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A podcast explaining and celebrating the intricacies, wisdom and humor of cowboy/ cowpuncher/ buckaroo culture Become a Paid Subscriber: https://anchor.fm/burnindaylight/subscribe

Matt McKinley


    • May 21, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 1h 6m AVG DURATION
    • 573 EPISODES


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    Latest episodes from Burnin’ Daylight

    $30 Million to Take Out Massie. 425 Beef Plants Into China. Make It Make Sense. — 5/20/26

    Play Episode Listen Later May 21, 2026 67:07


    The cattle trade story of the year dropped this week and almost nobody connected the dots. China's GACC renewed 5-year licenses for 425 U.S. beef packing establishments — straight out of the Trump-Xi summit in Beijing. USMEF CEO Dan Halstrom called it "what we've been waiting for almost a year." Meanwhile, the same Washington that spent $30 million to primary Thomas Massie — the only guy in Congress who consistently pushed back on farm policy sellouts — is now celebrating a China beef deal that China can turn off whenever it wants. We'll unpack both. Today's show covers: China GACC: 425 U.S. plant licenses renewed + 77 new registrations. What it means, what it doesn't, and why Argentina's peso devaluation changes the math Big 4 packer antitrust update — DOJ/FTC review context Cash cattle confirmed today: $263.90/cwt live, $410.00/cwt dressed — 3,074 head thin test on a soft board Corn reverses 11.5¢ · Boxed beef Choice $395.75 · HRW wheat at 17% good-to-excellent — worst since 2012 Diesel $5.60/gal (EIA wk ending 5/19) · Brent $110 · DAP $682/ton · Urea $549/ton War Reel: Ukraine hits Russian oil refineries 1,600 km inside Russia — Yaroslavl, Tuapse, Samara — and the direct line to your fuel and fertilizer bill Farm Bill: House passed HR 7567 April 30 (224-200), Senate markup imminent — Boozman targeting late May Brucellosis zone comment window OPEN NOW for MT/WY/ID Yellowstone interface producers On This Day: Homestead Act signed (1862) · Levi's born in a Reno tailor shop (1873) · Hamburger Hill — 72 KIA, abandoned 3 weeks later (1969) Burnin' Daylight is the farm and ranch market report for working producers — no hedge-fund voice, no filler, every number sourced before it goes on air.

    $30 Million to Take Out Massie. 425 Beef Plants Into China. Make It Make Sense. — 5/20/26

    Play Episode Listen Later May 21, 2026 67:07


    The cattle trade story of the year dropped this week and almost nobody connected the dots. China's GACC renewed 5-year licenses for 425 U.S. beef packing establishments — straight out of the Trump-Xi summit in Beijing. USMEF CEO Dan Halstrom called it "what we've been waiting for almost a year." Meanwhile, the same Washington that spent $30 million to primary Thomas Massie — the only guy in Congress who consistently pushed back on farm policy sellouts — is now celebrating a China beef deal that China can turn off whenever it wants. We'll unpack both. Today's show covers: China GACC: 425 U.S. plant licenses renewed + 77 new registrations. What it means, what it doesn't, and why Argentina's peso devaluation changes the math Big 4 packer antitrust update — DOJ/FTC review context Cash cattle confirmed today: $263.90/cwt live, $410.00/cwt dressed — 3,074 head thin test on a soft board Corn reverses 11.5¢ · Boxed beef Choice $395.75 · HRW wheat at 17% good-to-excellent — worst since 2012 Diesel $5.60/gal (EIA wk ending 5/19) · Brent $110 · DAP $682/ton · Urea $549/ton War Reel: Ukraine hits Russian oil refineries 1,600 km inside Russia — Yaroslavl, Tuapse, Samara — and the direct line to your fuel and fertilizer bill Farm Bill: House passed HR 7567 April 30 (224-200), Senate markup imminent — Boozman targeting late May Brucellosis zone comment window OPEN NOW for MT/WY/ID Yellowstone interface producers On This Day: Homestead Act signed (1862) · Levi's born in a Reno tailor shop (1873) · Hamburger Hill — 72 KIA, abandoned 3 weeks later (1969) Burnin' Daylight is the farm and ranch market report for working producers — no hedge-fund voice, no filler, every number sourced before it goes on air.

    FF&RR 5-19-26: Iran Rewrites Your Diesel Bill — $104 Crude, $262 Cash Cattle, Corn Rips 5%

    Play Episode Listen Later May 20, 2026 51:50


    The morning crew was too polite to spell it out, so Matt did it after the close. Tuesday, May 19, 2026 — WTI settled $104.23 (+3%), Brent ~$111 (+~5%), and the Trump administration publicly admitted it called off an Iran bombing campaign yesterday. CENTCOM's Adm. Brad Cooper says he's ready to "execute a broad range of contingencies." Stocks got smoked, metals cratered, cattle bled on the board — and cash cattle didn't blink at $262.72 live / $411.56 dressed. This is not a watch-and-wait day. The whole macro picture is repricing around an Iran war about to escalate again, and your diesel bill, your fertilizer bill, and your feeder calf math just got rewritten between Friday's close and right now. In this episode: • Markets close — LE 247.18 (-1.94%), GF 363.85 (-1.01%), HE 102.10 (+12.88%), Corn 475.25 (+5.26%), Beans 1,210.25 (+3%), Meal -3%, Gold -4%, Silver -12.89%, Russell -4.09% • Lead story: Iran, $104 crude, and what it means for diesel ($5.65 retail), urea, and DAP • Cattle complex: cash holds, board sells — sale barn pulse from Clovis NM, Producers UT Salina, OKC West (with the on-the-fly correction), Producers TX, Billings MT, Torrington WY • Cattle on Feed setup heading into Friday's NASS report • Grains: corn ripping, meal selling — feedyard ration math you should run tonight • Drought: D3/D4 at 16.3% of monitored regions; Southeast at 81% D2+ • Disease wall: potato wart in PEI + Dectomax-CA1 screwworm EUA • Policy: S.785 American Beef Labeling Act cloture filed (MCOOL fight inside 30 days), S.1102 WOTUS markup, EV/hybrid registration fees, and a Thomas Massie eulogy • On This Day: T.E. Lawrence's motorcycle wreck (May 19, 1935), Mt. St. Helens (May 18–19, 1980), and the capture of Cynthia Ann Parker / birth of the Quanah Parker story (May 19, 1836) • Sports: JT Ginn's 8 no-hit innings undone in the 9th, Rashee Rice 30 days, Caitlin Clark grand marshal of the Indy 500, Avs–Knights WCF, and the Toy Story 5 conspiracy • Close: what Matt would do this week — top off diesel, book fall fertilizer, sell into cash strength, pay down operating notes, don't be the guy holding the bag at 6 PM Eastern when the next Iran headline drops Shout-out to the firefighters, farmers, and ranchers working the fires in SE Colorado, the OK/TX Panhandles, and SW Kansas. Tied — keep that disc moving. Cash is king. The packer is the only honest buyer. Tehran is writing your fuel bill this week. Friday's Cattle on Feed report lands at 2 PM Central — be ready. Move your ass — we're burnin' daylight. Full write-up, sources, dashboard, A Man About A Horse, and ad-free episodes: burningdaylight.substack.com Follow on Instagram, Facebook, X, YouTube, Rumble, and wherever you get podcasts — search Burning Daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Heartbreak in Anaheim: JT Ginn's 8 No-Hit Innings Spoiled by Zach Neto Walk-Off | BD Baseball 5/19

