Charm Industrial
also referred to as: charm
6 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Nov 18, 2021 by Nan Ransohoff · said 26 times in 8 episodes since 2021 · across every show →
Mentions by year
brought up most by Shayle Kann (8), Peter Reinhardt (7), Julio Friedmann (4), Stacey Kauk (2), Nan Ransohoff (2), Ryan Orbuch (1), Rebecca Dell (1)
tap a year for its mentions
2025 13 mentions in 1 episode
2024 3 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
2022 6 mentions in 3 episodes 2 per episode
2021 3 mentions in 1 episode
Everything said about Charm Industrial, oldest first
Nov 18, 2021 positive
Ransohoff: Carbon removal startups need customer offtakes to secure bank financing
“This field is going to benefit from a very similar construct of offtakes right? So these companies need, need to de-risk, especially in carbon removal when there, you know, isn't an intrinsic use like there is with energy. Banks want to understand that there r…”
Sep 25, 2025 bullish
Reinhardt: Charm's capex per ton is under half of state-of-the-art pyrolysis plants
“If we look at the capex, for example, of our system today on a, Per dollars capex per ton basis, and compare it to, say, like, state-of-the-art pyrolysis facilities, we are already less than half of that cost on, on a dollar per capex basis, and that will decl…”
Sep 25, 2025 bullish
Sep 25, 2025
Reinhardt: Wildfire thinning wood biomass often has 50% water content
“Wood can easily be 50% water if it's young growth and, you know, hasn't aged for a year post cutting. So when you look at like wildfire thinnings, for example oftentimes we get wood that's in the 50% range. And there, yeah, it sucks, because half of what you'r…”
Sep 25, 2025 positive
Reinhardt: Removing carbon is cheaper than $2,000/ton building decarbonization retrofits
“It's gonna cost, like, 2000 dollars a ton for me to go, like, tear down a building and rebuild it with, like, a proper HVAC system that does, like, heat pumps, you know, it's like, and have clean concrete, like, you know, at some point you get down to this, li…”