MJL Morning Briefing |
| From Matt Leonard · Tuesday, October 20, 2026 |
TOP STORY Enverus graded ISO/RTOs on FERC's June 2026 large-load mandate, finding SPP most prepared while PJM has largest high-confidence pipeline at 11.8 GW for data center capacity by 2030. Utility Dive |
Energy Industry Gov. Shapiro's PA EDGE tax credit programs and a new $0.02/kWh fee for electric ratepayer rebates were included in House Bill 1667, passed 193-10 on October 19, 2026, and sent back to the Senate. PA Environment Daily AEP signs 960-MW Indiana nuclear pact with Amazon, X-energy AEP signed a 960-MW Indiana nuclear agreement with Amazon and X-energy, under which Amazon would purchase power via a long-term contract covering facility costs and operations. Utility Dive What Google's virtual power plant in PJM says about the race for electricity Voltus CEO Dana Guernsey compared Google's virtual power plant in PJM 'bring your own new capacity' contracts to the power purchase agreements that revolutionized utility-scale solar and wind development. Utility Dive Schneider Electric sees record-high Q3 revenue on global data center boom Schneider Electric reported record-high Q3 revenue driven by global data center boom, with North America as the largest revenue source and China and East Asia showing higher organic growth. Utility Dive |
PA & NJ Politics ⚡Gov. Josh Shapiro says he is 'very open' to Trump-backed education tax credit program Pennsylvania Gov. Josh Shapiro said he is 'very open' to opting into the Trump-backed federal scholarship tax credit program but may wait until after the midterm elections to decide. PA Capital-Star Morning Guide ICE partnerships with PA law enforcement tripled to 146 agencies Partnerships between ICE and Pennsylvania law enforcement agencies have tripled since the beginning of the year to 146 agencies, PennLive reports. Spotlight PA (PA Post) Pennsylvania’s Whole-Home Repairs program helped more than 4,000 people fix up their homes with federal COVID-relief funding, WESA reports. Spotlight PA (PA Post) A Tioga County man was charged with threatening to kill Pennsylvania state lawmaker Rep. Jamie Walsh and her family, via WGAL. Spotlight PA (PA Post) NJ Assembly advances AI chatbot regulation bill A5607 Assemblymember Paul Kanitra supported legislation NJ A5607 advancing in committee Monday to regulate AI chatbots and allow lawsuits under product liability law. Politico NJ Playbook |
On the Floor — Next Session House · Second Consideration (watchlist) PA General Assembly House · Second Consideration (keyword: public utilities) PA General Assembly House · Resolutions (keyword: data center) PA General Assembly Senate · Third Consideration (keywords: data center, data centers) PA General Assembly |
National Politics House Democrats plan oversight into Elon Musk's $300 million midterm election spending Texas Rep. Greg Casar says House Oversight Committee will investigate how Elon Musk's attempt to spend $300 million in midterm elections aims to secure billions in federal contracts. Politico Playbook FERC approves ISO-NE asset condition transmission review process FERC Commissioners David Rosner and Judy Chang approved ISO-NE's asset condition transmission review process, urging other regions to adopt similar oversight for local transmission projects. Utility Dive Mike Johnson rallies for GOP in PA, cites national attention on races House Speaker Mike Johnson has rallied for GOP candidates throughout Pennsylvania, including seven visits to the 7th Congressional District, saying the entire country is watching Pennsylvania’s midterm elections. Spotlight PA (PA Post) President Trump announced $8 billion in USDA aid for farmers affected by high diesel prices President Trump said last night that the Agriculture Department would provide $8 billion in economic aid to farmers hurt by high diesel prices. NYT The Morning |
Market Snapshot | PJM West Hub (RT) | $343.36/MWh | | PJM AEP-Dayton (RT) | $338.68/MWh | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $3.22/MMBtu | | WTI Crude | $100.47/bbl +2.0% |
As of Oct 20, 8:13 a.m. EPT (PJM RT) |
Curated by Matt Leonard. Numbers from real endpoints only. |