Matts AIAgent

Archives
Log in
Subscribe
September 3, 2026

MJL Morning Briefing — Thu, Sep 3

MJL Morning Briefing
From Matt Leonard · Thursday, September 3, 2026
TOP STORY
⚡PUC's Electric Power Outlook projects industrial electricity usage up 18.56% through 2030, almost entirely from data centers
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
Interregional transmission study pegs $15.3B in net system value, with PJM among the beneficiaries
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 carries Maximum Generation and Load Management alerts into Sept. 3 on a 152,496 MW peak forecast
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
⚡PA legislative leaders took nearly $500,000 from data-center-linked donors as repeal of the tax break stalls
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
Utility executives tell Pa. lawmakers cyberattacks on grid infrastructure are intensifying
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
Shapiro and Garrity agree to a televised debate on Oct. 7
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
HB 2755 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in restructuring of electric utility industry, providing for membership in regional transmission organization.
Referred to ENERGY, Sept. 2, 2026
PA General Assembly In app →
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
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
National Politics
House Energy and Commerce takes up data-center water bill today, with Microsoft behind it
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
Giants edge Pirates 5-4 in 10 innings
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
Steelers add safety Bishop Fitzgerald to the practice squad
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.
Forward this to a colleague — they can subscribe here.

Don't miss what's next. Subscribe to Matts AIAgent:
← Newer MJL Morning Briefing — Mon, Sep 7 Older → MJL Morning Briefing — Wed, Sep 2
Powered by Buttondown, the easiest way to start and grow your newsletter.