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.

April 16, 2026

The Top Ten Most Consensus Set-Ups in Energy Right Now

By Timm Schneider

Within we share what we believe (from our vantage point) are the most consensus set-ups at the moment and heading into earnings. Not saying consensus is necessarily wrong but it’s interesting for illustrative purposes. As…

April 15, 2026

Here is what people want to talk about + Updated Model Portfolio Marks + Latest Love/Hate Positions

By Timm Schneider

Within we discuss: Top Ten current macro themes/ sector debates; and Key debates (very quick bullet format) for ~80 stocks across the energy value chain. Updated Model Portfolio marks (as of ~14:30 ET; +980bps since…

April 13, 2026

We believe most people aren’t paying attention to three main things…

By Timm Schneider

when it comes to the Iran situation. This is us literally going through a plethora of twitter posts, news and conversations. We are on our way to nyc so doing this from my mobile apologies…

April 13, 2026

This is a Really Cool NEW Cut of Quarterly Texas Oil & Gas Activity Levels… For Nerds Like Me at Least

By Timm Schneider

…and covering: 1) New Drills; 2) Total Oil & Gas Completions (New); 3) Total Gas completions (New); 4) Total Oil Permits; 5) Total Gas Permits; and 6) Total Oil & Gas Permits for the following…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

The Top Ten Most Consensus Set-Ups in Energy Right Now

Here is what people want to talk about + Updated Model Portfolio Marks + Latest Love/Hate Positions

We believe most people aren’t paying attention to three main things…

This is a Really Cool NEW Cut of Quarterly Texas Oil & Gas Activity Levels… For Nerds Like Me at Least

Our Leadership

The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

The Top Ten Most Consensus Set-Ups in Energy Right Now

Here is what people want to talk about + Updated Model Portfolio Marks + Latest Love/Hate Positions

We believe most people aren’t paying attention to three main things…

This is a Really Cool *NEW* Cut of Quarterly Texas Oil & Gas Activity Levels… For Nerds Like Me at Least

Our Leadership

This is a Really Cool NEW Cut of Quarterly Texas Oil & Gas Activity Levels… For Nerds Like Me at Least