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September 25, 2026

MJL Morning Briefing — Fri, Sep 25

MJL Morning Briefing
From Matt Leonard · Friday, September 25, 2026
TOP STORY
⚡PJM Membership Elects Janet Dietrich to Board of Managers
PJM Interconnection announced on September 24, 2026 that its members elected Janet Dietrich to the Board of Managers to fill the remainder of David Mills' term expiring May 2027.
PJM Inside Lines (PJM)
Energy Industry
Sen. Ted Budd says no permitting reform vote expected before midterms
Sen. Ted Budd (R-N.C.) stated on Thursday he does not expect a vote on permitting reform before the midterm elections, speaking at a Punchbowl News event.
Punchbowl News
Oracle cites force majeure to shield itself on controversial data center
Oracle invoked force majeure to protect itself from liability related to a controversial data center project, according to Utility Dive reporting on September 24, 2026.
Utility Dive
US DOE plans $2B investment to modernize power grid for AI and data centers
The Energy Department plans to spend $2 billion to make the power grid produce more, supporting data centers and artificial intelligence infrastructure.
Spotlight PA (PA Post)
DOE announces $71.5 million grant for PPL Electric Utilities transmission rebuild
U.S. Energy Secretary Chris Wright said Thursday that the Department of Energy will provide a $71.5 million grant to PPL Electric Utilities to rebuild a Pennsylvania transmission line to improve grid capacity and reliability.
PA Capital-Star Morning Guide
PA & NJ Politics
PA Attorney General Dave Sunday pursues Big Tech lawsuits over youth harm
Dave Sunday announced Pennsylvania would receive between $516 million and $729 million over the next decade from the $17.1 billion Meta settlement and filed solo lawsuits against TikTok and Snapchat's parent company.
Spotlight PA (PA Post)
Gov. Sherrill calls for Lt. Gov. Caldwell to resign after investigation finds sexual harassment
Gov. Mikie Sherrill called on Lt. Gov. Dale Caldwell to resign by today after her office issued findings of a four-month internal investigation substantiating sexual harassment allegations.
Politico NJ Playbook
Port Authority approves $110M for Newark Airport Terminal A expansion
The Port Authority today approved $110 million in spending for an expansion of Newark Airport’s rebuilt Terminal A, with $100 million for a south-end concourse and two common-use gates.
NJ Spotlight News
Atlantic City official Kashawn McKinley faces federal bribery charges over cannabis business
Kashawn McKinley, 42, a school trustee and Atlantic City’s director of constituent services, solicited more than $20,000 in cash and pot for preferred treatment from city agencies, authorities allege.
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
National Politics
Sen. John Cornyn says GOP needs $200M to boost Paxton in Texas race
Sen. John Cornyn (R-Texas) said Senate Republicans need up to $200 million to support Ken Paxton against James Talarico in the Texas Senate race, citing polling deficits.
Punchbowl News
Rep. Rosa DeLauro plans to reclaim House Appropriations gavel if Democrats win
Rep. Rosa DeLauro (D-Conn.) said she is preparing to run again for House Appropriations Committee chair if Democrats win the House in the next Congress.
Punchbowl News
GAO finds DHS wasted over $20 million in immigration detention expansion
Government Accountability Office reported Thursday that the Department of Homeland Security wasted more than $20 million in federal funding due to rapid immigration detention expansion without a strategic plan, including warehouse purchases in Pennsylvania.
PA Capital-Star Morning Guide
Benjamin Netanyahu calls Israel's wars a battle against barbarians at UN
In his speech at the United Nations, Benjamin Netanyahu described Israel’s wars in Gaza and Iran as a “battle against barbarians.”
NYT The Morning
Trump hosts state dinner for Xi with tech titans invited
President Trump hosted a state dinner for Chinese President Xi Jinping at the White House featuring American ingredients with subtle Chinese influence and invited tech titans including Jeff Bezos, Elon Musk, Jensen Huang, Sam Altman and Tim Cook.
NYT The Morning
Market Snapshot
PJM West Hub (RT)$95.28/MWh
PJM AEP-Dayton (RT)$97.81/MWh
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.90/MMBtu
WTI Crude$92.43/bbl -2.3%
As of Sep 25, 8:13 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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