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 31, 2026

Cheniere (LNG; N/R): What Consensus Numbers (Already) Imply… Our (Most) Detailed LNG/CQP Analysis Yet (40-Slide Deck + Model Available)

By Timm Schneider

Happy Halloween! It is the weekend, so we went with the long deck: ~40 slides of interesting (at least in our view…) weekend reading. And none of the calories of the candy bowl! Key Take:…

October 30, 2026

Halftime Mark: Love/ Hate 22 (LHP22) Grinds Out ~40Bps in Volatile Week…

By Timm Schneider

…one more week before we close this one. Full position marks as of 16:00 ET 10-30-2026 within as well as some comments on what happened this week. LHP22 is at the halfway mark and roughly…

October 29, 2026

PSX (N/R): The Better Way to Own Refining If (When?!) Cracks Roll. Four-Quarter Scorecard

By Timm Schneider

PSX just put up a monster quarter (par for the course for most of the refiners that have reported so far). In our view, the more interesting question now is what the stock does when…

October 27, 2026

Long-Haul Relationship: What EQT (N/R) and RRC (N/R) Get Out of Moving In Together (Nerd Alert)

By Timm Schneider

What’s Inside? Leading with the conclusion: This report took a long time, and what it shows almost doesn’t matter. But maybe herein lies the value? Let us explain: We pulled ~220 transport contracts (~205 of…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Cheniere (LNG; N/R): What Consensus Numbers (Already) Imply… Our (Most) Detailed LNG/CQP Analysis Yet (40-Slide Deck + Model Available)

Halftime Mark: Love/ Hate 22 (LHP22) Grinds Out ~40Bps in Volatile Week…

PSX (N/R): The Better Way to Own Refining If (When?!) Cracks Roll. Four-Quarter Scorecard

Long-Haul Relationship: What EQT (N/R) and RRC (N/R) Get Out of Moving In Together (Nerd Alert)

Our Leadership