Clearing the Path of the Energy Transition
Queen Anne's Gate Capital, Kathleen KelleySeeing the forest for the trees.....
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 55 | Subscribers | Read | qagcap.substack.com |
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Clearing the Path of the Energy Transition
November 21, 2025
Clearing the Path of the Energy Transition
* And the Pulitzer for fiction goes to……Data Center Generation Flexibility in the PJM
Clearing the Path of the Energy Transition
COP30 has some heavy lifting (WoodMackenzie), but good outcomes are still possible (EMBER). Elsewhere, the F-150 Lightning’s days could be numbered, and affordable green H2 is possible from dirty water.
Clearing the Path of the Energy Transition
Bill Gates now says health and prosperity are the solutions to climate change.
Authors
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Founded by Kathleen Kelley in 2015, QAG is a macroeconomic research and consulting firm focused on commodities. Views are distilled via fundamental research, physical market insight and risk management overlay.
solving the puzzle every day
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