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July 14, 2026

MJL Morning Briefing — Tue, Jul 14

MJL Morning Briefing
From Matt Leonard · Tuesday, July 14, 2026
TOP STORY
Trump threatens Strait of Hormuz blockade as Iran cease-fire collapses
Trump said he would reimpose a U.S. naval blockade of the Strait of Hormuz and levy a 20% fee on transiting goods, potentially more than doubling oil-shipping costs, as the Iran cease-fire broke into cross-Gulf strikes.
The New York Times
National Politics
House GOP races unoffset 'reconciliation 3.0' before recess
House Republicans are pushing to pass a budget resolution before the August recess that adds up to $67 billion in unoffset Pentagon funding and possibly the SAVE America Act, but Speaker Johnson's floor stays frozen amid Freedom Caucus resistance.
Punchbowl News
Democratic midterm civil war escalates in Michigan
A Democratic intraparty fight is intensifying in Michigan's Senate primary, where Bernie Sanders and Rep. Alexandria Ocasio-Cortez will campaign for progressive Abdul El-Sayed against Rep. Haley Stevens, who is backed by Chuck Schumer and retiring Sen. Gary Peters.
Politico Playbook
Graham's sister appointed to his Senate seat, sworn in today
South Carolina Gov. Henry McMaster appointed the late Sen. Lindsey Graham's sister, Darline Graham Nordone, to fill his seat; she is sworn in at 2:30 p.m. today, triggering a Senate GOP committee reshuffle including the Budget gavel.
Punchbowl News / Politico
PA & NJ Politics
⚡PA budget's fine print: data-center rules in, skill games and revenue out
Analysis of Pennsylvania's new $50.8 billion budget shows it added new data-center regulations and more school funding but skipped skill-games regulation and any new revenue, leaving the structural deficit and several thorny policy fights unresolved.
Spotlight PA / PoliticsPA
PA Defense & Innovation Summit opens in Carlisle; Trump joins Wednesday
The two-day Pennsylvania Defense and Innovation Summit opens today at the U.S. Army War College in Carlisle, hosted by Sen. Dave McCormick, with President Trump joining a roundtable Wednesday amid warnings that U.S. weapons stockpiles have hit new lows.
New York Post / PoliticsPA
PA taxpayers paid $34M for redundant legislature tech
Pennsylvania taxpayers paid $34 million for the legislature's four caucuses to run separate, redundant technology systems, part of a broader pattern of multi-million-dollar no-bid contracts awarded with vague documentation, PennLive found.
PennLive
Bresnahan pushes CDL reform after trooper killed in Schuylkill crash
Rep. Rob Bresnahan renewed his push for commercial-driver's-license reform after a fiery Schuylkill County crash killed a Pennsylvania state trooper, backing a bill to bar people in the country illegally from obtaining CDLs.
Scranton Times-Tribune
What Moved Yesterday — Your Watchlist
SB 146 — An Act amending the act of April 9, 1929 (P.L.343, No.176), known as The Fiscal Code, in emergency COVID-19 response, providing for extension of use of certain funds; in Child Care Staff Recruitment and Retention…
Act No. 21 of 2026, July 12, 2026
PA General Assembly In app →
What Moved Yesterday — Keyword Matches
SB 349 — An Act amending Title 27 (Environmental Resources) of the Pennsylvania Consolidated Statutes, in environmental protection, providing for decommissioning of solar energy facilities.
Presented to the Governor, July 12, 2026 (keywords: solar, solar energy)
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
Energy Industry
⚡PJM issues sixth Hot Weather Alert after record July 2 peak load
PJM issued its sixth Hot Weather Alert of the summer for July 14-17 after setting an all-time peak-load record of 168,158 MW on July 2 (topping the 2006 mark); Tuesday-morning real-time load was about 101,400 MW with the RTO LMP at $19.24/MWh.
PA Environment Digest / PJM
⚡New York imposes nation's first statewide data-center moratorium
New York Gov. Kathy Hochul is imposing the nation's first statewide large-scale data-center moratorium, pausing construction permits up to a year to write energy and environmental rules, a move expected to spur similar state-level action elsewhere.
Politico
Texas adopts 'ride-through' reliability rules for large data centers
Texas regulators adopted new 'ride-through' rules requiring large data centers to stay online through grid disturbances rather than dropping load, an emerging large-load reliability model as data-center growth strains grids nationwide.
Utility Dive
Pittsburgh Sports
Pirates hit All-Star break as deadline buyers, two games back
The Pirates enter the All-Star break 50-47 and two games back of an NL wild-card spot, with the front office signaling it will buy at the trade deadline behind a strong offense and a rotation fronted by Paul Skenes.
MLB Trade Rumors / Yardbarker
Bullpen is the Pirates' deadline priority
Pittsburgh's deadline priority is the bullpen, whose relief corps ranks 23rd in MLB with a 4.53 ERA; the club has been linked to relievers including Luke Weaver, Aroldis Chapman and Garrett Whitlock.
Yahoo Sports / Yardbarker
Market Snapshot
PJM West Hub (RT)$22.31/MWh -11.4%
PJM AEP-Dayton (RT)$22.07/MWh -10.9%
PJM Capacity 27/28$333.44/MW-day
Henry Hub$3.29/MMBtu -1.5%
WTI Crude$79.54/bbl +1.8%
As of Jul 14, 8:09 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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