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     "id": "TC23",
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     "id": "T3-k2",
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     "id": "T3-k3",
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   "claims": [
    {
     "id": "TC25",
     "kind": "transcript",
     "timestamp": "00:15:51",
     "claim": "Smart thermostat earns ~$25/yr; home battery a few hundred $/yr",
     "csv_status": "As stated, not independently verified",
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     "map": [
      {
       "node": "c3a1",
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      },
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       "node": "c3a2",
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       "status": "As stated, not independently verified",
       "tag_basis": null
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     ],
     "note": null
    },
    {
     "id": "TC26",
     "kind": "transcript",
     "timestamp": "00:15:51",
     "claim": "A PJM data center made $11 million in a year for 139 MW",
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      {
       "node": "c3b1",
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     ],
     "note": null
    },
    {
     "id": "TC27",
     "kind": "transcript",
     "timestamp": "00:16:40",
     "claim": "Voltus works with 70-80 different verticals",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c2a3",
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       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC28",
     "kind": "transcript",
     "timestamp": "00:16:40",
     "claim": "C&I customers commonly save ~20% of electricity spend, some 50-70% up to all of it",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": "C26",
     "map": [
      {
       "node": "c3c1",
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       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC29",
     "kind": "transcript",
     "timestamp": "00:17:51",
     "claim": "Businesses see ~5% annual energy cost increases",
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     "ledger_claim_id": null,
     "map": [
      {
       "node": "c1a3",
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       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC30",
     "kind": "transcript",
     "timestamp": "00:18:06",
     "claim": "Customer kept a shift / church open thanks to payments",
     "csv_status": "As stated, not independently verified",
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      {
       "node": "c3c2",
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     ],
     "note": null
    },
    {
     "id": "TC31",
     "kind": "transcript",
     "timestamp": "00:18:06",
     "claim": "Electricity bills are doubling or tripling depending on location",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": null,
     "map": [
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       "node": "c1a2",
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     ],
     "note": null
    },
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     "timestamp": null,
     "claim": null,
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     "ledger_claim_id": null,
     "map": [
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     ],
     "note": {
      "label": "Note 15",
      "href": "#src-15"
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    },
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     "timestamp": null,
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     "ledger_claim_id": null,
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       "label": "Thermostat ~$25/yr (Shah)",
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       "tag_basis": null
      },
      {
       "node": "c3a2",
       "label": "Battery: a few hundred $/yr",
       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": {
      "label": "Note 6",
      "href": "#src-6"
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    },
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     "ledger_claim_id": null,
     "map": [
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       "node": "c3c1",
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      },
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       "node": "c3c2",
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     ],
     "note": {
      "label": "Note 6",
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    },
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   "airtime_share": 0.0668,
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    {
     "id": "TC12",
     "kind": "transcript",
     "timestamp": "00:19:03",
     "claim": "DOE's estimate of where we needed to be was 80,000 MW by 2030; Voltus would be 25% of it",
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     ],
     "note": null
    },
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     "id": "TC13",
     "kind": "transcript",
     "timestamp": "00:19:03",
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     "ledger_claim_id": "C14",
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     "note": null
    },
    {
     "id": "TC14",
     "kind": "transcript",
     "timestamp": "00:19:03",
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     "ledger_claim_id": "C11",
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      {
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      }
     ],
     "note": null
    },
    {
     "id": "TC15",
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     "timestamp": "00:19:03",
     "claim": "Only 525 MW of new power plants showed up",
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     "ledger_claim_id": "C12",
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      {
       "node": "c1b5",
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     ],
     "note": null
    },
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     "id": "TC16",
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     "timestamp": "00:19:03",
     "claim": "It's possible to get to 10,000 MW of flexibility in PJM",
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     "ledger_claim_id": null,
