Autos & Shared Mobility: Global Auto Monitor: From km/h to kWh

Research evidence excerpt

Autos & Shared Mobility: Global Auto Monitor: From km/h to kWh

Update

May 15, 2026 07:25 PM GMT

Morgan Stanley & Co. LLCMAutos & Shared Mobility | North America Andrew S Percoco

Equity Analyst

Global Auto Monitor: From km/ Andrew.Percoco@morganstanley.comDaniela M Haigian +1 212 296-4322

Daniela.Haigian@morganstanley.com +1 212 761-6071

h to kWh Morgan Stanley Europe S.E., Madrid Branch+

Javier Martinez de Olcoz Cerdan

The convergence between autos and energy is accelerating as Equity Analyst

Javier.Martinez.Olcoz@morganstanley.com +34 9141-81289

OEMs/suppliers pursue opportunities in power generation and

Morgan Stanley MUFG Securities Co., Ltd.+

ESS given the growing US power shortfall. This week we have Shinji Kakiuchi

seen investor debate increase, with rising interest in Ford’s ESS Equity Analyst

Shinji.Kakiuchi@morganstanleymufg.com +81 3 6836-5416

opportunity and BWA’s new turbine product.

Morgan Stanley India Company Private Limited+

What Others Are Reading - Our Most Read Reports Binay Singh

[NORTH AMERICA] Ford Energy – An Underappreciated Driver of Model e Binay.Singh@morganstanley.com +91 22 6118-1158

Path to Profitability (12 May 2026) We believe Ford's relationship with CATL Morgan Stanley Asia Limited+

is an underappreciated strategic competitive advantage for its Energy Storage Tim Hsiao

business. Through this relationship, Ford becomes a key supplier of compliant Tim.Hsiao@morganstanley.com +852 2848-1982

ESS systems to utility and data center customers in the US.

Morgan Stanley & Co. International plc, Seoul Branch+

[GLOBAL] Global Auto Exports: China flooding the market (13 May 2026) Young Suk Shin

Significant China export increase YoY in most markets globally, with more likely Equity Analyst

Young.Shin@morganstanley.com +82 2 399-4994