Avi Krawitz launches Diamond Executive Club, tracker for 15 listed firms

Avi Krawitz is turning diamond-market chatter into something closer to a balance sheet: his new Global Diamond & Jewelry Tracker follows 15 publicly listed companies and rolls their revenue and operating profit into one view, a sharper lens on pricing pressure, inventory risk and demand shifts across the trade.

The tracker sits inside the Diamond Executive Club, a paid membership and report package from The Diamond Press. The Diamond Executive Report for 1Q 2026 costs US$350 on its own and is included with membership, which also brings early access to the report, bi-monthly strategy sessions, follow-up papers, a private consultation and ongoing access to data and analysis. The debut edition, The Value of De Beers, puts the miner at the center of the story as Anglo American continues to work through the sale of its 85% stake.

That backdrop is not theoretical. In the first quarter of 2026, Anglo said rough diamond production rose 17% to 7.1 million carats, helped by planned ore release from Gahcho Kué in Canada and higher volumes from Venetia in South Africa. Rough diamond sales generated $648 million, while Anglo kept De Beers’ 2026 production guidance at 21 million to 26 million carats. In February, the company said it was considering a third impairment write-down after already cutting De Beers’ value by $1.56 billion at the end of 2023 and $2.88 billion in 2024, leaving the carrying value at $4.1 billion.

That is exactly the sort of pressure Krawitz’s tracker is built to expose. The 15-company basket spans luxury houses, retail jewelers, midstream manufacturers and miners, so it can show where value is being created and where it is leaking away. If next quarter’s numbers show rough sales improving faster than production, rough buyers will have less leverage and the cost of stock will harden. If the aggregate operating-profit line lags behind revenue, inventory strain is still sitting in the system, even if sales look steadier on the surface.

The sale of De Beers adds another layer of uncertainty. Anglo said on April 28 that it remains committed to divesting and expects an update during 2026, while Botswana, which owns 15% of De Beers through Debswana, has pushed for a direct role in negotiations. Reports have said at least six prospective bidders or consortiums have shown interest. Krawitz, who has nearly 20 years of experience covering the global diamond and jewelry market, has built a product that treats that swirl of numbers and politics as investment data, not industry theater. In a year when Anglo says De Beers’ 2025 rough-price index fell 12% on a like-for-like basis, or 25% including stock rebalancing, the market has rarely needed a clearer read on where confidence is really holding.