From CNBC.

The AI boom is driving the economy right now, but it could also be the root of some of the biggest risks to markets in 2026. A race to obtain the materials and energy sources critical to the AI buildout is playing out on the world stage. Between the U.S. military’s capture of Venezuelan leader Nicolás Maduro, President Trump’s push to acquire Greenland and the ongoing war in Ukraine, commodities are at the center of international politics. CNBC’s Sarah Min breaks down how geopolitics are impacting the commodities trade and what it means for investors.

Produced by: Macklin Fishman
Reporting by: Sarah Min
Animation: Emily Park, Jason Reginato
Senior Director of Video: Lindsey Jacobson
Additional Footage: Getty Images

» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus

About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more.

Want to get ahead at work with AI? Sign up for CNBC’s new online course, Beyond the Basics: How to Use AI to Supercharge Your Work. Learn advanced AI skills like building custom GPTs and using AI agents to boost your productivity today. Sign up today: https://cnb.cx/4qKBe6H

Connect with CNBC News Online
Get the latest news: https://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
Follow CNBC on Threads: https://cnb.cx/threads
Follow CNBC News on X: https://cnb.cx/FollowCNBC
Follow CNBC on WhatsApp: https://cnb.cx/WhatsAppCNBC

#CNBC

What The New World Order Means For The Commodities Trade