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August 19, 2026

MJL Morning Briefing — Wed, Aug 19

MJL Morning Briefing
From Matt Leonard · Wednesday, August 19, 2026
TOP STORY
⚡Shapiro Signs Executive Order Binding AI Data Center Developers to Consent Orders
Executive Order 2026-05, signed Aug. 18, bars DEP permit review until communities approve, requires developers to bring their own increasingly clean power, and curtails them first in grid emergencies.
PA Environment Daily
Energy Industry
⚡PJM Files Interim Resource Adequacy Service Proposal at FERC
PJM's Aug. 13 filing would curtail new large loads before traditional customers in emergencies unless utilities add generation matching those loads' combined peak demand; PJM asked FERC to act within 60 days.
PA Environment Daily
NJ BPU Report Urges PJM Capacity Market Overhaul
The Aug. 13 report recommends seasonal auctions, longer-term contracting, stronger state governance rights, and requiring large new users to bring their own generation or accept lower-priority service.
NJ Board of Public Utilities
National Politics
Democratic Socialist Angie Nixon Upsets Alex Vindman in Florida Senate Primary
Florida state Rep. Nixon spent under $900,000 to beat Vindman, who spent $9 million through July; she faces GOP Sen. Ashley Moody in November's special election for Marco Rubio's former seat.
Punchbowl News
Trump Delays 50% Canada Tariffs Three Days, Citing a Deal
In a 10:15 p.m. Truth Social post, Trump paused duties set to hit up to $20 billion of Canadian goods Wednesday, saying documents on a deal are being finalized.
Politico Playbook
GOP Rep. Cory Mills Loses Florida Primary to Ryan Elijah
Mills, under House Ethics Committee investigation over allegations including domestic assault, lost to the former TV anchor; DeSantis declined to endorse him and two GOP delegation colleagues backed Elijah.
Punchbowl News
Senators Weigh Prospect of Another 50-50 Senate After November
Republicans would keep control through Vice President Vance's tie-break, but leaders would need a power-sharing deal; the 2021 version forced floor discharge votes on committee-deadlocked nominees.
Punchbowl News
Pittsburgh Sports
Pirates Beat Tigers 4-1 Behind Ashcraft's Eight Innings, Cruz Homer
Braxton Ashcraft allowed five hits over eight innings with four strikeouts and no walks; Oneil Cruz hit a 422-foot two-run homer in his return from the injured list.
ESPN
Steelers Break Camp a Day Early as Weather Cancels Final Practice
Mike McCarthy's first Steelers training camp ended Monday when inclement weather canceled the scheduled practice at Saint Vincent College; the team resumes Wednesday at its Pittsburgh facility.
ESPN
What Moved Yesterday — Your Watchlist
HB 2738 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in Public Utility Commission, further providing for consumer protection and information.
Referred to CONSUMER PROTECTION, TECHNOLOGY AND UTILITIES, Aug. 18, 2026 [MONITOR]
PA General Assembly In app →
HB 2739 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in rates and distribution systems, further providing for voluntary changes in rates; and, in accounting and budgetary matters…
Referred to CONSUMER PROTECTION, TECHNOLOGY AND UTILITIES, Aug. 18, 2026 [MONITOR]
PA General Assembly In app →
HB 2740 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in rates and distribution systems, further providing for voluntary changes in rates.
Referred to CONSUMER PROTECTION, TECHNOLOGY AND UTILITIES, Aug. 18, 2026 [MONITOR]
PA General Assembly In app →
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
Market Snapshot
PJM West Hub (RT)$32.86/MWh -53.4%
PJM AEP-Dayton (RT)$32.47/MWh -49.0%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.79/MMBtu
WTI Crude$85.50/bbl +0.7%
As of Aug 19, 8:09 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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