A Moment to Get Into the Nat Gas Story

Did you blink? If you did, you missed still one more opportunity to buy natural gas. Today's was some nonsense about how inventories were too high, to which I say, here we go again. Natural gas can't go down much with oil at $130 because it is already historically cheap.

But the group wanted to go down, and you had the monetary crushing. You also got a chance to get into the drillers, despite Goldman's breathtaking call to put more money in the group, presumably because -- as Bob Marcin's been saying -- you have a group that's going to end up being 20% of the S&P 500.

The lack of faith in this group is almost as amazing as the lack of faith in the fertilizer stocks, even though both nat gas and fertilizer are alternatives to oil. These alternatives are all about the monster secular trend of a lifetime -- the rush to find alternatives to crude.

Did you miss it? There are still opportunities, because some fall out of favor for a couple of days. Southwestern Energy (SWN - commentary - Cramer's Take) hasn't moved up, and Anadarko's (APC - commentary - Cramer's Take) down nicely. El Paso (EP - commentary - Cramer's Take), too.

These, to me, are gifts -- we aren't done going up with natural gas.

Oh, and does China matter for this? Give me a break. We are nowhere near where people are thinking of not using energy at these prices. Tamping demand just isn't happening yet.

At the time of publication, Cramer was long Southwestern Energy and El Paso.

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