Coal, Crude, Natural Gas: How Pros See Energy

Geopolitical tensions could have a greater impact on crude oil than supply-and-demand issues, while coal could provide a buying opportunity, Jeff Kilburg of Killir Kapital Manangement said Monday on CNBC.

On "Fast Money," Kilburg noted that oil has been range-bound between $89 and $92 per barrel.

"I think the best way is to play it in the USO. That's the ETF, " he said. "You can buy some upside calls there, but at the end of the day, I think the geopolitical tension is going to outweigh slow global growth forecast."

Tensions between Turkey and Syria, as well as with Iran, Iraq and Israel could spark an event.

(Read More: Coal Stocks Rising With Nat Gas Prices: Gartman )

"There's going to be some short-term action, " he said, adding that he was prepared to see oil head back to $100 per barrel.

Kilburg said he was looking to the next presidential debate on Tuesday for a tell on the coal industry.

Alpha Natural Resources was one name to watch. "There may be one more opportunity to buy here, " he said.

That was Mike Murphy's choice, too.

"It broke above its 100-day so you can use that as your stop-loss, " he said. "Right now I'm looking for that come up to the 12 level."

Stehpanie Link of said natural gas was her energy play.

Her top pick in the space: Southwest Energy.

Trader disclosure: On Oct. 15, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC's "Fast Money" were owned by the "Fast Money" traders: Joe Terranova is long VRTS; Joe Terranova is long WFM; Joe Terranova is long SBUX; Joe Terranova is long NFLX; Joe Terranova is long SWN; Joe Terranova is long TRV; Joe Terranova is long VZ; Joe Terranova is long XOM; Joe Terranova is long CVX; Joe Terranova is long COP; Joe Terranova is long GLW; Joe Terranova is long EMC; Joe Terranova is long SU; Joe Terranova is long CSTR; Joe Terranova is long CHKP; Joe Terranova is long NXPI; Joe Terranova is short Dec Mini S&P Futures; Josh Brown is long JPM; Josh Brown is long WFC; Josh Brown is long GDX; Josh Brown is long GLD; Josh Brown is long XLU; Josh Brown is long XLF; Josh Brown is long WMT; Josh Brown is long TGT; Mike Murphy is long AAPL; Mike Murphy is long WFC; Mike Murphy is long ANR; Mike Murphy is long S; Mike Murphy is long TWI; Stephanie Link is long JPM; Stephanie Link is long WFC; Stephanie Link is long SBUX; Stephanie Link is long CVX; Stephanie Link is long SWN;

For Anton Schutz
Anton Schutz is funds long C
Anton Schutz is funds long GS
Anton Schutz is funds long MS
Anton Schutz is funds long BAC.

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