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August 3, 2026

MJL Morning Briefing — Mon, Aug 3

MJL Morning Briefing
From Matt Leonard · Monday, August 3, 2026
TOP STORY
⚡AI data center buildout will drive more shale gas fracking in Pennsylvania, advocates warn
Inside Climate News reported Saturday that the wave of proposed AI data centers will pull more shale gas drilling into Pennsylvania, with advocates pressing for stronger health and environmental protections; gas was supplying 47,917 MW of PJM generation at 8:36 a.m., the largest single fuel share.
Inside Climate News
Energy Industry
DEP opens comment period on water quality permit for Beaver County data center project
DEP is inviting comments on a water quality permit covering fill and utility lines for the Aligned Data Centers project in Shippingport Borough and Raccoon Township, Beaver County.
PA Environment Digest
PUC sets 2026 Pipeline, Electric and Cybersecurity Safety Conference for Sept. 9-10
The Pennsylvania PUC will hold its 2026 Pipeline, Electric and Cybersecurity Safety Conference Sept. 9-10 in State College.
PA PUC
National Politics
⚡Senate votes at 5:30 p.m. on stopgap funding government through Dec. 11
Senate appropriators reached a bipartisan deal Sunday to fund the government through Dec. 11, and the agreement blocks, for now, a proposed OMB rule expanding the administration's power to rescind grant funding and install political appointees over grant awards.
Punchbowl News
Trump says new Iran talks begin today as oil prices fall
Trump said the next round of talks with Iran commences this afternoon, with Oman and other regional interlocutors working toward reopening the Strait of Hormuz; oil dropped overnight, though Iran's foreign ministry said an Oman deal would not reopen the strait.
Politico Playbook
White House says it has a deal to move Blanche out of Judiciary on Tuesday
Todd Blanche issued a document declaring the $1.8 billion anti-weaponization fund order "rescinded" with "no force or effect," clearing Sens. John Cornyn and Thom Tillis ahead of Tuesday's 9 a.m. Judiciary markup; the earliest floor confirmation would be Saturday.
Punchbowl News
Michigan Senate primary tomorrow tests progressive surge in a swing state
Progressive Abdul El-Sayed led moderate Rep. Haley Stevens by 10 to 19 points in polls released last week for tomorrow's Democratic Senate primary; AIPAC has put a record $30 million in advertising behind Stevens.
NYT The Morning
PA & NJ Politics
Shapiro's rapport with DHS Secretary Mullin becomes a MAGA flashpoint
MAGA voices escalated attacks on DHS Secretary Markwayne Mullin after Gov. Josh Shapiro recounted a win alongside him to Politico Playbook on Friday; asked whether Shapiro's comments hurt Mullin more than Gov. Wes Moore's praise, a senior administration official said, "Yes. 100%."
Politico 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
Pittsburgh Sports
Reds rout Pirates 10-2 to take three of four
Mitch Keller was chased after 2 innings, allowing 6 hits and 7 earned runs to fall to 6-8, while Cincinnati's Chase Burns struck out 9 over 6 innings for his 12th straight decision; Pittsburgh managed 4 hits.
ESPN
Pirates buy at the deadline, adding Camilo Doval from the Yankees
Pittsburgh acquired the former All-Star reliever Saturday for catcher Omar Alfonso and outfielder Luis Cruz, with New York covering part of his salary, after placing Ryan O'Hearn on the 10-day injured list Aug. 1 with a left quad strain expected to cost six to eight weeks.
MLB.com
Steelers sign safety Rayshawn Jenkins, release Darnell Savage
Pittsburgh added Jenkins on a one-year deal and cut Savage to clear a spot on the 91-man roster; the team's first padded practice of camp is today at 11:20 a.m. in Latrobe.
Steelers Depot
Market Snapshot
PJM West Hub (RT)$39.90/MWh
PJM AEP-Dayton (RT)$31.49/MWh
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.63/MMBtu -8.4%
WTI Crude$78.90/bbl -6.8%
As of Aug 3, 8:36 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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