$ConocoPhillips(COP)$ Bullish ConocoPhillips (COP): As a major U.S.-based producer with ~75% of earnings from North America, COP has minimal Middle East exposure. For every $1 rise in Brent crude, its cash flow could increase by $65-75 million, and for West Texas Intermediate, by $140-150 million. This makes it highly leveraged to price surges from Iranian disruptions.