MJL Morning Briefing | | From Matt Leonard · Thursday, September 3, 2026 | TOP STORY The Pennsylvania PUC's Electric Power Outlook for 2025-2030 projects an 18.56% industrial increase over the five-year period, with PPL Electric Utilities' total usage growing at an average annual rate of 20.51%. PA Public Utility Commission | Energy Industry A study by S&P Global's CERA Consulting for the Electricity Customer Alliance, National Grid and Converge Strategies finds 13 high-value transmission projects could deliver up to $15.3 billion in net system value through 2050. Utility Dive PJM has a Maximum Generation Alert and a Load Management Alert in effect for Sept. 3, forecasting a 152,496 MW peak, up from 143,241 MW forecast for Sept. 2. PJM Inside Lines | PA & NJ Politics PennLive found PA House and Senate leaders took almost $500,000 in 2026 from data-center-linked donors, led by Senate President Pro Tempore Kim Ward (R., Westmoreland; co-op: Somerset) at $123,000 and Matt Bradford at $113,000. Spotlight PA / PennLive FirstEnergy Pennsylvania chief security officer Brian Harrell told lawmakers the utility, serving 2.1 million customers across 56 counties, blocks tens of thousands of malicious connection attempts monthly. PA Capital-Star Sherrill strikes deal with 17 unions to waive health contribution increases as savings panel deadlocks Gov. Mikie Sherrill announced a deal with 17 unions Sept. 2 waiving their health contribution increases, against a 17% premium increase state actuary AON said they should face; a working group is due by Oct. 1. POLITICO New Jersey Playbook Gov. Josh Shapiro and Treasurer Stacy Garrity agreed Sept. 2 to a Nexstar-hosted televised debate on Oct. 7 in the Pennsylvania governor's race. Philadelphia Inquirer | What Moved Yesterday — Your Watchlist Referred to ENERGY, Sept. 2, 2026 | On the Floor — Next Session House · Bill On Concurrence (keywords: data center, data centers) PA General Assembly Senate · Third Consideration (keywords: data center, data centers) PA General Assembly | National Politics The House Energy and Commerce Committee holds a hearing Thursday on the draft Water Cost Accountability Act, which aims to keep ratepayers from covering AI data centers' water use; Microsoft is backing it. Punchbowl News Democrats move to turn data-center backlash onto an OBBBA tax provision Democrats are trying to steer public anger over data centers toward an under-the-radar tax credit in the One Big Beautiful Bill Act; Republicans who wrote the credits call the tactic a stretch. POLITICO Playbook Trump administration equity stakes near $30 billion across mining, energy, tech and defense The administration's accumulation of partial ownership stakes approaching $30 billion is prompting progressives to debate how a future Democratic president might use the same tool for climate and labor policy. POLITICO Playbook DOJ opinion would strip federal funds from states that don't report undocumented immigrants A new Office of Legal Counsel opinion extends reporting requirements to entire state governments drawing TANF or SSI funds, rather than only the agencies administering those programs. POLITICO New Jersey Playbook | Pittsburgh Sports San Francisco scored twice in the 10th inning to beat the Pirates 5-4 on Sept. 2, with the game going final in extras. ESPN Pittsburgh signed safety Bishop Fitzgerald on Sept. 2, the latest addition to a practice squad it began filling out Aug. 31 with 13 players. Steelers.com | Market Snapshot | PJM West Hub (RT) | $31.03/MWh -3.1% | | PJM AEP-Dayton (RT) | $32.33/MWh +1.3% | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $2.90/MMBtu | | WTI Crude | $92.33/bbl +1.4% |
As of Sep 3, 8:00 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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