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October 22, 2026

MJL Morning Briefing — Thu, Oct 22

MJL Morning Briefing
From Matt Leonard · Thursday, October 22, 2026
TOP STORY
⚡NRECA presents electric cooperatives' $29B investment plan for 20GW gas generation
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
⚡Pennsylvania Senate Environmental Committee to Study Conventional Oil and Gas Industry Economic Impact
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 to Open 114 MW Wind Facility on Reclaimed Mine
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
HB 2480 — This bill requires utilities to ensure that at least one AED is readily available and operable at each worksite.
House · Second Consideration (watchlist)
PA General Assembly
HB 2584 — This bill provides for Public Utility Rate Transparency and Online Database Requirement.
House · Second Consideration (keyword: public utilities)
PA General Assembly
HR 630 — A Resolution directing the Legislative Budget and Finance Committee to conduct a study on data center decommissioning in Pennsylvania and provide recommendations. - Energy, October 05, 2026
House · Resolutions (keyword: data center)
PA General Assembly
SB 1408 — An Act providing for data center transparency; prohibiting certain nondisclosure agreements between public agencies and data centers; providing for data centers and public input; prohibiting data centers from being…
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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