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.

October 22, 2026

KMI (N/R): Our Proprietary Four-Quarter Score Card Is, In Fact, Pretty Solid… (~30 Slides)

By Timm Schneider

Once again, this is not your typical earnings note. We went back through the last four KMI calls (plus two September conferences) and graded every guide, beat and backlog promise. The result is our ~30-slide…

October 21, 2026

Show Your Work: How We Build Our Texas & New Mexico Production Estimates (Sorry, Model Stays Home)…

By Timm Schneider

Following up on our initial note earlier this week (No Country for Old Wells: Where We Believe the Street Is Too Bullish (and Too Bearish) on Texas and Permian (incl. NM) Supply, we decided to…

October 20, 2026

HAL (N/R): ***Warning – This is Not Your Traditional Sell-Side Earnings Recap (Slop)…

By Timm Schneider

…or so we believe, at least. We don’t usually spend a lot of time on quarterly earnings (we still listen to all of the calls) as it is, quite frankly, a waste of time. You…

October 19, 2026

No Country for Old Wells: Where We Believe the Street Is Too Bullish (and Too Bearish) on Texas and Permian (incl. NM) Supply

By Timm Schneider

We believe the Street has the shape of U.S. supply wrong. We rebuilt Texas and New Mexico Permian production from raw state data. Then we back-tested every forecasting method we could find and lined the…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

KMI (N/R): Our Proprietary Four-Quarter Score Card Is, In Fact, Pretty Solid… (~30 Slides)

Show Your Work: How We Build Our Texas & New Mexico Production Estimates (Sorry, Model Stays Home)…

HAL (N/R): ***Warning – This is Not Your Traditional Sell-Side Earnings Recap (Slop)…

No Country for Old Wells: Where We Believe the Street Is Too Bullish (and Too Bearish) on Texas and Permian (incl. NM) Supply

Our Leadership