If you're looking for niche play on the energy renaissance, Cramer thinks this stock may belong on your radar.

It's DistributionNOW, "the distribution business that was spun out from Cramer-fave National Oilwell Varco at the end of May," Cramer explained. (The company's formal name is NOW Inc and it trades as "DNOW" on the NYSE).

This company provides the oil and gas industry with consumable maintenance, repair and operating supplies; items such as pipes, valves, fittings, flanges, electrical equipment, and more.

"I think of this company as a one stop shop for the industry's pipe, valve and flange needs; and that's something that can save customers a lot of money," Cramer said.

The opportunity may be enormous.

"Kinder Morgan CEO Rich Kinder is saying $800 billion will be spent on new pipeline," Cramer said, and Robert Workman, the CEO of DistributionNOW confirmed the outlook

"If it simply boils down to economics and not politics, I also see that happening," Workman said on "Mad Money."

Given the amount of money that may be spent on pipeline alone, "Long-term, I think this stock is going higher," Cramer said.

However, that doesn't make the stock an immediate buy. "Oil is going lower, so I'd wait for the sector to settle. But when things straighten out I think this company will have great earnings power."

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"Oh, and for those of you who care about these things, just last night we learned that Warren Buffett's Berkshire Hathaway has acquired a stake in this firm," Cramer added.

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