    Play Episode Listen Later May 20, 2026 42:35


    Matt and Jake recap a brutal Monday around MLB: JT Ginn's 8 no-hit innings spoiled by Zach Neto's walk-off HR, the Mets putting up a 10-spot in the 12th to beat the Nats 16-7, the Rays staking their claim to the best record in baseball, the Brewers serving notice in the NL Central, and a Michael King–Yamamoto pitcher's duel in San Diego. Plus Acuña off the IL, Chadwick Trump called up, NBA double-OT, and the Avalanche/Toy Story conspiracy. Today's preview included. Move your ass — we're burning daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    BD Baseball Weekly Wrap Up 5-17-26

    Play Episode Listen Later May 18, 2026 75:01


    Daylight Burners — Matt and Jake are back to wrap up another week of baseball. Livestream gremlins be damned, we recorded it anyway. What's in this one: - Tough week for Tigers, Rockies, and A's fans (but we survived) - The White Sox are 24-22 and chasing the Guardians — is this real life? - Murakami and Schwarber going nuclear (Schwarber more HRs than half the league since May 7) - Friday/Saturday/Sunday game-by-game recap across the league - Wheeler vintage, Valdez dealing, Schlittler keeps shoving - Nick Kurtz pushes his on-base streak to 40 games (chasing Rickey) - A's transaction tornado: Jonah Heim in, Austin Wynns out, Junior Perez to the ChiSox, Jose Suarez (woof), Alika Williams up — and why Carlos Cortez might be the next to go - Tigers injury report: Mize back, Torres rehab in Triple-A, Báez running, Skubal throwing - Standings pulse: AL East two-horse race, AL Central scrum, NL East Braves + Phillies, NL West A's cling to first - Week ahead: Brewers/Cubs, Tigers/Guardians, Reds/Phillies, and the Padres/Dodgers heavyweight bout - HR + OPS leaders New episodes every Tuesday. Move your ass — we're burning daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Friggin' Farm & Ranch Report — Weekly Wrap 5/16/26 | Beijing Blinked, Plains Are Burning & Cash Cattle Hold $260

    Play Episode Listen Later May 16, 2026 47:01


    Weekly wrap for the week ending May 16, 2026. It's been a week, daylight burners. Trump flew to Beijing, shook Xi's hand, declared fantastic deals, and flew home. The soy market said show me the purchase order — beans closed the week down 31 cents from Monday's peak. The one concrete thing that came out of that summit? China quietly renewed import licenses for 400+ US beef plants on Thursday. Five-year validity. The door to the world's biggest beef market just reopened. Cash cattle hit $260–$265 live and held all week — record territory. The WASDE cut US beef production 243 million pounds and raised the steer price forecast $8–$10 across the back half. The futures didn't believe it on Monday. By Friday, the board was following cash higher. The beef tariff executive order got pulled after ranch country raised hell. The Choice/Select spread is sitting at $0.10 — near inversion. Grilling season demand is very real. Wheat was the print of the week. KC hard red ripped $0.81 on the WASDE before giving back Friday. New crop all-wheat production at 1.561 billion bushels — below the lowest analyst estimate. If you stored winter wheat, your bin got more valuable this week. The Southern Plains and Southwest lit up Thursday and Friday. Hunggate Fire in Randall County TX — 14,000 acres, mandatory evacs, 5 simultaneous ignitions. Line Fire crossing from Quay County NM into the Texas Panhandle. Cimarron County Oklahoma getting hit again — same corridor as the February Ranger Road Fire. The NIFC season is running at 194% of the 10-year average. Nebraska already lost a million acres of summer grass. The Great Basin summer outlook is above normal for fire potential. Plan now, not in July. Also on the show: pseudorabies confirmed in Iowa and Texas commercial swine — first time since eradication in 2004. Fertilizer Institute CEO told the Senate Ag Committee that 34% of global urea runs through the Strait of Hormuz. Urea is up 47% since February and the Hormuz premium is not peeling off. Purdue Ag Economy Barometer hit an October 2024 low — two-thirds of producers expect net farm income to fall in 2026. And North Dakota pastureland broke $1,000 per acre in every region of the state. This is the show. Move your ass — we're burnin' daylight. Full show prep, transcripts, and the Burnin' Daylight dashboard: burningdaylight.substack.com A Man About a Horse equine intelligence app: burningdaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    A's Gut-Punch, Tigers Swept, Rockies Rolled, Cubs–White Sox on the South Side | BD Baseball 5-15-26

