MJL Morning Briefing | | From Matt Leonard · Tuesday, August 4, 2026 | TOP STORY PJM filed a one-time reliability backstop auction at FERC on July 31 (docket ER26-3380-000) to close a 6.8 GW capacity shortfall, lifting the price cap to $555/MW-day from $325, with bidding Sept. 30-Oct. 21 and Western Hub at $27.19/MWh Tuesday morning. Utility Dive | Energy Industry A unanimous D.C. Circuit panel upheld FERC Order 2023 on July 31, rejecting dueling challenges to the study deadlines and penalties transmission providers including PJM must apply to interconnection requests. E&E News via Utility Dive PJM accepted 715 generation projects totaling 201.4 GW into study — led by storage (314), natural gas (147) and solar (117) — with Pennsylvania first among states at 39.8 GW, and separately opened its Expedited Interconnection Track to state-identified projects. PA Environment Digest | National Politics A short-term bill extending federal agency funding through Dec. 11 cleared its first Senate procedural vote Monday night with 89 votes, but Democrats are withholding the consent needed to finish it before the five-week recess. Punchbowl News Thune has no margin on a budget resolution covering Pentagon funding and farmer aid: Tillis is a no over the SAVE America Act, Cassidy a no over missing spending offsets, and McConnell remains absent. Punchbowl News Michigan Democrats choose between Abdul El-Sayed and Rep. Haley Stevens for Senate after outside groups, mostly AIPAC's super PAC, spent more than $56 million for Stevens; Cori Bush is challenging Rep. Wesley Bell in Missouri's 1st. Punchbowl News / Politico Playbook In a Dear Colleague letter, Sen. Bernie Sanders urged Senate Democrats to reject the PROMISE Act and any procedural shortcut altering Social Security, naming benefit cuts, a higher retirement age, reduced COLAs and privatization. Politico Playbook | PA & NJ Politics House Democrats' nonprofit arm reserved $8.4 million in TV and radio across 19 districts, including $682,500 in the New York City market hitting Rep. Tom Kean Jr. (R-N.J.) and Rep. Mike Lawler (R-N.Y.). New Jersey Globe Gov. Mikie Sherrill and New Jersey lawmakers are pressing federal officials for answers following the death of a detainee at the Delaney Hall immigration detention facility. New Jersey Globe | 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 | Pittsburgh Sports Spencer Horwitz's three-run double carried the Pirates past Milwaukee 4-3 on Monday, with Bubba Chandler allowing three runs (two earned) over 5 2/3 innings and Pittsburgh evening its record at 57-57. ESPN The Steelers held their first full-pads practice of camp Monday at Saint Vincent College in Latrobe, with Joey Porter Jr. and Jalen Ramsey working off to the side after opening camp on the PUP list. Steelers Depot | Market Snapshot | PJM West Hub (RT) | $27.19/MWh -31.9% | | PJM AEP-Dayton (RT) | $8.74/MWh -72.2% | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $2.63/MMBtu -8.4% | | WTI Crude | $77.64/bbl -3.4% |
As of Aug 4, 8:08 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
|