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Re:
Shape-shifting of any variety was something Tolkien made a habit of mentioning.
The only few examples came from ... Beren, Luthien and Sauron, and Beorn and his offspring.
He went out of his way to say that these were special instances of that sort of power being used ... nothing like that was even mentioned referring to Balrogs.
Anyway, Morgoth was the one who wrapped them in their shadows, they just volunteered for the super-villain makeover. They couldn't just change at will ... it's not like they were made of smoke. Just surrounded by it.
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"I come from yonder...Have you seen Baggins? Baggins has left, he is coming. He is not far away. I wish to find him. If he passes will you tell me? I will come back with gold." - Khamul the Easterling
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