Commodities are screaming, demand pressure from the rising global middle class, foolish government ethanol mandates, and to a lesser extent the falling U.S. dollar has added to the tail wind pushing commodities higher.

In "Filling Up on Natural Gas" I identified natural gas as being undervalued and ready to move higher. Since then natural gas has climbed 32-percent and looks poised to hit my target of $15 per million British thermal units.

Steady as she goes--the energy complex continues to climb with no end in sight. Foolish mandates for ethanol will continue to send the energy sector higher-- much, much higher.

Within the energy sector, natural gas seems to be the most undervalued commodity. Over the past two years, crude, heating oil and gasoline futures have climbed between 60-85 percent higher. In comparison, natural gas has gained only about half as much at about 40 percent.