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 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,…

October 8, 2026

DVN (N/R): Eagle Ford Sold… Who Buys the Rest? (Updated Slides and Model Available)

By Timm Schneider

Devon signed the sale of its Eagle Ford to Crescent today for ~$4.22bn (~$3.85bn net cash at close). In our view, it is a full price (DVN traded higher today), in the upper half of…

October 7, 2026

CVX (N/R)/ HESM (N/R): Able Was I Ere I Saw HESM… Chevron Pays $4 Billion to Exit the Toll Road

By Timm Schneider

‘Able was I ere I saw Elba’ is probably the world’s most famous palindrome, a line attributed (apocryphally) to Napoleon on his way into exile. It reads the same forwards and backwards, which feels about…

October 6, 2026

HPK (N/R): A Lifeline That Raises the Floor on a Sale

By Timm Schneider

HPK (N/R) just got itself a lifeline, and naturally we tore it apart. What does the Danantara preferred really cost common holders in a (hypothetical) sale? What is the stock worth if HPK simply stops…

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The Schneider Capital Group LLC

Excellence In Energy

agile | resourceful | unique

Who We Are

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

DVN (N/R): Eagle Ford Sold… Who Buys the Rest? (Updated Slides and Model Available)

CVX (N/R)/ HESM (N/R): Able Was I Ere I Saw HESM… Chevron Pays $4 Billion to Exit the Toll Road

HPK (N/R): A Lifeline That Raises the Floor on a Sale

Our Leadership