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.

September 19, 2026

NFG (N/R): Base Case ~$94 on Hypothetical Split vs ~$81 Today. Follow-Up Post Our Chat with Management

By Timm Schneider

Two days ago we wrote that the leaked ~$5bn for Seneca screened low (we believe there is no way management would sell at that price given current fundamentals) and that the structure, not the price,…

September 18, 2026

Halftime Report: Love/Hate 19 Eeks Out 10Bps for the Week as The SEI Short Absolutely Crushes…

By Timm Schneider

…like in a bad way for our short book. Shares ripped ~14% this week. Read On. Long story short, we are basically flat half-way through the Love/ Hate Portfolio 19 (LHP19) run time at +10bps,…

September 17, 2026

GFL (N/R): Not a Seller at 70?! The Math Behind the Privatization Premium (Or Lack Thereof)

By Timm Schneider

GFL Environmental (GFL; N/R), one of North America’s largest waste and environmental services companies, has quietly become one of the more interesting take-private stories in the sector. Back in July, the company disclosed unsolicited interest…

September 17, 2026

NFG (N/R): Wrong Leak… $5bn Looks Light for Seneca+

By Timm Schneider

According to a Reuters article from yesterday, Seneca (E&P) and select associated infrastructure are up for sale as a variety of strategic initiatives are under review, valuing the assets at ~$5bn. While we do not…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

NFG (N/R): Base Case ~$94 on Hypothetical Split vs ~$81 Today. Follow-Up Post Our Chat with Management

Halftime Report: Love/Hate 19 Eeks Out 10Bps for the Week as The SEI Short Absolutely Crushes…

GFL (N/R): Not a Seller at 70?! The Math Behind the Privatization Premium (Or Lack Thereof)

NFG (N/R): Wrong Leak… $5bn Looks Light for Seneca+

Our Leadership