3 Stocks Riding The Onshoring Boom In Energy And Critical Minerals

Geopolitics is reshaping where energy, food and critical minerals are produced and processed, as China, the US and Europe argue over trade rules, overcapacity and control of key resources. That shift is pushing capital toward supply chains that governments want closer to home, which many investors risk overlooking. This article explores that trend and profiles three stocks that appear closely exposed to these developments.

The three stocks in this article are just a starting sample, and the full screen surfaced 25 more companies with equally detailed supply chain stories that are not covered here. To identify and analyze the ideas that best fit your own thesis on onshoring, head straight into the US and European Onshoring Beneficiaries in Energy & Critical-Mineral Supply Chains screener.

Imerys (ENXTPA:NK)

Overview: Imerys is a Paris based specialty minerals supplier that feeds critical industrial chains in Europe and the US, from energy transition materials like graphite and lithium to minerals used in building products, ceramics and filtration. That mix puts Imerys directly in the crosshairs of Western efforts to secure processing and supply of critical minerals as trade rules around China and export controls on key inputs keep evolving.

Operations: Imerys generates most of its revenue from Performance Minerals in EMEA & APAC at €1.3b and the Americas at €814 million, with additional contributions from Refractory, Abrasives & Construction at €1.1b and IG&C at €252 million.

Market Cap: €2.1b

Imerys gives you exposure to Western efforts to bring more critical mineral sourcing and processing closer to home, backed by a large portfolio that serves EV batteries, construction and a wide range of industrial uses. The company has scale, an established specialty product set and is seen as good value compared with many European basic materials stocks, which can be appealing if policy support for non Chinese supply chains continues to build. At the same time, Imerys is still working through uneven profitability, meaningful debt and heavy capital needs for projects like lithium. As a result, the balance sheet and dividend coverage deserve close attention. For investors who want to understand how that trade off could play out as onshoring and energy transition policies evolve, Imerys is worth a closer look.

Imerys could be masking a more interesting story, with mineral exposure that investors focus on, while the real swing factor sits in its funding plans and future cash commitments. Get the full picture in the Imerys financial health report

Hapag-Lloyd (XTRA:HLAG)

Overview: Hapag-Lloyd is a Hamburg based liner shipping company that moves containerised cargo worldwide and runs its own terminals and infrastructure. This ties it directly into Western efforts to secure ports, routes and container capacity for onshoring energy, food and critical mineral supply chains. Beyond ships and boxes, Hapag-Lloyd offers digital services for bookings, tracking, data sharing and inland logistics, so it plays a role across the full transport chain rather than just at sea.

Operations: Hapag-Lloyd generates the bulk of its revenue from its Liner Shipping segment at €17.7b, with additional income from Terminal & Infrastructure at €539 million and a negative contribution reported in Transition of €102 million.

Market Cap: €22.8b

Hapag-Lloyd may merit attention for investors who think supply chains are quietly being rewired around allied controlled ports and shipping capacity. The company is one of the biggest container carriers feeding US and European trade, with a growing Terminal & Infrastructure segment that ties it into the onshoring theme beyond simple freight rates. Earnings are currently fragile, with margins at 0.3% and dividends not well covered, and one off items make it harder to judge the true underlying profitability. At the same time, fleet upgrades, terminal expansion and the planned ZIM transaction indicate a potentially much larger network if regulators cooperate. For investors weighing that mix of scale, geopolitical relevance and earnings risk, Hapag-Lloyd is a story that may warrant further analysis.

Hapag-Lloyd’s rewiring of ports and terminals could be more important than its thin 0.3% margins. Get the full story on routes, earnings risk and geopolitical upside in the 1 key reward and 3 important warning signs

Pangaea Logistics Solutions (PANL)

Overview: Pangaea Logistics Solutions runs dry bulk ships and related port services that move core commodities like coal, iron ore, cement and aggregates for industrial customers, with a heavy focus on Western and allied trade routes tied to energy, infrastructure and critical materials. Its mix of seaborne logistics, terminal and stevedoring work gives it direct exposure to any shift in volumes toward US and European controlled ports as supply chains move away from China.

Operations: Pangaea Logistics Solutions generates almost all of its revenue from Shipping at about US$691.6 million, with a smaller All Other segment at about US$18.6 million.

Market Cap: US$532 million

Pangaea Logistics Solutions is a relatively focused pure play on bulk logistics for the materials that underpin onshoring, from energy cargoes to construction aggregates on Atlantic and European routes. Earnings have improved alongside higher revenue and margins in 2026. Some analysts view the stock as trading below their estimates of fair value, which they see as leaving room if the onshoring thesis gains traction. The catch is meaningful debt and a capital-hungry fleet that must keep up with new environmental rules, plus a relatively new board and recent director removals that put execution under the spotlight. For investors who want targeted exposure to Western supply chain rerouting with both upside potential and balance sheet risk, this is a story worth tracking.

Pangaea Logistics Solutions looks like a focused onshoring play, yet the real story may sit in how its balance sheet and fleet plans intersect with US and European trade flows. Get the Pangaea Logistics Solutions financial health report

Seeking Fresh Alternatives Before Others Catch On

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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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