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⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA01452536: Kelly Armstrong and Armstrong (DS10)

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Investment analysis document discussing energy sector companies and supply chain trends, with specific reference to Hannon Armstrong as a beneficiary of secular shifts in energy supply.

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are beneficiaries of secular shift in underlying energy supply, and supply chains (not just the nat gas theme in the US, but also companies like Hannon **Armstrong**

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