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August 6, 2026

MJL Morning Briefing — Thu, Aug 6

MJL Morning Briefing
From Matt Leonard · Thursday, August 6, 2026
TOP STORY
⚡PSEG submits data center supply proposals into PJM's bilateral contracting process
Public Service Enterprise Group has offered data center supply proposals through PJM's bilateral contracting process and CEO Ralph LaRossa said he is "encouraged" by potential changes to New Jersey's utility business model, with PJM's New Jersey Hub at $62.44/MWh at 8:08 a.m.
Utility Dive
Energy Industry
⚡At least 82 gas plants proposed or under construction to power data centers
The Environmental Integrity Project counts at least 82 gas-burning plants being built or proposed nationwide to serve data centers, a month after PJM said data centers would add billions in charges to consumers over the next three years.
NYT The Morning
Texas pauses data center interconnections facing 474 GW of requests
Gov. Greg Abbott called for an audit of every data center in the ERCOT interconnection queue — an estimated 474 GW of requests — leading the grid operator to delay its Batch Zero review process.
Utility Dive
Appeals court unblocks $20B in federal Greenhouse Gas Reduction Fund grants
A divided appeals court rejected EPA's attempt to reclaim $20 billion in Greenhouse Gas Reduction Fund awards "based solely on a policy disagreement" with the Inflation Reduction Act.
Utility Dive
National Politics
Thune's pre-recess list stalls on a hemp fight inside the CR
Senate Majority Leader John Thune still needs government funding, Russia sanctions, Todd Blanche's attorney general nomination, 74 executive nominees and a crypto procedural vote before recess, with Sen. Ted Budd holding out for an amendment stripping a White House-requested hemp-ban delay.
Punchbowl News
Russia sanctions deal nears on Warnock-Cassidy tariff amendment
Senate Democratic leaders hotlined a proposed agreement giving votes on a Warnock-Cassidy amendment tweaking the sanctions bill's tariff language and a Paul-Wyden amendment scrapping the tariff provisions entirely, signaling expedited final passage is close.
Punchbowl News
GOP pollster ties midterm affordability spike to rising gas prices
Pollster Tony Fabrizio told Senate Republicans that the inflation and affordability issue spiked when gas prices rose, as Speaker Mike Johnson called the unsettled Iran situation his party's headwind and said gas must come down from above $4 a gallon.
Politico Playbook
Schumer rejects blame after El-Sayed beats his preferred Michigan candidate
Chuck Schumer said he has "zero regrets" about backing Rep. Haley Stevens, who lost the Michigan Democratic Senate primary to Abdul El-Sayed, while Sen. Elizabeth Warren argued leadership should not spend Democratic money against Democrats in primaries.
Punchbowl News
Pittsburgh Sports
Brewers beat Pirates 4-2 as Skenes falls to 9-10
Paul Skenes took the loss going 5 innings with 2 hits, 3 earned runs, 6 strikeouts and 4 walks, and Edwin Rodriguez's two-run homer to left-center in the 7th scored Bryan Reynolds for Pittsburgh's only runs, after Brewers starter Kyle Harrison struck out 10 over five scoreless innings.
ESPN
Rodgers hits Roman Wilson for two touchdowns in Steelers' most physical camp practice
Aaron Rodgers connected with third-year receiver Roman Wilson for two touchdowns and Chris Boswell went 8-for-8 on field goals including a 56-yarder, while defensive lineman Logan Lee missed a second straight day at Saint Vincent College.
Steelers Depot
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)$62.19/MWh +100.6%
PJM AEP-Dayton (RT)$59.52/MWh +102.0%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.81/MMBtu +8.5%
WTI Crude$75.68/bbl +0.6%
As of Aug 6, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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