美国50%关税生效！大批订单连夜被撤印度钻石130万工人何去何从？

Core Viewpoint - The increase of tariffs on Indian diamond imports to 50% by the U.S. has severely impacted India's diamond industry, leading to significant job losses and a decline in exports [2][3]. Group 1: Impact on the Diamond Industry - The U.S. is India's largest buyer of diamonds, accounting for one-third of India's jewelry export revenue, approximately $9 billion annually [2]. - The tariff increase from 25% to 50% has drastically reduced the competitiveness of Indian diamonds in the U.S. market, resulting in order cancellations and factory shutdowns [2][3]. - The Indian diamond export is projected to decline by 17-20% in the fiscal year 2025-2026, potentially dropping to $11 billion [2]. Group 2: Employment Consequences - The diamond industry in Surat employs over 800,000 workers, many of whom are skilled artisans [3]. - The implementation of tariffs has led to layoffs, with estimates of unemployment reaching between 100,000 to 200,000 workers [3]. - Many affected workers are struggling to find alternative employment due to their specialized skills, leading to increased social instability in the region [3]. Group 3: Market Diversification Challenges - Efforts to shift exports to other markets, such as China, face challenges due to competitive pricing from local synthetic diamond producers [5]. - The Middle East and Europe present some potential, but Indian exporters need to adjust their marketing strategies to penetrate these markets effectively [5]. - The overall outlook for the diamond industry remains bleak, with significant inventory buildup and reduced demand from U.S. buyers [5]. Group 4: Future Strategies and Adaptations - The industry is encouraged to diversify and reduce reliance on a single market, with suggestions for government support in simplifying export regulations [7]. - There is a push for skill training programs to help workers transition to new roles within the jewelry sector or synthetic diamond processing [7]. - The rise of the Chinese diamond industry, with significant growth in local brands and sales, poses a competitive threat to Indian exports [7].