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July 31, 2026

MJL Morning Briefing — Fri, Jul 31

MJL Morning Briefing
From Matt Leonard · Friday, July 31, 2026
TOP STORY
⚡PJM board proposes 6.8 GW backstop capacity auction and mandatory large-load curtailment registry
PJM's Board of Managers on July 27 proposed a backstop auction to procure 6.8 GW, running Sept. 30 to Oct. 21 if FERC approves, plus a mandatory registry of large loads subject to curtailment during system stress.
Utility Dive
Energy Industry
⚡FERC chair warns PJM it has until September on governance reforms or FERC imposes them
FERC Chairman Laura Swett said PJM faces "a grave legitimacy crisis" and must adopt board-independence and stakeholder-process reforms by the end of September; PJM CEO David Mills said the RTO is "fully committed to rise to the challenge."
Utility Dive
FirstEnergy data center contracts surge 50% in Q2 to 6.4 GW
FirstEnergy's signed data center capacity reached 6.4 GW in the second quarter, and subsidiary Mon Power plans a customer surcharge to help finance $2.7 billion in new West Virginia generation built mainly for a data center.
Utility Dive
NextEra and Brookfield plan $100 billion Kentucky data center campus
NextEra Energy and Brookfield are developing a $100 billion data center campus in Kentucky, a source told Reuters on July 29, adding to the large-load buildout pressuring interconnection queues across the eastern grid.
Reuters
PA & NJ Politics
Shapiro's back-channel wins: DHS drops two PA ICE detention sites, LeBron lands in Philly
Gov. Josh Shapiro's office announced DHS will abandon plans to convert Berks and Schuylkill county warehouses into ICE detention centers, a reversal he brokered through DHS Secretary Markwayne Mullin the same week he helped land LeBron James for the 76ers.
Politico Playbook
Bresnahan backs federal bill giving local governments leverage over data centers
U.S. Rep. Rob Bresnahan (co-op: Claverack) told a Hazleton-area chamber audience he supports federal legislation granting local governments protections in their dealings with data center developers.
Hazleton Standard-Speaker via PoliticsPA
Garrity calls for shielding PA farmland from data center development
Republican gubernatorial candidate Stacy Garrity used a Thursday agriculture roundtable in Lackawanna County to call for protecting Pennsylvania farmland from data center development.
Scranton Times-Tribune via PoliticsPA
Bipartisan bill would redirect state-lands revenue to rural PA counties and school districts
Proposed bipartisan legislation would give counties, municipalities and school districts a share of revenue generated by Pennsylvania's state-owned land, aimed at rural communities hosting tax-exempt state forests and parks.
Spotlight PA 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
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
National Politics
Trump announces Board of Peace deal for Hamas disarmament and Israeli withdrawal
Trump said his Board of Peace struck a deal for Hamas to disarm, Israel to pull out of Gaza and a new Palestinian government to take over; Hamas confirmed the agreement, but Israel has not publicly weighed in.
Politico Playbook
Trump-Thune rift deepens as SAVE America Act stalls before August recess
Senate Majority Leader John Thune said Thursday he had not spoken with Trump in almost two weeks as the president pressed the SAVE America Act, which lacks even majority support, and MAGA hardliners pushed to cancel the five-week August recess.
Punchbowl News
LCV super PAC commits $50 million as Musk's America PAC plans $100 million-plus
The League of Conservation Voters' super PAC will spend $50 million for Democrats, while Elon Musk's America PAC plans more than $100 million across the Alaska, Iowa, Maine, Michigan and Ohio Senate races and House contests.
Politico Playbook
Senate rejects another Iran war powers resolution; Democrats pivot to appropriations
Senators have voted 17 times this Congress on war powers resolutions with only one Iran success, and Sen. Tim Kaine said Democrats are now turning to the appropriations process to try to limit U.S. military operations.
Punchbowl News
Pittsburgh Sports
Reds walk off Pirates 3-2 in the ninth
Cincinnati won 3-2 Thursday when De La Cruz scored on a ninth-inning fielder's choice; Lowe hit a 402-foot solo homer for Pittsburgh, opener Ramirez went 2 IP with 4 strikeouts and no earned runs, and Soto (5-3) took the loss as the Pirates fell to 55-55.
ESPN
Steelers wrap Day 2 of Mike McCarthy's first camp; pads come on next week
Aaron Rodgers and DK Metcalf connected for a touchdown in Thursday's two-minute drill while cornerbacks Joey Porter Jr. and Donte Kent and DB Jalen Ramsey stayed on the PUP list through the NFL-mandated ramp-up period.
Steelers.com / Steelers Depot
Market Snapshot
PJM West Hub (RT)$24.49/MWh +30.8%
PJM AEP-Dayton (RT)$24.11/MWh +32.0%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.63/MMBtu -8.4%
WTI Crude$84.88/bbl +1.5%
As of Jul 31, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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