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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
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