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September 7, 2026

MJL Morning Briefing — Mon, Sep 7

MJL Morning Briefing
From Matt Leonard · Monday, September 7, 2026
TOP STORY
⚡PA PUC forecasts industrial electricity use rising 18.56% a year through 2030 on data-center load
The Pennsylvania Public Utility Commission's Electric Power Outlook for Pennsylvania 2025-2030 projects industrial electricity usage rising approximately 18.56% a year through 2030, against 0.52% residential and 0.32% commercial.
Berks Community Television
Energy Industry
IFO reports a second straight quarterly drop in PA gas production as residential gas prices rise 7.3%
The Independent Fiscal Office reported Sept. 2 that Pennsylvania produced 1,925 billion cubic feet in the second quarter with 89 new shale wells spud, while the average hub price fell 11.3% to $2.11.
PA Environment Digest
National Politics
House Democrats settle on data centers as a fall attack line in 11 battleground races
House Democrats' campaign arm updated the webpage it uses to signal super PACs, telling them to focus on data centers in 11 battleground races, while a House Majority PAC memo advises attacking vulnerable Republicans on the issue.
Politico Playbook
Trump administration asks the Supreme Court to stay a ruling blocking USPS mail-ballot restrictions
The administration filed an emergency appeal Sunday seeking a stay of a federal judge's ruling barring the Postal Service from imposing new mail-in ballot rules that include a proof-of-citizenship requirement.
Punchbowl News
GOP midterm convention speaker list includes two U.S. House Republicans from Pennsylvania
The speaker lineup for this week's Republican midterm convention includes Trump, Vance, Speaker Mike Johnson, Treasury Secretary Scott Bessent and Reps. Rob Bresnahan (co-op: Claverack) and Ryan Mackenzie of Pennsylvania.
Politico Playbook
Pittsburgh Sports
Skenes and Henry Davis carry the Pirates past the Angels 1-0
Paul Skenes threw 5.1 scoreless innings on four hits, ending a seven-outing winless stretch, and Henry Davis homered to left in the third for the only run; M. Montgomery closed it out for his 10th save.
ESPN
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
Market Snapshot
PJM West Hub (RT)$7.68/MWh
PJM AEP-Dayton (RT)$7.68/MWh
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.90/MMBtu
WTI Crude$92.20/bbl +0.8%
As of Sep 7, 8:00 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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