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Superior Plus Corp T.SPB

Alternate Symbol(s):  SUUIF

Superior Plus Corp. is a Canada-based distributor of propane, compressed natural gas, renewable energy and related products and services. Through its primary businesses, propane distribution and CNG, RNG and hydrogen distribution, it delivers clean burning fuels to residential, commercial, utility, agricultural and industrial customers. Its segments include U.S. Retail Propane Distribution (U.S. Propane), Canadian Retail Propane Distribution (Canadian Propane), North American Wholesale Propane Distribution (Wholesale Propane) and Certarus Ltd. (Certarus). The U.S. Propane segment distributes propane gas and liquid fuels primarily in the Eastern United States and California, as well as the Midwest to residential and commercial customers. The Canadian Propane segment distributes propane gas and liquid fuels across Canada to residential and commercial customers. The Wholesale Propane segment distributes propane gas and other natural gas liquids across Canada and the United States.


TSX:SPB - Post by User

Post by BSdetector2016on Jul 13, 2024 6:56am
146 Views
Post# 36131410

Cyclicity of propane pricing

Cyclicity of propane pricingPeak to trough propane prices seem to follow a four year sinusoidal pattern, with the weakest pricing ending at the beginning of even years (2012, 2016, 2020, 2024). Strongest pricing appears to occur two years later, again every four years (2014, 2018, 2022). Maybe we are in for a peak in 2026?

Weather plays a role, and we just got out of a protracted El Nino, and are now at the beginnings of a La Nina, although the cool weather typical of a La Nina year has been thus far absent in the west.

If you look at a twenty year chart of Superior Propane, and even though it is a range-bound pig, you will note the peaks and troughs caused by the four year propane pricing cycle.

So what do we do? Averageing down and waiting is an option, but it will give management two additional years to potentially ruin things.

https://tradingeconomics.com/commodity/propane

https://www.weather.gov/media/ajk/brochures/ENSOFactSheetWinter1617.pdf
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