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June 23, 2026

MJL Morning Briefing — Tue, Jun 23

MJL Morning Briefing
From Matt Leonard · Tuesday, June 23, 2026
TOP STORY
Trump administration lifts Iran oil sanctions for 60 days in major reversal
The Trump administration suspended oil sanctions on Iran for 60 days — a sharp policy reversal — as VP JD Vance said Tehran agreed to admit nuclear inspectors, a claim an Iranian official disputed as 'no new commitments.'
NYT The Morning
National Politics
Democrats hold marquee primaries in New York, Maryland and Utah
Voters decide closely watched Democratic House primaries today, testing Mayor Zohran Mamdani's clout in three NYC races and pitting AI-regulation candidate Alex Bores against record pro-AI super-PAC spending in the open NY-12 seat.
Politico Playbook
Senate passes bipartisan housing bill 85-5; House vote expected today
The Senate passed the bipartisan 21st Century ROAD to Housing Act 85-5 on Monday night to boost supply and ease prices; the House takes it up today on the suspension calendar and Trump could sign it tomorrow.
Punchbowl News
PA & NJ Politics
PA budget deadline looms June 30 with a deal still uncertain
With Pennsylvania's fiscal year ending June 30, the Democratic-majority House, Republican-majority Senate and Gov. Josh Shapiro remain non-committal a week out, raising fears of a repeat of last year's four-month budget impasse.
PennLive (via PoliticsPA)
Shapiro and Garrity both say they're open to a debate
Gov. Josh Shapiro and Republican challenger Stacy Garrity each told Spotlight PA they are willing to debate at least once before November, which would be Pennsylvania's first gubernatorial debate since 2018.
Spotlight PA
Pittsburgh races to tax skill games before the state sets rules
After the state Supreme Court ruled skill games are illegal gambling devices, Pittsburgh City Councilman Anthony Coghill is pushing to tax the machines for new revenue before Harrisburg enacts its own regulations and tax rates.
Pittsburgh Post-Gazette
What Moved Yesterday — Your Watchlist
HB 2224 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in rates and distribution systems, providing for return on equity; in service and facilities, further providing for billing…
(Remarks see House Journal Page ), June 22, 2026 [MONITOR]
PA General Assembly
What Moved Yesterday — Keyword Matches
HB 2632 — An Act amending the act of March 10, 1949 (P.L.30, No.14), known as the Public School Code of 1949, in educational tax credits, further providing for limitations and providing for termination of authority; providing for…
Re-reported as amended, June 22, 2026 (keyword: Ppl)
PA General Assembly
HB 2644 — A Supplement to the act of December 8, 1982 (P.L.848, No.235), known as the Highway-Railroad and Highway Bridge Capital Budget Act for 1982-1983, itemizing additional State and local bridge projects.
Re-committed to RULES, June 22, 2026 (keyword: Ppl)
PA General Assembly
HB 2655 — An Act amending Title 68 (Real and Personal Property) of the Pennsylvania Consolidated Statutes, in creation, alteration and termination of condominiums, further providing for amendment of declaration; in creation…
Referred to JUDICIARY, June 22, 2026 (keyword: cooperative)
PA General Assembly
SB 730 — An Act amending Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes, in health care, further providing for applicability, for definitions, for criminal penalties, for emergency…
Re-reported as committed, June 22, 2026 (keyword: Ppl)
PA General Assembly
SB 1206 — An Act amending the act of December 14, 1992 (P.L.1116, No.145), known as the Wholesale Prescription Drug Distributors License Act, further providing for definitions and for license application.
Re-reported as committed, June 22, 2026 (keyword: Ppl)
PA General Assembly
SB 1368 — An Act prohibiting nudification applications from being offered on online application marketplaces; and prescribing penalties.
Re-referred to APPROPRIATIONS, June 22, 2026 (keyword: Ppl)
PA General Assembly
Energy Industry
⚡Data centers become a PA election issue as GOP senators back curbs
Ahead of November, some vulnerable Pennsylvania Senate Republicans are backing data-center regulations as constituents push back on power demand and siting — part of the PJM load-growth fight, with real-time PJM load near 94,800 MW Tuesday morning.
PennLive (via PoliticsPA)
Texas approves 'Batch Zero' large-load process as PJM faces FERC pressure
Texas regulators approved a 'Batch Zero' process to triage interconnection for big new loads like data centers — a template other RTOs are weighing as FERC presses PJM and five peer grid operators to overhaul their large-load tariffs.
Utility Dive
Pittsburgh Sports
Penguins pursue Oilers' Darnell Nurse ahead of NHL Draft
With the NHL Draft set for June 26-27, the Penguins are in active trade talks for Edmonton defenseman Darnell Nurse, who reportedly lists Pittsburgh among the teams he'd waive his no-trade clause for; GM Kyle Dubas has the cap space to absorb the deal.
Yardbarker
Market Snapshot
PJM West Hub (RT)$23.67/MWh -17.5%
PJM AEP-Dayton (RT)$21.56/MWh -22.3%
PJM Capacity 27/28$333.44/MW-day
Henry Hub$3.06/MMBtu
WTI Crude$73.89/bbl
As of Jun 23, 8:09 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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