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 21, 2026

Show Your Work: How We Build Our Texas & New Mexico Production Estimates (Sorry, Model Stays Home)…

By Timm Schneider

Following up on our initial note earlier this week (No Country for Old Wells: Where We Believe the Street Is Too Bullish (and Too Bearish) on Texas and Permian (incl. NM) Supply, we decided to…

October 20, 2026

HAL (N/R): ***Warning – This is Not Your Traditional Sell-Side Earnings Recap (Slop)…

By Timm Schneider

…or so we believe, at least. We don’t usually spend a lot of time on quarterly earnings (we still listen to all of the calls) as it is, quite frankly, a waste of time. You…

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…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Show Your Work: How We Build Our Texas & New Mexico Production Estimates (Sorry, Model Stays Home)…

HAL (N/R): ***Warning – This is Not Your Traditional Sell-Side Earnings Recap (Slop)…

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…

Our Leadership