Analyze This: Coal Stocks

As you may know, fear of a meltdown in Japan has triggered a strong aversion to nuclear energy stocks.

Investors worry that safety issues will come under intense scrutiny again, after a crippled reactor in Fukushima exploded and sent low levels of radiation floating toward Tokyo, prompting some people to flee the capital and others to stock up on essential supplies.

But the money that was once in nuclear energy will likely go to work somewhere. And UBS Analyst Shneur Gershuni thinks one of those places will be coal stocks.

Joe Terranova agrees and thinks Consol Energy and Peabody may be the way to play it. Get all the details. Watch the video now!

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Trader disclosure: On March 15, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders;
Terranova Owns (VRTS); Terranova Owns (C); Terranova Owns (GS); Terranova Owns (PNC); Terranova Owns (USB); Terranova Owns (JPM); Terranova Owns (UPL); Terranova Owns (ABT); Terranova Owns (MS); Terranova Owns (PBR); Terranova Owns (BAX); Terranova Owns (TEVA); Terranova Owns (IBM); Terranova Owns (BTU); Terranova Owns (CNX); Terranova Owns (POT); Terranova Owns (FCX); Terranova Owns (XOM); Terranova Owns (DIS); Terranova Owns (MCD); Terranova Owns (CVE); Terranova Owns (CVI); Terranova Owns (RSX); Terranova Owns (SU); Terranova Owns (CNQ); Adami Owns (AGU); Adami Owns (BTU); Adami Owns (C); Adami Owns (GS); Adami Owns (INTC); Adami Owns (MSFT); Adami Owns (NUE); Finerman's Firm Is Short (IWM); Finerman's Firm Is Short (SPY); Finerman's Firm Is Short (MDY); Finerman's Firm Is Short (XRT); Finerman's Firm Is Long S&P 500 Puts; Finerman's Firm Is Long Russell 2000 Puts; Finerman's Firm And Finerman Own (AAPL); Finerman's Firm Owns (FDO); Finerman's Firm And Finerman Own (GLNG); Finerman Owns (GOOG); Finerman's Firm And Finerman Own (HPQ); Finerman's Firm Owns (IBM); Finerman's Firm Owns (M); Finerman's Firm Owns (MCD); Finerman's Firm And Finerman Own (MSFT); Finerman's Firm Is Short (SPY); Jon Najarian Owns (AKAM), Is Short (AKAM) Calls; Jon Najarian Owns (CRM), Is Short (CRM) Calls; Jon Najarian Owns (CCJ), Is Short (CCJ) Calls; Jon Najarian Owns (CBOE) Is Short (CBOE) Calls; Jon Najarian Owns (CME) Is Short (CME) Calls; Jon Najarian Owns (NYX), Is Short (NYX) Calls; Jon Najarian Owns (DNDN), Is Short (DNDN) Calls; Jon Najarian Owns (EWJ), Is Short (EWJ) Calls; Jon Najarian Owns (TM), Is Short (TM) Calls

For Joe Terranova
Terranova is Chief Market Strategist of Virtus Investment Partners, LTD
Virtus Investment Partners Owns More Than 1% Of (ABAX)
Virtus Investment Partners Owns More Than 1% Of (AMKR)
Virtus Investment Partners Owns More Than 1% Of (CCG)
Virtus Investment Partners Owns More Than 1% Of (CASS)
Virtus Investment Partners Owns More Than 1% Of (CSVI)
Virtus Investment Partners Owns More Than 1% Of (EXR)
Virtus Investment Partners Owns More Than 1% Of (FCFS)
Virtus Investment Partners Owns More Than 1% Of (KRC)
Virtus Investment Partners Owns More Than 1% Of (LDR)
Virtus Investment Partners Owns More Than 1% Of (LPHI)
Virtus Investment Partners Owns More Than 1% Of (NCRI)
Virtus Investment Partners Owns More Than 1% Of (DBV)
Virtus Investment Partners Owns More Than 1% Of (XLB)
Virtus Investment Partners Owns More Than 1% Of (XLV)
Virtus Investment Partners Owns More Than 1% Of (XLP)
Virtus Investment Partners Owns More Than 1% Of (XLY)
Virtus Investment Partners Owns More Than 1% Of (XLE)
Virtus Investment Partners Owns More Than 1% Of (XLF)
Virtus Investment Partners Owns More Than 1% Of (XLI)
Virtus Investment Partners Owns More Than 1% Of (XLK)
Virtus Investment Partners Owns More Than 1% Of (XLU)
Virtus Investment Partners Owns More Than 1% Of (SUBK)
Virtus Investment Partners Owns More Than 1% Of (WDFC)
Virtus Investment Partners Owns More Than 1% Of (YDNT)
Virtus Investment Partners Owns More Than 1% Of (DOM)

