The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.By Ian Wyatt NEW YORK ( TheStreet) -- Most investors won't connect the dots between unrest in Libya and higher natural gas prices in Europe. But those that do are likely to profit from their specialized knowledge. You see, Libya produces around 2% of the world's oil. That's not an insignificant amount, and the supply disruption is spurring headline after headline of "Welcome back $100 a Barrel Oil" knock-offs. What's not garnering as much attention in the media, however, is that Libya's natural gas exports have increased significantly in the past few years -- especially for natural gas thirsty Europe. The U.S. Energy Information Administration (EIA) has data showing that since the Greenstream pipeline from Libya to Europe opened in late 2004, Libya's natural gas exports to Italy have doubled.