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.

September 15, 2026

PAIR TRADE IDEA: Long TLN vs. Short DUK

By Timm Schneider

Effective immediately. Closing marks 9-15-2026. See within. Timm We’re long TLN and short DUK because we believe TLN is the cheaper, more direct way to own the AI power demand boom (contracted nuclear plus a…

September 15, 2026

Love/ Hate Portfolio 19 (LHP19) is Now Live – Some Interesting Flips While Pressing Others

By Timm Schneider

Love/ Hate Portfolio 19 launched today, and in our view this is one of the more aggressively repositioned book we have run recently. Some of our best performing names from LHP18 just flipped sides, and…

September 14, 2026

Tallgrass Energy (Private): What Comes Next – Strategic Options for the Gas-Pure ‘RemainCo’ Under Blackstone Ownership (Full Note)

By Timm Schneider

This is a detailed follow up to our initial ‘teaser’ note from last night (Blackstone’s (BX; N/R) Tallgrass (Private) Unbundled: What’s Left Once Pony Express Rides Off). This note pulls together everything we’ve built on…

September 13, 2026

Blackstone’s (BX; N/R) Tallgrass (Private) Unbundled: What’s Left Once Pony Express Rides Off

By Timm Schneider

In our view, Blackstone’s ~$2.55bn sale of Tallgrass’s crude business to Enbridge isn’t just a divestiture, it’s a hard reset of what Tallgrass actually is. We spent all of today (long story, we got stuck…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

PAIR TRADE IDEA: Long TLN vs. Short DUK

Love/ Hate Portfolio 19 (LHP19) is Now Live – Some Interesting Flips While Pressing Others

Tallgrass Energy (Private): What Comes Next – Strategic Options for the Gas-Pure ‘RemainCo’ Under Blackstone Ownership (Full Note)

Blackstone’s (BX; N/R) Tallgrass (Private) Unbundled: What’s Left Once Pony Express Rides Off

Our Leadership