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.

May 16, 2026

Number 1 question from investors: Where will NEE and D open on Monday…?

By Timm Schneider

***…Email us for this one. We have explicit scenario ranges on both stocks*** A hypothetical NextEra (NEE; Long in Model Portfolio; Read On) – Dominion (D) combination (per several news outlets) would be the largest…

May 15, 2026

Pressing PAGP/ KNTK/ GEL & EPD Longs Into EIC as well as FRMI & FLNC Shorts; PNW (L) vs. ETR (S) into AGA… Love/ Hate Portfolio (LHP10) Adds ~130bps in Volatile Week

By Timm Schneider

Full position details within. Recall these are marks for Love/ Hate Portfolio 10 (LHP10), which we initiated on Monday. These are purely sentiment/ technical driven shorter-term trading calls. Performance YTD (+550bps including LHP10): The FRMI…

May 15, 2026

FRMI: Beyond the ‘Sell‑Side’ Noise; Zero Conversations With Toby or the Board (And We Prefer it that Way)

By Timm Schneider

Follow up post our initial note: Why are Shares of FRMI Up ~30% Today…. This is now, first and foremost, a fight over who gets to decide what FRMI becomes next. TO BE SURE… We…

May 14, 2026

Why are Shares of FRMI Up ~30% Today…

By Timm Schneider

As of ~12:15ET. Because the market Just priced in 90 Days of ‘oxygen’ for a stock that was massively shorted into the print (active SOL utilization more than doubled since early April). Does this fix…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Number 1 question from investors: Where will NEE and D open on Monday…?

Pressing PAGP/ KNTK/ GEL & EPD Longs Into EIC as well as FRMI & FLNC Shorts; PNW (L) vs. ETR (S) into AGA… Love/ Hate Portfolio (LHP10) Adds ~130bps in Volatile Week

FRMI: Beyond the ‘Sell‑Side’ Noise; Zero Conversations With Toby or the Board (And We Prefer it that Way)

Why are Shares of FRMI Up ~30% Today…

Our Leadership