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 12, 2026

HESM (N/R): The Fee Investors Can’t See… Standalone Valuation Ranges

By Timm Schneider

What is HESM worth? Thx for all the engagement post our initial note from the weekend (link). The answer hinges on a fee not many can see. The new Chevron arrangement has redacted terms, and…

October 11, 2026

Our ‘Seinfeld’ Take on Oil… Weekly News Summary/ Weekend News/ Real-Time Commodity Marks (~12:00 Noon ET)

By Timm Schneider

Oil up marginally versus Friday’s close on weekend marks from the decentralized exchanges. Seems light in terms of escalating news flow. We are long DEC 26 $75 WTI puts (i.e. bearish bias) with a November…

October 11, 2026

HESM (N/R): The In-Depth Analysis No One Asked For (Weekend Reading)

By Timm Schneider

Chevron’s (CVX; N/R) exit leaves Hess Midstream (HESM; N/R) independent for the first time, with a new board, a new DJ footprint and plenty of people wondering who ends up owning it – eventually. To…

October 9, 2026

Closing Love/ Hate 20 for a ~270bps Gain and We Had a Bad Feeling about the HPK Short…

By Timm Schneider

LHP20 closes up ~200bps as we close it and will open LHP21 on Monday. In our view, the headline undersells what happened. We had a (fully disclosed) bad feeling about the HPK short at launch,…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

HESM (N/R): The Fee Investors Can’t See… Standalone Valuation Ranges

Our ‘Seinfeld’ Take on Oil… Weekly News Summary/ Weekend News/ Real-Time Commodity Marks (~12:00 Noon ET)

HESM (N/R): The In-Depth Analysis No One Asked For (Weekend Reading)

Closing Love/ Hate 20 for a ~270bps Gain and We Had a Bad Feeling about the HPK Short…

Our Leadership