What The New World Order Means For The Commodities Trade
CNBC·2026-02-05 15:00
It's clear that commodities have become the center of international politics, and a race is underway to obtain the materials and energy sources critical to the AI build out. The reality is, where all those kind of geopolitical flashpoints are at, there are very important global resources that matter in the AI transformation. You need in 2026 to pay attention to geopolitics, geography and geology.I cover markets here at CNBC, and I'm watching as the AI boom sends the price of commodities at the heart of AI i ...