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 7, 2026

Halfway There… LHP16 Generates ~170bps in Week One as SEDG Short and AYI Long Worked (SMR Short and PAA Long Have Not – So Far)

By Timm Schneider

***Full position details within*** …But still one more week to go until we close this one. Recall LHP16 = Love/ Hate Portfolio 16, or the 16th iteration of our fully sentiment (technical) based two-week trading…

August 7, 2026

Texas Activity for July: Barnett ‘Surge’ Vanishes; Haynesville Fires; Eagle Ford Blinks; Permian Pumps

By Timm Schneider

***Your Monthly Texas Activity Tracker for July*** Texas activity is sending a more nuanced signal than the headline data suggest. July confirms that June’s apparent Barnett gas surge was largely reporting noise – exactly what…

August 6, 2026

Stock‑Picker’s Tape or Sector Call? Asking for a Friend…

By Timm Schneider

Within we share some of the key discussion topics that keep popping up with clients. Some of these are boring, some of these are not boring. But it beats reading earnings recaps. In any case,…

August 5, 2026

Model Portfolio: Updated Marks Reflect a Lackluster Performance YTD (+354Bps)

By Timm Schneider

especially when compared to our trading books i.e. the Love/ Hate Portfolios (+30% YTD). In any case, we closed out our NRG short last night so we are showing an updated Model Portfolio with current…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Halfway There… LHP16 Generates ~170bps in Week One as SEDG Short and AYI Long Worked (SMR Short and PAA Long Have Not – So Far)

Texas Activity for July: Barnett ‘Surge’ Vanishes; Haynesville Fires; Eagle Ford Blinks; Permian Pumps

Stock‑Picker’s Tape or Sector Call? Asking for a Friend…

Model Portfolio: Updated Marks Reflect a Lackluster Performance YTD (+354Bps)

Our Leadership