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Alrosa expects diamond market rebalancing to stabilize prices this year

Russian diamond miner Alrosa forecasts that declining global production and sustained jewelry demand will support prices for large diamonds in 2026, while predicting market rebalancing will stabilize smaller stones. The company also reported a 57 million carat increase in diamond reserves in 2025 and plans to record 5 tons of gold in 2026.

By Tertius News AI Desk 1 distinct · 1 masthead · 2 articles Version 1 Coverage Apr 14–28, 2026 Published Aug 15

Lead

Russia's diamond miner Alrosa expects demand and prices for large rough and polished diamonds to continue rising this year, driven by a significant decline in global production and continued strong demand for jewelry, the company's press service told TASS. Alrosa also reported that its proven diamond reserves increased by 57 million carats in 2025 and announced plans to record 5 tons of gold in 2026.

Coverage Comparison

TASS's reporting on Alrosa's outlook presents a uniformly positive view of the diamond market, emphasizing the company's forecasts of strengthening demand for larger stones and eventual price stabilization across the board. The coverage draws directly on statements from Alrosa's press service and company materials, framing the company's position as confident and data-backed.

A separate TASS report focuses on Alrosa's reserve growth and gold exploration plans, providing operational context alongside the market forecast. Together, the two reports paint a picture of a company expecting favorable market conditions while also diversifying into other minerals.

Key Claims

Alrosa's press service told TASS that global diamond production is declining significantly, and that continued strong demand for jewelry will support demand and prices for diamond products. The company stated that with sufficient marketing support and the absence of other external shocks to the industry, demand for large rough and polished diamonds will continue to strengthen throughout the year.

According to market participants cited by Alrosa, prices for diamonds over 5 carats rose by 4–6% in March, while growth of 1–2% was observed for stones in the 5–5 carat range. Alrosa noted that the Rapaport Index does not always reflect actual transaction prices and only shows a narrow estimate of certain rough categories, while the March decline in prices for small stones was largely a technical adjustment.

Alrosa predicts that the overall decline in global diamond supply will eventually lead to a market rebalancing, which will ensure price stabilization for smaller stones as well. The company added that there has been a slowdown in the negative dynamics of certified diamond prices since early 2026, with the segment of stones over 3 carats remaining the most stable.

In terms of operational results, Alrosa reported that its proven diamond reserves increased by 57 million carats in 2025, according to company materials. The company is also prospecting for gold and polymetals and is engaged in geological exploration of other types of solid minerals, with plans to record 5 tons of gold in 2026.

Alrosa cited data from the analytical agency Tenoris demonstrating continuous growth in the average bill since the beginning of the year, further highlighting market segmentation 5% year-on-year). The company also pointed to resilience of demand for natural diamonds as confirmed by data from major retailers, including American Signet Jewelers, which reported revenue growth to 81 billion 6%), with an increase in the average bill in the elite segment by 7%. In India, Titan's jewelry sales jumped by 46%, while Kalyan Jewelers posted a 65% surge due to strong demand for wedding jewelry.

How this outlet told it

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TASS — English · 2 articles

Framing: Alrosa's reserves and gold production plans

as of Apr 14, 2026, 2:46 PM UTC

Framing: Positive outlook for diamond market

Facts Included:

Demand and prices for large rough and polished diamonds will continue to increase in 2026
Global production of diamonds is declining
Strong demand for jewelry is driving demand for diamonds
Prices for diamonds over 5 carats rose by 4-6% in March
Alrosa predicts market rebalancing will lead to price stabilization for smaller stones

Read the source article →

as of Apr 28, 2026, 8:45 AM UTC

Facts Included:

Alrosa's diamond reserves increased by 57 mln carats in 2025
Alrosa plans to record 3.5 tons of gold in 2026

Read the source article →

What was claimed, and who backed it

AI-extracted; can misattribute a claim — see Methodology.

Each row is one claim, attributed to the outlet whose wording states it most clearly. Confidence rates how directly the source text states the claim — explicit and unhedged rates high; hedged, pieced-together, or internally inconsistent statements rate lower. It does not measure whether the claim is true. Status is Contested when two claims on this page negate each other; otherwise it counts the distinct outlets we found asserting it — so a single-source claim can still show high confidence, and a multi-source claim can show medium. Every one of those outlets is named beside the status, so you can check the count against the list. For claims extracted before we began storing that list, the row says so: it names the outlet the claim is quoted from and states that we have not recorded which outlets backed it. Outlets wrote at different times, so a figure that evolves — a casualty count, for example — can legitimately differ between rows; check the "as of" time next to each claim's source.

Claim	Confidence	Status
ClaimDemand and prices for large rough and polished diamonds will continue to increase in 2026, driven by a significant decline in global production and continued strong demand for jewelry.	ConfidenceHigh	StatusSingle-source via TASS — English as of Apr 14, 2026, 2:46 PM UTC
ClaimGlobal production of diamonds is declining.	ConfidenceHigh	StatusSingle-source via TASS — English as of Apr 14, 2026, 2:46 PM UTC
ClaimStrong demand for jewelry is driving demand for diamonds.	ConfidenceHigh	StatusSingle-source via TASS — English as of Apr 14, 2026, 2:46 PM UTC
ClaimPrices for diamonds over 5 carats rose by 4-6% in March.	ConfidenceHigh	StatusSingle-source via TASS — English as of Apr 14, 2026, 2:46 PM UTC
ClaimAlrosa predicts market rebalancing will lead to price stabilization for smaller stones.	ConfidenceHigh	StatusSingle-source via TASS — English as of Apr 14, 2026, 2:46 PM UTC
ClaimAlrosa's diamond reserves increased by 57 million carats in 2025.	ConfidenceHigh	StatusSingle-source via TASS — English as of Apr 28, 2026, 8:45 AM UTC
ClaimAlrosa plans to record 3.5 tons of gold in 2026.	ConfidenceHigh	StatusSingle-source via TASS — English as of Apr 28, 2026, 8:45 AM UTC

Transparency & Audit Trail

1 distinct · 1 masthead · 2 articles consulted: TASS — English 7 claims extracted Version 1 Written 2026-08-15