Autos & Shared Mobility: Global Auto Monitor: Energy Debate Accelerates, Production Outlook Moderates

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Autos & Shared Mobility: Global Auto Monitor: Energy Debate Accelerates, Production Outlook Moderates

Update

May 22, 2026 02:57 PM GMT

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

Equity Analyst

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

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

Debate Accelerates, Production Morgan Stanley Europe S.E., Madrid Branch+

Javier Martinez de Olcoz Cerdan

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

Energy remains a key focus, with recent announcements of Ford Morgan Stanley MUFG Securities Co., Ltd.+

Shinji Kakiuchi

Equity AnalystEnergy's first BESS customer and Tesla's reported Houston solar

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

buildout continuing to drive the convergence theme. Separately,

S&P lowered their 2026-27 global LV outlook, driven by China Morgan Stanley India Company Private Limited+

Binay Singh

Equity Analystsoftness and economic headwinds from ME conflict.

Binay.Singh@morganstanley.com +91 22 6118-1158

What Others Are Reading - Our Most Read Reports

Morgan Stanley Asia Limited+

Tim Hsiao

[NORTH AMERICA] Ford Motor Company: EDF Framework Agreement Marks

First Big Win for Ford Energy (18 May 2026) Ford Energy announced an Tim.Hsiao@morganstanley.com +852 2848-1982

agreement with EDF to deliver up to 4 GWh per year to support grid-scale Morgan Stanley & Co. International plc, Seoul Branch+

renewable integration and grid resilience across North America. We would Young Suk Shin

believe this is the first of potential several large customer announcements this Equity Analyst

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

year.

[GLOBAL] Another S&P LVP downgrade.