MJL Morning Briefing | | From Matt Leonard · Wednesday, August 26, 2026 | TOP STORY 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 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 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 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 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 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 House · Bill On Concurrence (keywords: data center, data centers) PA General Assembly 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 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 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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