# If Lotte Energy Materials moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/lotte-energy-materials · Facet: ripple · Updated: 2026-07-12T06:24:39.901651+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Lotte Energy Materials is directly linked to 4 companies (0 supply, 3 revenue, 1 investment relationships) and reaches 12 companies within two hops; the links are backed by 6 dated sources, 2 of them primary filings (as of 2026-07-12).

Lotte Energy Materials operates across KOSDAQ, Battery materials, High-end copper foil. It is -5.1% in 2026. The stock (-5.1%) and its demand side (avg +6.4%) are moving in step. Among connected nodes the furthest ahead is Samsung SDI (+40.5%) and the furthest behind is BYD (-11.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. With US EV demand soft and a North American customer's plant halted, 2025 revenue fell and losses continued, prompting diversification into ESS and PCB copper foil.

## Demand chain (leading)
- T1 Samsung SDI (https://valuechain.wiki/samsung-sdi.md)
- T2 Tesla (https://valuechain.wiki/tesla.md)
- T3 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T3 Edison International (https://valuechain.wiki/edison-international.md)
- T2 General Motors (https://valuechain.wiki/general-motors.md)
- T1 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.md)
- T2 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 Mazda Motor (https://valuechain.wiki/mazda-motor.md)
- T2 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 Honda Motor (https://valuechain.wiki/honda-motor.md)
- T2 DTE Energy (https://valuechain.wiki/dte-energy.md)
- T3 Oracle (https://valuechain.wiki/oracle.md)
- T1 BYD (https://valuechain.wiki/byd.md)
- T2 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T3 Xiaomi (https://valuechain.wiki/xiaomi.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)

## Supply chain (benefiting)
- T1 Lotte Chemical (https://valuechain.wiki/lotte-chemical.md)
- T2 Itochu (https://valuechain.wiki/itochu.md)
- T3 Berkshire Hathaway (https://valuechain.wiki/berkshire-hathaway.md)
- T3 CITIC Limited (https://valuechain.wiki/citic-limited.md)
- T3 Hitachi Construction Machinery (https://valuechain.wiki/hitachi-construction-machinery.md)

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Full node: https://valuechain.wiki/lotte-energy-materials.md · JSON: https://valuechain.wiki/lotte-energy-materials.json