Iran War: Why TUI and Lufthansa are trembling while RE Royalties plans for the energy of the future!

Turbulence in the portfolio - The travel industry is under pressure

If we look at the current situation at TUI and Lufthansa, things are quite turbulent and, unfortunately, trending downward. The conflict in Iran has triggered a chain reaction that is hitting the heart of these companies. Their business model is based on global mobility, and suddenly, one of the world's most important hubs has become a restricted area. The State Department has already issued travel warnings for 13 countries. This is a real logistical nightmare for TUI. Trips to Israel, Emirates, and Qatar have been canceled at short notice. The stock reflects this stress one-to-one. TUI's share price continued to slide on the stock market. It is currently trading at around EUR 7. This is a painful contrast to the annual high of over EUR 9.50, which was only just reached in February.

Lufthansa is also feeling this pressure massively. This is not just about vacationers who have to unpack their suitcases and cannot board their flights. It is also about freight traffic. Major hubs such as Dubai and Abu Dhabi are at a partial standstill. Since air routes over Iran must be avoided, the costs for detours and fuel are rising. Uncertainty is poison, and it not only paralyzes prices but also puts them under pressure. Analysts are already looking with concern at the EUR 7 mark for TUI. If this support breaks, the downward trend could lead to EUR 5. It is a time when investors need strong nerves.

The question now is rather how much further it will fall before the situation calms. Investor confidence has been shaken. Few investors are willing to accumulate positions amid unresolved geopolitical escalation. The connection between TUI and Lufthansa is inseparable in this crisis. Both companies are dependent on geopolitical stability. While TUI is trying to save its summer business in the western Mediterranean, Lufthansa is struggling with the global impact on logistics chains and tourism. Both are in crisis mode, which leaves little room for strategic alignment and new visions. They are merely reacting instead of acting. This situation also highlights how vulnerable certain traditional stocks are to external shocks. The risks currently outweigh the opportunities for both stocks. The tide will turn again when an end to the war is in sight, but that could still take some time. Investors are therefore increasingly looking for stocks that are less dependent on flight corridors or tourism and more on unstoppable trends.

Why RE Royalties could make the difference

This is where a company that takes a completely different approach comes into play. While TUI and Lufthansa have to hope for peace in the Middle East, RE Royalties relies on a force that is always available: renewable energy (wind, water, and sun). The best thing about it is the way they do it. They do not grant traditional loans, nor do they constantly dilute their partners' equity. They use a royalty model that was previously more common in the commodities industry. They finance projects and receive a share of the revenue in return. This is ingenious because it gives wind and solar park operators control and secures a steady cash flow for RE Royalties.

**The team led by Bernard Tan and Peter Leighton has done some truly pioneering work here. Bernard Tan was inspired by his grandfather's advice to take the next bold step. He wanted to build a better future for his children. This desire gave rise to a company that now holds over 100 royalties in the solar, wind, water, and battery storage sectors. While TUI and Lufthansa have recently taken a hit, RE Royalties has delivered an impressive performance. The share price has climbed from CAD 0.25 to an impressive CAD 0.40 in 2026 alone. This is a clear signal from the market. Investors are rewarding the fact that a business model is being built here, or already exists, that functions independently of the armed conflicts in the Persian Gulf.

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A look at RE Royalties' projects reveals that they are investing where the future is being created. A current example is their collaboration with Solaris Energy in the US. RE Royalties has just invested another tranche of USD 800,000. In total, this represents a portfolio of USD 9 million for solar projects in states such as California, Maine, and Colorado. These plants produce electricity and generate income regardless of the political situation overseas. The company protects its shareholders' capital through smart contracts and broad diversification across different technologies and regions. This is the stability that is sorely lacking in traditional airline and tourism stocks at present.

Securing the energy of the future

When taking a closer look at RE Royalties, one realizes that those responsible want to make a real difference. They call it "climate-proof your portfolio." Their USD 10 million worth of green bonds sold out quite quickly. This shows how hungry investors are for meaningful and profitable investments. RE Royalties is one of the first players, if not the first, to apply this proven financing model to the green sector. They have the first-mover advantage and are consistently exploiting it.

The development in 2026 has been good so far. The fact that the share price is at CAD 0.40 could actually be just the beginning. The market capitalization leaves plenty of room for growth. Management is focused on low operating costs and a high reinvestment rate. This means that the money earned flows directly back into new royalties, which massively accelerates the compound interest effect for shareholders. It is a positive upward spiral. In contrast to the crisis mode at TUI or Lufthansa, there is a spirit of optimism here. Bernard Tan's vision of offering innovative financing solutions when traditional banks are too slow or too restrictive is paying off. RE Royalties builds long-term relationships with project developers: they are partners, not just financiers. This creates trust and secures access to the best projects worldwide, whether in North America, South America, or Asia. It is this combination of ethical investment and economic logic that makes RE Royalties attractive.

In summary, we are currently dealing with a division in the market. On the one hand, there are companies such as TUI and Lufthansa. Both are established companies, but they have fallen victim to their own dependence on global crisis hotspots. The uncertainty caused by the Iran conflict weighs heavily. Anyone investing here needs a lot of patience and an extremely high risk tolerance. The charts are trending downward. Only when the fog of war lifts and normal flight operations are possible again could things improve for the two companies.

On the other hand, RE Royalties is an example of a new generation of stocks. **There is no direct, or hardly any, dependence on war here. The increase to CAD 0.40 this year is proof of the strength of the business model. RE Royalties offers what investors are looking for in uncertain times: stability, real value, and promising future prospects. From this perspective, RE Royalties is definitely worth a closer look. The signs point to growth, and the green journey is just beginning.