    Play Episode Listen Later May 15, 2026 36:00


    Happy Friday, daylight burners! Matt and Eric ride solo today (Jake's back Sunday) to recap a rough Thursday on the homer front and set up a loaded Rivalry Weekend. The A's drop a 5-4 heartbreaker to the Cardinals — Kurtz extends his on-base streak to 37 games with a leadoff bomb (two shy of Giambi's '98 A's record), but the bullpen coughs up the lead. The Rockies get rolled 7-2 in Pittsburgh as Ryan O'Hearn goes 3-for-4 with a two-run shot and Chase Dollander exits early with right forearm soreness. The Tigers get swept by the Mets 9-4, A.J. Ewing's first big league homer caps the Mets' five-homer barrage, and Hinch gets tossed (on a hot mic) over a blown replay at third. Around the league: Chase Burns deals 6 IP, 2 H for the Reds in a 15-1 dismantling of the Nationals (JJ Bleday — back-to-back jacks, 6 RBI), Zebby Matthews tosses 7 shutout in his spot start for the Twins, Schwarber breaks up a pitchers' duel with an 8th-inning bomb at Fenway, Brewers handle the Padres 7-1, Mariners take down Houston 8-3 (Cal Raleigh to the IL with a right oblique), Cubs avoid the sweep 2-1 in Atlanta behind Ben Brown's 4 IP, 1 H, 7 K, White Sox keep rolling over the Royals, and the Dodgers retake the NL West lead with a 5-2 win over the Giants. Full injury rundown: Cal Raleigh, Dollander, Garrett Crochet (20 pitches off the mound!), Max Fried imaging, Cole Ragans to the IL with pitcher's elbow, Kerry Carpenter, Verlander sim game, Buxton hip flexor, Murphy IL/Sean Murphy out, Hyeseong Kim back, Lindor still not close, Francisco Alvarez 6-8 weeks (meniscus), Yelich back, Nootbaar nearing rehab, Boyd out 6 weeks, Paddock signed by Reds, Mookie Betts back, and more. Weekend preview: Forget the Subway Series — the marquee matchup is the Crosstown Classic on the South Side (Cabrera vs. Burke). Plus Phillies-Pirates (Nola vs. Ashcraft), Blue Jays-Tigers (Yesavage debut watch), Reds-Guardians, Rangers-Astros, Royals-Cardinals, D-backs-Rockies (hammer the over), Padres-Mariners, and Giants at the A's in West Sac. Betting picks inside. Now move your ass — we're Burning Daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Trump Pulls Beef Tariff Order, Cash Cattle Holds $260, Wheat Rips Again | FF&RR 5-14-26

    Play Episode Listen Later May 15, 2026 50:12


    The Friggin' Farm & Ranch Report — Thursday, May 14, 2026 Host: Matt McKinley from Yerington, Nevada Cash cattle hold at $260 live in the South while futures stay skeptical. Wheat surges again on WASDE-driven drought concerns. The Fertilizer Institute testifies to Congress on the Hormuz disruption's impact on global fertilizer supply. North Dakota pastureland tops $1,000/acre — a national first in survey data. Beijing's Day 1 readout of the Trump-Xi summit adds geopolitical context to ag markets. We break down what this means for cattle margins, feed costs, and policy risk — with a local lens from Nevada. Stories covered: - Trump delays beef tariff order; market reaction and packer dynamics - Cash cattle at $260; futures skepticism and breakeven math - Wheat & grains rally on WASDE drought pricing - Hormuz disruption and fertilizer (urea/phosphate) price implications - APHIS brucellosis policy update near Yellowstone - Drought Monitor: D3/D4 expansion - ND pastureland tops $1,000/acre nationwide first - Beijing Day 1 readout: Trump-Xi summit - Fallon/Great Basin sale barn records on light calves Chapters: 00:00 Cold open 01:30 Tariffs: Trump delays beef tariff order 04:00 Cattle: cash $260 and futures dynamics 07:30 Wheat & grains: WASDE fallout 10:15 Fertilizer & Hormuz 12:45 Beijing Day 1 readout 15:30 Brucellosis/APHIS update 18:00 Drought Monitor update 20:45 ND pastureland values 23:30 War reel recap 25:30 Beef export read-through 28:15 Fallon/Nevada sale barn color 32:00 Three to watch for Friday 34:00 Close and callouts Got sale barn numbers? Send them in — we'll weave them into Friday's wrap. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Young Bulls on Parade | A's Kids Cook, Kurtz Goes Grand, Tigers & Rox Roll - BD Baseball 5-14-26

    Play Episode Listen Later May 15, 2026 68:03


    Jake and I are back after a day off to break down a loaded Wednesday slate from around MLB. Pounded through some livestream gremlins to get this one out — there was too much baseball to skip. The story of the day was the youngsters: Henry Bolte and Michael Stefanic showing out in their MLB debuts for the A's, A.J. Ewing and Carson Benge powering the Mets' walk-off over the Tigers, and Drake Baldwin staying hot in Atlanta. What we cover: • Shohei Ohtani drops his ERA to 0.82 with 7 shutout innings vs. the Giants • Nick Kurtz's 3rd career grand slam — on-base streak now at 36 games • Mickey Moniak's birthday near-cycle (3-5, HR/2B/3B, 5 RBI) • Jacob Misiorowski's 10-K masterpiece and the quad cramp scare • Daulton Varsho walks off the Rays with a 10th-inning grand slam • Daylen Lile's tiebreaking 10th-inning HR buries the Reds • Kyle Bradish one-hits the Yankees; Max Fried exits with elbow soreness • White Sox climb to .500 for the first time since March 31, 2025 • Riley Greene scorching, Casey Mize back Saturday — cavalry incoming for Detroit • Standings deep-dive across all six divisions • Today's slate, rubber matches & weekend preview (Cubs/Braves is the CTV) No show Saturday. Friday weekend preview, Sunday wrap. Move your ass — we're burning daylight. — Matt & Jake Learn more about your ad choices. Visit megaphone.fm/adchoices

    WASDE Wheat Shock, $260 Fat Cattle & $5.64 Diesel — Friggin' Farm & Ranch Report (5/13/26)

    Play Episode Listen Later May 14, 2026 60:32


    Two days of markets in one shot. This Friggin' Farm & Ranch Report folds Tuesday's May WASDE fireworks into Wednesday's cattle tape and policy mess. We start with WASDE-671: U.S. wheat chopped to 1.561 billion bushels, 424 million under last year and below the low end of the trade range. KE wheat runs 50 cents, corn and beans climb, and USDA quietly confirms the drought story we've been preaching for weeks. We spell out what that does to your wheat, hay, and feed costs headed into summer. Cattle side, USDA cuts 2026 beef production 243 million pounds and raises steer prices, but the board shrugs. Cash bids hit $260 live in the South while Live Cattle futures close $1.70 to $2.80 lower and Feeders $2.50 to $7.30 lower. The longs are walking, and we break down what the Wednesday Fed Cattle Exchange needs to do before you pull the trigger on fats. We hit the DOJ's criminal antitrust probe into the Big 4 packers, walk through the sale barn pulse from OKC West, Dodge City, Beaver County, and Lone Star Stockyards, then talk diesel at $5.64, fertilizer that 70% of farmers say they can't afford, the Farm Bill in Senate limbo, Trump–Xi in Beijing, Colorado's wolf budget blowout, and the Hormuz tanker war keeping a premium in your fuel bill. Straight talk, no hedge-fund voice. Markets, policy, war — all tied back to your fuel bill, feed bill, and cattle check. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Diesel Knife Fight, Cattle Hammered & USDA Misses Delaware: Friggin' Farm & Ranch Report — 5/11/26

