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Market Intelligence Reports

Weekly analysis of renewable energy markets, distributed infrastructure, power policy, and investment trends from Energea Portfolio Management.

• Market Intelligence Report: Week of October 5, 2026 Energea reviews four market signals, led by US distributed generation adding 1.6GW in Q2 alongside more than 2.5GWh of behind-the-meter storage.
• Distributed Generation Hits 282GW | Energea Market Intelligence Four market signals for distributed energy investors, led by distributed generation setting a record with 282GW of global additions in 2025.
• Brazil Distributed Generation Growth | Energea Market Intelligence Four market signals for distributed energy investors, led by distributed generation adding three times more capacity than utility-scale solar in Brazil.
• South American Solar Conditions and Rising Power Demand | Energea Market Intelligence Three market signals for distributed energy investors: South American solar conditions, accelerating EV charging demand, and utility-scale project delays.
• Community Solar Revenue and Grid-Edge Value | Energea Market Intelligence Four market signals, led by institutional credit making community solar revenue more financeable and the value of distributed assets at the grid edge.
• Solar Storage Investment and Africa Electrification | Energea Market Intelligence Three market signals, led by record investment in solar paired with storage and the financing needed to expand electricity access in Africa.
• Brazil Solar Growth and Institutional Capital | Energea Market Intelligence Energea reviews three market signals, led by Brazil approaching 76 GW of installed solar capacity and continued institutional capital for distributed solar.
• Solar at 10% of Global Electricity | Energea Market Intelligence Energea reviews four market signals, led by solar reaching 10% of global electricity and the growing role of battery storage.
• Long-Term Capital Buys Renewables | Energea Market Intelligence Energea reviews four market signals, led by Goldman Sachs Alternatives and KKR acquiring contracted renewable generation with long-term capital.
• Renewables Set to Pass Coal | Energea Market Intelligence Energea reviews four market signals, including the IEA's forecast that renewables will overtake coal as the world's largest power source in 2026.
• Record Renewable Generation Growth | Energea Market Intelligence Energea reviews four market signals, including record renewable generation growth and solar becoming the European Union's largest power source.
• Infrastructure Allocations Rise | Energea Market Intelligence Four market signals for distributed energy investors: rising institutional infrastructure allocations and solar's growing share of U.S. generation.
• U.S. Solar Tax-Credit Deadline | Energea Market Intelligence Four market signals for distributed energy investors: the July 4 federal tax-credit deadline and the premium on assets already built.
• Record U.S. Battery Storage Growth | Energea Market Intelligence Energea Portfolio Management reviews three market signals for distributed energy infrastructure investors, including record U.S. battery storage installations.
• Solar Overtakes Coal | Energea Market Intelligence Five market signals for distributed energy investors, including the first month U.S. solar generated more electricity than coal.