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 15, 2026

Texas Activity for September: Permits Rebound, Drilling Settles… Now in Deck Form

By Timm Schneider

New format, same data. Quick housekeeping first: We have retired the long-form note for our monthly Texas Railroad Commission tracker and moved to a deck. Honestly, it is far easier to digest. Charts lead, every…

October 15, 2026

Edison Internation (EIX; N/R): Liability Scenarios (Full Deck & Model Available)

By Timm Schneider

Once again, nothing sharpens a debate like a short-seller report, and the 13-Oct report by Muddy Waters on EIX (N/R) did exactly that. Rather than argue about the ‘adjectives’ (our jab at how the EIX…

October 14, 2026

DVN (N/R): Eagle Ford Sold, Our Full Company Sales ‘Bar’ Just Got Easier to Clear (Updated Deck & Model)

By Timm Schneider

We updated our Devon (DVN) buyer-capacity deck and model for the signed Eagle Ford sale to Crescent. The ~$4.22bn headline translates into ~$3.85bn of estimated cash at close, and we estimate ~$3.5bn after tax (~$3.02/sh),…

October 14, 2026

NFG (N/R): Updated Spin & StubCo Valuations

By Timm Schneider

Brand new, easy-to-digest deck (~15 slides) within. New model available on request* National Fuel’s board approved the separation this morning, and the structure landed almost exactly where our work had it. We had modelled a…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Texas Activity for September: Permits Rebound, Drilling Settles… Now in Deck Form

Edison Internation (EIX; N/R): Liability Scenarios (Full Deck & Model Available)

DVN (N/R): Eagle Ford Sold, Our Full Company Sales ‘Bar’ Just Got Easier to Clear (Updated Deck & Model)

NFG (N/R): Updated Spin & StubCo Valuations

Our Leadership