# If POSCO Future M moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/posco-future-m · Facet: ripple · Updated: 2026-07-05T02:00:55.325+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, POSCO Future M is directly linked to 3 companies (1 supply, 2 revenue, 1 investment relationships) and reaches 9 companies within two hops; the links are backed by 16 dated sources, 4 of them primary filings (as of 2026-07-05).

POSCO Future M operates across Cathode and anode battery materials. After +56.5% in 2025, it corrected -17.8% in 2026. The demand side (avg +15.3%) is well ahead of the stock (-17.8%). Customer money has not fully worked its way down to this layer, which leaves catch-up room if propagation continues and a hardened gap if it stalls. Among connected nodes the furthest ahead is Samsung SDI (+40.5%) and the furthest behind is LG Energy Solution (-9.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Cumulative cathode orders total about KRW 92 trillion, concentrated in LG Energy Solution (~KRW 52tn) and Samsung SDI (KRW 40tn), and in October 2025 it disclosed its largest-ever anode deal, a KRW 671 billion natural-graphite contract with an undisclosed global automaker.

## Demand chain (leading)
- T1 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.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 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T3 Mazda Motor (https://valuechain.wiki/mazda-motor.md)
- T2 General Motors (https://valuechain.wiki/general-motors.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 Samsung SDI (https://valuechain.wiki/samsung-sdi.md)

## Supply chain (benefiting)
- T1 POSCO Holdings (https://valuechain.wiki/posco-holdings.md)

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Full node: https://valuechain.wiki/posco-future-m.md · JSON: https://valuechain.wiki/posco-future-m.json