HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that

The John Batchelor Show

John Batchelor

Society & Culture, Arts, News, Books

4.5 • 2.8K Ratings

🗓️ 16 October 2025

⏱️ 11 minutes

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Summary

HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses.
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Transcript

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0:00.0	Building a coffee business?
0:01.9	Serving the best Americano in town is up to you.
0:04.1	But winning back time and growing your business,
0:06.1	leave that to SumUp.
0:07.1	Take orders and payments anywhere with the new SumUp terminal.
0:09.9	Turn occasional customers into regulars with a free loyalty program.
0:13.4	And with the SumUp point of sale system,
0:15.0	you'll always know when you're running low on your best-selling blends.
0:17.9	Visit sumup.co.uk to learn more.
0:30.1	This is CBS Eye on the World. Here's John Batchelor.
0:35.9	To the south of France, to paradise, to Simon Constable, writing for the Wall Street General Barron and other distinguished publications, but living in a climate that is enviable. Simon, I propose that our New
0:44.9	England climate is matching yours right now. Why? Because we've been in the 50s to 60s in early
0:51.5	autumn. It's gorgeous. We had two days of rain, something called the Nor'Easter,
0:56.5	and it went away. How you're doing? We'll match up against you. What have you got? Good day to you,
1:02.3	Simon. Good day to you, John. It's been beautiful today, and yesterday, today I woke up to 47 Fahrenheit,
1:15.5	which was the low, and it went up to 71 Fahrenheit.
1:21.5	No breeze, barely any clouds, just absolutely delightful.
1:25.0	Not too hot, not too cold, sort of Goldilocks, if you think like that?
1:33.1	The harvester in, and you're out with the puppy, Lyra, and I understand she has friends visiting.
1:33.8	What's happened?
1:35.4	Well, this is very interesting.
1:36.5	So we've got Lyra and Juno, and they are medium-sized dogs at the moment.
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