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May 29, 2026

MJL Morning Briefing — Fri, May 29

MJL Morning Briefing
From Matt Leonard · Friday, May 29, 2026
TOP STORY
⚡Shapiro Releases Final GRID Standards for AI Data Centers
Gov. Josh Shapiro on May 27 released the full Governor's Responsible Infrastructure Development (GRID) Standards, tying $517M in annual tax benefits and expedited permitting to a $250M minimum investment, 200 construction jobs, 50 permanent jobs at 125% of state average wage, and developer commitments to bring their own energy — landing with PJM's RTO LMP at $33.53/MWh and a forecast peak today of 102.6 GW as load-growth backdrop.
PA Governor's Office
PA & NJ Politics
Shapiro, Philly Sports Teams Unveil Stadium-Complex Traffic Projects Ahead of World Cup
Shapiro announced infrastructure investments on May 28 to address congestion around Philadelphia's stadium complex in advance of 2026 FIFA World Cup matches at Lincoln Financial Field.
City & State PA
PA Lawmakers Debate Skill Game Revenue as Lifeline for Senior Services
Advocates pressing the General Assembly to regulate and tax skill games argued on May 28 that the revenue could fund services for aging Pennsylvanians, an issue that has stalled in Harrisburg for years.
City & State PA
Energy Industry
States Urge FERC to Reject Transmission Owner Complaint Targeting Competition in MISO, SPP
State agencies inside and outside MISO and SPP filed comments on May 28 telling FERC (docket EL26-58) that an incumbent transmission-owner complaint seeking to abolish competitive transmission would be counterproductive — a fight with read-across to Order 1000 implementation across all RTOs including PJM.
RTO Insider
Pittsburgh Sports
Cubs 7, Pirates 2: Skenes Strikes Out 10 But Falls to Third Straight Loss
Paul Skenes (6-5) struck out 10 over 5 1/3 innings but took the loss on May 28 as the Cubs pulled away on Ian Happ's two-run eighth-inning homer; Bryan Reynolds homered for the Pirates, and infield errors by Tyler Callihan and Jared Triolo extended a Cubs sixth-inning rally.
ESPN
Rodgers Says 2026 Will Be His Final NFL Season
Steelers QB Aaron Rodgers told reporters at OTA session two on May 27 that the 2026 season — his first with Pittsburgh on a one-year deal worth up to $25M — will be his last, saying simply 'Yes, this is it' when asked about retirement.
ESPN
Market Snapshot
PJM West Hub (RT)$12.95/MWh -8.7%
PJM AEP-Dayton (RT)$17.70/MWh -24.9%
PJM Capacity 26/27$329.17/MW-day
Henry Hub$3.10/MMBtu
WTI Crude$87.82/bbl -1.2%
As of May 29 8:10 a.m. EPT
Curated by Matt Leonard. Numbers from real endpoints only.
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