MJL Morning Briefing | | From Matt Leonard · Monday, October 19, 2026 | TOP STORY ⚡PJM has 11.8 GW high-confidence data center pipeline, 58% behind the meter PJM has the largest high-confidence data center pipeline at approximately 11.8 GW, with more than half (58%) expected to be served behind the meter, indicating speed to power is a top priority for developers. Utility Dive | Energy Industry PJM reported that growing 24/7 data center demand is outpacing new supply, with DOE issuing ninth 202c order this year to allow backup generation at data centers, though PJM has not used the authority to date. PJM Inside Lines (PJM) Data center investment surpasses all historical U.S. economic booms Tim Henderson of Stateline reports that investment in data centers now exceeds all other historical booms in U.S. history, surpassing even the 19th-century railroad expansion in economic impact. PA Capital-Star Morning Guide | PA & NJ Politics Gov. Josh Shapiro has launched a federal political action committee, New Path PAC, to support Democratic challengers in four competitive U.S. House districts in Pennsylvania. Spotlight PA (PA Post) State Rep. Lisa Borowski seeks to close Pennsylvania rape law loophole State Rep. Lisa Borowski (D., Delaware) wants to close the 'dangerous gap' in Pennsylvania law that makes filing rape charges difficult when the victim was voluntarily intoxicated. Spotlight PA (PA Post) PETA urges Philadelphia to implement rat birth control program After Philadelphia's City Council called for action against rat infestations in the Northeast part of the city, PETA sent a letter to Mayor Cherelle Parker urging her to implement a birth control program instead of using poisons. Spotlight PA (PA Post) Pennsylvania Attorney General Dave Sunday enforces Act 57 banning unapproved vape sales Attorney General Dave Sunday said his office will enforce Act 57, which prohibits sales in Pennsylvania of electronic nicotine delivery systems not in the state AG's directory, with graduated penalties for repeat offenders, effective today. PA Capital-Star Morning Guide NJ DEP unveils Liberty State Park Resilience Project to address climate impacts Maggie McCann, the DEP’s administrator for urban state parks and initiatives, said the project focuses on five vulnerable areas of Liberty State Park to protect against flooding and extreme heat from climate change. Politico NJ Playbook | On the Floor — Next Session House · Second Consideration (watchlist) PA General Assembly House · Second Consideration (keyword: public utilities) PA General Assembly House · Resolutions (keyword: data center) PA General Assembly Senate · Third Consideration (keywords: data center, data centers) PA General Assembly | National Politics EPA Administrator Lee Zeldin faces Hatch Act scrutiny over political trips The Campaign Legal Center questions whether EPA Administrator Lee Zeldin's taxpayer-funded trips to political battlegrounds, including a Pennsylvania visit with Rep. Scott Perry, violate the Hatch Act. Spotlight PA (PA Post) Over 100,000 Ukrainians and 2,000 Sudanese immigrants may lose protected status by Monday More than 100,000 Ukrainians and roughly 2,000 Sudanese immigrants are bracing for the possibility they’ll lose their humanitarian protections by Monday, as reported in the Capital-Star's ICYMI section. PA Capital-Star Morning Guide | Market Snapshot | PJM West Hub (RT) | $58.77/MWh | | PJM AEP-Dayton (RT) | $57.32/MWh | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $3.22/MMBtu | | WTI Crude | $101.09/bbl -0.3% |
As of Oct 19, 8:12 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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