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 13, 2026
Fervo Energy (FRVO, N/R) showed up on our radar for one simple reason: The sheer size of the share price decline since the IPO. We had no view on whether that was warranted, so we…
October 12, 2026
What is HESM worth? Thx for all the engagement post our initial note from the weekend (link). The answer hinges on a fee not many can see. The new Chevron arrangement has redacted terms, and…
October 11, 2026
Oil up marginally versus Friday’s close on weekend marks from the decentralized exchanges. Seems light in terms of escalating news flow. We are long DEC 26 $75 WTI puts (i.e. bearish bias) with a November…
October 11, 2026
Chevron’s (CVX; N/R) exit leaves Hess Midstream (HESM; N/R) independent for the first time, with a new board, a new DJ footprint and plenty of people wondering who ends up owning it – eventually. To…