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 30, 2026

Dallas Fed Q3’26: Refiners (Continue to) Win, Services Pay… and Nobody Sees Oil Below ~$70

By Timm Schneider

Hot off the press, the Dallas Fed released it’s Q3’26 Energy Survey just a few moments ago. The full report per the Dallas Fed website can be found here: Oil and gas activity increases despite…

September 30, 2026

PSX (N/R): Key Takes from Wood River (The Playbook is Working…)

By Timm Schneider

Key Take: We believe the Wood River tour confirmed what we have been writing about for a quite a bit (and also highlighted on a prior Permian tour with PSX): PSX’s edge is no longer…

September 29, 2026

Citgo (Private): ~65% Odds Amber Closes, Recut Included… Why the OFAC Clock Now Matters More Than the Price (Slides + Model Available)

By Timm Schneider

In our view, Amber/ Elliott’s pending acquisition of Citgo (N/R) has become a timing and regulatory thesis rather than a price thesis. Why are we writing about this now? Why not… but also happy to…

September 28, 2026

Initiating Love/ Hate Portfolio 20

By Timm Schneider

…Can this one get us to ~50% YTD? Would be a bit of a stretch as it would need ~600bps by the time we close it on Friday October 9th. But stranger things have happened….

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Dallas Fed Q3’26: Refiners (Continue to) Win, Services Pay… and Nobody Sees Oil Below ~$70

PSX (N/R): Key Takes from Wood River (The Playbook is Working…)

Citgo (Private): ~65% Odds Amber Closes, Recut Included… Why the OFAC Clock Now Matters More Than the Price (Slides + Model Available)

Initiating Love/ Hate Portfolio 20

Our Leadership