Cramer: Agriculture Is an Energy Play

Demand for corn and soy as energy crops is turning the agriculture sector into a new version of the oil market, Cramer said during Friday's Mad Money.

"Agriculture is about energy," he said. "Farmers are the new oil-service industry. Seeds are the new oil despots, tractors are oil rigs, and fertilizers are drill bits." As long as oil stays expensive, the bull market in ag should grow steadily over the long term.

The only problem is that the market is so hot right now all the best stocks are at or near their 52-week highs. Deere is up 90% for the year. Bunge, 70%. Monsanto soared 103%. Agrium, 101%. Potash almost tripled, hitting 191%. Mosaic surged a whopping 263% in the past year alone.

But don't worry, Cramer said, this bull market is still in its infancy. He expects investors will find better prices in two to three weeks. Then they can ride this ag wave the rest of the way.

(Agriculture is one of Cramer's five raging bull markets. Check out his take on oil, aerospace and defense, infrastructure and minerals and mining. Get in more in-depth analysis in Cramer's new book,Stay Mad for Life.)

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