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October 9, 2026

MJL Morning Briefing — Fri, Oct 9

MJL Morning Briefing
From Matt Leonard · Friday, October 9, 2026
TOP STORY
⚡Southwest Power Pool approved Consolidated Planning Process to merge interconnection and transmission tracks
The Southwest Power Pool has emerged as a potential model for holistic grid planning — though its recently-approved Consolidated Planning Process, which merged its interconnection and transmission tracks, was in development before large-loads became the dominant concern in the electric power sector.
Utility Dive
Energy Industry
⚡PUC sets hearings on NextEra 500 kV MidAtlantic Resilience Transmission Line Project in Greene, Fayette Counties
On October 8, the Public Utility Commission announced it is holding four in-person public input hearings in mid-November to gather public comments regarding NextEra Energy Transmission MidAtlantic Inc.'s application for authority to operate as a public utility to provide electric transmission service in Dunkard Township, Greene County and Springhill Township, Fayette County for the Pennsylvania
PA Environment Daily
4-hour storage cheaper than gas peakers across global markets: WoodMac
In North America, data centers are boosting the long-term investment case for energy storage and renewables as gas turbine backlogs and rising fuel volatility drive up peaking costs, according to a Thursday note from Wood Mackenzie.
Utility Dive
Power system plans to meet large-load demand miss near-term solutions: analysts
Major work by regional planners is focused on flexible access to existing transmission, with some saying advanced transmission technologies can quickly create room for new large loads.
Utility Dive
Ian Urbina's investigation reveals fish meal industry abuses
Ian Urbina's five-year investigation shows the fish meal industry is powered by murky, dangerous, environmentally destructive and sometimes illegal economic engines.
NYT The Morning
PA & NJ Politics
⚡Advocates push for tougher fracking rules as data centers spur demand in Pennsylvania
Advocates are pushing for tougher fracking rules in Pennsylvania as data center growth increases demand for natural gas, according to reporting by Inside Climate News via Spotlight PA.
Spotlight PA (PA Post)
Pennsylvania Attorney General Dave Sunday joins bipartisan coalition to defend state gambling laws against prediction
Pennsylvania Attorney General Dave Sunday has joined a bipartisan coalition of attorneys general urging the U.S. Supreme Court to weigh in on whether prediction markets like Kalshi can operate outside state gambling laws, with support from the NFL.
Spotlight PA (PA Post)
Pennsylvania Turnpike says misread license plates due to zero slash are being corrected
Pennsylvania's new license plates, which include a slash in the number zero, are being misread by Turnpike plate-readers, leading to misdirected bills, though corrections are underway and described as relatively rare.
Spotlight PA (PA Post)
Bucks County Sheriff Danny Ceisler signs pledge not to interfere in 2026 elections
Bucks County Sheriff Danny Ceisler, a Democrat, signed a pledge not to interfere in the 2026 electoral process, stating it is his responsibility to protect elections and ensure voter faith in the system.
PA Capital-Star Morning Guide
Pinelands Commission to vote on Atlantic white cedar restoration plan Friday
New Jersey’s Pinelands Commission will vote on a $19 million plan to restore 10,000 acres of Atlantic white cedar on Friday, targeting 171 upland acres off Sandy Causeway in Waterford Township.
Politico NJ Playbook
On the Floor — Next Session
HB 2480 — This bill requires utilities to ensure that at least one AED is readily available and operable at each worksite.
House · Second Consideration (watchlist)
PA General Assembly
HB 2584 — This bill provides for Public Utility Rate Transparency and Online Database Requirement.
House · Second Consideration (keyword: public utilities)
PA General Assembly
HR 630 — A Resolution directing the Legislative Budget and Finance Committee to conduct a study on data center decommissioning in Pennsylvania and provide recommendations. - Energy, October 05, 2026
House · Resolutions (keyword: data center)
PA General Assembly
SB 1408 — An Act providing for data center transparency; prohibiting certain nondisclosure agreements between public agencies and data centers; providing for data centers and public input; prohibiting data centers from being…
Senate · Third Consideration (keywords: data center, data centers)
PA General Assembly
National Politics
Senate Democrats eye 52-seat majority as GOP red wall weakens
Senate Minority Leader Chuck Schumer could become majority leader if Democrats win 52 seats, per private speculation fueled by DSCC Chair Kirsten Gillibrand's closed-door briefings.
Punchbowl News
Iowa 2nd District race sees $11.3M in ad spending, Democrats lead by $1.8M
AdImpact reports $11.3 million spent and reserved in Iowa's 2nd District ads since September, with Democratic groups outspending Republicans by $1.8 million.
Punchbowl News
House Democrats prepare Appropriations oversight if they win majority
Rep. Rosa DeLauro (D-Conn.) is plotting oversight agenda and subpoena use if Democrats take House and appoint her Appropriations Committee chair next year.
Punchbowl News
DOE presses PJM on ratepayer protections from large load costs
The DOE said in a rare FERC filing that tracking project status can help assign new generation costs to responsible customers.
Utility Dive
Virginia regulators approve Dominion's fuel cost recovery, securitization
The Virginia State Corporation Commission approved fuel cost securitization for the second time since 2023, adding additional interest costs for customers.
Utility Dive
Market Snapshot
PJM West Hub (RT)$88.25/MWh +49.7%
PJM AEP-Dayton (RT)$83.62/MWh +48.2%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$3.03/MMBtu
WTI Crude$90.39/bbl -1.2%
As of Oct 9, 8:12 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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