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June 26, 2026

MJL Morning Briefing — Fri, Jun 26

MJL Morning Briefing
From Matt Leonard · Friday, June 26, 2026
TOP STORY
House sidelined into next week as Thune and Johnson split over Trump's $87.6B Iran war supplemental
Senate Majority Leader John Thune called party-line reconciliation a last resort for Trump's $87.6 billion Iran-war Pentagon supplemental, breaking with Speaker Mike Johnson as the House stayed frozen into next week over Rep. Anna Paulina Luna's SAVE Act floor blockade.
Punchbowl News / Politico Playbook
National Politics
Supreme Court backs Trump 6-3 on ending TPS and blocking border asylum claims
The Supreme Court ruled 6-3 along ideological lines to let the administration end Temporary Protected Status for roughly 350,000 Haitians and 6,100 Syrians and to turn away migrants seeking asylum at the U.S.-Mexico border.
NYT
Federal judge blocks Trump's mail-in voting executive order
A federal judge struck down key parts of Trump's executive order restricting mail-in voting and building a citizenship-based voter list, ruling that authority over elections rests with the states and Congress — with direct stakes for battleground Pennsylvania.
Politico Playbook / Axios
PA & NJ Politics
⚡PA Senate passes sweeping tax bill that strips data-center breaks, days before budget deadline
Pennsylvania's Senate voted Thursday to fold several tax measures — including repeal of data centers' tax breaks and a school-supplies tax holiday — into a single bill ahead of the June 30 budget deadline, though its survival in a final deal is uncertain.
PennLive / PoliticsPA
Shapiro raises $4.3M in a month, dwarfing GOP challenger Garrity's $685K
Gov. Josh Shapiro's reelection campaign reported raising $4.285 million from May 8 to June 6, lifting his cash on hand to $38.3 million; Republican challenger and State Treasurer Stacy Garrity raised $685,000 and holds $1.1 million.
PoliticsPA
Poll: Scranton Mayor Cognetti narrowly leads Rep. Bresnahan in PA-08
A House Majority PAC poll (Lake Research, 400 voters) shows Scranton Mayor Paige Cognetti leading U.S. Rep. Rob Bresnahan (co-op: Claverack) 47-45% — within the margin of error — in one of Pennsylvania's most-watched 2026 House races.
Politico Playbook / PoliticsPA
What Moved Yesterday — Your Watchlist
HB 2224 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in rates and distribution systems, providing for return on equity; in service and facilities, further providing for billing…
Referred to CONSUMER PROTECTION AND PROFESSIONAL LICENSURE, June 25, 2026 [MONITOR]
PA General Assembly
HB 2388 — An Act providing for rounding of certain payment sums paid by physical legal tender.
Referred to FINANCE, June 25, 2026
PA General Assembly
HB 2650 — An Act amending the act of March 4, 1971 (P.L.6, No.2), known as the Tax Reform Code of 1971, in tax credit and tax benefit administration, further providing for definitions; in computer data center equipment incentive…
Referred to FINANCE, June 25, 2026 [MONITOR]
PA General Assembly
What Moved Yesterday — Keyword Matches
HB 2162 — An Act amending the act of December 14, 1992 (P.L.1116, No.145), known as the Wholesale Prescription Drug Distributors License Act, further providing for definitions and for license application.
Referred to INSTITUTIONAL SUSTAINABILITY AND INNOVATION, June 25, 2026 (keyword: Ppl)
PA General Assembly
HB 2198 — An Act amending the act of March 4, 1971 (P.L.6, No.2), known as the Tax Reform Code of 1971, repealing provisions relating to Computer Data Center Equipment Incentive Program; and, in general provisions, providing for…
(Remarks see House Journal Page ), June 25, 2026 (keywords: data center, data centers)
PA General Assembly
HB 2496 — An Act amending the act of July 31, 1968 (P.L.805, No.247), known as the Pennsylvania Municipalities Planning Code, in general provisions, providing for pause on data center proposals.
Referred to LOCAL GOVERNMENT, June 25, 2026 (keyword: data center)
PA General Assembly
SB 907 — An Act amending the act of February 19, 1980 (P.L.15, No.9), entitled "An act establishing the State Real Estate Commission and providing for the licensing of real estate brokers and salesmen," in definitions, further…
Laid on the table (Pursuant to Senate Rule 9), June 25, 2026 (keyword: Ppl)
PA General Assembly
SB 1324 — An Act amending the act of October 17, 2008 (P.L.1645, No.132), known as the Home Improvement Consumer Protection Act, further providing for definitions, for registration of contractors, for procedures for registration…
Laid on the table (Pursuant to Senate Rule 9), June 25, 2026 (keyword: Ppl)
PA General Assembly
Energy Industry
⚡PJM adopts new grid-emergency rules requiring data centers to switch to backup generation
PJM on June 24 added two emergency procedures — a five-day-ahead Capacity Advisory and a rule requiring large loads like data centers to move to backup generation within 15 minutes in extreme conditions; its real-time RTO price ran at $80.93/MWh early Friday against roughly 95 GW of load.
PJM / PA Environment Daily
⚡PJM's next capacity auction opens June 30 with a $325/MW-day price cap
PJM holds its 2028-delivery capacity auction June 30, with results July 14 and prices capped near $325/MW-day (floor $175) — a limit set in coordination with all 13 PJM-state governors to blunt the cost surge from AI data-center demand.
PJM / PA Environment Daily
PA House votes unanimously to scrap 6% electric gross-receipts tax and cap utility profits
The Pennsylvania House unanimously passed Rep. Fiedler's (D-Philadelphia) HB 2224 on June 22, eliminating the 6% gross receipts tax on electric bills — about $1.69 billion a year — and setting a market-based 'safe harbor' return-on-equity to limit utility shareholder profits.
PA Environment Daily / LNP
Rep. Pallone calls for a national moratorium on new data centers
Rep. Frank Pallone (D-N.J.) called for a national moratorium on new data-center construction — a notable federal escalation amid the AI demand surge now driving record PJM capacity prices and grid-reliability worries.
Utility Dive / Politico
Pittsburgh Sports
Pirates top Mariners 5-1 to climb back over .500
The Pirates beat the Mariners 5-1 on Thursday behind a win from pitcher Chandler (3-7), improving to 41-40; they open a weekend home series against Cincinnati on Friday.
ESPN
Penguins pick 22nd as the NHL Draft opens tonight in Buffalo
The Penguins open the NHL Draft at 7 p.m. ET in Buffalo holding the 22nd pick and five selections overall, including two second-rounders, with a glaring need for centers behind their aging Hall of Fame core.
NHL.com / Sportsnet Pittsburgh
Market Snapshot
PJM West Hub (RT)$33.41/MWh +32.5%
PJM AEP-Dayton (RT)$42.83/MWh +72.7%
PJM Capacity 27/28$333.44/MW-day
Henry Hub$3.16/MMBtu +2.6%
WTI Crude$70.09/bbl -2.5%
As of Jun 26, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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