attorney general as the Senate weighs elevating the acting AG. Punchbowl News | Pittsburgh Sports The Pirates topped the Phillies 6-1 in Philadelphia on Thursday, powered by a multi-hit night from Esmerlyn Valdez, who tripled and singled, and solo home runs from Endy Rodriguez and Nick Gonzales. ESPN Pittsburgh opened NHL free agency July 1 by signing forward Andrei Kuzmenko to a one-year deal and adding defensemen Trevor van Riemsdyk and Declan Carlile, after acquiring forward Nick Robertson from Toronto for a 2028 fourth-round pick. Pittsburgh Hockey Now / CBS Pittsburgh | Market Snapshot | PJM West Hub (RT) | $33.95/MWh -13.3% | | PJM AEP-Dayton (RT) | $31.19/MWh -14.2% | | PJM Capacity 27/28 | $333.44/MW-day | | Henry Hub | $3.33/MMBtu +2.1% | | WTI Crude | $68.36/bbl -0.5% |
As of Jul 3, 8:10 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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