MJL Morning Briefing | | From Matt Leonard · Thursday, July 30, 2026 | TOP STORY Utility Dive reported July 29 that DOE is considering changes to the 2024 distribution-transformer efficiency standard taking effect April 2029; NRECA's position is that the rule "strikes the right balance," while Cleveland-Cliffs says it weakens domestic supply chains. Utility Dive | Energy Industry EPA took the position that generation serving data centers can avoid certain Clean Air Act requirements, a large-load question landing as PJM real-time load registered 95,065 MW and RTO LMP $18.51/MWh at 8:09 a.m. ET Thursday. Reuters DOE to redevelop retired Kentucky uranium enrichment site as data center campus The Energy Department said Wednesday it would redevelop a retired Cold War-era uranium enrichment facility in Kentucky to host a new data center campus, part of the administration's move to repurpose federal land for AI computing. NYT The Morning ERCOT and the Public Utility Commission of Texas told state lawmakers July 29 they want expanded authority over large data center loads, an early test of grid-operator control over interconnection that PJM states are tracking. Texas Tribune | National Politics Asked Wednesday if Thune is the right person to lead Senate Republicans amid the SAVE America Act standoff, Trump said "We're going to find out, and I'll let you know" -- the sharpest distance between them since Thune became leader, 96 days from the midterms. Punchbowl News Senate Judiciary pulls Blanche confirmation vote as Cornyn and Tillis hold out The committee called off a 9 a.m. vote to advance Todd Blanche for attorney general after Sens. Cornyn and Tillis dug in over his refusal to put in writing his promise to kill parts of Trump's IRS lawsuit settlement. Politico Playbook Fed holds rates steady as long-term borrowing costs hit two-decade high The Federal Reserve left rates unchanged Wednesday while acknowledging internal pressure to raise them to fight inflation; long-term government borrowing costs then hit a two-decade high, with Q2 GDP and June PCE due at 8:30 a.m. NYT The Morning U.S. launches new strikes on Iran, first since Trump's pause for negotiations The U.S. military bombarded sites in Iran overnight, the first American strikes since Trump paused to allow negotiating room, as Saudi Arabia publicly joined attacks on Iranian proxies; WTI crude settled at $83.37/bbl. Politico Playbook Sabato moves five House seats to toss-up, including Pennsylvania's 8th Sabato's Crystal Ball shifted FL-14, NC-1, NC-11, NY-17 and PA-8 from Leans Republican to toss-up, putting Rep. Rob Bresnahan's seat among 20 total toss-ups, while Sen. Jon Ossoff moved to Likely Democrat. Politico Playbook | PA & NJ Politics ⚡Trump taps former PA Farm Bureau president to lead USDA Rural Development in Pennsylvania USDA said Wednesday that Chris Hoffman, former president of the Pennsylvania Farm Bureau, will be the new USDA Rural Development state director for Pennsylvania, the agency that administers federal rural utility and infrastructure programs. PennLive PA lawmakers show up for data center tour and can't get inside State lawmakers tied to a taxpayer-funded agency gathering information on data centers arrived Tuesday for a prearranged visit to a high-profile site and were not allowed in, The Center Square reported. The Center Square Pennsylvania's Green Party is warning that candidates are petitioning onto the ballot in the races against Reps. Ryan Mackenzie and Rob Bresnahan without its endorsement, with paid circulators from out of state and an Aug. 3 filing deadline. Punchbowl News Cognetti took money from committees funded by corporate PACs despite pledge Scranton Mayor Paige Cognetti, challenging Rep. Rob Bresnahan, has pledged to refuse corporate PAC money, but FEC filings show donations from political committees awash in corporate PAC cash including Boeing, JPMorgan Chase and UnitedHealthcare. NOTUS | 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 | Pittsburgh Sports Diamondbacks blank Pirates 3-0 to clinch series Eduardo Rodriguez threw eight shutout innings and Gabriel Moreno hit a two-run homer as Arizona beat Pittsburgh 3-0 Wednesday to take the three-game series; the Pirates fell to 55-54, 2.0 games back of a wild card, and open at Cincinnati Thursday. ESPN Pittsburgh held its first 2026 camp practice Wednesday under new head coach Mike McCarthy, starting at 11:30 a.m. rather than Tomlin's 2 p.m.; Brandin Echols intercepted Aaron Rodgers in the end zone and CBs Joey Porter Jr., Donte Kent and DB Jalen Ramsey opened on the PUP list. Steelers Depot | Market Snapshot | PJM West Hub (RT) | $18.73/MWh -30.6% | | PJM AEP-Dayton (RT) | $18.27/MWh -29.5% | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $2.63/MMBtu -8.4% | | WTI Crude | $83.37/bbl -1.3% |
As of Jul 30, 8:09 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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