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      {
       "node": "t6d",
       "label": "Can PJM reach 10 GW?",
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       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC17",
     "kind": "transcript",
     "timestamp": "00:20:16",
     "claim": "Voltus's 20 GW includes all of North America but is very heavy in PJM",
     "csv_status": "As stated, not independently verified",
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      {
       "node": "c6b2",
       "label": "PJM-heavy, North America",
       "status": "As stated, not independently verified",
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     ],
     "note": null
    },
    {
     "id": "TC18",
     "kind": "transcript",
     "timestamp": "00:20:35",
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     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": null,
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      {
       "node": "c1c1",
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     ],
     "note": null
    },
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     "id": "TC19",
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     "timestamp": "00:20:35",
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     "ledger_claim_id": "C10; C37",
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      {
       "node": "c1c2",
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     ],
     "note": null
    },
    {
     "id": "TC20",
     "kind": "transcript",
     "timestamp": "00:20:35",
     "claim": "GE Vernova is taking orders for 2031 delivery with a 116,000 MW backlog",
     "csv_status": "Verified with nuance",
     "ledger_claim_id": "C15",
     "map": [
      {
       "node": "c1d1",
       "label": "GE Vernova: 116 GW orders, reservations",
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       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC21",
     "kind": "transcript",
     "timestamp": "00:21:23",
     "claim": "Gas plants are back-ordered until ~2030",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c1d2",
       "label": "Gas back-ordered to ~2030",
       "status": "As stated, not independently verified",
       "tag_basis": null
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     ],
     "note": null
    },
    {
     "id": "C08",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [],
     "note": null
    },
    {
     "id": "C10",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c1c2",
       "label": "Peak 162,713-168,158 MW, not 130,000",
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       "tag_basis": null
      },
      {
       "node": "c1e1",
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       "status": "Verified with nuance",
       "tag_basis": null
      }
     ],
     "note": {
      "label": "Note 8",
      "href": "#src-8"
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    },
    {
     "id": "C11",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
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       "node": "c1b3",
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      },
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       "node": "c1b4",
       "label": "Reserve margin 14.7% vs 20%",
       "status": "Verified",
       "tag_basis": null
      }
     ],
     "note": {
      "label": "Note 1",
      "href": "#src-1"
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    },
    {
     "id": "C12",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c1b2",
       "label": "2027/28: 6,516.6 MW short",
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       "tag_basis": null
      },
      {
       "node": "c1b5",
       "label": "New supply only 524.7 MW",
       "status": "Verified with nuance",
       "tag_basis": null
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     ],
     "note": {
      "label": "Note 1",
      "href": "#src-1"
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    },
    {
     "id": "C14",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [],
     "note": null
    },
    {
     "id": "C15",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c1d1",
       "label": "GE Vernova: 116 GW orders, reservations",
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       "tag_basis": null
      }
     ],
     "note": {
      "label": "Note 3",
      "href": "#src-3"
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    },
    {
     "id": "C34",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c6c1",
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      },
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       "node": "c6c2",
       "label": "20 GW = 12.5-25% of DOE",
       "status": "Verified with nuance",
       "tag_basis": null
      },
      {
       "node": "c6c3",
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       "tag_basis": null
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     ],
     "note": {
      "label": "Note 16",
      "href": "#src-16"
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    },
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     "id": "C37",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
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     "ledger_claim_id": null,
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      },
      {
       "node": "c1e1",
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       "status": "Verified with nuance",
       "tag_basis": null
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     ],
     "note": {
      "label": "Note 12",
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    },
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     "id": "C38",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
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       "node": "c6b2",
       "label": "PJM-heavy, North America",
       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": {
      "label": "Note 11",
      "href": "#src-11"
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    }
   ],
   "topic_map": "t1"
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  {
   "keypoints": [
    {
     "id": "T4-k1",
