US Customs Begins a Narrow Third Phase of IEEPA Tariff Refunds

Trade Alerts

What you need to act on

• PrepareEvents20 Oct

  Anglo American's Q3 2026 production report lands October 20, carrying fresh De Beers rough output and price data

  Anglo American's third-quarter 2026 production report is scheduled for October 20, per its investor calendar. It carries De Beers' Q3 rough production volume and average realized price, the first hard producer data since the half-year results, and it arrives days before the month's closing sight.

  What to do: Read the De Beers Q3 output and realized-price figures on October 20, before you commit at the closing sight. They show whether the producer is still clearing volume over defending price.

  Deadline: 20 Oct 2026Source ↗
• PreparePrices6 Oct

  RAPI September: 0.30ct +3.2%, 0.50ct +2.5%, 1ct +0.3% as the small-stone recovery runs into a second month

  Rapaport's September index, published October 6, rose 3.2% for 0.30-carat goods, 2.5% for 0.50-carat and 0.3% for one-carat, the one-carat index's second consecutive monthly gain. Year to date the 0.30-carat index is up 15.1% and the 0.50-carat index is up 5.8%. The underlying Rapaport price list was raised on September 11 for parts of the 0.30 to 0.69-carat range in D-G, VVS1-SI1. The recovery that started in the smallest sizes is now carrying the pointer goods a working trader actually stocks.

  What to do: Re-price 0.30 to 0.50-carat polished inventory off the September 11 list rather than older sheets, and hold firm when quoting those sizes. Buyers who are waiting for cheaper small stones should note that this is the second month of gains, not a one-off bounce.

  Source ↗
• InfoIndustry1 Oct

  Rio Tinto transfers the Argyle Pink Diamonds brand and its last inventory to British jeweler Boodles

  On October 1, 2026 Rio Tinto completed the handover of the Argyle Pink Diamonds brand, including its trademarks and digital assets, to the British jeweler Boodles, which also bought the last remaining stock of Argyle pink diamonds. The Argyle mine in Western Australia supplied more than 90 percent of the world's pink diamonds before it closed in November 2020.

  What to do: If you hold or trade Argyle pink diamonds, note that provenance and branding now sit with Boodles and that the final primary inventory has left the open market, so there will be no new Argyle supply from Rio Tinto. Factor that confirmed scarcity into how you value and price fancy pink stones already in stock.

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• InfoIndustry1 Oct

  Petra Diamonds launches a strategic review that may include selling its assets

  On October 1 Petra Diamonds said it had begun a strategic review of options to meet its near-term liquidity needs, including a potential sale of its assets. After disposing of Finsch in August 2026 (as reported by Rapaport), Williamson in 2025 and Koffiefontein in 2024, Cullinan in South Africa is now its only remaining producing mine.

  What to do: Most of the trade needs only to watch this. If you buy or hold Cullinan goods, follow the review for any hit to supply or pricing and keep alternative sources in reach.

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• Act nowCompliance30 Sept

  US authorizes tariffs of up to 100% on imports from Russian-oil buyers, putting Indian gem and jewelry shipments at risk from October 18

  IDEX reports that the US administration signed legislation on September 18 granting authority to impose additional tariffs of up to 100% on imports from countries it links to Russian energy purchases, a group that includes India. The duty is not automatic, but trade press says it could take effect as soon as October 18. Indian exporters, whose gem and jewelry sales to the US run around $9 billion a year, have added factory overtime in Surat and Mumbai to clear confirmed holiday orders before the window closes.

  What to do: Clear confirmed US-bound holiday orders before the October 16 to 18 window, coordinating with your freight forwarder this week. On any new US contract, add a clause that states who pays if an additional duty lands after shipment, so a sudden rate change does not fall on you by default.

  Deadline: 18 Oct 2026Source ↗