# If Panasonic Energy moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/panasonic-energy · Facet: ripple · Updated: 2026-07-12T04:15:03.162+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Panasonic Energy is directly linked to 6 companies (4 supply, 2 revenue relationships) and reaches 11 companies within two hops; the links are backed by 19 dated sources, 4 of them primary filings (as of 2026-07-12).

Panasonic Energy operates across Nikkei, EV batteries, Tesla cylindrical cells (2170/4680). Momentum stayed firm and it is +98.1% in 2026. The stock (+98.1%) is ahead of both its demand side (avg -9.7%) and supply side (avg -1.5%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Sumitomo Metal Mining (+9.5%) and the furthest behind is Tesla (-21.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It is expanding North American output around its Nevada plant (~41 GWh) and the De Soto, Kansas plant, which began mass production in 2025.

## Demand chain (leading)
- T1 Tesla (https://valuechain.wiki/tesla.md)
- T2 PG&E Corporation (https://valuechain.wiki/pg-e.md)
- T2 Edison International (https://valuechain.wiki/edison-international.md)
- T1 Mazda Motor (https://valuechain.wiki/mazda-motor.md)

## Supply chain (benefiting)
- T1 Sumitomo Metal Mining (https://valuechain.wiki/sumitomo-metal-mining.md)
- T2 Freeport-McMoRan Inc. (https://valuechain.wiki/freeport-mcmoran.md)
- T3 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T1 BTR New Material Group Co., Ltd (https://valuechain.wiki/btr-new-material.md)
- T1 Yunnan Energy New Material (SEMCORP) (https://valuechain.wiki/yunnan-energy.md)
- T1 LG Chem (https://valuechain.wiki/lg-chem.md)
- T2 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.md)
- T3 POSCO Future M (https://valuechain.wiki/posco-future-m.md)
- T3 L&F (https://valuechain.wiki/landf.md)
- T3 Umicore (https://valuechain.wiki/umicore.md)
- T3 Chunbo (https://valuechain.wiki/chunbo.md)
- T3 Sociedad Química y Minera de Chile S.A. (https://valuechain.wiki/sqm.md)
- T3 Albemarle (https://valuechain.wiki/albemarle.md)
- T3 Daejoo Electronic Materials (https://valuechain.wiki/daejoo-electronic.md)
- T3 Lotte Energy Materials (https://valuechain.wiki/lotte-energy-materials.md)
- T3 SKC (https://valuechain.wiki/skc.md)
- T3 Enchem (https://valuechain.wiki/enchem.md)
- T3 Ganfeng Lithium (https://valuechain.wiki/ganfeng.md)
- T3 PNT (People & Technology) (https://valuechain.wiki/pnt.md)
- T3 Dai Nippon Printing (https://valuechain.wiki/dai-nippon-printing.md)
- T3 Advanced Nano Products (https://valuechain.wiki/advanced-nano-products.md)
- T3 LS ELECTRIC (https://valuechain.wiki/ls-electric.md)
- T2 Cosmo Advanced Materials & Technology (https://valuechain.wiki/cosmo-advanced-materials-technology.md)
- T3 Mitsubishi Chemical Holdings (https://valuechain.wiki/mitsubishi-chemical-holdings.md)

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