For Brian Kelly
Accounts Managed By Kanundrum Capital Own (TLT)
Accounts Managed By Kanundrum Capital Own (FCX)
Accounts Managed By Kanundrum Capital Are Long U.S. Bonds
Accounts Managed By Kanundrum Capital Are Long Copper
Accounts Managed By Kanundrum Capital Are Long U.S. Dollar
Accounts Managed By Kanundrum Capital Own (ATW)
Accounts Managed By Kanundrum Capital Own (RDC)
Accounts Managed By Kanundrum Capital Own (EBAY)
Accounts Managed By Kanundrum Capital Own (EWJ) Puts
Accounts Managed By Kanundrum Capital Own (XRT) Puts
Accounts Managed By Kanundrum Capital Own (XLF) Puts
Accounts Managed By Kanundrum Capital Are Short Australian Dollar
Accounts Managed By Kanundrum Capital Are Short (EWJ)
Accounts Managed By Kanundrum Capital Are Short (EWY)
Accounts Managed By Kanundrum Capital Are Short (XRT)
Accounts Managed By Kanundrum Capital Are Short (XKF)
Accounts Managed By Kanundrum Capital Are Short (IXG)

For Dennis Gartman
Funds Managed By Dennis Gartman Own Grain ETFs
Funds Managed By Dennis Gartman Own Rice Futures
Funds Managed By Dennis Gartman Are Long Swiss Franc, Short Euro, Short British Pound Sterling
Funds Managed By Dennis Gartman Own Natural Gas Stocks, Are Short S&P Futures

For Itay Michaeli
Citigroup Global Markets Or Affiliates Owns 1% Or More Of (ARM), (BWA), (JCI)
Citigroup Global Markets Or Affiliates Has Managed Or Co-Manged Offering Of (BWA), (GM), (JCI), (LEA), (TOWR) In Past 12 Months
Citigroup Global Markets Or Affiliates Has Recieved Investment Banking Compensation For Services Provided In Past 12 Months From (ARM), (BWA), (GM), (JCI), (LEA), (TOWR)
Citigroup Global Markets Expects To Recieve/Seek Investment Banking Compensation From (ARM), (JCI) In Next 3 Months
Citigroup Global Markets Or Affiliate Recieved Non-Investment Banking Compensation From (ARM), (BWA), (GM), (JCI), (LEA), (MGA), (TOWR) In Past 12 Months
(ARM), (TOWR), (GM), (BWA), (JCI), (LEA) Are Or In Past 12 Months Were Investment Banking Clients Of Citigroup Global Markets
(ARM), (BWA), (GM), (JCI), (LEA), (MGA), (TOWR) Are Or In Past 12 Months Were Non-Investment Banking Clients Of Citigroup Global Markets (Securities-Related Services)
(ARM), (BWA), (GM), (JCI), (LEA), (MGA), (TOWR) Are Or In Past 12 Months Were Non-Investment Banking Clients Of Citigroup Global Markets (Non-Securities-Related Services)
Citigroup Global Markets Or Affiliate Recieved Compensation From (ARM), (TOWR), (GM) In Past 12 Months
Citigroup Global Markets And/Or Affiliates Has A Significant Financial Interest In Relation To (ARM), (BWA), (GM), (JCI), (LEA), (MGA)

For Barry Ritholtz
***No Disclosures On EWJ

For Shneur Gershuni
UBS AG, Affiliates Or Subsidiaries Owned 1% Or More Of (BTU) As Of Last Month's End
(ACI), (CNX), (ICO), (NRP), (PCX), (PVR) Are Or In Past 12 Months Were Investment Banking Clients Of UBS Securities LLC
(ICO) Is Or In Past 12 Months Was A Non-Investment Banking Client Of UBS Securities LLC (Securities-Related Services)
UBS Securities LLC Has Recieved Compensation From (ACI), (CNX), (ICO), (NRP), (PCX), (PVR) In Past 12 Months

SOT/Tim Seymour/3/15/11
***No Disclosures

SOT/Jon Najarian/2/15/11
Jon Najarian Owned (WMT), Was Short (WMT) Calls On 2/15/11

SOT/Halftime Play Of The Day
Nomura Securities International Is A Market Maker In (INTC)

SOT/Barry Ritholtz/12/22/10
FusionIQ Owned (EWJ) On 12/22/10

CNBC.com with wires.