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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August 6, 2026

Stock‑Picker’s Tape or Sector Call? Asking for a Friend…

By Timm Schneider

Within we share some of the key discussion topics that keep popping up with clients. Some of these are boring, some of these are not boring. But it beats reading earnings recaps. In any case,…

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August 5, 2026

Model Portfolio: Updated Marks Reflect a Lackluster Performance YTD (+354Bps)

By Timm Schneider

especially when compared to our trading books i.e. the Love/ Hate Portfolios (+30% YTD). In any case, we closed out our NRG short last night so we are showing an updated Model Portfolio with current…

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August 4, 2026

Effective immediately we are closing our NRG short

By Timm Schneider

Apologies for the brevity on the road. This is in our model portfolio. Timm

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August 4, 2026

The Permian Has 5-10 Years Left, Say ~72% of our Energy Outlook Survey Respondents. Then What? (Part 3)

By Timm Schneider

The last part of our ~100-respondent 2H’26 Energy & Utility survey is out, and the contrarian signals are loud: ~45% call the AI/data-center theme ‘overhyped,’ yet Midstream/ Gas pipes are the runaway favorite (~35%) for…

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Our Leadership

Timm Schneider CEO/Founder
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