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.

March 7, 2026

This Week’s Most Actively Debated Energy & Utility Stocks…

By Timm Schneider

Most interest in FANG/ XOM + Select Refiners/ Offshore drillers. We believe we have a more unique perspective on this (versus peers) as we do not look at sectors in isolation, but rather across the…

March 7, 2026

What Should Berkshire (BRK – Not BKR) Buy Next (Take Private or Buy a Private)?

By Timm Schneider

Last week we ran a brief survey post the BRK results and new shareholder letter (Which Public Energy (or Adjacent) Business Should Berkshire (BRK) Take Private?). This was one of our lowest response surveys ever…

March 6, 2026

Rip Higher in Oil, Nat Gas, Products+ Sets Stage for Worst Weekly Performance for our Love/ Hate Portfolio (5th iteration; LHP5)

By Timm Schneider

Our Sentiment Driven Short-Term Love/Hate Portfolio (LHP5; Fifth iteration of the year) has Worst Week YTD. Quick takes 2/27/2026 thru today down 400bps. We will close this portfolio next Friday (03-13-2026). Our Love/ Hate portfolios…

March 6, 2026

Model Portfolio: Closing Out LNG & SOC Longs; Adding to CRK Short

By Timm Schneider

Efffective immediately, we are making the following position changes to the model portfolio: Closing our LNG Long (from a ~1% position in the Long book) at a mark of ~$255.39 for a total return of…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

This Week’s Most Actively Debated Energy & Utility Stocks…

What Should Berkshire (BRK – Not BKR) Buy Next (Take Private or Buy a Private)?

Rip Higher in Oil, Nat Gas, Products+ Sets Stage for Worst Weekly Performance for our Love/ Hate Portfolio (5th iteration; LHP5)

Model Portfolio: Closing Out LNG & SOC Longs; Adding to CRK Short

Our Leadership