3 Stocks for $100 Oil

It's no secret that oil prices are on the rise.

Although turmoil in the Middle East adds volatility to the near-term price of oil -- leading Arnaud de Borchgrave, a director at the Center for Strategic & International Studies to speculate oil could rise "quickly to $300 or even $400 a barrel" -- oil's long-term future depends on much more than just this...

As with all commodities, the price of oil boils down to supply and demand.

Global demand for oil is rising. Much of this comes from emerging countries like China. New vehicle sales in China are forecasted to top 20 million in 2013. And that's after overall oil consumption there rose about 4.3% in 2012.

At the same time, global supply is limited. Oil is a finite resource and is becoming increasingly harder to locate and extract.

And it's the intersection of these two trends that will continue to drive the price of oil higher.

Don't just take my word for it...

Even before recent problems in the Middle East resurfaced, billionaire investor Jim Rogers told the BBC, "the price of oil is going to make new highs. It will go over $150 barrel. It will probably go over $200 a barrel."

Even more startling, Professor Paul Stevens of the London-based Chatham House wrote that, "a supply crunch appears likely around 2013... given recent price experience, a spike in excess of $200 per barrel is not infeasible."

Obviously this would be disastrous for the global economy and many stocks. But certain companies actually stand to profit...

In fact, an Oppenheimer analyst writes that certain specialized oil companies, "basically start printing money once oil is above $90 a barrel." Meaning now is clearly the time to buy stocks of companies like this.

Tom Gardner, CEO and co-founder of The Motley Fool, recently rounded up a team of up-and-coming Motley Fool equity analysts bullish on oil and natural gas service companies, and asked them to share their favorite stocks to play the oil boom.

And after you read through these recommendations, you'll find out how to get a look at Tom Gardner's favorite oil company.

Click below to see their first stock recommendation -- a small-cap oil services company that should see a huge increase in free cash as oil continues to rise.