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July 3, 2026

MJL Morning Briefing — Fri, Jul 3

MJL Morning Briefing
From Matt Leonard · Friday, July 3, 2026
TOP STORY
PJM eyes record peak demand as heat wave tests the grid
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
⚡PA House GOP unveils 11-bill energy package to cut electricity costs
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
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
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
Pirates hand Phillies a 6-1 loss behind Valdez, two homers
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
Penguins open free agency with Kuzmenko, blue-line depth adds
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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