There’s a Worldwide Energy Crunch. Here’s How to Play It.

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Royal Dutch Shell operates a plant in Qatar, known as Pearl GTL, that transforms natural gas into liquid fuels.

Stuart W. Conway/Shell International Limited

Natural gas has long been oil’s poor step-cousin, a commodity that many ignore until they have to pay their heating bill.

Now, natural gas is the lead player in a drama that is gradually dragging down the world economy. A surge in the price of the commodity—along with other fuel sources, like coal and propane—is forcing countries to reduce factory production, and could drive heating and electricity prices sky-high this winter.


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