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The John Batchelor Show

106: Commodities, AI Demand, and UK Political Turmoil Guest: Simon Constable Simon Constable reported on market trends with energy prices significantly down but metals like copper and steel consistently higher, reflecting strong demand particularly for AI data

The John Batchelor Show

John Batchelor

Books, News, Society & Culture, Arts

4.52.8K Ratings

🗓️ 20 November 2025

⏱️ 11 minutes

🧾️ Download transcript

Summary

Commodities, AI Demand, and UK Political Turmoil
Guest: Simon Constable
Simon Constable reported on market trends with energy prices significantly down but metals like copper and steel consistently higher, reflecting strong demand particularly for AI data center construction, while future chocolate prices are projected to rise due to "transcontinental climate change" linking Amazon deforestation to political instability in major cocoa regions like the DRC, and in UK politics, Prime Minister Sir Keir Starmer faces constant internal revolts and distrust due to policy flip-flops, tax increases, and failure to solve the immigration problem.
1911 HAVANA. USS MAINE

Transcript

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0:00.0

This is CBS Eye on the World. Here's John Batchelor.

0:12.0

This is CBS I on the World. I'm John Batchel. To Simon Constable, my good colleague in the south of France, Simon reports on all manner of living in paradise, and we

0:23.7

begin today with the weather, the climate. I report to Simon from southern New England.

0:30.3

Simon, we've had several frosts. The leaves are gone. It's quite wintry brown, preparing for the

0:37.0

snow, which is already flying late at night.

0:40.9

No accumulation, but you don't see raindrops. You see snowflakes whipping around. It's 32 degrees,

0:47.9

which is at the edge of another frost. How is it with you? Good day, Simon. Good day, John.

0:58.6

It has suddenly got cold, and we had the first near frost and it wasn't actually a frost, but it was cold last night and the low was 30 Fahrenheit

1:05.7

and the high 44 Fahrenheit. So no actual frost, but we're getting very, very close to seeing that and actually

1:15.0

getting freezing on the road and freezing of the puddles and everything like that.

1:20.3

You're in the countryside. The leaves are all gone. Is that correct? You can see through the

1:24.9

forest? Not yet. They're still on the trees. And they're really holding on for dear life at the moment.

1:33.3

There are a lot of leaves falling, but they have not all fall. And I think if they did all fall in one go, it would be absolute chaos because we basically live in the middle of a very forested area.

1:47.2

It's not that it's a total forest.

1:49.0

It's just there's a heck of a lot of trees.

1:51.4

The puppy for Christmas, Lara, this will be her first winter.

1:55.5

It'll be her first Christmas time.

1:57.7

And she's growing apace.

1:59.2

How is she on the open road? Does she welcome the cold?

2:03.6

She does not welcome the cold. I don't think either of the dogs welcome the cold. She does it a

2:08.0

little bit better than Juneau. One of the things she has learned to do is when she hears a vehicle,

2:13.6

a car or a tractor, which is usually water on the roads around our house, then she sits on the verge.

...

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