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September 28, 2026

MJL Morning Briefing — Mon, Sep 28

MJL Morning Briefing
From Matt Leonard · Monday, September 28, 2026
TOP STORY
⚡Chobani plant to process 3B pounds of milk yearly
Chobani's forthcoming plant near Allentown plans to process over 3 billion pounds of milk per year, which could change things for Pennsylvania's dairy industry that has been trying to manage decline for generations.
Spotlight PA (PA Post)
Energy Industry
⚡PA Farm Bureau Supports Pause on AI Data Center Development
PA Farm Bureau supports a pause on AI data center development and issues a policy paper explaining why a pause is needed.
PA Environment Daily
DEP Issues Violations to Mifflin Energy for Abandoning 16 Wells in Greene County
DEP issues violations to Mifflin Energy Resources LLC for abandoning, not plugging 16 conventional oil and gas wells in Greene County.
PA Environment Daily
PA & NJ Politics
⚡Shapiro gives $5.6M to state Democratic PAC
Governor Josh Shapiro gave more than $5.6 million to the state Democratic Party's political action committee throughout the summer, showing centralization around him as the party's standard-bearer.
Spotlight PA (PA Post)
Fetterman casts deciding vote against Iran War Powers Resolution
Senator John Fetterman cast the deciding vote against the Iran War Powers Resolution in the United States Senate, as reported by CBS21.
Spotlight PA (PA Post)
Gov. Sherrill approves 34% health insurance rate increase for NJ education employers
Gov. Mikie Sherrill's administration approved a 34% rate increase for health insurance on the state-run plan for education employers, effective next plan year, straining cash-strapped school districts.
Politico NJ Playbook
Gov. Sherrill narrows Lt. Gov. replacement to Shavonda Sumter or Kellie Doucette
Sources say Gov. Mikie Sherrill has narrowed her lieutenant governor choices to former Assembly member Shavonda Sumter and her chief operating officer Kellie Doucette following Dale Caldwell's resignation.
Politico NJ Playbook
Lt. Gov. Dale Caldwell resigns amid harassment and ethics allegations
Lt. Gov. Dale Caldwell resigned Friday, less than 24 hours after a report outlined allegations of sexual harassment and ethical violations, triggering a leadership shift in New Jersey.
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
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
Supreme Court justices to unofficially kick off 2026-27 term today with long conference
The Supreme Court justices will unofficially kick off their 2026-27 term today, coming together for a 'long conference' to consider petitions up for review over the summer recess.
Politico Playbook
Senate to finalize bipartisan college sports bill today at 5:30 p.m.
Senators are set to wrap up business as soon as Wednesday, with final passage of the sweeping bipartisan college sports bill scheduled for 5:30 p.m. today as a major item on the to-do list.
Politico Playbook
Market Snapshot
PJM West Hub (RT)$43.72/MWh
PJM AEP-Dayton (RT)$40.75/MWh
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.90/MMBtu
WTI Crude$95.85/bbl +3.7%
As of Sep 28, 8:13 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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