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August 26, 2026

MJL Morning Briefing — Wed, Aug 26

MJL Morning Briefing
From Matt Leonard · Wednesday, August 26, 2026
TOP STORY
⚡PJM eyes option to jumpstart surplus interconnection pathway
PJM is weighing ways to revive its surplus interconnection service, which has drawn eight applications since 2023 with two approved, as the grid operator faces reserve margin shortfalls of 6.5 GW for 2027/28 and 6.8 GW for 2028/29.
Utility Dive
Energy Industry
⚡Reuters: PJM transmission constraint costs surge to $6 billion in 2026
Reuters reported Aug. 21 that electric transmission constraint costs on the PJM grid have surged to $6 billion in 2026; separately, PJM's own 8:00 a.m. snapshot Wednesday showed a real-time RTO price of $23.33/MWh and system load of 92,177 MW.
Reuters (via PA Environment Digest)
PJM's new five-year strategy focuses on reliability
PJM released a five-year strategic plan on Aug. 19 setting out four priorities to meet the demands of accelerating load, led by reliably operating an increasingly dynamic grid and ensuring durable market incentives and state alignment.
PJM Inside Lines
DEP to restart comment period on MarkWest pipeline daylighting project
DEP will publish a new notice in the PA Bulletin in about two weeks, reopening a 30-day comment period on a MarkWest Liberty Midstream project to daylight four natural gas pipelines against longwall coal mining damage in West Finley Township, Washington County, after the original notice named the wrong county.
PA Environment Digest
York County Economic Alliance officer calls PA Chamber data center pledge 'petty and embarrassing'
Silas Chamberlin, chief strategy officer of the York County Economic Alliance, said in an Aug. 25 LinkedIn post that a PA Chamber of Business and Industry response urging opponents of A.I. data centers to take a 'No Technology Pledge' was 'petty and embarrassing.'
PA Environment Digest
PA & NJ Politics
Pennsylvania reports nation's first confirmed measles-related deaths of 2026
The Pennsylvania Department of Health confirmed two measles-related deaths in Lancaster County, both unvaccinated residents, as the state reports 393 cases across 29 counties this year with 86 cases in the last week and 70 hospitalizations.
PA Capital-Star
AG Dave Sunday sues Snap Inc. over Snapchat's effect on children
Pennsylvania Attorney General Dave Sunday announced a lawsuit Tuesday alleging Snapchat's 13+ age rating misleads parents and the platform is designed to be addictive, weeks after his office sued TikTok over consumer protection claims.
PA Capital-Star
Poll puts Shapiro up 16 points over Garrity in governor's race
A New York Times/Philadelphia Inquirer/Siena University poll released Aug. 25 has Gov. Josh Shapiro leading Republican state Treasurer Stacy Garrity by 16 points, and found 86% of potential PA Democratic primary voters would consider backing him for president in 2028.
Spotlight PA
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
Trump-backed candidates win South Carolina and Oklahoma runoffs
Darline Graham won the South Carolina Republican Senate nomination after Trump spent more than $800,000 backing her, while in Oklahoma his pick Mike Mazzei beat AG Gentner Drummond, who had sued to block a proposed $4 billion aluminum smelter Trump championed.
Politico Playbook
Canada imposes tariffs up to 50% on hundreds of American products
Canada said Tuesday it would impose tariffs as high as 50% on hundreds of American products after U.S. levies on Canadian goods, with Prime Minister Mark Carney having walked away from trade talks last week.
NYT The Morning
Congressional Republicans break with Trump over beef import plan
Republicans who usually defer to Trump criticized his push to raise ground beef imports to lower prices before the midterms, with Sen. John Barrasso saying 'Americans want U.S. beef on the table -- not foreign imports.'
NYT The Morning
USPS to publish mail-in voting rule but delay implementation
USPS is expected to formally publish a rule in the Federal Register today requiring states to provide voter information before the midterms, but says it will not implement it until injunctions from California and Massachusetts are resolved.
Politico Playbook
Pittsburgh Sports
Pirates blank Padres 1-0 on Oneil Cruz's ninth-inning homer
Oneil Cruz homered off San Diego closer Mason Miller in the ninth inning Tuesday for the game's only run as the Pirates shut out the Padres 1-0 in San Diego.
ESPN
Steelers sign DB Brandon Hill, release WR Joaquin Davis
The Steelers signed defensive back Brandon Hill on Tuesday and released receiver Joaquin Davis in a related move as the club works toward its final roster cuts.
Steelers.com
Market Snapshot
PJM West Hub (RT)$23.99/MWh -6.5%
PJM AEP-Dayton (RT)$22.75/MWh -16.1%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.82/MMBtu
WTI Crude$80.42/bbl -2.4%
As of Aug 26, 8:00 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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