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.

April 25, 2026

Initiating Love/Hate Portfolio 9 (LHP9): Top Two Longs from Last Week (LHP8) Are Now Shorts…

By Timm Schneider

Take a look at the new positions inside. 10 Longs, 10 Shorts. Sentiment driven. We are a little worried about the nyumber one ‘most hated’ – feels ‘squeezy,’ but we don’t mess with these portfolios…

April 24, 2026

Closing Love/ Hate Portfolio 8 (LHP8) for a Marginal Loss

By Timm Schneider

Love/ Hate Portfolio 8 (LHP8) generated median net loss of ~12bps since inception on April 4-10-2026. A few clear rotations. LHP9 will be out over the weekend – we have the positions ready. This will…

April 23, 2026

‘Our hypothesis is [that] the paper market is being manipulated…

By Timm Schneider

…This will likely lead to an even worse supply and demand imbalance and higher prices in the medium term (next 12 months)’ – This is a quote (not necessarily our view) from the most recent…

April 21, 2026

All Headlines, No Deadlines: No Bottom Line for Oil as Markets Price ‘Less Bad’ Instead of ‘No Barrels’

By Timm Schneider

at least as of ~17:30ET. But – as should be apparent by now – the situation literally changes by the minute and by post/ tweet. This might already be stale by the time you are…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Initiating Love/Hate Portfolio 9 (LHP9): Top Two Longs from Last Week (LHP8) Are Now Shorts…

Closing Love/ Hate Portfolio 8 (LHP8) for a Marginal Loss

‘Our hypothesis is [that] the paper market is being manipulated…

All Headlines, No Deadlines: No Bottom Line for Oil as Markets Price ‘Less Bad’ Instead of ‘No Barrels’

Our Leadership