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Platforms","tier":2,"returns_yearly":{"2021":23.1,"2022":-64.2,"2023":194.1,"2024":66,"2025":13.1,"2026":-6.4}},{"slug":"martin-marietta-materials","name":"마틴 마리에타 머티리얼스","name_en":"Martin Marietta Materials, Inc.","tier":2,"returns_yearly":{"2021":56.1,"2022":-22.7,"2023":48.6,"2024":4.1,"2025":21.3,"2026":-17}},{"slug":"crh","name":"CRH","name_en":"CRH plc","tier":2,"returns_yearly":{"2021":27.1,"2022":-20.5,"2023":81.3,"2024":35.9,"2025":35.9,"2026":-23.6}},{"slug":"caterpillar","name":"Caterpillar","name_en":"Caterpillar","tier":1,"returns_yearly":{"2021":16,"2022":18.6,"2023":25.9,"2024":24.7,"2025":60.3,"2026":40.6}},{"slug":"general-motors","name":"제너럴 모터스","name_en":"General Motors","tier":1,"returns_yearly":{"2021":40.8,"2022":-42.4,"2023":7.9,"2024":49.8,"2025":54.2,"2026":2.4}}],"benefiting":[{"slug":"nuscale","name":"NuScale Power","name_en":"NuScale Power","tier":1,"returns_yearly":{"2023":-67.9,"2024":445,"2025":-21,"2026":-49.2}},{"slug":"quanta-services","name":"Quanta Services","name_en":"Quanta Services","tier":2,"returns_yearly":{"2021":59.5,"2022":24.6,"2023":51.7,"2024":46.6,"2025":33.7,"2026":48}},{"slug":"doosan-enerbility","name":"두산에너빌리티","name_en":"Doosan Enerbility","tier":2,"returns_yearly":{"2021":57,"2022":-5.6,"2023":-7.5,"2024":54.8,"2025":279.1,"2026":-12.6}},{"slug":"doosan-bobcat","name":"두산밥캣","name_en":"Doosan Bobcat","tier":3,"returns_yearly":{"2021":25.7,"2022":-2.3,"2023":48.5,"2024":-1,"2025":25.1,"2026":9}}],"analysis":"전기로 기반 철강사 기업. 2026년 +61%로 강하게 올랐다. 본주(+61%)와 수요단(평균 +25.7%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 캐터필러(+42.9%), 가장 처진 곳은 제너럴 모터스(+8.4%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Nucor Corporation operates across Electric-arc steelmaker. It is up +61% in 2026. The stock (+61%) and its demand side (avg +25.7%) are moving in step. Among connected nodes the furthest ahead is Caterpillar (+42.9%) and the furthest behind is General Motors (+8.4%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It procures scrap and substitute iron units for its electric-arc furnaces, invests in steelmaking and rolling equipment, and is expanding into data-center infrastructure and next-generation power technology.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Southwest Data Products","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-04-01","basis":"Southwest Data Products 인수가격","value":115000000,"period":"acquisition completed April 2024","basis_en":"Purchase price for Southwest Data Products","qualifier":null},"note":"뉴코는 데이터센터 캐비닛·케이지와 공기 흐름 차단 구조물을 제조·설치하는 Southwest Data Products를 1억1500만달러에 인수했다. 2025년 10-K와 뉴코의 거래 발표가 인수 대상과 금액을 함께 확인한다.","note_en":"Nucor acquired Southwest Data Products, a manufacturer and installer of data-center cabinets, cages, and airflow-containment structures, for $115 million. Nucor's 2025 Form 10-K and transaction announcement confirm both the target and price.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-25","url":"https://www.sec.gov/Archives/edgar/data/73309/000119312526071575/nue-20251231.htm","title":"뉴코 2025 Form 10-K","title_en":"Nucor Corporation 2025 Form 10-K","excerpt":"뉴코는 2024년 4월 Southwest Data Products를 1억1500만달러에 인수했다고 공시했다.","excerpt_en":"In April 2024, Nucor acquired Southwest Data Products, Inc. (SWDP), a manufacturer and installer of data center infrastructure for $115 million."