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 Referred to CONSUMER PROTECTION AND PROFESSIONAL LICENSURE, June 25, 2026 [MONITOR] PA General Assembly Referred to FINANCE, June 25, 2026 PA General Assembly Referred to FINANCE, June 25, 2026 [MONITOR] PA General Assembly | What Moved Yesterday — Keyword Matches Referred to INSTITUTIONAL SUSTAINABILITY AND INNOVATION, June 25, 2026 (keyword: Ppl) PA General Assembly (Remarks see House Journal Page ), June 25, 2026 (keywords: data center, data centers) PA General Assembly Referred to LOCAL GOVERNMENT, June 25, 2026 (keyword: data center) PA General Assembly Laid on the table (Pursuant to Senate Rule 9), June 25, 2026 (keyword: Ppl) PA General Assembly Laid on the table (Pursuant to Senate Rule 9), June 25, 2026 (keyword: Ppl) PA General Assembly | Energy Industry 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 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 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. 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 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 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. |
|