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.

November 11, 2026

DVN (N/R): A Consortium Could Push ~$60, Three Buyers Could Pay $56+ Without One (Deck and Model Available)

By Timm Schneider

This is the analysis nobody asked for, but we couldn’t help ourselves. After Devon closed its review last week, we kept asking ‘what if.’ What if a buyer brought friends (or frenemies), what if PE…

November 10, 2026

VG (N/R): LNG Pays the Bills, AI Has to Pay the Rest… (Slides + Model)

By Timm Schneider

Key Take: In our view, Venture Global is no longer just an LNG spread story. It’s an LNG company that has to turn into an AI power utility to grow into its share price expectation….

November 10, 2026

GFL (N/R): US$52 Take-Private Bid (Apparently) Rejected. We Can See Both Sides…

By Timm Schneider

6AM Tuesday on the East Coast and we have not seen any update from the company following the Globe and Mail article from last night (and reported via Bloomberg) that GFL will come out today…

November 9, 2026

Initiating Love/ Hate Portfolio 23: Here comes the SUN… And There Goes Solar (We thought it was funny)

By Timm Schneider

Love/ Hate Portfolio 23 launches today (first day of trading tomorrow) with 14 new names and 6 carry-overs, and in our view the book has a funny shape.The longs lean midstream and compression with a…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

DVN (N/R): A Consortium Could Push ~$60, Three Buyers Could Pay $56+ Without One (Deck and Model Available)

VG (N/R): LNG Pays the Bills, AI Has to Pay the Rest… (Slides + Model)

GFL (N/R): US$52 Take-Private Bid (Apparently) Rejected. We Can See Both Sides…

Initiating Love/ Hate Portfolio 23: Here comes the SUN… And There Goes Solar (We thought it was funny)

Our Leadership