},{"stance":"confirms","publisher":"뉴코","publisher_en":"Nucor","kind":"ir","lang":"en","published_at":"2024-04-01","url":"https://nucor.com/news/?article=nucor-to-acquire-manufacturer-of-data-center-infrastructure-122554","title":"뉴코, 데이터센터 인프라 제조사 인수","title_en":"Nucor to Acquire Manufacturer of Data Center Infrastructure","excerpt":"뉴코는 Southwest Data Products를 1억1500만달러에 인수했다고 발표했다.","excerpt_en":"it has acquired Southwest Data Products, Inc. ... for $115 million"}]},{"direction":"revenue","counterparty":"제너럴 모터스","counterparty_slug":"general-motors","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2021-10-05","basis":"제너럴 모터스의 Econiq 철강 구매액","value":null,"period":"supply beginning Q1 2022","basis_en":"General Motors purchases of Econiq steel","qualifier":"confirmed_no_disclosed_value"},"note":"제너럴 모터스는 뉴코가 출시한 저탄소 철강 Econiq의 첫 고객이다. 2022년 1분기부터 공급이 시작됐지만 상대별 구매액은 공개되지 않았다.","note_en":"General Motors was the first customer for Nucor's Econiq low-carbon steel, with deliveries beginning in the first quarter of 2022. Customer-specific purchase value was not disclosed.","sources":[{"stance":"confirms","publisher":"뉴코","publisher_en":"Nucor","kind":"ir","lang":"en","published_at":"2021-10-05","url":"https://nucor.com/news/?article=nucor-launches-econiq-net-zero-steel-122597","title":"뉴코, Econiq 넷제로 철강 출시","title_en":"Nucor Launches Econiq Net-Zero Steel","excerpt":"제너럴 모터스는 2022년 1분기부터 뉴코의 Econiq 넷제로 철강을 공급받는다.","excerpt_en":"General Motors will receive the Econiq net-zero steel beginning in Q1 2022"}]},{"direction":"cost","counterparty":"Danieli","counterparty_slug":null,"confidence":"mid","metric":{"type":"contract_value","unit":"USD","as_of":"2022-04-07","basis":"Danieli의 2개 설비 기술·장비·자동화 공급 주문 최소액","value":650000000,"period":"orders announced 2022-04-07","basis_en":"Minimum disclosed value of Danieli technology, equipment, and automation orders for two installations","qualifier":"minimum"},"note":"뉴코는 웨스트버지니아와 인디애나 설비에 들어갈 냉연·도금·도장 기술과 자동화 장비를 Danieli에 발주했다. 다중 기술 주문의 공개 가치는 6억5000만달러를 넘는다.","note_en":"Nucor selected Danieli to supply cold-rolling, galvanizing, coating, and automation equipment for installations in West Virginia and Indiana. The disclosed multi-technology order exceeded $650 million.","sources":[{"stance":"confirms","publisher":"Danieli USA","publisher_en":"Danieli USA","kind":"news","lang":"en","published_at":"2022-04-07","url":"https://www.danieli-usa.com/en/news/nucor-corporation-endorses-danieli-orders-cold-strip-plants_13_714.htm","title":"뉴코, Danieli에 냉연 설비 발주","title_en":"Nucor Corporation Endorses Danieli with Orders for Cold-Strip Plants","excerpt":"뉴코는 6억5000만달러를 넘는 주문으로 Danieli의 기술 장비와 자동화를 채택했다.","excerpt_en":"multi-technology order valued in excess of US$ 650 million"}]},{"direction":"investment","counterparty":"NuScale Power","counterparty_slug":"nuscale","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-04-06","basis":"NuScale-Spring Valley 기업결합 관련 PIPE 투자 약정액","value":15000000,"period":"PIPE commitment announced 2022-04-06","basis_en":"PIPE investment commitment for the NuScale-Spring Valley business combination","qualifier":null},"note":"뉴코는 NuScale Power의 상장 전 PIPE에 1500만달러를 투자했다. 