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September 15, 2026

MJL Morning Briefing — Tue, Sep 15

MJL Morning Briefing
From Matt Leonard · Tuesday, September 15, 2026
TOP STORY
⚡PUC study warns data center growth puts PJM below its reliability standard from 2027
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
⚡PUC votes 5-0 to rewrite emergency load control rules and weigh large-load cost responsibility
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
Supreme Court blocks Trump mail voting rule until after Nov. 3
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
Shapiro holds a $38 million to $3.2 million fundraising edge over Garrity
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)
Penn State cleared to sell seven closing campuses after lawmakers lifted deed restrictions
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
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
Pittsburgh Sports
Steelers enter Week 2 largely healthy, with Joey Porter Jr. still ramping up
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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