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kcal/kg gross air dried、PDF56ページが6322 kcal GAR。換算・同一視せず価格モデルから除外。","2028年区分はExcelがz、PDFの表がf。年と数量は対応するがExcel区分を保持。","PDFの国別原料炭にはその他アジア、Excelには韓国・モザンビークが載り、掲載範囲が異なる。","原料炭の実質注記はExcelでは基準年が抜けているため、PDF47ページの2026米ドルを確認。","世界銀行一般炭は2022年2月から6000 kcal/kg先物、それ以前の2015～2022年1月は同6000 kcal/kgスポット。原表の段差を保持。"],"owner_cash_lens":["供給者は価格上昇を恒久的な利益とせず、剥土・坑道・設備・鉄道港湾・閉山費用とロイヤルティを含め、安値でも維持投資後に現金が残るかを見る。","鉄鋼会社では原料炭安と鋼材売価、電力・鉄鉱石・在庫・契約改定の時間差を合わせる。原料炭単独の安値を利益増に置き換えない。","電力・都市ガスは調達契約・転嫁制度・効率・炭素費用で影響が異なる。発電量や輸入量の国全体を個社数量へ配賦しない。"],"history":{"url":"https://www.iea.org/reports/coal-market-update-july-2023/prices","title":"IEA Coal Market Update July 2023 / Prices","finding":"2022年は高いガス価格による燃料転換、豪州の豪雨、インドネシアの一時禁輸、ロシア炭制裁と鉄道制約が重なった。高発熱量炭と低品位炭・地域の価格差を区別する。","source_date_conflict":"2023年7月公表のページに「September 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