    Play Episode Listen Later May 12, 2026 61:21


    Matt McKinley, coming at you out of Yerington, Nevada — Monday, May 11, 2026, post-close edition of the Friggin' Farm & Ranch Report. Split-personality tape today: grains ripped ahead of tomorrow's noon-Eastern WASDE, cattle got hammered on Trump-admin tariff-suspension headlines, and diesel is sitting 15 cents from an all-time national record. Engine's calling it WATCH at 51% medium confidence — market at an inflection point, wait for confirmation before acting. ON THE TAPE • Corn $4.74¼ (+21¾¢, +4.80%) · Beans $12.11 (+32¢, +2.71%) · KC Wheat $6.87¼ (+11½¢) • June Live Cattle $249.65 (-$3.83, -1.51%) · Aug Feeders $362.45 (-$9.95, -2.67%) • EIA On-Highway Diesel $5.64 (+29¢/wk) · AAA Diesel $5.636 · AAA Regular $4.520 (highest since June '22) • Choice/Select INVERTED AGAIN — Choice $391.22, Select $391.49 (Select OVER Choice = demand is real) • WTI $98.25 (+3.33%) · Silver +13.01% · Copper +5.79% · DAP $682/T · Urea $549/T SALE BARN PULSE OKC West 787-lb $368.93 (10,138 head) · Clovis NM 600-lb $654.25 · Producers San Angelo 614-lb $476.89 · Torrington WY 1,313-lb $212.52 (probably cull stock off the Nebraska fires) · Billings MT 1,031-lb $365.73 · Producers Salina UT — light cattle firing, heavies softening across the board DEEP DIVE — Two Beef Magazine pieces dissected and named for what they are: Neville Speer's "Packers, Politics and Theater" (pro-packer/pro-market-flexibility bias acknowledged on air) and Dennis Smith's "When will the bull market end?" (drought + 60-year-old average cow-calf operator + high rates + screwworm) — Box beef inversion is BACK — Select trading OVER Choice tells you demand is very, very real — Screwworm inching toward Texas, Mexican border closed two years running. Bill Bullard's happy; South Texas and California grass guys are not — Feedyard margins squeeze: ration cost climbing as live takes a $3.83 haircut, diesel +29¢ on the freight side UNDERREPORTED — STORIES YOU OUGHTA HEAR — USDA missed the 2025 corn crop by 4.5 MILLION acres (bigger than Delaware). Former chief economist Seth Meyer: "It's a miss. No other word to call it." — 70% of US farmers say they can't afford this year's input costs (American Farm Bureau survey, April) — California's 2014 Sustainable Groundwater Management Act is finally biting Madera County — canary for every Western water basin including Nevada and the Ogallala FENCE POST POLITICS H.R. 7567 — the 2026 Farm, Food, and National Security Act · Missouri AG Catherine Hanaway vs. Prop 12 fallout · USDA's One Farmer, One File modernization · Tariff suspension on beef-exporting nations ON THIS DAY — MAY 11 1837: One of the first U.S. agricultural patents issued + John Deere starts manufacturing plows 1858: Minnesota admitted as the 32nd state 1862: Homestead Act moving through Congress (160 acres for 5 years of farming) 1935: FDR creates the Rural Electrification Administration SPORTS NBA conference semis underway · Avalanche 5-2 over Minnesota, lead the series 3-1 · D-backs over Rangers 1-0, Eovaldi shoved but took the L · Aces-Padres in San Diego next week THREE TAKEAWAYS 1. Watch tomorrow's WASDE at noon Eastern — grains ran today on positioning, the report decides if it holds 2. Cattle tone is defensive, not broken — don't chase the down move on quality replacements you actually need 3. Diesel is the silent killer — 15¢ from an all-time record, 29¢ in a week. If you haven't locked fall fuel, call your jobber SUBSCRIBE: burningdaylight.substack.com Paid subs get discounted access to the Burnin' Daylight Report dashboard AND A Man About A Horse equine intelligence app. If you're in the horse business — cowboy flipping on the side, breeder, trainer, whoever — hit me up. Helping hone the See A Man About A Horse pricing feature. FOLLOW on Facebook · Instagram · YouTube · Twitter/X · TikTok · Rumble Don't let your butt crack. Stay safe out there and move your ass — we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cubs Cool Off, Reds Wake Up, Tigers Survive

    Play Episode Listen Later May 11, 2026 81:08


    Busy week of baseball. Streaks snapped, arms shoved, and a couple of fanbases went through it. Matt and Jake run through the Tigers snapping a five-game skid, the Reds finally waking up after eight straight losses, and the Cubs coming back to earth after a 10-game heater and 15 straight at Wrigley. They dig into why the NL Central looks like the best division in baseball right now, how the Rays quietly sit on top of the AL East over the Yankees' gaudy run differential, and why the Astros might actually be cooked in May. You'll also get Tigers injury talk (Skubal's elbow cleanup and all the bullpen days), the state of the AL Central clown show, Padres–Dodgers in the West, and a full beanball segment after Framber dots Trevor Story. New episodes of BD Baseball Weekly Recap drop every week on Burnin' Daylight Sports. Listen & subscribe: Spotify: https://open.spotify.com/show/2ZtEeyDYlFW20iz2xc0VYb Apple Podcasts: https://podcasts.apple.com/us/podcast/burnin-daylight/id1460032773 Megaphone RSS: https://feeds.megaphone.fm/burnin-daylight Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cubs Win 10 Straight, Yankees Get Punched, Reds Free Fall | Sat 5/9/26

    Play Episode Listen Later May 9, 2026 44:36


    Saturday, May 9, 2026. Coming in hot from Yerington. Standings are starting to mean something. Cubs ripped off ten straight, the Yankees got shut out by a 24-year-old throwing 103, and the Reds — last month's NL darlings — got hung with a ten-spot at home and dropped their eighth in a row. On today's show: • Misiorowski's 103.6 mph masterclass — first Brewers shutout of the Yankees since 1992 • Cease's 10 K Friday in Toronto, McGreevy's career-high 9 K shutout for the Cards, Arrighetti stuffs the Reds • Luke Raley's 7 RBI night in Seattle, Hunter Goodman's 10th HR, Mark Vientos walks off the D-backs • Full standings sweep across all six divisions — who's real, who's a fraud, who's quietly cooked • Homer focus: A's in first in the AL West, Tigers on a 4-game skid, Rockies showing a heartbeat • Saturday slate breakdown — every probable, every angle, including Strider vs. Snell in primetime • Watch list: Cubs going for 11, Reds trying to stop the bleeding, Misiorowski's 70 K in 8 starts Daily MLB show. No corporate copy. No host notes. Just baseball talk. burnindaylightsports.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    Weekly Wrap 5/8/26 — DOJ Comes for the Big Four, Cash Cracks, Nevada Water on the Clock

