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September 18, 2026

MJL Morning Briefing — Fri, Sep 18

MJL Morning Briefing
From Matt Leonard · Friday, September 18, 2026
TOP STORY
⚡PJM holds Maximum Generation Alert for Sept. 18 as 36,000 MW sits offline
PJM kept a Maximum Generation Alert in effect for Sept. 18 with 36,000 MW of generation offline, after activating emergency demand response customers Sept. 17; Western Hub was $170.65/MWh at 8:00 a.m.
PA Environment Digest
Energy Industry
Rock Spring water customers urged to form a cooperative rather than sell to Pennsylvania American
Rock Spring Water Company has urged its Centre County customers to consider forming a cooperative to take over the system instead of completing the regulator-ordered sale to Pennsylvania American Water, whose terms remain unsettled.
Spotlight PA
DEP inspection finds BKV shale gas well venting with known casing failure in Wyoming County
A DEP complaint inspection found a BKV OPR LLC shale gas well venting gas with a known casing and cement failure in Wyoming County, according to PA Environment Digest's running well-integrity series.
PA Environment Digest
DEP confirms gathering-pipeline gas leak from Mid East Oil well in Westmoreland County
DEP confirmed a gas leak in a gathering pipeline running from a conventional well owned by Mid East Oil Co. in Unity Township, Westmoreland County.
PA Environment Digest
National Politics
⚡Senate Democrats block Husted's Ratepayer Protection Act
Sen. Jon Husted's (R-Ohio) bid to quickly pass the Ratepayer Protection Act, a data center bill, was thwarted Thursday by Sen. Martin Heinrich (D-N.M.), who deemed it insufficient.
Punchbowl News / Politico Playbook
Senate GOP heads for the midterms without an affordability win
Senate Majority Leader John Thune is spending floor days on a college sports NIL bill while permitting reform talks have produced no breakthrough, leaving vulnerable Republicans without a costs message.
Punchbowl News
Three House seats have drawn roughly $100 million in ad spending
Both parties have booked ads in 43 districts, with Florida's 25th, Iowa's 1st and North Carolina's 1st each topping $30 million from July 1 to Election Day, per AdImpact data.
Punchbowl News
House Republicans broke early for the campaign season, still jittery on affordability
House Republicans left Washington early for an extended campaign season after a week of affordability-driven activity spanning a war powers resolution, gas tax talk and data center legislation.
Politico Playbook
PA & NJ Politics
Philadelphia ethics board clears unlimited party spending coordinated with candidates
Philadelphia's board of ethics greenlit unlimited spending by political parties in coordination with their preferred candidates, a change the Inquirer reports could sharply increase party power in Democratic primaries.
Spotlight PA / Philadelphia Inquirer
Class action challenges Shapiro administration's reimposed Medicaid caregiver limits
Four Pennsylvanians with intellectual and developmental disabilities filed a class action Wednesday challenging relative-caregiver and out-of-state travel limits the Shapiro administration reimposed after Commonwealth Court voided them as regulations.
Spotlight PA
Norcross sues the Philadelphia Inquirer for $100 million
George Norcross filed a five-count defamation suit in Philadelphia Court of Common Pleas seeking $100 million, centered on a top editor's notes from a 2019 off-the-record interview that reached state prosecutors.
Politico New Jersey Playbook
New Jersey's credit rating rises as pension funding continues
Major credit-rating firms have upgraded New Jersey after the state fully funded its annual worker-pension obligations in recent budgets, upgrades that typically lower borrowing costs for taxpayers.
NJ Spotlight News
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
Pittsburgh Sports
Pirates beat Brewers 7-4 behind a five-run second
Konnor Griffin hit a two-run double and Oneil Cruz followed with a two-run single in a five-run second, and Henry Davis added a two-run homer; Khristian Curtis gave up one run in 3.1 innings.
ESPN
Penguins open training camp with Crosby entering his 22nd season
Pittsburgh opened its 2026-27 training camp Thursday at the UPMC Lemieux Sports Complex with 69 players invited, as Sidney Crosby begins a franchise-record 22nd season alongside Evgeni Malkin and Kris Letang.
Pittsburgh Post-Gazette
Market Snapshot
PJM West Hub (RT)$170.65/MWh
PJM AEP-Dayton (RT)$164.28/MWh
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.97/MMBtu +4.2%
WTI Crude$101.21/bbl -0.7%
As of Sep 18, 8:00 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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