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June 11, 2026

MJL Morning Briefing — Thu, Jun 11

MJL Morning Briefing
From Matt Leonard · Thursday, June 11, 2026
TOP STORY
⚡FERC approves PJM fast-track interconnection for shovel-ready generation
FERC on June 9 approved PJM's one-time expedited interconnection track, letting up to 10 large projects a year (250 MW or more, online within three years) jump the queue if backed by a state siting-authority pledge; the order takes effect July 31 and sunsets at the end of 2027.
Utility Dive
Energy Industry
PJM issues Hot Weather Alert as heat pushes peak demand toward 147 GW
PJM declared a Hot Weather Alert for its Mid-Atlantic and Southern regions for June 11-12 as temperatures top 90F, forecasting a peak near 147,478 MW today and 140,840 MW tomorrow; real-time RTO energy cleared at $28.64/MWh and Western Hub at $30.12/MWh as of 8:08 a.m.
PJM Inside Lines
Co-ops turn to batteries as data-center load drives cost and reliability worries
Utility Dive reports not-for-profit utilities are leaning on storage to manage data-center-driven load: Texas's Guadalupe Valley Electric Cooperative is scaling a residential-battery pilot from 2 MW toward 50 MW, and U.S. utility-scale storage is on track to approach 65 GW by the end of 2026.
Utility Dive
PA & NJ Politics
⚡PA's political mood on data centers cools ahead of the June 30 budget
A year after Gov. Shapiro touted Amazon's roughly $20 billion Pennsylvania data-center investment near Berwick, PoliticsPA reports the politics have shifted, with state Sen. Rosemary Brown publishing an op-ed pressing for residents to have a voice in siting as Shapiro's data-center tax incentives head into June 30 budget talks.
PoliticsPA
PA House votes to extend gross-receipts tax to digital advertising
The Pennsylvania House on June 10 passed a bill 139-63 extending the state's 5% gross-receipts tax to digital advertising -- banner, search and pop-up ads -- which Democrats estimate could raise about $500 million a year from firms like Google, Meta, Amazon and Microsoft; an amendment steering the money to senior property-tax relief drew Republican votes.
LancasterOnline
What Moved Yesterday — Your Watchlist
HB 2264 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in restructuring of electric utility industry, providing for virtual power plant program.
Removed from table, June 10, 2026
PA General Assembly
HB 2429 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in restructuring of electric utility industry, providing for hosting capacity maps.
(Remarks see House Journal Page ), June 10, 2026
PA General Assembly
HB 2450 — An Act amending the act of July 10, 1984 (P.L.688, No.147), known as the Radiation Protection Act, in general provisions, further providing for definitions; and, in fees, further providing for nuclear facility and…
Re-committed to APPROPRIATIONS, June 10, 2026
PA General Assembly
HB 2595 — An Act amending the act of November 30, 2004 (P.L.1672, No.213), known as the Alternative Energy Portfolio Standards Act, providing for interconnection reviews.
Referred to ENERGY, June 3, 2026
PA General Assembly
SB 501 — An Act amending the act of November 30, 2004 (P.L.1672, No.213), known as the Alternative Energy Portfolio Standards Act, further providing for definitions; providing for force majeure; further providing for alternative…
Referred to ENVIRONMENTAL RESOURCES AND ENERGY, May 12, 2025
PA General Assembly
SB 504 — An Act providing for community energy facilities; imposing duties on the Pennsylvania Public Utility Commission, electric distribution companies and subscriber organizations; and providing for prevailing wage and labor…
Referred to CONSUMER PROTECTION AND PROFESSIONAL LICENSURE, May 12, 2025
PA General Assembly
SB 505 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in restructuring of electric utility industry, further providing for energy efficiency and conservation program.
Referred to CONSUMER PROTECTION AND PROFESSIONAL LICENSURE, May 12, 2025
PA General Assembly
National Politics
Inflation hits 4.2% in May, driven mostly by energy prices
The Labor Department reported June 10 that consumer prices rose 0.5% in May and 4.2% over the year -- the hottest reading in more than three years -- with the energy index up 3.9% on the month and 23.5% over 12 months, accounting for more than 60% of May's increase.
CNBC
FISA spy authority nears expiration as House scrambles for an extension
With Section 702 surveillance powers set to lapse June 12, Speaker Mike Johnson fast-tracked a short-term extension to July 2 for a Thursday vote needing a two-thirds majority -- and likely to fail -- amid a Democratic standoff over Trump's appointment of Bill Pulte as acting director of national intelligence.
CBS News
Pittsburgh Sports
Pirates rally past Dodgers 9-8 to snap four-game skid
Tyler Callihan hit the first two home runs of his career -- a solo shot off Shohei Ohtani and a go-ahead three-run blast in the eighth off Kyle Hurt -- and Spencer Horwitz added a two-run homer as Pittsburgh erased a 6-1 deficit to beat Los Angeles 9-8 on June 10 and end a four-game losing streak.
ESPN
Penguins' Dubas hunts a top-six forward as draft, free agency near
With the NHL Draft and July 1 free agency approaching, NHL Rumors reported June 9 that Penguins GM Kyle Dubas is seeking an impact forward in his late 20s -- names like Jason Robertson and Dylan Larkin have surfaced -- with Pittsburgh holding the No. 22 pick and roughly $37.9 million in projected cap space.
NHL Rumors
Market Snapshot
PJM West Hub (RT)$30.12/MWh -18.6%
PJM AEP-Dayton (RT)$29.40/MWh -19.8%
PJM Capacity 27/28$333.44/MW-day
Henry Hub$3.10/MMBtu
WTI Crude$89.05/bbl -1.1%
As of Jun 11, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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