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 15, 2026

Same Seller, Bigger Check? Running the Numbers on a Hypothetical ~$5B FANG (N/R)/ Double Eagle V Deal…

By Timm Schneider

Key Take: Press reports (Bloomberg via the FT, naturally on a Sunday afternoon…) suggest FANG may be looking at Double Eagle V for ~$5B. Nothing has been announced, we have no idea if it happens,…

November 15, 2026

Crack Research: 100 Slides and Several Tactical Trade Ideas (Refining Deep-Dive)

By Timm Schneider

Key Take: In our view, refiners are priced as if the 2027 strip lasts. The stocks price a durable ~$41 crack, while the futures curve, discounted the same way, is worth ~$31. Estimates have stalled…

November 14, 2026

Weekend Oil Down Marginally at 12:45 ET Sat… Your Weekend + Weekly News Update

By Timm Schneider

Relatively calm weekend, Energy-wise, so far as of Saturday ~12:45 ET. But obviously that can change at the drop of a dime (or tweet). Please see within for a detailed overview of all weekly news,…

November 13, 2026

Love/ Hate Portfolio 23 Kicks Off With a Fizzle… One Week to Go

By Timm Schneider

***Full position details within*** Love/ Hate Portfolio 23 is down ~0.7% at the halfway point (11/9 to 11/13). The long book is down ~1.8% and the short book is down ~1.1% (good in this case)…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Same Seller, Bigger Check? Running the Numbers on a Hypothetical ~$5B FANG (N/R)/ Double Eagle V Deal…

Crack Research: 100 Slides and Several Tactical Trade Ideas (Refining Deep-Dive)

Weekend Oil Down Marginally at 12:45 ET Sat… Your Weekend + Weekly News Update

Love/ Hate Portfolio 23 Kicks Off With a Fizzle… One Week to Go

Our Leadership