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 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 Act No. 21 of 2026, July 12, 2026 | What Moved Yesterday — Keyword Matches Presented to the Governor, July 12, 2026 (keywords: solar, solar energy) | 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 | Energy Industry 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 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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