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.

August 24, 2026

Shell (N/R) U.S. Chemicals: The Natural-Owner Test Is Live… According to the Financial Times

By Timm Schneider

We believe Shell’s ‘chattered’ U.S. chemicals process (see FT/ Bloomberg article out earlier this am) is a very clean extension of our recent work on integration, system control, and portfolio design. In case you missed…

August 23, 2026

Closing Model Portfolio III After a Disappointing ~190 bps Return: A Post-Mortem

By Timm Schneider

We are closing Model Portfolio III after generating an ~190 bps return year-to-date. Positive in absolute terms, the result was nonetheless disappointing relative to the opportunity set, the active risk assumed, and the performance of…

August 23, 2026

We Are Running a 1.7:1 Call-to-Put Crude Trade Amid a Calm (Noon-ET) Weekend in Oil: Marks, Weekly News & Updates Within

By Timm Schneider

See within for full details. All relevant weekly news, what happened since Friday (to get you ready for Monday), and weekend commodity marks via Hyperliquid. We will be on the road in West Virginia next…

August 22, 2026

LHP17 Squeezes Out ~170bps for the Week as SEI Short Adds ~20% of Outperformance; MUR Short, ARRY & APC Longs are Biggest Losers

By Timm Schneider

The quant driven, sentiment-based Love/ Hate Portfolio series (two-week short-term trading books) – that takes us ~30 minutes to put together every two weeks – is now outperforming our labor intensive, fundamentally based Model Portfolio…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Shell (N/R) U.S. Chemicals: The Natural-Owner Test Is Live… According to the Financial Times

Closing Model Portfolio III After a Disappointing ~190 bps Return: A Post-Mortem

We Are Running a 1.7:1 Call-to-Put Crude Trade Amid a Calm (Noon-ET) Weekend in Oil: Marks, Weekly News & Updates Within

LHP17 Squeezes Out ~170bps for the Week as SEI Short Adds ~20% of Outperformance; MUR Short, ARRY & APC Longs are Biggest Losers

Our Leadership