Energy rationing: The 'winners' from further gas shortages - if any

Oil companies have enjoyed extraordinary profits this year as prices have spiralled, with Royal Dutch Shell reporting second quarter gains of £9bn, while BP recorded its largest quarterly profit for 14 years, at £6.9bn. But other stocks are set to get a boost, particularly if the European Commission moves to activate a binding ration target across the EU. Germany looks particularly vulnerable, with the Bundesbank estimating rationing gas would lead German GDP to slump 5%, and the nation being hampered by its lack of alternative energy sources. Spain, however, has invested more heav...