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July 6, 2026

MJL Morning Briefing — Mon, Jul 6

MJL Morning Briefing
From Matt Leonard · Monday, July 6, 2026
TOP STORY
⚡Spanberger rejects Democrats' data-center moratorium push
Virginia Gov. Abigail Spanberger rejected fellow Democrats' calls — including from House Energy & Commerce ranking member Frank Pallone (D-N.J.) — for a nationwide data-center moratorium, saying 'walking away from the table' would hurt growth and security.
Politico
National Politics
Tense recess looms as GOP eyes SAVE-in-reconciliation gambit
Punchbowl reports Speaker Johnson wants to wedge the SAVE America Act into a reconciliation package with $67 billion in Pentagon funding, even as Rep. Anna Paulina Luna's floor blockade stalls FY2027 spending bills and a September funding deadline nears.
Punchbowl News
Draft Treasury report flags AI-boom bubble risk
A finished-but-unapproved Treasury draft by career analysts warns the economy's heavy reliance on the AI boom — the force behind surging data-center power demand — poses dot-com-style risks if it stalls; Treasury said it doesn't reflect its views.
Politico / NOTUS
PA & NJ Politics
PA budget late for fifth straight year as Senate GOP recesses
Pennsylvania missed its June 30 budget deadline for a fifth straight year, with Senate Republicans recessing until a deal emerges and Gov. Shapiro's February budget plan stalled over skill-games taxation and school-choice fights.
Spotlight PA
DCCC opens ad blitz against four PA House Republicans
The DCCC launched five-figure Meta ad buys against Pennsylvania Republican Reps. Brian Fitzpatrick, Ryan Mackenzie, Rob Bresnahan (co-op: Claverack) and Scott Perry (co-op: Adams), hitting them on 'costs, corruption, and cruelty' ahead of the 2026 midterms.
PoliticsPA
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
HB 2017 — An Act amending the act of July 10, 1984 (P.L.688, No.147), known as the Radiation Protection Act, in general provisions, further providing for definitions; and, in fees, providing for small modular reactor and…
Senate · Third Consideration (watchlist)
PA General Assembly
Energy Industry
⚡PJM members vote on rules to curb data-center grid strain
PJM's membership voted on a package of recommendations meant to help prevent AI data centers from overloading the electric grid, with the PJM Board holding final say over whether to adopt them.
PA Environment Digest (NRDC)
PJM Hot Weather Alert spans holiday weekend; PUC monitors grid
PJM ran a Hot Weather Alert across the full RTO on July 4 and the Mid-Atlantic and Dominion zones on July 5 as the PUC urged conservation; real-time load was near 103.0 GW at an RTO price of $37.52/MWh early Monday.
PA Environment Digest / PA PUC
Pennsylvania coal towns mobilize against data-center wave
More than 60 data-center proposals have surfaced across Pennsylvania in the past year, including in Luzerne County's Hazle and Kline Townships, where coal-region residents wary of past boom-and-bust industry are organizing against them.
Inside Climate News
PUC clears PGW in fatal 2025 Philadelphia gas explosion
A PUC investigation concluded the fatal 2025 Philadelphia rowhouse natural-gas explosion was not related to Philadelphia Gas Works' facilities or operations.
PA Environment Digest / PA PUC
Pittsburgh Sports
Pirates' Ashcraft wins fourth straight in 7-1 rout of Nationals
The Pirates beat the Nationals 7-1 on July 4 behind a small-ball approach as starter Ashcraft won his fourth straight start, part of a strong holiday-weekend road series at Washington.
MLB.com
Market Snapshot
PJM West Hub (RT)$38.22/MWh
PJM AEP-Dayton (RT)$36.27/MWh
PJM Capacity 27/28$333.44/MW-day
Henry Hub$3.33/MMBtu +2.1%
WTI Crude$68.65/bbl -0.2%
As of Jul 6, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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