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July 16, 2026

MJL Morning Briefing — Thu, Jul 16

MJL Morning Briefing
From Matt Leonard · Thursday, July 16, 2026
TOP STORY
Trump to deliver primetime election-integrity address amid aide unease
Trump speaks tonight to push the stalled SAVE Act and declassify 2020-election intelligence, with senior staff warning he may insert claims they cannot substantiate as networks weigh carrying the roughly 20-minute address.
Politico Playbook
National Politics
House Democrats split three ways on cutting Israel aid
The House rejected a Massie amendment to slash $3 billion in Israel aid, but 103 Democrats — including six of Pennsylvania's seven — backed it as leadership divided, with Whip Katherine Clark voting yes against Jeffries and Aguilar.
Punchbowl News
House Budget panel opens markup of $95B reconciliation 3.0
The Budget Committee began its 9 a.m. markup of the defense-heavy $95 billion package, but fiscal hawks balked at the lack of pay-fors, with Rep. Eric Burlison saying of leadership's promised cuts, "We've been lied to."
Politico Playbook
Blanche AG confirmation hinges on undecided Cornyn
Todd Blanche returns to Senate Judiciary for a second hearing as his path to attorney general could turn on Sen. John Cornyn, with GOP leaders pressing to clear the vote before the August recess.
Politico Playbook
PA & NJ Politics
Quinnipiac: Shapiro leads Garrity 53-40 as gap narrows
Gov. Josh Shapiro holds a 53-40 lead over Treasurer Stacy Garrity in a new Quinnipiac poll, down from 55-37 in February; Garrity leads among men 48-46 while Shapiro leads among women 60-33.
PoliticsPA
IFO: PA still faces ~$5B underlying deficit despite balanced budget
The Independent Fiscal Office found the enacted 2026-27 spending plan avoids tapping reserves but leaves an underlying roughly $5 billion structural deficit, since lawmakers authorized no new revenue sources.
PennLive
McCormick's Carlisle defense summit draws ~$10B in investment
Sen. Dave McCormick's PA Defense and Innovation Summit at the U.S. Army War College catalyzed nearly $10 billion in announced investment and 4,000-plus jobs, with Trump addressing the gathering and Shapiro touting Pennsylvania's defense role.
PoliticsPA
What Moved Yesterday — Your Watchlist
HB 2691 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in powers and duties, further providing for data to be supplied by electric utilities.
Referred to CONSUMER PROTECTION, TECHNOLOGY AND UTILITIES, July 15, 2026
PA General Assembly In app →
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
Energy Industry
PJM extends Max Gen Alert; DOE grants emergency permit relief
PJM extended its Maximum Generation Alert and secured DOE authorization letting generators exceed environmental permit limits through July 21, with real-time PJM-RTO prices at $35.97/MWh and load near 113 GW against a forecast peak of roughly 160 GW at 8:08 a.m.
PA Environment Daily
⚡Virginia SCC weighs Dominion data-center transmission cost split
The Virginia SCC is examining how to allocate Dominion's data-center-driven transmission costs, with a commission attorney warning of "glaring cross-class subsidization" benefiting new large-load customers regardless of the methodology chosen.
Utility Dive
⚡FERC sets July 23 technical conference on PJM governance
FERC's July 23 technical conference will examine PJM's governance structure, which a former PJM board member argues is the real institutional bottleneck to scaling grid flexibility, not the underlying technology.
Utility Dive
New York becomes first state to impose data-center moratorium
New York enacted the first statewide moratorium on new data-center development, signaling a regulatory turn against the AI-driven load growth straining PJM and neighboring grids.
Utility Dive
Pittsburgh Sports
Skenes an All-Star again but ineligible to pitch in Philly
Paul Skenes earned a third straight All-Star selection but was ineligible to pitch in Tuesday's July 14 All-Star Game at Philadelphia's Citizens Bank Park under the MLB rule barring pitchers who started the first-half finale; the Pirates enter the break 50-47, two games back in the NL wild-card race.
Yahoo Sports
Market Snapshot
PJM West Hub (RT)$36.48/MWh +11.8%
PJM AEP-Dayton (RT)$35.38/MWh +11.5%
PJM Capacity 27/28$333.44/MW-day
Henry Hub$2.83/MMBtu +3.7%
WTI Crude$79.66/bbl +0.1%
As of Jul 16, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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