    Play Episode Listen Later May 9, 2026 32:56


    Matt McKinley wraps May 4-8, 2026 from Yerington, Nevada. Cash cattle printed an all-time record midweek and gave back into Friday — June live $248.90, August feeders $364.22. Boxed beef cracked Thursday and partially recovered Friday (Choice $389.02 / Select $385.17). EIA on-highway diesel $5.640, up 29¢ WoW. AAA national regular $4.546 / diesel $5.663 — pump up 25¢ two weeks running, $1.40 higher YoY, highest since 2022. DAP $682 (+$14), urea $549 (+$8). Sale Barn Pulse: 6 markets, 15,247 head, avg $480.78/cwt; OKC West $368.93 on 787-lb. DOJ has confirmed an antitrust investigation into the Big Four meatpackers — Tyson, Cargill, JBS USA, National Beef — roughly 85% of the U.S. fed cattle market — and is actively soliciting whistleblowers. Three story segments: drought + fire + structural cattle crunch (86.2M total / 27.6M beef cows / 50.9% U.S. in drought); Farm Bill H.R. 7567 + PRIME Act pilot + Big Four probe; Western water rights — Lower Basin 3.2M acre-feet cuts through 2028 + the Nevada NRS 533.087 vested rights deadline of December 31, 2027. War Reel ties Hormuz fertilizer disruptions and the AAA pump surge back to your input bill. On This Day closer on V-E Day, May 8, 1945. Burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cubs Won't Lose, Reds Can't Win, A's Are in First | 5/8/26

    Play Episode Listen Later May 8, 2026 31:22


    Coming in hot Friday morning out of Yerington — your daily MLB rundown. The Cubs have won nine in a row. The Reds have lost seven in a row. They're in the same division. Your A's are sitting in first place in the AL West after JT Ginn went 8 innings of one-run ball and the West Sacramento lineup hung 12 on the Phillies in their own park. Tonight: Chris Sale at Dodger Stadium, Max Fried vs Misiorowski in Milwaukee, and Chase Dollander walking into Citizens Bank. WHAT'S IN THIS EPISODE • JT Ginn shoves 8 innings, A's 12 — Phillies 1 • Imanaga keeps Chicago rolling, Cubs at 26-12 • Mitch Keller out-pitches Zac Gallen — ace duel in the desert • Liberatore wins another knife fight — Cards 8-2 in their last 10 • Marlins walk it off on a throwing error in Baltimore • Rays seven straight, nine of ten • Standings, division by division — A's leading a messy AL West • Tigers have the only positive run diff in the AL Central • Tonight's slate, top to bottom HOMER LENS A's, Tigers, Rockies — extra time, extra opinion. Always. SOURCING All scores, records, last-10s, run differentials, and probable pitchers verified against MLB.com's official pages. Burnin' Daylight Sports — daily MLB. Move your ass, we're burning daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    $255 Cash, 313K Kill — Packers Run the Rope | Friggin' Farm & Ranch Report 5/7/26

    Play Episode Listen Later May 8, 2026 28:54


    Thursday, May 7, 2026 — Yerington, NV. Three shows deep into the same story this week. Cash cattle printed $255.02 5-Area live and $399.08 dressed for the week ending May 3rd, but the board's bleeding and the cutout is cracking. Packers bought 72,513 head and ran a 313,000 weekly kill — down 34,133 from same week last year. That's leverage, not competition. In this episode: • Live data off the BDR dashboard — June live cattle 250.45 (-1.30), Aug feeders 366.68 (+0.07), June hogs 99.775, July corn 467.25, July beans 1,191.00, KC HRW wheat 667.25 • 5-Area Weekly Weighted Average breakdown — full steer/heifer live and dressed prints • Boxed beef cutout — Choice 387.58 (-2.04), Select 385.08 (-4.55) • Sale Barn Pulse — OKC West $368.93 on 787-lb cattle, six-market average $545.30 • Diesel up 29 cents week-over-week to $5.640; DAP $682, Urea $549, Potash $398 • Prime Rate 7.75% / Feeder Finance 8.25% — both unchanged • Big Four Packer Probe — Day 4, no filing, the silence is the news. Brooke Rollins, Todd Blanche, Chad Sullivan press conference review • Plains AND Nebraska fire aftermath — Ranger Road, Lavender, 8-Ball, Morrill, Cottonwood, Road 203, Anderson Bridge — over a million acres of cow country burned out, drought index hitting record territory • "Golden Age of Agriculture" rhetoric vs USDA's $50 billion farm income drop — Iowa farmer on CBS, Zippy Duvall at Senate Ag, National Potato Council • Thomas Massie's PRIME Act tucked into the Farm Bill — what to watch • On This Day: Lusitania 1915, Reims surrender 1945, STS-49 first three-person spacewalk, 27th Amendment ratified after 202 years Defensive tape, defensive playbook. Move your ass — we're burnin' daylight.

    BD Baseball 5/7/26 – Skenes Shoves, Pages Nukes, A's/Tigers/Rockies Watc

    Play Episode Listen Later May 7, 2026 21:20


    Today on Burnin' Daylight Sports, we run through a loud Wednesday in Major League Baseball: Paul Skenes dealing in Arizona, Nathan Eovaldi punching the Yankees in the mouth again, Andy Pages going full video game, and Marcus Semien cashing in at Coors. Then it's a full division-by-division standings snapshot, AL West and AL Central chaos, Rockies pain in the NL West, and a look at today's slate through the homer-club lens of the A's, Tigers, and Rockies. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Big Four Heat & Bean Rally — Friggin' Farm & Ranch Report (5/5–5/6/26)

    Play Episode Listen Later May 7, 2026 36:38


    Studio blew up on me yesterday, so today's Friggin' Farm & Ranch Report is a two-day catch-up for May 5–6. We put the Big Four packer antitrust story right up front, then walk the board, the barn, inputs, drought, and DC without making you bounce your head off the wall. We talk packer leverage, what a real DOJ case would mean for cow-calf outfits and feedyards, and why nothing has "fixed" cash trade yet. Then we go through two days of tape: June live cattle taking a hard hit Tuesday and a small bounce Wednesday, August feeders doing the same, lean hogs holding the front month in the low-90s with June around a buck, and soybeans leading the way both days while corn keeps your ration costs tight. On the cash side, we use Lone Star Stockyards' Texas Angus Association feeder sale as the lead steer — 980 head, about 85% feeders, steers and heifers mostly $2–$6 higher — and lay that alongside March Cattle on Feed and a $460 sale-barn average. On the input side, diesel stays camped around $5.64 EIA and $5.659 AAA with AAA gas about $4.48, and corn isn't giving anybody a real break either. We wrap with APHIS' brucellosis zone expansion, ag bills sitting in committee, and Southeast drought chewing up grass and forcing some ugly decisions. No fake certainty, no Wall Street voice — just cattle, feed, diesel, and policy in plain ranch language. Sponsor: Lone Star Stockyards, Wildorado, TX — Tuesday sale every week at 11 AM Central. lonestarstockyards.com. Move your ass — we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    BD Baseball 5/6 – Skubal's Elbow, AL Central is Booty, Sanchez Shoves

