SunEdison / Morgan Stanley India Company Private Limited / C.T.V.M. S.A. / Tesla / E.ON / NYLD / Edison International / NRG Energy / Hawaiian Electric / Morgan Stanley Asia Limited / TERP / GDF Suez / Power & Energy Storage Potentially Advantaged Companies / Centrica / Those Facing Downside Risk Potentially Advantaged / Morgan Stanley & Co. International plc / ABY / Morgan Stanley & Co. LLC / Renewable energy / First Solar / Morgan Stanley MUFG Securities Co. Ltd. / SolarCity / Sempra Energy / RMB Morgan Stanley (Proprietary) Limited / Master Limited Partnerships / Pinnacle West / Enel / RWE AG / NextEra Energy Partners / PG&E Corp. / /
Continent
Europe / Africa / /
Country
Japan / Brazil / United Kingdom / China / India / Germany / Italy / United States / /
Currency
USD / CNY / / /
Event
M&A / Dividend Issuance / /
Facility
Edison Electric Institute / /
IndustryTerm
thin film panel product / integrated manufacturing efficiencies / high electricity rates / rooftop applications / natural gas / electricity rate / energy storage cost reduction / gas demand / energy / manufacturing capacity / network balancing solution / solar power solutions / larger integrated utilities / economic energy storage solution / solar applications / decentralized energy / grid-sourced electricity / appropriate technology / manufacturing costs / potential solution / energy storage products / lower electricity rates / extent energy storage / energy storage assumptions / oil exports / appropriate leverageable grid-supplied electricity cost / residential energy services model / energy storage product / storage product / residential energy services / battery/inverter product / quality product / electricity / energy storage / natural gas demand / solar panel systems / battery manufacturers / higher electricity rates / less disruptive applications / /
Organization
Edison Electric Institute / FINRA / US Federal Reserve / Japanese government / Saudi Arabian government / National Aeronautics and Space Administration / NASD / Chinese government / /
Person
Trina Solar / Anne N. Azzola / Anna Maria Scaglia / Stephen Byrd / Masahiro Ono / Carolina B. Dores / May Be / / /
Position
meaningful value driver / General / major driver / Contents Executive / Storage Executive / analyst / /
Product
Yieldco / Outlook / /
ProvinceOrState
Hawaii / California / Arizona / /
Region
Middle East / Northwest Europe / Western US / South Africa / Southwestern US / Midwestern US / /
Technology
CFA2 Sheng Zhong2 Japan Utilities Yuka Matayoshi6 Japan Technology / Adam / /
July 28, 2014 MORGAN STANLEY BLUE PAPER MORGAN ST ANLEY RESEARCH Global Stephen Byrd