이후 양사는 뉴코 전기로 제철소에 소형모듈원자로 전력을 공급하는 방안도 검토했다.","note_en":"Nucor committed $15 million to NuScale Power's pre-listing PIPE. The companies later agreed to study supplying Nucor's electric-arc furnace mills with power from NuScale small modular reactors.","sources":[{"stance":"confirms","publisher":"한국에너지경제연구원","publisher_en":"Korea Energy Economics Institute","kind":"research","lang":"ko","published_at":"2023-05-26","url":"https://www.keei.re.kr/keei/download/nprd/WNPMI230526.pdf","title":"세계 원전시장 인사이트: 북미 주요단신","title_en":"World Nuclear Power Market Insight: North America Briefs","excerpt":"2022년 4월 Nucor는 NuScale에 1,500만 달러의 자본 투자를 단행한 바 있음.","excerpt_en":"In April 2022, Nucor made a $15 million equity investment in NuScale."},{"stance":"confirms","publisher":"NuScale Power","publisher_en":"NuScale Power","kind":"ir","lang":"en","published_at":"2022-04-06","url":"https://www.nuscalepower.com/press-releases/2022/nuscale-and-spring-valley-announce-15-million-pipe-investment-from-nucor","title":"NuScale·Spring Valley, 뉴코의 1500만달러 PIPE 투자 발표","title_en":"NuScale Power and Spring Valley Acquisition Corp. Announce $15 Million PIPE Investment from Nucor","excerpt":"뉴코는 NuScale-Spring Valley 기업결합을 위한 1500만달러 PIPE 투자를 약정했다.","excerpt_en":"Nucor ... has committed to a $15 million private investment in public equity"}]},{"direction":"cost","counterparty":"SMS group","counterparty_slug":null,"confidence":"mid","metric":{"type":"contract_value","unit":"USD","as_of":"2024-01-15","basis":"SMS group의 제철 설비 공급 및 장기 유지보수 계약대금","value":null,"period":"equipment supplied and long-term service agreement active as of 2024-01-15","basis_en":"Value of SMS group's steelmaking equipment supply and long-term maintenance agreement","qualifier":"confirmed_no_disclosed_value"},"note":"SMS group은 뉴코의 브란덴부르크 후판 공장에 연속주조기, 가열로, 열처리 라인과 수처리 시스템을 공급했다. 현장 수리센터를 통한 장기 유지보수도 제공하며 계약금액은 공개되지 않았다.","note_en":"SMS group supplied Nucor's Brandenburg plate mill with its caster, furnaces, heat-treatment line, and water-treatment system. It also provides long-term on-site repair services, with contract value undisclosed.","sources":[{"stance":"confirms","publisher":"SMS group","publisher_en":"SMS group","kind":"news","lang":"en","published_at":"2024-01-15","url":"https://live.cdn.cms.sms-group.com/SMS_group_website/DataStorage/08_PressReleases/2024/SMS_group_press_release_-_240115_-_Nucor_Steel_Brandenburg_-_EN.pdf","title":"뉴코 스틸 브란덴부르크, 신규 공장 준공","title_en":"Nucor Steel Brandenburg Celebrates Inauguration of New Facility","excerpt":"SMS는 연속주조기와 가열로, 열처리 라인, 수처리 시스템을 공급했다.","excerpt_en":"SMS supplied the following key equipment for this facility"}]},{"direction":"revenue","counterparty":"Caterpillar","counterparty_slug":"caterpillar","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2022-05-05","basis":"Caterpillar에 공급한 철강제품의 거래대금","value":null,"period":"2021 supplier performance","basis_en":"Value of steel products supplied to Caterpillar","qualifier":"confirmed_no_disclosed_value"},"note":"Caterpillar는 제품 품질과 납품 성과를 기준으로 뉴코에 2021년 Platinum 공급사 상을 수여했다. 거래 규모는 공개되지 않았다.","note_en":"Caterpillar recognized Nucor with its 2021 Platinum supplier award based on measures including product quality and delivery performance. The commercial value was not disclosed.","sources":[{"stance":"confirms","publisher":"뉴코","publisher_en":"Nucor","kind":"ir","lang":"en","published_at":"2022-05-05","url":"https://nucortubular.com/wp-content/uploads/2022/09/2021-Sustainability-Report-compressed.pdf","title":"뉴코 2021 지속가능성 보고서","title_en":"Nucor 2021 Sustainability Report","excerpt":"뉴코는 2021년 Caterpillar Platinum 공급사 상을 받았다.","excerpt_en":"winning the Caterpillar Platinum award"}]}]}