The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

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Who We Are

Energy Sell-Side veteran Timm Schneider founded the Schneider Capital Group LLC in the fall of 2022. The Firm offers unique perspectives, insights and differentiated thought for a variety of stakeholders focused on the dynamic and exciting Energy space. Our services are designed to meet the diverse needs of 1) Institutional Asset Managers; 2) Private Equity Firms; 3) Infrastructure Funds; 4) Commodity Trading Houses; 5) Sovereign Wealth Funds; and 6) Companies (both Public & Private).

Our mission is to help our customers navigate complexities along the Energy value chain while identifying opportunities to unlock and capture value. Our purpose is defined by our passion for the Energy industry and the vital role the Energy ecosystem plays in the continued advancement of society.

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January 14, 2026

Texas Ramps Into Year‑End But 3‑Month Activity Trend Signals Slowing Production (Growth?) in 2026

By Timm Schneider

Within, we show our (extremely) detailed monthly Texas drilling, permitting and completion analytics from the ground up – delivering sharper basin-by-basin breakdowns and forward-looking insights to help you spot emerging trends. We track the data on…

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January 13, 2026

Timm-inator 2: Market Judgment Day – Framing Recent Client Conversations into Earnings…

By Timm Schneider

Summarizing key chatter and high-level discussions… Over the last week we’ve had a pretty remarkable cross‑section of conversations with long‑only, hedge fund and strategic clients across upstream, OFS, midstream and utilities. This note distills those…

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January 12, 2026

Energy & Utilities Dating App: 24 Potential M&A Matches for 2026 (Swipe Right for KNTK…)

By Timm Schneider

Energy investors are already gaming out the next big tie‑ups for 2026. Our red-hot Energy & Utility Outlook Survey (2026 Outlook Survey Results: Betting Against ENB & SOBO and Other Potentially Friendship‑Ending Energy Opinions) identifies…

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January 12, 2026

***Warning: Reading This Note May Increase Your Exposure to FANG and TRGP

By Timm Schneider

With this note, we are rolling out the official 2026 survey portfolio, consisting of 39 Longs, 28 Shorts, and six Neutrals. Thx again to everyone who filled out our 2026 Energy & Utility outlook survey….

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Our Leadership

Timm Schneider CEO/Founder
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