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 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…

October 19, 2026

Forgot to send this out on Friday: Love/ Hate 21 ‘Halftime’ Update…

By Timm Schneider

…Could this be the week the Love/ Hate portfolio series hits +50% YTD? At the risk of jinxing it, we will be closing this one on Friday, October 23rd. At the ‘halftime’ mark, the latest…

October 18, 2026

Thank You Sir May I Have Another? How Much Will Our Dec $75 WTI Puts Lose This Week? Plus Your Weekend Marks and Weekly News

By Timm Schneider

Crude marginally higher (again) on weekend marks from the decentralized exchanges. Not a lot new over the weekend. We are still long the DEC 26 $75 WTI puts (i.e. bearish bias) with a November 17th…

October 17, 2026

Ceilings & Crowds: Six Sectors, ~200 Stocks, One Very Clear Pecking Order… (25 Slides)

By Timm Schneider

Truth be told, this one is not rocket science. We took ~200 energy and utility stocks across six sectors (see within), measured how far each sits from its 52-week and all-time highs and layered our…

View All Reports

The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

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

Forgot to send this out on Friday: Love/ Hate 21 ‘Halftime’ Update…

Thank You Sir May I Have Another? How Much Will Our Dec $75 WTI Puts Lose This Week? Plus Your Weekend Marks and Weekly News

Ceilings & Crowds: Six Sectors, ~200 Stocks, One Very Clear Pecking Order… (25 Slides)

Our Leadership