    Play Episode Listen Later May 6, 2026 31:38


    Well, welcome back, daylight burners. How the hell are ya? Spent yesterday arguing with AI chatbots and my shit wasn't working, but the studio's finally alive again, so let's talk some damn baseball. We kick it off with Tarik Skubal's elbow surgery — loose bodies in there, Tigers' ace on the shelf, and the only real news from Monday turning into a "well, that's not ideal" situation. Then we roll through scores from around the league: Red Sox pounding the Motor City Kitties, Jays dropping one to a hot Rays club, Yankees and Royals rolling, Reds reeling, and everybody else stuck around .500. Framber Valdez decides Trevor Story's been tipping signs and buries one in his back, benches clear, and we get into where "stealing signs the right way" ends and "you're just being a dumbass" begins. Christopher Sanchez absolutely shoves it right up the A's ass, Severino pitches good enough to win, and the bullpen finds a way to light it on fire anyway. Then it's the injury and transaction dump: Skubal's elbow, Carlos Correa's bad ankle, Acuña's hammy, Shea Langeliers on the paternity list, Jonah Heim back to the A's for catcher depth, and a pile of arms bouncing between the IL and rehab assignments. Standings talk: AL Central is straight booty with not a single winning record, AL West is mid while the A's somehow hang on with a negative run differential, Braves are a wagon, Cubs are rolling in a loaded NL Central, Reds cooling off, Pirates way better than anyone expected, and the Giants and Rockies both suck at their own pace. We wrap it with today's pitching matchups worth a damn: McClanahan vs Corbin, Glasnow vs McCullers, Wheeler vs Springs, Paul Skenes vs Soroka, and a bunch of dudes who are either shoving or getting touched up. Move your ass. We're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cash Still King, Feed Still High — Friggin' Farm & Ranch Report (5/4/26)

    Play Episode Listen Later May 5, 2026 29:11


    Board took a breather, cash is still doing the heavy lifting, and the sale barns plus the video boys are telling you this feeder and replacement market is not done yet. This is your Monday reset for May 4, 2026. We start with the scoreboard: fats at 251.95, feeders at 366.98, corn at 4.85½, beans at 12.22¼, and wheat just under 6.96. On feed sits at 11.55 million head with February placements at 1.61 million (104% of last year) and marketings at 93%, all against a total herd of 86.2 million – lowest since 1951. From there we walk through cash, cutout, and packer pain – 5‑area cash still in record territory, late trade around 256 live and 405 dressed, Choice in the upper 380s, Select barely under it, and packer margins deep red at roughly –$231/head. Somebody's math is going to break first. Sale barn pulse covers big Friday and Saturday runs plus the videos: Plains and Lake Cumberland yearlings $6–$12 higher, cows and bulls firmer, 235‑lb calves bringing $700/cwt, and older pairs still trading close to five grand a pair. Then we zoom out to Thursday's Superior Hudson Oaks sale – roughly 24,700 head with most of the feeders over 600 lb and USDA calling feeder steers $10–$20 higher and steer calves up to $25 higher versus the Gulf Coast Classic – and Friday's Western Video out of Paso with five‑weights at $560, 570‑lb heifers over $500, nine‑weights in the mid‑$300s, and front‑end heifer pairs from $5,575 to $6,200. Inputs and drought get their due: diesel at $5.351, DAP at $682, urea at $549, potash at $398, prime 7.75%, feeder money 8.25%, and nearly half the Southern Plains in severe‑to‑extreme drought while the Corn Belt is basically fine. You're feeding high‑dollar cattle on high‑dollar fuel, high‑dollar fertilizer, and high‑dollar interest. Then we roll through the war reel and policy – why Ukraine, the Middle East, and shipping lanes keep a floor under energy and freight, why Tyson's outlook and losses don't line up clean with a 75‑year‑low herd, and why USDA's shrinking survey response means every WASDE and planting report has more noise and more room to whipsaw the board. We close with Golden Tempo's 23‑1, last‑to‑first Kentucky Derby win for trainer Cherie DeVaux – the first woman to win the Derby – and tie that back to the kind of horse, and the kind of cattle, that will still be traveling when everyone else quits. It's not a get‑rich market. It's a don't‑screw‑up market. Learn more about your ad choices. Visit megaphone.fm/adchoices

    BD Baseball 5/4 – A's Lead the West, Tigers on Top, Rockies “Not Terrible”

    Play Episode Listen Later May 4, 2026 1:00


    Welcome back, Daylight Burners. Happy Sunday – Monday's staring us down again – but it's weekly recap time for Burnin' Daylight Baseball. Jake was at the Tigers game getting lit up while Detroit was rolling, the A's and Rockies gave us a little heartburn, and we're a month into the season with some things starting to feel real. We kick off with a full Sunday scoreboard: Astros–Red Sox in extras, Mets snapping out of free fall against the even‑more‑free‑fall Angels, Twins finally picking one up over the Blue Jays, Dodgers stopping the bleeding in St. Louis, Cubs extending their home streak, Braves finishing a sweep in Coors, Pirates walking off the Reds 1–0, plus the rest of a packed slate. R/H/E, who shoved, who got shelled, and where the “AI is lazy” box scores came up short. Then it's standings and storylines:– Yankees and Braves looking like the class of each league.– AL Central with Guardians and Tigers tied up, only Detroit in the black on run differential.– A's somehow two games clear in the AL West despite a negative run diff.– NL Central with every team over .500 and the Pirates flipping the whole thing by sweeping the Reds.– NL West with Dodgers/Padres on top, D‑backs and Rockies streaky, Giants just flat‑out bad. We close with homer segments: Tigers as a real‑ish first‑place team, the “dummies” leading the AL West out of West Sac, and Rockies sitting at “not terrible” after running into the Braves buzzsaw. Let's go get a hit. Move your ass. We're burning daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Will Warren Shoves, Keller Deals, A's Get Robbed | BD Baseball 5/2

