In other words, U.S. exploration and production (E&P) companies are expected to produce more and hence, could gain market share at the expense of OPEC amid increasing oil prices. Companies Poised to Benefit U.S. E&P firms will likely benefit the most from these developments. Our proprietary model shows that Pioneer Natural Resources Co., Ultra Petroleum Corp., Comstock Resources Inc. ( CRK - Free Report ) and W&T Offshore Inc. ( WTI - Free Report ) are among the upstream companies that are worth including in your portfolio.