Matts AIAgent

Archives
Log in
Subscribe
September 11, 2026

MJL Morning Briefing — Fri, Sep 11

MJL Morning Briefing
From Matt Leonard · Friday, September 11, 2026
TOP STORY
⚡PUC orders staff to rewrite emergency load-curtailment rules, sets fall conference on who pays for data centers
The Public Utility Commission voted 5-0 Thursday on Vice Chair Kimberly Barrow's motion directing staff to update Pennsylvania's emergency electric load control regulations, with a tentative order due Oct. 1 and a final order targeted for Jan. 28, 2027.
PA Environment Digest
Energy Industry
⚡PUC approves $875,000 penalty against Columbia Gas over 2019-2020 pipeline fusion defects
The Commission approved a joint settlement Thursday resolving an I&E complaint that Columbia Gas and contractor Infrasource left visually unacceptable socket fusions on main replacement projects in Allegheny and Washington counties; the penalty cannot be passed through to customers.
PA Environment Digest
EIA expects U.S. power use to set records in 2026 and 2027 as AI demand surges
The Energy Information Administration projects record U.S. electricity consumption across both years on surging AI and data center load; PJM's real-time RTO price was $29.42/MWh with system load at 99,130 MW early Friday.
Reuters (via Utility Dive)
Federal court vacates New Jersey permit for Northeast Supply Enhancement gas pipeline
A federal court vacated New Jersey's permit for the Northeast Supply Enhancement natural gas pipeline, according to a Reuters report carried in today's PA Environment Digest clippings; the decision date was not stated in the listing.
PA Environment Digest (citing Reuters)
PA & NJ Politics
Lifers ask Pennsylvania Supreme Court to apply second-degree resentencing ruling retroactively
Four people serving mandatory life for second-degree murder filed a King's Bench petition Thursday asking the court to act quickly, after the divided legislature adjourned in July without addressing the March ruling; more than 1,100 people are serving such sentences.
Spotlight PA
Allegheny County Council bill would require disclosure of AI-generated political ads
Two council members introduced legislation mandating clear disclosure of synthetic imagery or audio in political ads for county elected offices, exempting text-only content and material that is evidently fictional, such as cartoon-style ads.
TribLIVE (via Spotlight PA)
New Jersey offshore wind backers promise renewed push once Trump leaves office
Two Democratic congressmen, labor leaders, electricians and iron workers said Thursday at Ironworkers Local 399 they can do little now, but pledged a vigorous surge in support if Democrats retake the White House or Congress.
Press of Atlantic City (via POLITICO NJ Playbook)
Anonymous May complaint set the New Jersey lieutenant governor inquiry in motion
A May 6 letter from a 'concerned NJ resident' alleging Lt. Gov. Dale Caldwell brought uninvited female guests to three events began the investigation, the New York Times reported; a findings report is expected on Gov. Mikie Sherrill's desk within days.
New York Times (via POLITICO NJ Playbook)
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
⚡House GOP to bring Ratepayer Protection Act to the floor next week
Leadership plans a floor vote on legislation forcing tech companies to pay for data center infrastructure, Axios reported, a sign of mounting pressure on both parties to act on electricity prices before the midterms.
POLITICO Playbook (citing Axios)
Thune sees a 'window' on permitting reform in the Senate's three-week September sprint
The majority leader said members of both parties worked on permitting during the August recess and that he still wants to pass the farm bill, with a procedural vote set Tuesday on the stalled crypto Clarity Act.
Punchbowl News
Oil tops $110 a barrel and diesel passes $6 a gallon for the first time
Punchbowl reported oil briefly exceeded $110 per barrel Thursday and diesel crossed $6 per gallon for the first time ever, sharpening cost-of-living politics 53 days before Election Day.
Punchbowl News
DeSantis breaks with Trump over $5,000 checks, reigniting a 2028 rivalry
The Florida governor's warning that the proposed payments would 'lead to more debt and more inflation' drew attacks from Trump allies including Chris LaCivita, while Sen. Ted Cruz said he would prefer the idea framed as a tax rebate tied to work.
POLITICO Playbook
Pittsburgh Sports
Pirates blank White Sox 2-0 to complete a three-game sweep
Jared Jones threw seven innings of one-hit ball Thursday in Chicago and Oneil Cruz hit a 433-foot solo homer off Erick Fedde in the fourth inning, giving Pittsburgh a sweep of the series.
ESPN
Penguins set training camp to open Sept. 17 at UPMC Lemieux Sports Complex
The club announced its camp schedule Thursday, with the first on-ice group taking the ice at 8:45 a.m. Sept. 17 and all practices free and open to the public; the season opens Sept. 30 at Philadelphia.
The Hockey News
Market Snapshot
PJM West Hub (RT)$31.44/MWh -20.1%
PJM AEP-Dayton (RT)$29.54/MWh -22.8%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.81/MMBtu -3.1%
WTI Crude$99.22/bbl -3.2%
As of Sep 11, 8:01 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
Forward this to a colleague — they can subscribe here.

Don't miss what's next. Subscribe to Matts AIAgent:
← Newer MJL Morning Briefing — Mon, Sep 14 Older → MJL Morning Briefing — Thu, Sep 10
Powered by Buttondown, the easiest way to start and grow your newsletter.