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Author: Tyler Hurlburt    Published: 4/28/2026    Energea

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Ronald,

This week’s Market Intelligence Report leads with a milestone at global scale: the IEA now forecasts renewables overtaking coal as the world’s largest source of electricity this year, and closer to home, new U.S. data shows solar out-produced both coal and wind in May for the first time on record.

Inside this week’s report, we cover four market signals shaping the distributed energy infrastructure thesis:

  1. Global electricity demand is surging, and renewables are set to pass coal as the world’s largest power source this year
  2. U.S. renewables reached 30% of electricity generation, and solar out-produced both coal and wind in May
  3. Solar and storage were 91% of new U.S. grid capacity, and batteries set reliability records at peak
  4. A distributed U.S. solar portfolio just got financed on the back of long-term contracts with Meta

Read the full report for the data behind each signal and what it means for the long-term thesis behind your portfolio.

Tyler Hurlburt

Director of Investor Relations

475-477-2404

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