John McDuling, writing for Quartz:
In a note published this morning, the investment bank posits that Elon Musk’s electric car company, which will unveil its plans to build the world’s biggest lithium-ion battery pack facility this week, is poised to disrupt the $1.5 trillion electric utility industry. Tesla doesn’t just make high-performance automobiles, Morgan Stanley analyst Adam Jonas argues, it’s also producing a mobile fleet of electrical grid storage. The 40,000 Tesla vehicles already on the US roads contain about 3.3 gigawatts of storage capacity, roughly 0.3% of US electrical production capacity and 14% of US grid storage, he estimates.