    Play Episode Listen Later May 2, 2026 14:42


    Title: Daily MLB Rundown: Scores, Standings & Today's Slate | May 2 Description: Welcome back, Daylight Burners — it was a wild night around Major League Baseball and not a particularly kind one to the A's, Tigers, or Rockies. Matt runs through Friday's scoreboard, updated division standings, and previews today's pitching matchups so you're dialed in before first pitch. In this episode: - D-backs blow one late at Wrigley vs. the Cubs - Rangers edge the Tigers in a heartbreaker - Pirates blast the Reds 9–1 behind Mitch Keller's seven strong innings - Yankees smoke the Orioles 7–2 with Will Warren's third straight quality start and nine Ks - Rays blank the Giants, Robbie Ray tagged for a pair of homers - Cardinals stomp the Dodgers, Braves stay hot against the Rockies at Coors - White Sox, Royals and Guardians all make noise as the AL Central tightens up - A's lose a heartbreaker in West Sacramento as Steven Kwan robs Colby Thomas of a go‑ahead grand slam by inches - Full AL and NL division standings rundown - Today's slate and pitching matchups, including Bradish vs Weathers, Cease vs Prelipp, Nelson vs Imanaga, Rocker vs Montero, Sale vs Bernardino, and Lugo vs Hancock New BD Baseball episodes drop daily, with weekly recaps and betting talk with Jake and Eric all season long. Show notes / links: Listen & watch: - Spotify: https://open.spotify.com/show/1Ibjbtt7zWtP9KKKaQhNaA - Apple Podcasts: https://podcasts.apple.com/us/podcast/burnin-daylight/id1637105763 - YouTube: https://www.youtube.com/@BurninDaylightSports - Megaphone: [your Megaphone show link] Follow Burnin' Daylight Sports: - Instagram: https://instagram.com/burnindaylightsports - Twitter/X: https://twitter.com/burnindaylightsports Follow the crew: - Matt – @moveyerass - Jake – @j_renquist - Eric – @jordanwinkler19 Handles for tags: @burnindaylightsports @moveyerass @j_renquist @jordanwinkler19 Learn more about your ad choices. Visit megaphone.fm/adchoices

    Farm Bill Passes, Cash Cattle Smash Records — Friggin' Farm & Ranch Report (05/01/26)

    Play Episode Listen Later May 2, 2026 47:19


    Friday, May 1, 2026 — two days folded into one. We didn't get a Thursday tape out, but the news sure as hell didn't slow down for us. Here's what moved while you were doctoring calves and fixing fence: Farm Bill H.R. 7567 PASSES the House 224–200, and the pesticide preemption “Luna 28” amendment gets STRUCK on the floor 280–142. The chemical lobby took a bipartisan ass‑kicking, and producer right‑to‑sue stays alive at the state level. E15 year‑round gets pulled out of the Farm Bill and bumped to a standalone vote on May 13. Corn and ethanol boys have to win it on its own merits now. Cash cattle blow the doors off: five‑area weekly average hits 254.58 on 24,289 head Thursday, with late clean‑up at 256 live and 405 dressed — a new record, up 6.20 over last week's 248.38. Board took a breather, cash did the heavy lifting. June live cattle settles 252.75 Friday, down 2.50 over the two‑day stretch. May feeders hang around 372.50 and the CME Feeder Index prints 372.47. Lean hogs June get worked, off 2.47 across the fold. UAE officially walks out of OPEC and OPEC‑plus — first time a top‑3 exporter has left — and WTI still drops 4.89 in 48 hours as the Strait of Hormuz stays effectively closed and sea‑mine risk keeps a choke collar on exports. USDA confirms New World Screwworm in Nuevo León, Mexico, now just 62 miles from the Texas border — about 20 miles closer than the April 10 detection we've been tracking. APHIS shifts sterile fly dispersal into a 50‑mile polygon inside Texas along the Tamaulipas line. This is the closest the parasite's been to U.S. cattle since eradication in 1966. SDRP deadline gets pushed: Thursday was supposed to be last call, but USDA extends Stage 1 and Stage 2 out to August 12, 2026 after paying 6.7 billion of the 16‑billion‑dollar pot and bumping Stage 2 to 70 percent. The money's moving, but you still have to file. Sale barn tape: Superior's 23,000‑head video sale runs with final tallies due early next week, Torrington sets 21 steer barn records across 5–8 weights, OKC West cranks out 6,500 head with 11 record prints, and light calves look like the new currency in Bassett, Joplin and beyond. Horse side: Billings moves 711 head, top horse at 30,000 with a dozen over 20k, Garfield hammers 350,000 at Premier, and EHV‑1 quarantines in Virginia and New Jersey mean you'd better check the board before you haul into Mid‑Atlantic barns. Drought monitor bleeds across the High Plains, Kansas State's model pegs Kansas wheat down 31 percent to 240 million bushels at 39.4 bushels per acre, Texas and Oklahoma wheat ratings are ugly, and Sandhills fire damage keeps Nebraska pushing FEMA for a 30‑day extension. Rural business: 417 rural hospitals flagged as vulnerable, UnitedHealthcare follows through on exempting roughly 1,500 from prior auth by fall, livestock theft trends up with high prices and tight herds, and a federal court re‑opens the spigot on wind and solar permitting on federal land while BLM's 2026 grazing fee lands at 1.69 per AUM. Packer watch: Cargill's Milwaukee ground‑beef plant still marked for a May 31 shutdown, 221 jobs gone, while DOJ's criminal probe into the Big Four grinds on and HedgersEdge has packer margins running roughly negative 231 a head with cash at 256 and cutout under 390. Somebody either pushes cutout or slows the chains. Plus: quick hits on the Trump‑Xi Beijing summit, the Fed handoff from Powell to Warsh, a White House Correspondents' Dinner shooter update, bird‑flu testing rules on dairy cows, listener mailbag, and “On This Day” to close it out. Move your ass — we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    One Month In: A's Lead the West, Braves Roll, Rockies Alive

    Play Episode Listen Later May 1, 2026 29:42


    We've made it through the first month of the 2026 MLB season and the world is upside down in all the right ways. The Rockies close April at 14–18 and somehow not in last place in the NL West, actually playing competitive baseball and keeping me locked in night after night. Over in West Sacramento, my A's are 16–14 and sitting on top of the AL West heading into a home set with Cleveland. In this episode I run through Thursday's slate, including the Tigers' comeback win over the Braves to get back to .500, the A's taking the rubber game from the Royals, and a rough day for the Orioles against Houston. Then we zoom out to the standings: Yankees leading the AL East at 20–11, Braves owning the best record in baseball at 22–10, the NL Central stacked, and the Angels and Red Sox looking lost. I hit the injury and transaction wire, highlight some minor leaguers to keep an eye on, and preview the key weekend series and pitching matchups you need to know — from Yankees–Orioles and Rangers–Tigers to Dodgers–Cardinals and Guardians–A's. Follow Burning Daylight Sports and the whole crew on all the socials, and as always: move your ass, we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    BD Baseball: A's Still on Top, Tigers Gut Punch, Rockies Hang 13

