MJL Morning Briefing | | From Matt Leonard · Tuesday, September 15, 2026 | TOP STORY A Synapse Energy Economics analysis for the PUC finds the regional grid fails PJM's reliability planning standard from 2027 through 2030, with modeled risk by 2030 nearly six times that standard. PA Environment Daily | Energy Industry The PUC adopted Vice Chair Kimberly Barrow's motion Sept. 10 at docket M-2026-3064961, directing staff toward a Tentative Order for the Oct. 1 public meeting and a fall technical conference on data center cost allocation. PA Environment Daily Equinix data center spills 5,000 gallons of diesel into the Meadowlands, fueling NJ ban push About 5,000 gallons of fuel spilled from a storage tank at the Equinix data center in Secaucus into Anderson Creek, the NJ DEP said; advocates are now calling for a statewide data center ban. Politico New Jersey Playbook (citing WNYC) Philadelphia advocacy group asks the city to pause data center development No Data Centers in Philly is pressing the city to halt approvals long enough to pass tighter restrictions on the facilities; Mayor Cherelle Parker has not publicly stated a position. Spotlight PA (citing Axios) | National Politics ⚡Thune won't commit to Senate passage of the data center ratepayer bill With the Ratepayer Protection Act expected to pass the House this week, Senate Majority Leader John Thune said it would likely need unanimous consent, adding "there might be" enough support and that a 412-to-zero House vote would build momentum. Punchbowl News Johnson says Congress isn't ready to restrict advanced AI Speaker Mike Johnson said Monday that AI companies should police themselves and existing law should curb excesses, saying "Congress is not the expert on this subject." Punchbowl News Sanders and Bannon headline a cross-ideological AI assembly in Washington The Future of Life Institute's Pro-Human Assembly convenes today with Sen. Bernie Sanders and Steve Bannon speaking separately; Rep. Greg Casar will say "no one can win the AI arms race." Politico Playbook An unsigned, one-paragraph order upheld a Massachusetts federal court injunction against a U.S. Postal Service rule without deciding its lawfulness, with a majority saying challengers were likely to succeed. PA Capital-Star | PA & NJ Politics Gov. Josh Shapiro has raised more than $38 million since the start of 2025 against state Treasurer Stacy Garrity's $3.2 million; 51% of Shapiro's dollars came from out of state, versus 7% of Garrity's. PA Capital-Star (via PublicSource) Legislators removed longstanding restrictions that would have reverted campus titles to the state if Penn State ended its educational mission there; the university is starting with Shenango and Wilkes-Barre. Spotlight PA NJ police and fire retirees get first pension bonus since the Christie COLA freeze The Police and Firemen's Retirement System board approved one-time bonuses of $3,700 each for 49,000 beneficiaries at its Sept. 8 meeting, worth roughly $181 million and explicitly not a COLA restoration. Politico New Jersey Playbook | 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 Cornerback Joey Porter Jr. was a limited participant in all three of the team's Week 1 practices with a back injury and is expected to increase his workload, while Jack Driscoll and DeShon Elliott are designated to return from injured reserve. Steelers Now | Market Snapshot | PJM West Hub (RT) | $20.50/MWh -12.2% | | PJM AEP-Dayton (RT) | $20.24/MWh -9.6% | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $2.81/MMBtu | | WTI Crude | $102.45/bbl +1.1% |
As of Sep 15, 8:00 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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