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.

August 29, 2026

UGI/ KKR ‘Chatter’: $42.50 May Start the Process; Our Probability-Weighted Price Is ~$46.30/Share (We like Decimals)

By Timm Schneider

KKR’s reported $42.50/share approach to UGI appears credible, but we believe it is more likely an opening price than a finish line (if the report is even true – though the WSJ has a generally…

August 29, 2026

Love/ Hate 17 (LHP17) Adds ~510bps as SEI/ FRMI/ PBF Shorts and PAGP/ HPK Longs Outperform; YTD Performance Now ~40%…

By Timm Schneider

…which is massively outperforming our prior actively managed, much more labor intensive, fundamentally based Model Portfolio (We closed this Model Portfolio III on August 23rd: Closing Model Portfolio III After a Disappointing ~190 bps Return:…

August 28, 2026

Truth be told, Refining is still loved, but more people are now quietly looking for the exit…

By Timm Schneider

This is just one of the themes we discuss within… In our recent conversations, consensus across energy and power has become unusually clear: Own the Permian buildout, LNG and (perceived) global-gas tightness, AI power, merchant…

August 26, 2026

A Flibbertigibbet Oil Market Calls for a Different Kind of Convexity

By Timm Schneider

A ‘flibbertigibbet ‘is a flighty chatterbox. In our view, that is the oil tape right now: Every new dispatch on Hormuz, Iran–Oman talks, Saudi exports, dark tankers or U.S. sanctions becomes the whole story for…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

UGI/ KKR ‘Chatter’: $42.50 May Start the Process; Our Probability-Weighted Price Is ~$46.30/Share (We like Decimals)

Love/ Hate 17 (LHP17) Adds ~510bps as SEI/ FRMI/ PBF Shorts and PAGP/ HPK Longs Outperform; YTD Performance Now ~40%…

Truth be told, Refining is still loved, but more people are now quietly looking for the exit…

A Flibbertigibbet Oil Market Calls for a Different Kind of Convexity

Our Leadership