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 24, 2026

DVN (N/R): Who Can Buy It Without Creating a Second Portfolio Problem?

By Timm Schneider

Based on our read, Devon’s activist moment is being framed as a simple choice: sell the gas and unlock the Delaware, or sell the company. We believe that framing is oversimplified. We built an extremely…

September 23, 2026

Saudi Aramco (N/R): First Look at a Potential GasCo Listing…

By Timm Schneider

…and this is a big one… We have built a detailed, scenario-based framework for a potential Saudi Aramco GasCo listing designed to quantify a wide range of possible outcomes. Caveat: We have no idea what…

September 23, 2026

KMI (N/R): The Feedback Is In. KMI’s Issue May Be Investor Expression, Not Asset Quality.

By Timm Schneider

We appreciate the thoughtful feedback on our KMI portfolio-optimization work. Links to notes below: KMI (N/R): The Natural Gas Re-Rating Is Coming. Will KMI Capture It? KMI (N/R): Ready to Split?! The Sum-of-the-Parts Math on…

September 22, 2026

KMI (N/R): The Natural Gas Re-Rating Is Coming. Will KMI Capture It?

By Timm Schneider

We appreciate all of the interest and feedback following our initial KMI note this morning. KMI (N/R): Ready to Split?! The Sum-of-the-Parts Math on Breaking Up Kinder Morgan To us, the natural follow-up question is…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

DVN (N/R): Who Can Buy It Without Creating a Second Portfolio Problem?

Saudi Aramco (N/R): First Look at a Potential GasCo Listing…

KMI (N/R): The Feedback Is In. KMI’s Issue May Be Investor Expression, Not Asset Quality.

KMI (N/R): The Natural Gas Re-Rating Is Coming. Will KMI Capture It?

Our Leadership