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.

September 11, 2026

Love/ Hate 18: We Got Bailed Out as the Shorts Actually Delivered This Week

By Timm Schneider

since inception on Aug-31 2026. This one was a nail-biter for a ~310bps two-week Return… We flipped it in the final week. Last Friday’s Haftime Report had LHP18 down -230bps, our first losing week since…

September 11, 2026

KNTK (N/R) M&A Chatter Follow-Up: Fine, We Added a Few More Buyers (and Backed Into Sponsor Returns, for Fun)

By Timm Schneider

…to our list of hypothetical purchasers. Recall in our most recent note (Kinetik Holdings (KNTK; N/R): Framing a Potential Buyer Universe and a Hypothetical LBO For Good Measure (Full Models Available) we had identified EPD/…

September 10, 2026

Kinetik Holdings (KNTK; N/R): Framing a Potential Buyer Universe and a Hypothetical LBO For Good Measure (Full Models Available)

By Timm Schneider

This is a tailored follow-up to our inital KNTK M&A note published in November 2025, which can be accessed here: KNTK: Our Analysis Reveals Four Highly Strategic & Accretive Buyers (Others Possible). Please note these…

September 9, 2026

ENB (N/R): Signed, Sealed, Delivered By Pony Express. 10-11x… Cheap, Rich, or Neither?

By Timm Schneider

Enbridge (ENB; N/R) just bought Tallgrass Energy’s crude oil business, Pony Express, Powder River Gateway, storage, and Stanchion marketing, for ~USD $2.55bn, plus a ~USD $0.6bn Permian bolt-on. Straightforward enough on the surface. Interesting find…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

Love/ Hate 18: We Got Bailed Out as the Shorts Actually Delivered This Week

KNTK (N/R) M&A Chatter Follow-Up: Fine, We Added a Few More Buyers (and Backed Into Sponsor Returns, for Fun)

Kinetik Holdings (KNTK; N/R): Framing a Potential Buyer Universe and a Hypothetical LBO For Good Measure (Full Models Available)

ENB (N/R): Signed, Sealed, Delivered By Pony Express. 10-11x… Cheap, Rich, or Neither?

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