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August 18, 2026

MJL Morning Briefing — Tue, Aug 18

MJL Morning Briefing
From Matt Leonard · Tuesday, August 18, 2026
TOP STORY
⚡PJM files Interim Resource Adequacy Service proposal at FERC for large loads
PJM's Interim Resource Adequacy Service framework, announced Aug. 13, would create a Large Load Registry and require new large loads without their own supply to be backed by new capacity or face curtailment before Load Management customers; PJM asked FERC to accept the petition within 60 days.
PJM Inside Lines
Energy Industry
⚡PA PUC sets Oct. 29 prehearing on Transource 230 kV Project 9A West
The PUC noticed an Oct. 29 prehearing at 9:00 a.m. in Harrisburg before ALJs Emily A. Farren and Steven K. Haas on Transource Pennsylvania's 29-mile, 230 kV line from a Smithsburg, Md. substation to a proposed Greene Township substation in Franklin County, replacing a cancelled Aug. 19 hearing.
PA Environment Digest
FERC approves MISO cost recovery for transmission projects built in PJM
FERC approved cost recovery arrangements for transmission infrastructure spanning the MISO and PJM footprints and rejected competitive bidding requirements for the affected utilities, a decision Utility Dive reports affects Exelon and Duke Energy.
Utility Dive
DOE cancels three national transmission corridors
Energy Secretary Chris Wright announced Aug. 17 the cancellation of the Lake Erie-Canada, Southwestern Grid Connector and Tribal Energy Access corridors, with DOE's release calling them a vehicle for the prior administration's "Green New Scam agenda."
Utility Dive
DEP issues Chapter 102 permit for Quarryville Loop, Compressor Station 200
PA DEP issued a Chapter 102 earth disturbance permit for the Northeast Natural Gas Supply Enhancement Project's Quarryville Loop and Compressor Station 200 in Chester and Lancaster counties.
PA Environment Digest
National Politics
Primary day in Florida, Alaska and Wyoming
Voters go to the polls today in three states with six open Florida seats after a Republican mid-decade remap, a top-four Alaska primary where mystery super PACs have spent more than $3.8 million boosting fringe candidates, and a Wyoming at-large scramble opened by Rep. Harriet Hageman's Senate bid.
Punchbowl News AM
Energy Secretary Wright tours New Mexico oil country as Iran conflict escalates
Chris Wright is in Hobbs, N.M. today to promote domestic oil production, with POLITICO reporting his Strait of Hormuz throughput claims significantly exceed nonpartisan trackers' estimates, as Iran signals a "fully offensive" posture and congressional Democrats plan a new war powers resolution.
Politico Playbook
Kaptur's first negative ad in Ohio runs on FirstEnergy, electric rates and data centers
Rep. Marcy Kaptur is putting $110,000 behind a spot calling Republican Derek Merrin a "corrupt insider," built squarely around FirstEnergy, electric rates and data center load -- an early read on how utility affordability plays as a midterm attack line.
Politico Playbook
Buy-now-pay-later lending spreads to household utility bills
The New York Times reports lending apps including Afterpay and Klarna are now being used to cover electricity, water and insurance bills, with one borrower spending about $700 a month servicing and re-borrowing on the loans to stay current.
NYT The Morning
Pittsburgh Sports
Tigers hold off Pirates 8-5 at PNC Park
Detroit built an 8-1 lead behind Kevin McGonigle's two-run homer, his 13th, and two-RBI nights from B. Callahan and Hao-Yu Lee before Pittsburgh scored four in the sixth; Carmen Mlodzinski took the loss and Kenley Jansen picked up his 16th save.
ESPN
Steelers break camp at Saint Vincent a day early after storms
Mike McCarthy cancelled what became the final practice of his first Latrobe training camp on Aug. 17 following another round of storms, sending the team back to its headquarters ahead of Friday night's preseason visit from the New York Jets.
Butler Eagle / AP
What Moved Yesterday — Keyword Matches
HB 2739 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in rates and distribution systems, further providing for voluntary changes in rates; and, in accounting and budgetary matters…
(keyword: public utilities)
PA General Assembly In app →
HB 2740 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in rates and distribution systems, further providing for voluntary changes in rates.
(keyword: public utilities)
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
Market Snapshot
PJM West Hub (RT)$70.46/MWh +6.5%
PJM AEP-Dayton (RT)$63.72/MWh -1.2%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.79/MMBtu
WTI Crude$85.02/bbl +0.6%
As of Aug 18, 8:13 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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