The latest tensions in the Red Sea and Persian Gulf, including threats to close vital shipping chokepoints and disrupted tanker traffic, have pushed energy security back to the forefront for many investors. While crude prices have so far stayed relatively steady, the risk of compounded oil supply disruption is clear. For alternative energy infrastructure stocks, this kind of geopolitical stress can change how capital and attention are allocated across the sector. This article walks through three stocks from our Global Alternative Energy Infrastructure screener that are closely tied to these developments and may merit closer review.
Alkane Resources (ASX:ALK)
Overview: Alkane Resources is an Australian gold producer and explorer with additional exposure to copper, nickel, zinc and silver, and it also invests in earlier stage gold mining companies and projects.
Market Cap: A$1.78b
Alkane Resources offers investors a mix of producing gold assets and longer term copper gold projects at a time when energy security concerns are pushing interest toward alternative supply chains and critical minerals. Recent exploration updates at Brunswick South, Björkdal and the True Blue deposit, along with work at the Northern Molong Porphyry Project, reflect efforts to extend mine life and add optionality, while a strong cash and liquidity position gives the company scope to fund this work. However, recent shareholder dilution, board turnover and dependence on strong commodity prices add execution and governance risks that you need to weigh, particularly in light of analysts’ expectations for higher earnings and margins over the next few years.
Alkane Resources’ mix of producing gold assets, earlier stage projects and strong liquidity has investors focusing on growth, but the real story sits in the analyst forecasts for Alkane Resources that could reveal a crucial twist
Silvercorp Metals (TSX:SVM)
Overview: Silvercorp Metals is a Vancouver based mining company that acquires, develops, and operates mines in China, producing silver alongside copper, gold, lead, and zinc that are key inputs for solar and other alternative energy technologies.
Operations: Silvercorp Metals generates its revenue in China, with about US$399.2m from the Ying Mining District and US$38.9m from the GC Mine, out of a total US$438.1m.
Market Cap: CA$2.77b
Investors looking at the alternative energy supply chain may find Silvercorp Metals interesting because it links growing demand for silver in solar and electrification to a sizeable producing base in China, backed by new projects in Ecuador and Kyrgyzstan that aim to reduce reliance on a single country. The company pairs expanded reserves and new mine developments with strong liquidity, including cash on hand and fresh term loan facilities, while continuing to return some capital via dividends. At the same time, you need to weigh current losses, higher all in sustaining costs, and heightened regulatory and social risks across multiple jurisdictions. The key question is whether the growth runway, diversification efforts and valuation case outweigh those pressure points.
Silvercorp Metals is linking its expanding silver footprint to solar and electrification, but the key issue is how that narrative compares once you consider the full risk reward picture in the analysis report for Silvercorp Metals
Hemlo Mining (TSX:HMMC)
Overview: Hemlo Mining is a Toronto based gold producer focused on the 100% owned Hemlo gold mine in northwestern Ontario, a large 45,000 hectare property that anchors the company’s Canadian precious metals operations.
Market Cap: CA$1.67b
Hemlo Mining is drawing interest because it combines a large, growing resource base at its Hemlo gold mine with improving capital markets access, including TSX graduation and DTC eligibility that can widen its investor pool at a time when Canadian gold exposure offers diversification away from Middle East shipping risks. Recent resource growth to 4.8 million ounces, ongoing high grade drilling and solid Q1 2026 results with US$186.27 million in sales and US$22.13 million in net income support the view that this is more than an early stage story. The trade off is meaningful, with past dilution, governance growing pains and external borrowing all raising the bar for execution.
Hemlo Mining’s resource growth and improving access to capital markets could be masking a far bigger inflection point in its story. The real twist sits inside the full narrative for Hemlo Mining
The three stocks covered here are only a starting point, with the full Global Alternative Energy Infrastructure screener surfacing 13 more companies that share similarly compelling narratives around alternative energy infrastructure outside the Middle East. Use Simply Wall St to identify, analyze and filter for the specific catalysts, financial health markers and storylines that matter most so you can focus on the highest conviction opportunities in this theme.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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