MJL Morning Briefing | | From Matt Leonard · Wednesday, September 30, 2026 | TOP STORY PJM started its annual vetting of large load adjustments on September 29, 2026, with 12 utilities presenting proposals to assess impact on the 2027 Long-Term Load Forecast. PJM Inside Lines (PJM) | Energy Industry On September 24, 2026, the Department of Environmental Protection inspected an Eastern Gas Transmission pipeline excavation after a drill cutting disposal pit was uncovered near Oakford Gas Storage Reservoir in Salem Township, Westmoreland County. PA Environment Daily Focus NJ report urges restoration of data center tax incentives in NJ The report by Focus NJ urged the state to restore the state's tax incentive program for data centers that required operators to invest at least $100 million in the project and create at least 100 full-time jobs. Politico NJ Playbook | PA & NJ Politics ⚡Pennsylvania Governor Shapiro pledges $100,000 to Nevada Democratic candidate Ford Pennsylvania Governor Josh Shapiro pledged to raise $100,000 for Nevada Attorney General Aaron Ford's campaign and donated $5,000 directly, as part of Democratic efforts ahead of 2028. Politico Playbook New Jersey Senator Booker donates $10,000 to Nevada Democratic Party for Ford New Jersey Senator Cory Booker gave $10,000 from his PAC to the Nevada State Democratic Party and hosted a fundraiser for Aaron Ford, supporting Democratic 2028 efforts. Politico Playbook Food insecurity in Pennsylvania rises over 50% since 2020 The number of Pennsylvanians experiencing food insecurity has increased by more than 50% since 2020, with one in seven now living in food-insecure households, according to a regional food bank's report cited by WHTM. Spotlight PA (PA Post) Pennsylvania legislators say state will legalize marijuana if Democrats flip 3 state Senate seats Legislators state that Pennsylvania will legalize adult-use marijuana in the November election if Democrats flip three state Senate seats, according to a WHYY report on the upcoming ballot initiative. Spotlight PA (PA Post) ACLU threatens lawsuit against Ocean County Board of Elections over voter probe ACLU supervising attorney Liza Weisberg and Legal Director Jeanne LoCicero said the investigation is targeting Democratic and unaffiliated voters but not Republicans. Politico NJ Playbook | What Moved Yesterday — Your Watchlist Laid on the table, Sept. 29, 2026 [MONITOR] Laid on the table, Sept. 29, 2026 [MONITOR] Laid on the table, Sept. 29, 2026 Laid on the table, Sept. 29, 2026 [MONITOR] First consideration, Sept. 29, 2026 [MONITOR] | On the Floor — Next Session House · Bill On Concurrence (keywords: data center, data centers) PA General Assembly House · Second Consideration (watchlist) PA General Assembly House · Second Consideration (keywords: alternative energy portfolio standard, interconnection) PA General Assembly Senate · Third Consideration (keywords: data center, data centers) PA General Assembly | National Politics Sen. Jon Husted warns data center bill crucial for Ohio elections Sen. Jon Husted (R-Ohio), author of the Ratepayer Protection Act, said the data center bill is the only legislation with a chance to reach the president before the election. Punchbowl News Senate to vote on Acting Labor Secretary Keith Sonderling confirmation Senate Majority Leader John Thune is trying to confirm Acting Labor Secretary Keith Sonderling before the October break, which could require keeping senators in town until Thursday. Punchbowl News Senate to vote on data centers bill amid Democratic opposition Senate Majority Leader John Thune said the chamber may be done today, with a vote at 11:30 a.m. on Sen. Jon Husted's bill on taxpayer energy costs connected to data centers, which Democrats are preparing to sink. Politico Playbook Supreme Court temporarily allows Trump deportations to third countries The Supreme Court temporarily green-lighted Trump’s efforts to deport immigrants to third countries, lifting a lower court order that had blocked the removals, with arguments set for December. Politico Playbook GAO says White House $800 million pocket rescission violated Congress' power of the purse The Government Accountability Office penned a letter yesterday saying that the White House’s $800 million 'pocket rescission' violated Congress’ power of the purse, raising stakes for legal action. Politico Playbook | Market Snapshot | PJM West Hub (RT) | $34.00/MWh +5.0% | | PJM AEP-Dayton (RT) | $33.98/MWh +14.2% | | PJM Capacity 28/29 | $325.00/MW-day | | Henry Hub | $2.90/MMBtu | | WTI Crude | $90.57/bbl +1.3% |
As of Sep 30, 8:13 a.m. EPT (PJM RT) | Curated by Matt Leonard. Numbers from real endpoints only. |
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