'RealMoney' Radio Recap: Energy Rules

Despite the stark selloff in energy stocks this week, don't lose focus on what propelled the stocks higher in the first place, said James Cramer Friday on his "RealMoney" radio show.

At the core of what has been driving the stocks is demand from China and to a lesser extent, India, he said. Those fundamentals haven't changed.

Don't become too focused on short-term inventory data, figures from Hurricanes Rita or Katrina, heating oil, the amount of gasoline pumped or our inability to conserve, said Cramer. Until demand from China and India is quelled and new reserves are found, the fundamental picture of demand and supply isn't going to change, he said. ...