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 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 Referred to CONSUMER PROTECTION, TECHNOLOGY AND UTILITIES, July 15, 2026 | On the Floor — Next Session House · Bill On Concurrence (keywords: data center, data centers) PA General Assembly Senate · Third Consideration (keywords: data center, data centers) PA General Assembly | Energy Industry 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 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'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 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 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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