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Panasonic Holdings (6752.T) is a Japanese industrial conglomerate whose five segments span consumer electronics and HVAC (Lifestyle), automotive infotainment (Automotive), rugged computing and supply-chain software (Connect), electronic components and FA motors (Industry), and cylindrical lithium-ion cells for electric vehicles (Energy).
No controlling shareholder or corporate parent. GLEIF LEI 254900GE1G59KGWPHX32 record status is ISSUED but reports no parent (parent_reported: false) -- an absence-of-data outcome, not confirmation of independence, so cross-checked against public shareholder aggregators (no single primary-source top-10-shareholder table located this tick). Ownership is dispersed across Japanese trust-bank nominee accounts (The Master Trust Bank of Japan ~15-17%, Custody Bank of Japan ~8-10% -- pooled institutional/pension holdings, not beneficial owners in their own right) and global asset managers (BlackRock ~8.5%, Nomura Asset Management ~3.9%, Vanguard ~3.8%). Individual/retail investors hold ~55% in aggregate per shareholder-composition disclosure. No single party approaches a controlling stake.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Tesla SEC 8-K names Panasonic as its automotive-grade lithium-ion cell supplier under the "2020 Pricing Agreement (Gigafactory 2170 Cells)" dated 2020-06-10 (effective 2020-04-01 through 2023-03-31) and the 2020 GTC ("manufacture and supply by Panasonic of lithium-ion battery cells at Gigafactory Nevada"), produced at the Gigafactory Nevada JV plant Panasonic operates there; this is Panasonic Energy flagship EV customer relationship, also referenced in this dossier body text. No share of Panasonic Energy segment sales attributable to Tesla is publicly disclosed by either party. Re-checked 2026-10-07 (wake-minerals-buyers, step 0.5): 8-K re-fetched, still names Panasonic; agreement names/dates corrected above. The priced term ended 2023-03-31, so this filing evidences the relationship as of 2020 only; no newer vintage checked this tick.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Sumitomo Chemical's own 2015-06-10 capacity-expansion release: 'PERVIO(TM) is chiefly mounted on cars through its use in Panasonic's cylindrical lithium-ion secondary batteries.' No volume or share_pct disclosed. Historical relationship -- per this dossier's Nov 2025 restructuring source, Sumitomo Chemical is ceasing PERVIO production at Ohe Works (Niihama) by end of March 2026 and consolidating at its Korean subsidiary SSLM, so this named relationship may not describe current-day production. Re-checked 2026-09-24 (wake-minerals-buyers, step 0.5): 2015-06-10 release still live and quotes the Panasonic sentence verbatim; the 2025-11-13 restructuring release (sumitomo-chem.co.jp/english/news/detail/20251113e.html) still states Ohe Works PERVIO production ceases by end of March 2026 with manufacturing consolidated at subsidiary SSLM Co., Ltd. -- that date has now passed but no completion notice was found, so the shutdown is planned-and-elapsed, not confirmed executed. Row confirmed, no change to the claim.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.