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August 5, 2026

MJL Morning Briefing — Wed, Aug 5

MJL Morning Briefing
From Matt Leonard · Wednesday, August 5, 2026
TOP STORY
⚡PJM opens expedited interconnection track to large generation projects
PJM began accepting Expedited Interconnection Track requests on July 31 from large generation projects backed by primary siting authority that can be in service within three years, as PJM forecast a 138,081 MW peak for today against a 102,925 MW load at 8:08 a.m.
PJM Inside Lines
Energy Industry
Exelon cuts 'high probability' data center load about 40% to 11 GW
Exelon told investors its high-probability data center pipeline fell roughly 40% to 11 GW after it tightened vetting by requiring transmission security agreements, a screen that would reshape how large loads enter the PECO and PJM queues.
Utility Dive
⚡FirstEnergy data center contracts jump 50% to 6.4 GW; Mon Power seeks surcharge for $2.7B buildout
FirstEnergy's contracted data center load rose 50% from Q1 to 6.4 GW by 2035, and Monongahela Power would fund a $2.5 billion 1,200-MW gas plant plus $182 million of solar through a surcharge raising residential rates about 2.3%.
Utility Dive
Southern Co. contracted large load rises to 17 GW; AEP secures 13 GW
Southern Co. told investors its contracted large-load commitments climbed to 17 GW and AEP reported securing 13 GW, comparative benchmarks for the data center demand PJM is now trying to absorb.
Utility Dive
National Politics
El-Sayed leads Stevens by about a point in uncalled Michigan Senate primary
Progressive Abdul El-Sayed led Rep. Haley Stevens 48.6% to 47.4% with more than 95% counted as of early Wednesday, with the largest block of uncounted ballots in Stevens-leaning Wayne County.
Punchbowl News / NYT The Morning
Data center construction pause emerges as a winning Democratic primary message
Sunrise Movement co-founder Will Lawrence won Michigan's 7th District primary partly on opposition to data center development, with campaign polling showing 63% of voters more likely to back a pause candidate; Kansas gubernatorial nominee Cindy Holscher ran on the same call.
Politico Playbook
Blanche one vote from confirmation as Collins announces opposition
Sen. John Curtis backed acting Attorney General Todd Blanche while Sen. Susan Collins came out against him, leaving Sens. Lisa Murkowski and Bill Cassidy as the remaining Republican holdouts before the August recess.
Politico Playbook / Punchbowl News
Senate adjourns without time agreements on CR or Russia sanctions
Senate leaders left Tuesday night with no deal to fast-track either measure, as Sen. Ted Budd's group pushes to strip a hemp-ban delay from the continuing resolution and Sen. Raphael Warnock holds out for an amendment vote on sanctions tariff language.
Punchbowl News
PA & NJ Politics
NRCC launches first post-cap coordinated ad campaign in PA-8
The NRCC is running a broadcast, cable and radio blitz across Scranton for freshman Rep. Rob Bresnahan against Mayor Paige Cognetti, its first coordinated campaign since the Supreme Court struck down limits on party coordinated spending.
Politico Playbook
Kean signed off on stock transactions during four-month medical absence
Rep. Tom Kean Jr. of NJ-7 said he has no personal involvement in the trades and delegated authority to his financial advisers, learning of decisions only when presented with transaction reports to sign; Democratic opponent Rebecca Bennett says he is still accountable.
Politico 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
Brewers beat Pirates 4-2 as Jared Jones takes the loss
Jackson Chourio and Andrew Vaughn homered and Milwaukee scored twice in the fourth off Jared Jones (2-3) to go ahead 3-1; manager Don Kelly was ejected in the fifth for his sixth ejection of the season, most in the majors.
ESPN
Penguins extend Tommy Novak three years at $4.65M AAV
Kyle Dubas signed the center through the 2029-30 season after a year in which Novak spent most of his time on the second line but produced 42 points.
Pittsburgh Hockey Now
Steelers waive WR Cole Burgess in second padded practice of camp
Pittsburgh waived/injured Burgess a day after he went down in practice and signed WR Jakobie Keeney-James; CBs Joey Porter Jr. and Donte Kent and DB Jalen Ramsey stayed on PUP ahead of Thursday's return from an off day.
Steelers Depot
Market Snapshot
PJM West Hub (RT)$31.00/MWh +14.0%
PJM AEP-Dayton (RT)$29.46/MWh
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.63/MMBtu -8.4%
WTI Crude$76.01/bbl +0.3%
As of Aug 5, 8:08 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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