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September 30, 2026

MJL Morning Briefing — Wed, Sep 30

MJL Morning Briefing
From Matt Leonard · Wednesday, September 30, 2026
TOP STORY
⚡PJM begins annual review of large load requests for 2027 forecast
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
⚡DEP finds drill cuttings pit during pipeline excavation in Westmoreland County
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
HB 2480 — An Act requiring automated external defibrillators at utility or electrical worksites; imposing duties on the Department of Labor and Industry; and imposing penalties.
Laid on the table, Sept. 29, 2026 [MONITOR]
PA General Assembly In app →
HB 2584 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in Public Utility Commission, further providing for consumer protection and information.
Laid on the table, Sept. 29, 2026 [MONITOR]
PA General Assembly In app →
HB 2596 — An Act providing for public utility credit reporting; and imposing duties on public utilities.
Laid on the table, Sept. 29, 2026
PA General Assembly In app →
HB 2674 — An Act amending Title 66 (Public Utilities) of the Pennsylvania Consolidated Statutes, in general provisions relating to Public Utility Code, further providing for definitions.
Laid on the table, Sept. 29, 2026 [MONITOR]
PA General Assembly In app →
SB 1408 — An Act prohibiting certain nondisclosure agreements between public agencies and data centers.
First consideration, Sept. 29, 2026 [MONITOR]
PA General Assembly In app →
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
HB 2535 — This bill establishes public safety reporting for large load electricity users.
House · Second Consideration (watchlist)
PA General Assembly
HB 2595 — This bill provides for interconnection reviews.
House · Second Consideration (keywords: alternative energy portfolio standard, interconnection)
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
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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