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 2, 2026

Halftime Report: Love/ Hate 20 Up ~120bps as BE (Short) Gives Us Our Own Déjà Vu…

By Timm Schneider

***Full position marks within*** Love/ Hate Portfolio 20 (LHP20) is up ~120bps at the halfway point (we will close it next Friday). The flips we made with this one (versus LHP19), pressing SMR and NEXT…

October 1, 2026

UGI (N/R)/ KKR (N/R) ‘Chatter:’ Our Most-Read Note for September… Now With Slides (Model Available)

By Timm Schneider

Our UGI/KKR ‘chatter’ note was the most-read note in September… and, in our (admittedly biased) opinion, arguably the best sell-side note on UGI in decades. It can be found here: UGI (N/R) & KKR (N/R)……

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…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Halftime Report: Love/ Hate 20 Up ~120bps as BE (Short) Gives Us Our Own Déjà Vu…

UGI (N/R)/ KKR (N/R) ‘Chatter:’ Our Most-Read Note for September… Now With Slides (Model Available)

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…)

Our Leadership