MJL Morning Briefing | | From Matt Leonard · Thursday, October 22, 2026 | TOP STORY NRECA states electric cooperatives plan to invest nearly $29 billion to bring over 20 gigawatts of new natural gas generation online, powering 17 million American homes. Punchbowl News | Energy Industry Senate Environmental Committee meets October 21 to consider resolution authorizing study of economic importance of conventional oil and gas industry, as reported by PaEN via tinyurl.com/4kkry9ta. PA Environment Daily DEP joins Competitive Power Ventures and local officials to open 114 MW wind energy facility on reclaimed strip mine in Cambria and Clearfield Counties, as announced in a LinkedIn post via PaEN. PA Environment Daily SpaceX plans to retire most popular rocket, potentially affecting military satellite launches SpaceX is planning to retire its most popular rocket, which could jeopardize U.S. capabilities and affect the military’s ability to put advanced satellites in orbit on time. Politico Playbook Georgia electric cooperative plans 50-MW home battery deployment Central Georgia Electric Membership Corp. plans a 50-MW home battery deployment to reduce system peaks and energy costs as data centers seek grid connections. Utility Dive | PA & NJ Politics Chris Deluzio signals 2028 Senate run against John Fetterman in Pennsylvania Rep. Chris Deluzio (D-Pa.) seems to be all but ready to declare a 2028 Senate run against Sen. John Fetterman (D-Pa.), according to POLITICO reporting from Beaver Falls. Politico Playbook House Democrats say GOP discord dashed hope for a skill games bill this year House Appropriations Committee Chairman Jordan Harris (D-Philadelphia) said Senate Republicans were unable to muster votes needed to pass a skill games bill in the upper chamber, dashing hope for an agreement before the end of the legislative session next month. PA Capital-Star Morning Guide Allegheny County Council passes first-of-its-kind parental leave mandate in 11-4 vote Many employees in Allegheny County will soon be eligible to receive up to 12 weeks of paid parental leave after council this evening passed the first policy of its kind in the country. PA Capital-Star Morning Guide NJ court delays special education complaints beyond federal limits Danna Dennis, an East Orange mother, reports her disabled son's special education complaint took six months, four times the federal limit, amid ongoing judicial delays. NJ Spotlight News | On the Floor — Next Session House · Second Consideration (watchlist) PA General Assembly House · Second Consideration (keyword: public utilities) PA General Assembly House · Resolutions (keyword: data center) PA General Assembly Senate · Third Consideration (keywords: data center, data centers) PA General Assembly | National Politics Ballard Partners tops Punchbowl News lobbying top 10 with $98M revenue Ballard Partners, led by Brian Ballard, netted $98 million in revenue this year, topping Punchbowl News' lobbying top 10 list from its Portal data intelligence platform. Punchbowl News DMFI PAC to spend $7M in two CBC seats backed by Bloomberg infusion DMFI PAC will spend around $2 million to help Rep. Shomari Figures (D-Ala.) and roughly $5 million supporting Rep. Don Davis (D-N.C.) after a cash infusion from Michael Bloomberg. Punchbowl News WinSenate to spend $7M on closing message ads in Maine Senate race WinSenate, aligned with Senate Minority Leader Chuck Schumer, is putting $7 million behind its closing message in Maine’s Senate race featuring voter testimonials against Sen. Susan Collins. Punchbowl News Sherrod Brown campaigns in Ohio, cites data center opposition in Senate race Sherrod Brown told supporters in Chillicothe, Ohio on Tuesday he will win his rematch against Sen. Jon Husted, framing the contest as a populist fight against Big Tech and data center growth. Punchbowl News Young voter poll shows Democrats leading Republicans 63% to 26% among 18-29 year olds Democrats lead Republicans 63% to 26% among likely young voters (ages 18-29) who say they will definitely vote, with 10% undecided, according to Harvard Kennedy School Institute of Politics' national poll. Politico Playbook | Market Snapshot | PJM West Hub (RT) | $71.02/MWh | | PJM AEP-Dayton (RT) | $75.75/MWh | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $3.10/MMBtu -5.5% | | WTI Crude | $99.26/bbl +2.2% |
As of Oct 22, 8:12 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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