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August 12, 2026

MJL Morning Briefing — Wed, Aug 12

MJL Morning Briefing
From Matt Leonard · Wednesday, August 12, 2026
TOP STORY
⚡PJM and Dominion review 3,800-MW data center load loss
About 3,800 MW of Large Load disconnected at 7:56 a.m. on July 22 after a mechanical failure on a 230 kV line — the largest such event in PJM history — and PJM is developing standards to reliably integrate computational loads.
PJM Inside Lines
Energy Industry
More than 99% of conventional oil and gas well owners missed DEP methane reporting requirement
Only 32 of roughly 4,960 conventional well facility owners filed the annual methane and VOC control reports due June 1, 2025 for calendar year 2024 — a 99.3% noncompliance rate.
PA Environment Digest
US power use to hit record highs in 2026, 2027 as AI use surges, EIA says
Reuters reports the Energy Information Administration projects U.S. electricity consumption will set record highs in 2026 and 2027, driven by surging artificial intelligence demand.
Reuters (via PA Environment Digest)
PJM promotes Lisa Drauschak to executive vice president
PJM promoted Lisa M. Drauschak from senior vice president, chief financial officer and treasurer to executive vice president, chief financial officer, treasurer and risk management.
PJM Inside Lines
PA & NJ Politics
Deluzio stumps statewide as the 2028 Senate race looms
Rep. Chris Deluzio has made more than a dozen stops for Pennsylvania Democrats this cycle and says he has not decided on 2028, while criticizing Sen. John Fetterman's performance and joint fundraising with Sen. Dave McCormick.
Punchbowl News
Max Miller's PAC gave $2,500 each to three Pennsylvania Republicans
Rep. Max Miller's Dependable Conservative Leadership PAC distributed $112,000 to other committees, including $2,500 apiece to Reps. Brian Fitzpatrick, Ryan Mackenzie and Rob Bresnahan, as Miller faces domestic-abuse allegations he denies.
PoliticsPA
Democrats gain on Republicans in Pennsylvania voter registration entering September
Democrats are recovering ground ceded to Republicans in Pennsylvania voter registration, while voters choosing no affiliation continue to outpace both major parties, according to the latest Department of State numbers.
PoliticsPA
Data center developer offers Upper Mount Bethel Township $50 million
Slate Belt Holdings offered Upper Mount Bethel Township a memorandum of understanding committing $50 million in donations if its proposed data center campus reaches two gigawatts of computing capacity.
LehighValleyLive (via PoliticsPA)
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
National Politics
Primary night: Flanagan wins Minnesota, Larson ousted in Connecticut, South Carolina heads to a runoff
Lt. Gov. Peggy Flanagan beat Rep. Angie Craig in Minnesota's Democratic Senate primary, Luke Bronin unseated 78-year-old Rep. John Larson in Connecticut, and South Carolina's GOP Senate primary goes to an Aug. 25 runoff.
Punchbowl News; Politico Playbook; NPR
Judge blocks Trump's mail-in voting restrictions nationwide
U.S. District Judge Indira Talwani issued a preliminary injunction Tuesday barring the federal government from enforcing the mail-voting provisions of President Trump's executive order for the Nov. 3 midterms.
Axios
Moderate David Crowley upsets Francesca Hong in Wisconsin governor's primary
David Crowley beat democratic socialist Francesca Hong by 0.41% — roughly 3,211 votes — in Wisconsin's Democratic gubernatorial primary, an upset after polls had shown Hong leading by double digits.
Punchbowl News; NYT The Morning
Bacon threatens reconciliation over canceled Poland troop deployment
Rep. Don Bacon said he will not back a final reconciliation bill until the Pentagon produces a public plan to return 5,000 U.S. troops to Poland — a problem given the GOP's thin House margin.
Punchbowl News
Pittsburgh Sports
Marlins blank Pirates 2-0 behind Eury Pérez
Miami shut out Pittsburgh 2-0 on Tuesday; Ruiz's one-out solo homer in the third put the Marlins ahead, Eury Pérez took the win and Paul Skenes the loss, and the Pirates fell to 58-63.
ESPN
McCarthy still deciding whether Rodgers plays in Thursday's preseason opener
Coach Mike McCarthy said the call on whether 42-year-old Aaron Rodgers plays Thursday at 7 p.m. against Green Bay at Acrisure Stadium is his, and noted Rodgers has not missed a training camp practice.
Steelers.com
Market Snapshot
PJM West Hub (RT)$30.14/MWh +0.2%
PJM AEP-Dayton (RT)$24.76/MWh -17.6%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.81/MMBtu
WTI Crude$83.75/bbl +0.7%
As of Aug 12, 8:09 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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