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October 5, 2026

MJL Morning Briefing — Mon, Oct 5

MJL Morning Briefing
From Matt Leonard · Monday, October 5, 2026
TOP STORY
Amazon stops using NDAs for Pennsylvania data center deals but not retroactively
Amazon Web Services announced via a LinkedIn post that it has stopped using nondisclosure agreements with local officials for data center projects in Pennsylvania, but the change does not apply to agreements already signed, according to reporting by Spotlight PA and GeekWire.
Spotlight PA (PA Post)
Energy Industry
PA & NJ Politics
⚡Meta settlement could bring $516M-$729M to Pennsylvania over ten years
Pennsylvania is set to receive $516 million to $729 million from Meta over the next ten years as part of a multistate lawsuit, but the settlement clashes with the state's fiscal code, prompting lawmakers from both parties to seek control over the funds.
Spotlight PA (PA Post)
Van Drew airs negative ad calling Mullock a 'crazy radical socialist'
Rep. Jeff Van Drew is airing a negative ad on cable against Democratic Cape May Mayor Zack Mullock, labeling him a 'crazy radical socialist,' indicating he views the race as competitive despite Trump's 13-point win in the district.
Politico NJ 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
HR 630 — A Resolution directing the Legislative Budget and Finance Committee to conduct a study on data center decommissioning in Pennsylvania and provide recommendations. - Energy, October 05, 2026
House · Resolutions (keyword: data center)
PA General Assembly
SB 1328 — An Act requiring automated external defibrillators at utility or electrical worksites; imposing duties on the Department of Labor and Industry; and imposing penalties.
Senate · Third Consideration (watchlist)
PA General Assembly
National Politics
⚡Senate GOP faces debt limit dilemma as lame duck session approaches
Senate Finance Committee Chair Mike Crapo (R-Idaho) said Republicans should deal with the federal borrowing limit as soon as possible, noting the vehicle depends on reconciliation 3.0 in the lame duck period.
Punchbowl News
⚡Supreme Court hears Suncor v. Boulder climate liability case
The Supreme Court heard oral arguments on October 5, 2026, in Suncor v. Boulder, a case testing whether state law can hold energy companies liable for climate change damages.
NYT The Morning
Senate Leadership Fund allocates $14 million to defend Sen. Roger Marshall in Kansas
The Senate Leadership Fund plans to invest $14 million to defend GOP Sen. Roger Marshall in deep-red Kansas as the Senate GOP leadership-aligned super PAC made $62 million in new reservations to save Republicans’ shaky Senate majority.
Punchbowl News
DCCC adds six Democratic challengers in deep-red districts to Red to Blue program
The DCCC is adding six new Democratic challengers running in deep-red districts to its Red to Blue endorsed candidate program, including Blake Gendebien in New York’s 21st District and Teresa Benitez-Thompson in Nevada’s 2nd District.
Punchbowl News
Senate Majority Whip John Barrasso to campaign in Kansas with Sen. Roger Marshall
Senate Majority Whip John Barrasso will travel to Kansas this week to campaign with Sen. Roger Marshall (R-Kan.), who is facing a surprisingly competitive challenge from Democrat Adam Hamilton.
Punchbowl News
Market Snapshot
PJM West Hub (RT)$75.86/MWh
PJM AEP-Dayton (RT)$70.36/MWh
PJM Capacity 28/29$325.00/MW-day
Henry Hub$3.18/MMBtu
WTI Crude$90.04/bbl -1.2%
As of Oct 5, 8:13 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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