Nat Gas

It's the mother lode. I'm not talking about the "volcano" BP unleashed in the Gulf. Natural Gas stocks are exploding today. My list of 40 are up a combined 2.45% and as a group they're now up more than 12% since Obama's clean energy talk nearly two weeks ago. This might be the best single-day gain (so far) I've seen with 39 of the 40 on my list in the green.

HERO is up more than 10%, CLNE, BRNC and KOG are up more than 5%. REXX and NGS up more than 4%. CLNE (Clean Energy) has gotten some nice pub on TV lately. I missed the boat on this move. Much as I like a few in this sector, I didn't take the ride even though nat gas is one of the few plays with some semblance of an edge in this environment.

The Notorious U.N.G. is up 1.6% to 8.69. Wow. Even Finerman on Fast Money said yesterday she opened a position.

Interesting that BP is actually up from its intraday low, trading at 31.90 (+4%).