While luxury jewelry houses report record growth, major diamond mines like Venetia and Ekati are shutting down or suspending operations. Episode 5 of the Diamond Dudes podcast explores the economic paradox splitting the diamond market, the rise of lab-grown synthetics, and what the industry must learn from global luxury brands.
Insights Into the Diamond Industry
Our latest insights, expert analysis and thinking on the topics that matter most in the diamond industry.
Navigating Structural Shifts: De Beers, Production Drops, and the Evolving Retail Landscape
Global natural diamond production has officially fallen below 100 million carats for the first time since 2004, marking a permanent shift in market supply. At the same time, De Beers is shaking up its distribution network with sweeping cuts to its Sightholder list under a new Botswana contract framework. Meanwhile, a 500% explosion in old mine-cut diamond sales, sparked by Taylor Swift, is rewriting retail trends. In episode four of The Diamond Dudes debate the structural forces reshaping natural and lab-grown retail economics.
After a 96% Decline, What’s Next for Lab-Grown Diamond Prices? The Q2 2026 LGD Wholesale Price List
Lab-grown diamond wholesale prices declined 13% year over year in Q2 2026, but the pace of decline is slowing. See the latest LGD Wholesale Price List, price index, retail trends, and market analysis.
Diamond Dudes Episode 3: What JCK Revealed About the Future of the Diamond Industry
he third episode of the Diamond Dudes podcast covered a wide range of topics, but one theme kept surfacing throughout the conversation: the diamond industry is changing, and the companies and countries that adapt fastest will be best positioned to succeed.
India’s Lab-Grown Diamond Exports Now Exceed Natural Diamonds
India’s lab-grown diamond exports have surpassed natural diamonds, marking a major shift in the global diamond industry and jewelry trade.
LGDs: Is the Jewelry Market Just a Tech Side-Hustle? The Diamond Dudes
In the latest episode of The Diamond Dudes we pull back the curtain on a diamond industry in flux. From LGD producers using jewelry sales to fund high-tech R&D to the “race to the bottom” on retail pricing, the trio explores why the market is no longer behaving by the old rules. We dive into the HPHT vs. CVD divide and Pandora’s branding struggles.
Rough Diamond Inventory Management: Thoughts on De Beers’ Q1 2026 Results
De Beers’ Q1 2026 results point to a growing gap between what the market wants and what miners produce. While demand for larger, higher-value diamonds is strengthening, inventory dynamics suggest ongoing pressure in lower-value goods, raising questions about pricing, sales strategy, and the true state of demand.
Kering Jewelry Builds Momentum with Strong Q1 and Structural Moves
Kering reported Q1 2026 revenue of €3.57 billion, with jewelry standing out as one of its fastest-growing segments.
Sales at Kering Jewelry reached €269 million, up 14% year-over-year (22% on a comparable basis). Growth was led by the group’s own retail stores, where sales rose 28%, while wholesale increased 14%.
LGD Wholesale Price List Down 14%: A Q1 2026 Roundup
The Q1 2026 Lab-Grown Diamond Wholesale Price List is in, and it points to a further 14% decline in LGD prices. In this quarterly roundup, we break down what’s driving the continued slide, from soft trading activity to mounting inventory pressures, and what it means across the pipeline. We also flag the launch of the Diamond Dudes podcast for a more informal read of the same market shifts.
Introducing The Diamond Dudes: A New Podcast Bringing Expert Insight to the Global Diamond Industry
The Diamond Dudes is a monthly podcast featuring leading diamond industry analysts Avi Krawitz, Edahn Golan, and Rob Bates. Combining decades of experience in journalism, market analysis, and data intelligence, the podcast delivers expert commentary on the key issues shaping the global diamond trade.
