In this episode, Angela and I walk through what the latest Middle East escalation really did to oil, airlines, and Singapore portfolios, starting with Brent jumping to about US$88 a barrel. We dig into SIA’s own warning that jet fuel prices have more than doubled since the conflict began, with only part of that pain showing up in the March results and the full impact pushed into FY2026/27. Instead of guessing where the war goes next, we stay forensic, separating the numbers you can actually see today from the fears baked into headlines, and what that means if you are sitting in Bedok trying to keep CPF, SRS, and REIT income stable.
Key takeaways:
Higher Brent around US$88 is a real shock, not background noise, for airline and transport costs.
SIA has disclosed that jet fuel prices have more than doubled, with full impact only expected in FY2026/27.
Flight cancellations and route suspensions in the Middle East show how geopolitical risk turns into real travel disruption.
Sticky fuel and oil costs can keep inflation pressure alive, affecting rate paths and income assets like REITs.
Headline war risk and confirmed company filings are not the same thing, and we show you how to tell them apart.
Iggy’s Forensic Disclaimer
This content is produced for educational and informational purposes only. I am not a financial advisor — I am a retail investor who applies forensic analysis to my own portfolio and shares that process publicly. Nothing here constitutes a recommendation to buy, sell, or hold any security, and no specific target prices or personalised financial advice are offered. Stocks assessed under Iggy’s Forensic Yield Standard are benchmarked against a 4.7% minimum yield hurdle; stocks flagged as Growth Watch fall below this threshold but demonstrate clean balance sheet metrics and an identifiable growth catalyst — these carry a materially different risk profile and are not suitable as yield replacements for income-dependent investors. All data is sourced from public filings and verified sources; where data is unverified it is explicitly flagged. All investments carry risk, including the potential loss of principal, and past performance is not indicative of future results. If you are making investment decisions involving CPF, SRS, or personal capital, please conduct your own due diligence or consult a MAS-licensed financial adviser before committing funds.
