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July 30, 2026

MJL Morning Briefing — Thu, Jul 30

MJL Morning Briefing
From Matt Leonard · Thursday, July 30, 2026
TOP STORY
⚡NRECA backs 2024 transformer efficiency rule as DOE weighs revisions
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 says power generation for data centers can sidestep pollution laws
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
Texas energy agencies ask for more authority over data center interconnection
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
Trump declines to say whether Thune should keep leading Senate Republicans
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
Green Party candidates petition into PA-7 and PA-8 without the party's endorsement
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
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
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
Echols intercepts Rodgers in McCarthy's first Steelers camp practice
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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