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.

February 17, 2026

Model Portfolio: Adding PSX/ LNG/ DEC Longs and NRG/ GNRC/ DTM Shorts; Short EQT into Print

By Timm Schneider

We told you yesterday the Model Portfolio (formerly the Survey Portfolio) needed some drastic changes. Please see within for new weights, positions (what was replaced with new longs & shorts), and updated performance since inception….

February 17, 2026

Natural Gas: ~10–15% of Domestic Production Reports Tonight

By Timm Schneider

EQT and EXE may only be two tickers, but together they represent a meaningful slice of U.S. gas supply and tend to set the tone for how (smarter) producers are thinking about the macro. While…

February 16, 2026

This is the last time you will see this portfolio like this…

By Timm Schneider

we are taking this over now. We already swapped WMB for VG taking the VG ~+1mm. Short book is a killer. Recall these were original positions from our 2026 outlook survey. We will keep the…

February 15, 2026

Growth Hangover: Texas Operators Choose Discipline(ish) as Activity Recalibrates – $80 Oil by YE 2027?

By Timm Schneider

Within, we show our (extremely) detailed monthly Texas drilling, permitting and completion analytics from the ground up – delivering sharper basin-by-basin breakdowns and forward-looking insights to help you spot emerging trends. We track the data…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Model Portfolio: Adding PSX/ LNG/ DEC Longs and NRG/ GNRC/ DTM Shorts; Short EQT into Print

Natural Gas: ~10–15% of Domestic Production Reports Tonight

This is the last time you will see this portfolio like this…

Growth Hangover: Texas Operators Choose Discipline(ish) as Activity Recalibrates – $80 Oil by YE 2027?

Our Leadership