I know you don't follow Suburban Propane, but wouldn't you think a propane retailer like this mlp would do well in a rising price environment? It is actually down about 20% in the last 6 months or so. A nice 8% yield, if the shares would stop getting hammered.
With wholesale prices of propane up, it might reduce the retail profit margin. I don't know enough about downstream companies to give you a better response.