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September 2, 2026

MJL Morning Briefing — Wed, Sep 2

MJL Morning Briefing
From Matt Leonard · Wednesday, September 2, 2026
TOP STORY
⚡PJM extends max generation alert through Sept. 2, asks DOE to force large loads onto backup power
PJM extended its Maximum Generation and Load Management alerts through Sept. 2 and asked DOE for an emergency order covering large loads and environmental limits, forecasting peaks of 147,840 MW Sept. 2 and 152,038 MW Sept. 3.
PA Environment Daily
Energy Industry
Federal judge strikes down New York's climate superfund law, clouding New Jersey's version
A federal judge struck down New York's law imposing $75 billion in retroactive penalties on fossil fuel producers over 25 years, and business groups say New Jersey's stalled $50 billion equivalent cannot now proceed.
Politico New Jersey Playbook
Data center developers offer communities cash and perks, including $10,000 payments in Hazle Township
AI companies and politicians are sweetening data center deals with local incentives such as $50,000 teacher bonuses in Louisiana, a lazy river in Michigan and $10,000 for Hazle Township, Pa., residents.
Spotlight PA
PA & NJ Politics
Diamond proposes legalizing and taxing skill games ahead of a legal deadline
Rep. Russ Diamond (R-Lebanon) said in a news release Tuesday his update to the Gaming Act would regulate skill games and generate nearly $1 billion in additional property tax relief before they are forced to go dark.
PA Capital-Star
Four Pennsylvania House seats could decide the majority as Johnson and Jeffries both campaign in-state
Democrats are targeting Reps. Ryan Mackenzie, Rob Bresnahan (co-op: Claverack), Scott Perry (co-op: Adams) and Brian Fitzpatrick, three of whom won by less than two points in 2024.
Punchbowl News
Sherrill signs law legalizing plug-in solar panels up to 1,200 watts
Gov. Mikie Sherrill signed a law Tuesday allowing residents and tenants to install plug-in solar panels of up to 1,200 watts, effective in six months, with landlords, HOAs and municipalities generally barred from prohibiting them.
NJ Spotlight News
Shapiro and Garrity diverge on LGBTQ rights heading into the governor's race
Pennsylvania still carries an unenforceable statute defining marriage as between one man and one woman; Shapiro has long backed LGBTQ rights while Garrity's positions on many of those issues are unclear.
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
Jeffries refers two Democrats to a caucus rules panel after they rescued a GOP rule vote
House Democratic leaders said in a statement they are swiftly referring Reps. Jared Golden and Marie Gluesenkamp Perez to the Committee on Caucus Rules after the two joined Republicans on a procedural vote.
Politico Playbook
Trump defends data centers as the 'Golden Goose' as Republicans distance themselves
Trump called data centers the "Golden Goose" on Truth Social Monday, even as a July POLITICO poll found support among his 2024 voters fell from 45 percent to 34 percent in six months.
Politico Playbook
Oil executives cast doubt on Trump's $100 billion Venezuela energy plan
Executives told POLITICO the fields targeted under Trump's $100 billion plan to rebuild Venezuela's energy infrastructure could take years to produce significant oil.
Politico Playbook
Markey turns back Moulton's primary challenge by roughly 35 points
Sen. Ed Markey, 80, beat Rep. Seth Moulton about 70-35 in Tuesday's Massachusetts primary, while Rep. Stephen Lynch defeated challenger Patrick Roath 55.2 percent to 44.8 percent.
Punchbowl News
Pittsburgh Sports
Pirates outlast Giants 13-12 on a ninth-inning throwing error
Brandon Lowe scored from third with two outs when Giants third baseman Oseilvis Basabe short-hopped a throw to first; Paul Skenes allowed five runs on eight hits in 4 2/3 innings, raising his ERA to 3.97.
ESPN
Joey Porter Jr. non-committal on playing without a new contract
Asked Tuesday whether he would play without a new deal, Porter said "I don't know. I have to talk to the guys upstairs and my agents about that one," as he ramps back up at practice.
Steelers Depot
Market Snapshot
PJM West Hub (RT)$32.02/MWh -8.1%
PJM AEP-Dayton (RT)$31.92/MWh -13.8%
PJM Capacity 28/29$325.00/MW-day
Henry Hub$2.70/MMBtu
WTI Crude$89.47/bbl -0.8%
As of Sep 2, 8:00 a.m. EPT (PJM RT)
Curated by Matt Leonard. Numbers from real endpoints only.
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