This video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

With natural gas prices continuing to fall, David considers an intriguing way to play the current pricing environment. U.S. Steel, which is able to lower its production costs by switching to natural gas for some of its energy requirements, looks to do very well indeed as a result of low natural gas prices. David and John consider its prospects, and then discuss a few other companies that might also benefit.

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