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October 1, 2026

MJL Morning Briefing — Thu, Oct 1

MJL Morning Briefing
From Matt Leonard · Thursday, October 1, 2026
TOP STORY
⚡Teamsters Local 877 at Phillips 66 Bayway Refinery vote to authorize strike
Members of the Teamsters Local 877 at the Phillips 66 Bayway Refinery in Linden, New Jersey, voted to authorize a strike this week as contract negotiations come to a head, with more than 90% of the 385 oil refinery workers supporting the action.
Politico NJ Playbook
Energy Industry
⚡FERC accepts PJM reliability backstop proposal, suspends for five months
FERC on Sept. 29 accepted PJM's Reliability Backstop Procurement proposal but suspended it for five months with an effective date of Feb 28, 2027, subject to refund and further proceedings.
PJM Inside Lines (PJM)
⚡DEP Proposes Waste Reporting Changes After 81,000 Conventional Wells Failed to Report in 2025
The Pennsylvania Department of Environmental Protection said it is considering requiring operators to provide a comment when no waste is reported for a well, after confirming owners of approximately 81,000 conventional oil and gas wells failed to report waste information for the 2025 reporting year.
PA Environment Daily
Permitting reform bill vote delayed until after election, lobbying intensifies
By punting a vote until after the election, senators opened October to fierce lobbying from all sides on the permitting reform bill, with utilities likely to push for changes to federal siting authority.
Punchbowl News
Over 600 projects enter Phase 1 of PJM’s new interconnection process
PJM’s new interconnection process started Sept. 28 with 617 projects capable of generating nearly 169 GW of electricity remaining in the study Cycle.
PJM Inside Lines (PJM)
PA & NJ Politics
New Jersey Gov. Mikie Sherrill discusses affordability and energy infrastructure
New Jersey Gov. Mikie Sherrill joined us for a discussion about affordability and energy infrastructure on Wednesday, saying the state is working to make homes more affordable through permitting reform, selling tax credits and strengthening the first-time homebuyers program.
Punchbowl News
Ken Griffin pledges $3 billion to Carnegie Mellon University
Hedge fund executive Ken Griffin made the largest higher education gift in U.S. history, a $3 billion pledge to Carnegie Mellon University to be split between its Pittsburgh and Miami campuses.
Spotlight PA (PA Post)
PA House passes open primaries bill for unaffiliated voters
The Pennsylvania state House passed a bill to open primary elections to unaffiliated voters on Tuesday, though it is unlikely to become law this session due to Senate opposition.
Spotlight PA (PA Post)
Pa. House panel advances bill to regulate kratom sales
Rep. Dan Frankel said the goal is to keep therapeutic kratom available while banning dangerous forms appealing to youth or uninformed consumers.
PA Capital-Star Morning Guide
New Jersey independent contractor rules take effect today despite delay calls
Despite calls for a delay, the state’s new independent contractor rules take effect today, with Gov. Mikie Sherrill saying she’d be 'more than happy to work with the legislature on specific carve-outs' if necessary.
Politico NJ Playbook
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
HB 2380 — This bill requires electric distribution companies to procure battery storage systems.
House · Second Consideration (keywords: public utilities, electric utility, electric distribution)
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
SB 1408 — An Act prohibiting certain nondisclosure agreements between public agencies and data centers.
Senate · Bills On Second Consideration (keywords: data center, data centers)
PA General Assembly
National Politics
House Democrats' super PAC raises $230M in Q3, best quarter ever
House Majority PAC President Mike Smith said House Democrats' chief outside groups raised $230 million in Q3, their best quarter ever, as they strive for House majority.
Punchbowl News
Senate leaves town for campaigning after final votes on nominations
Senate leaders struck a deal to speed up the confirmation vote for Acting Labor Secretary Keith Sonderling, giving the GOP a final win on nominations before the midterms.
Punchbowl News
Democrats launch Iran war attack ads in key House races including PA-10
House Majority PAC launched an ad Tuesday hitting Rep. Mike Lawler (R-N.Y.) for his support of the Iran war, while in PA-10, Democratic nominee Janelle Stelson and the DCCC are out with a coordinated ad hitting Rep. Scott Perry (R-Pa.) over his support for the Iran conflict.
Punchbowl News
TVA Approved to Build Small Nuclear Reactor
Tennessee Valley Authority received approval on September 29, 2026 to build a small nuclear reactor as part of its clean energy initiative.
Utility Dive
Tennessee woman survives two lethal injections before hospital transfer
A Tennessee woman sentenced to death survived two doses of lethal injection last night before state officials gave up and took her to a hospital.
NYT The Morning
Market Snapshot
PJM West Hub (RT)$33.12/MWh -2.6%
PJM AEP-Dayton (RT)$33.60/MWh -1.1%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$3.18/MMBtu +1.6%
WTI Crude$91.71/bbl +1.4%
As of Oct 1, 8:13 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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