     "text": "Voltus and Mission:data's complaint against PJM's rule that barred statistical sampling where a smart meter exists",
     "tie": null,
     "span": [
      0,
      114
     ]
    },
    {
     "id": "T4-k2",
     "text": "FERC's ruling on Voltus's 10th birthday",
     "tie": null,
     "span": [
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      155
     ]
    },
    {
     "id": "T4-k3",
     "text": "the residential scale math (2 kW per home, 50,000 homes, 30 million homes)",
     "tie": null,
     "span": [
      161,
      235
     ]
    }
   ],
   "id": "T4",
   "kind": "topic",
   "label": "Residential access: the FERC smart-meter fight",
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     "start": "00:22:19",
     "end": "00:26:54",
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     "s1": 1614
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   ],
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   "airtime_share": 0.0937,
   "speakers": [
    "guest, Voltus co-founder and CEO (Dana Guernsey)",
    "host (Jigar Shah)"
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   "claims": [
    {
     "id": "TC32",
     "kind": "transcript",
     "timestamp": "00:23:31",
     "claim": "Voltus and Mission:data filed a FERC complaint against PJM",
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     "map": [
      {
       "node": "c4a1",
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     ],
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    },
    {
     "id": "TC33",
     "kind": "transcript",
     "timestamp": "00:22:19",
     "claim": "PJM utilities installed 10 million smart meters at nearly $6 billion but won't share readings",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": "C18",
     "map": [
      {
       "node": "c4b1",
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       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC34",
     "kind": "transcript",
     "timestamp": "00:22:19",
     "claim": "Illinois changed rules so residential customers can participate",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c4b2",
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       "status": "As stated, not independently verified",
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     ],
     "note": null
    },
    {
     "id": "TC35",
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     "timestamp": "00:23:31",
     "claim": "Old tariff barred statistical sampling where a smart meter exists; complaint asked to allow sampling where data isn't accessible",
     "csv_status": "Verified with nuance",
     "ledger_claim_id": "C17",
     "map": [
      {
       "node": "c4a3",
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       "status": "Verified with nuance",
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     ],
     "note": null
    },
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     "id": "TC36",
     "kind": "transcript",
     "timestamp": "00:25:02",
     "claim": "FERC ruled on the complaint on Voltus's 10th birthday",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": "C17",
     "map": [
      {
       "node": "c4a2",
       "label": "Order issued July 29, 2026",
       "status": "Verified",
       "tag_basis": "C17 (label is the order date; TC36 is As stated)"
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     ],
     "note": null
    },
    {
     "id": "TC37",
     "kind": "transcript",
     "timestamp": "00:25:02",
     "claim": "~2 kW per home x 50,000 homes = 100 MW",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": "C19",
     "map": [
      {
       "node": "c2c3",
       "label": "50,000 homes at 2 kW",
       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC38",
     "kind": "transcript",
     "timestamp": "00:25:02",
     "claim": "There are ~30 million homes in PJM",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": "C19",
     "map": [
      {
       "node": "c4b5",
       "label": "~30 million homes in PJM",
       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "TC39",
     "kind": "transcript",
     "timestamp": "00:25:46",
     "claim": "A Virginia home battery currently can't enroll in Voltus's program",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c4b3",
       "label": "Virginia batteries can't enroll",
       "status": "As stated, not independently verified",
       "tag_basis": null
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     ],
     "note": null
    },
    {
     "id": "TC40",
     "kind": "transcript",
     "timestamp": "00:25:58",
     "claim": "Residential DR penetration is higher in utility-run program territories",
     "csv_status": "As stated, not independently verified",
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c4b4",
       "label": "Utility-run programs lead",
       "status": "As stated, not independently verified",
       "tag_basis": null
      }
     ],
     "note": null
    },
    {
     "id": "C16",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c4a1",
       "label": "Complaint against PJM, Oct 2025",
       "status": "Verified",
       "tag_basis": null
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     ],
     "note": {
      "label": "Note 7",
      "href": "#src-7"
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    },
    {
     "id": "C17",
     "kind": "ledger",
     "timestamp": null,
     "claim": null,
     "csv_status": null,
     "ledger_claim_id": null,
     "map": [
      {
       "node": "c4a2",
       "label": "Order issued July 29, 2026",
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       "tag_basis": "C17 (label is the order date; TC36 is As stated)"
      },
      {
       "node": "c4a3",
       "label": "Sampling ban found unjust",
       "status": "Verified with nuance",
       "tag_basis": null
      },
      {
       "node": "c4a4",
       "label": "Paper hearing: not final",
       "status": "Verified",
       "tag_basis": null
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     ],
     "note": {
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     "timestamp": "00:15:51",
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     "timestamp": "00:34:27",
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     "timestamp": "00:34:27",
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}