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Falling U.S. propane prices are set to benefit this stock: Jefferies

May 9, 2025 10:00 PM EDT

Jefferies analysts said in a note Friday that there is one stock well-positioned to benefit from falling U.S. propane prices.

UGI Corp. (NYSE: UGI) is the stock in question. Jefferies said the price decline is being driven by renewed trade tensions with China and seasonal oversupply.

Due to China's retaliatory tariffs, US propane exports are likely to experience a notable decline, Jefferies wrote, pointing to potential inventory buildup... More