MJL Morning Briefing | | From Matt Leonard · Thursday, July 9, 2026 | TOP STORY New Jersey Gov. Mikie Sherrill signed legislation July 7 requiring BPU review of 'supplemental' transmission projects — 79% of the state's ratepayer transmission costs since 2008 — and stripping utilities' 0.5% PJM-membership return-on-equity adder. Utility Dive | Energy Industry EIA's July outlook sees U.S. wholesale power averaging $45/MWh this summer (down 8% on cheaper gas) but forecasts PJM higher near $69/MWh; PJM's real-time RTO LMP sat at $51.96/MWh with load near 106 GW this morning. Utility Dive / EIA An MIT study finds about three-quarters of the clean-energy capacity expected under the IRA will still come online despite the One Big Beautiful Bill Act's tax-credit phaseouts, with fossil generation running 19% higher and siting the real bottleneck. Utility Dive | National Politics U.S. forces struck about 90 Iranian targets for a second straight night after Tehran hit ships in the Strait of Hormuz; Trump declared the ceasefire 'over,' revoked the Iran oil-sanctions waiver, and sought $67B in war funding. Punchbowl News / CNBC Rep. Lloyd Smucker (R-Pa.) is battling Rep. Blake Moore (R-Utah) for the House Budget Committee's top job after Chair Jodey Arrington's retirement, with a source saying Smucker has already locked up the votes he'd need. Punchbowl News Climate-science skeptic put in charge of National Climate Assessment The National Climate Assessment is now overseen by Matthew Wielicki, a public climate-science skeptic named to lead the U.S. Global Change Research Program, part of the administration's effort to challenge scientific consensus after gutting the tracking office. Politico Playbook Platner quits Maine Senate race, forcing a scramble for a replacement Maine Democratic Senate nominee Graham Platner suspended his campaign against Sen. Susan Collins amid sexual-assault allegations he denies, forcing state Democrats to pick a replacement at a convention before the July 27 deadline. Politico Playbook | PA & NJ Politics A year on, PA delegation still split over the One Big Beautiful Bill A year after enactment, Pennsylvania's U.S. House delegation remains split on the One Big Beautiful Bill — Rep. Mike Kelly touts its 'Working Families Tax Cuts,' while Rep. Brendan Boyle said Wednesday it favored top earners over healthcare and food aid. City & State PA DOJ warns PA's top election official of possible criminal charges The U.S. Justice Department sent Pennsylvania's chief election official a letter this week warning that he and his staff could face criminal charges if noncitizens are permitted to vote in November. PennLive Shapiro, Garrity split sharply on legalizing marijuana Pennsylvania's gubernatorial race shows a clear cannabis divide: Gov. Josh Shapiro backs legalizing adult-use marijuana while Republican challenger Stacy Garrity opposes it, per a Spotlight PA comparison of the candidates' positions. Spotlight PA | On the Floor — Next Session House · Bill On Concurrence (keywords: data center, data centers) PA General Assembly Senate · Third Consideration (watchlist) PA General Assembly | Pittsburgh Sports The NL East-leading Braves beat the Pirates 3-0 in Pittsburgh on Wednesday, Joey Bart's two-out, two-run homer in the eighth breaking a scoreless tie after starter Jared Jones was lifted following six perfect innings; Pittsburgh fell to 47-46. ESPN | Market Snapshot | PJM West Hub (RT) | $52.84/MWh +63.4% | | PJM AEP-Dayton (RT) | $50.77/MWh +63.8% | | PJM Capacity 27/28 | $333.44/MW-day | | Henry Hub | $3.29/MMBtu -1.5% | | WTI Crude | $73.97/bbl +0.6% |
As of Jul 9, 8:09 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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