Oil ProspectsOil is going to $66 a barrel thanks to problems in Nigeria and the possibility that oil workers in Norway will strike. Outside of the Middle East, these countries are some of the largest oil producers in the world, Cramer said. "If a major producer gets knocked out, it will affect the price of oil to a point where I believe you will see $70 a barrel and $4 at your pump," he added. And that's because it is supply, not demand that will move prices. People, he said, want to focus on demand -- on whether the U.S. economy is strong enough to sustain high oil prices -- but that this is misguided. Demand will remain strong thanks to robust oil demand in developing nations like China and India, he said. "Forget demand side. The tightness of supply is what's key ... and a supply problem is one country away." So long as geopolitical instability means that supply could be knocked off at any moment, oil prices will stay high. That's why Cramer believes that a five-stock portfolio needs to have an oil company, or you can't profit from this supply tension. Cramer said that he likes Occidental Petroleum ( OXY), a stock he owns for his
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