    Play Episode Listen Later Apr 30, 2026 26:23


    I'm a little late getting this one out, but we're talking baseball for Thursday, April 30. The A's wake up alone on top of the AL West, the Tigers get their guts ripped out in Atlanta, and the Rockies hang a big crooked 13 on the Reds. I go game‑by‑game through Wednesday's MLB scoreboard straight off mlb.com — Guardians over the Rays behind Gavin Williams and a two‑run knock from Chase DeLauter, Angels getting walked off by Colson Montgomery and the White Sox in the 10th, Mariners beating the Twins even though Minnesota piles up 12 hits, Rangers blanking the Yankees behind Nathan Eovaldi, and the Blue Jays smacking the Red Sox 8–1 with bombs from Ernie Clement and Brandon Valenzuela. Then we get into the homer stuff. My A's take care of the Royals 5–2 behind seven innings and eight punchouts from Luis Severino, a three‑run shot from Lawrence Butler, and clean work late from Joel Kuhnel and Mark Leiter Jr. I run through the A's injury and roster notes: Max Muncy's busted hand, Brett Harris coming up, Brent Rooker back off the IL, and Denzel Clarke and Colby Thomas in the mix. For the Tigers, I talk about Tarek Skubal going out and doing Tarek Skubal things before Matt Olson — the Atlanta kid — walks it off, and what that does to a club that's sitting just behind Cleveland in an AL Central that might be “balanced” or might just be bad. On the Rockies side, I break down Hunter Goodman's three‑for‑four, two‑homer night (he's up to eight and leading NL catchers in homers), Tomoyuki Sugano's work on the mound, and where the Rockies sit in a stacked NL West. I also hit the Rockies' injury/roster moves: Kyle Freeland's IL trip, McCade Brown to the 60‑day, Zac Veen and Mickey Moniak coming back. I wrap it up with a lap around the standings — NL Central with everybody over .500, Braves already seven games clear in the NL East, Yankees and Rays at the top of the AL East, and the West Sacramento A's leading the AL West — plus a look at today's lighter travel‑day slate and some live score updates while the Tigers, Rockies, Giants, Astros and Orioles are all going. Move your ass. We're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cash Cattle Blows Past $256, Crude Screams, SDRP Clock Ticks — Friggin' Farm & Ranch Report 04/29/26

    Play Episode Listen Later Apr 30, 2026 50:20


    Cash cattle just blew the doors off. Northern trade hit $256/cwt, smashing last week's $248.38 record by $7.62 in one shot, while Texas printed $250 and the June board tried to hang onto its breakout by 30 cents at $253.45. We talk why the cash bid is this hot — 75‑year low cow herd, shrinking plant capacity, and over a million burned acres in the Sandhills — and what has to break on the demand side before this market finally cools off. Then we go straight into boxed beef, packer margins, and some cleanup. The script overpromised on the inversion flip, the live hedge got it closer, and yesterday's packer margin number was wrong — we fix it and lay out what it really looks like when packers are deep in the red while cash cattle keep ripping. Markets Flash covers cattle, hogs, grains, energy, metals, and rates: KC HRW wheat up $1.08 on drought and fire, Chicago wheat up 30 cents, beans nudging higher on Trump–Xi summit hopes, WTI crude screaming to $107.68 and Brent to $117.30, AAA diesel clinging to $5.464 with a lag that won't last. If you buy fuel and feed for a living, this one matters. Sale Barn Pulse hits the country tape from Lone Star Stockyards, OKC West, Joplin, and Winter Livestock — head counts, price direction, and how local scarcity and green boards are showing up in actual checks. We also tip our hat to the high‑end horse and youth steer world with the NCHA Super Stakes results and RodeoHouston's $1.5 million “Zinger” steer. Inputs/Energy and the War Reel connect Hormuz tanker grabs, war‑risk insurance, and EIA draws to what you'll pay for diesel and fertilizer in May. Rural Americana and Policy/Macro wrap it with the SDRP deadline, rural mental health, rural hospital bankruptcy, the Farm Bill coming out of House Rules, Monsanto v. Durnell, and the rest of the policy noise headed your way. Stick around for the close — On This Day, sports, a quick recap, and your reminder to call FSA before you miss free disaster money. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bobby Witt Jr Knifes the A's in 10, Yankees Mow the West, Reds Catch Fire

    Play Episode Listen Later Apr 29, 2026 21:52


    We blew the morning slot, so you're getting the full BD Sports whiparound on a sneaky‑wild couple days in MLB instead. We start with a “light” Monday slate of eight games: Rays 3–2 over Cleveland to push to 17–11 while the Guardians fall back to .500, the Cardinals closing in on the Pirates with a win in Pittsburgh, Dylan Cease finally taking his first loss as the Red Sox blank the Blue Jays 5–0, and the Mariners getting blasted 11–4 by the Twins while Luis Castillo wears it. Then it's Angels–White Sox turning into an 8–7 mess as the Angels fall to 12–18 after a hot start, the Yankees continuing their run of dominance by dropping the Rangers under .500, the Padres outslugging the Cubs 9–7 at Petco behind Vasquez, and the Dodgers quietly cruising to 20–9 with a 5–4 win over the Marlins. From there we move into today's slate, headlined by the A's doing A's things and giving up a three‑run bomb to Bobby Witt Jr. in the 10th to lose 4–1 after a great Aaron Civale start and a Salvador Pérez missile to dead center. Around the league, the Rays win 1–0 in Cleveland behind Martinez and his 1.7 ERA while Tanner Bibee keeps scuffling, the Orioles climb back to a game under .500 as the Astros keep sucking, and the Reds look for real at 19–10 as Chase Burns shoves and the Rockies get roughed up with Kyle Freeland on the mound. We hit the Cardinals beating the hell out of the Pirates 11–7, the Giants continuing to suck as Luzardo and the Phillies shut them out 7–0, the Blue Jays getting a needed 3–0 win behind a strong Savage outing, and the Mets finally showing a pulse with Clay Holmes while Littell wears a 7‑plus ERA. We close with the Braves dropping the Tigers back to 15–15, the Mariners taking it to Joe Ryan and the Twins 7–1, the White Sox quietly stacking wins with Murakami already up to 12 bombs, and a full standings tour that has the Yankees mopping up the AL East, the A's somehow leading the AL West, and the NL Central completely wide open with every team over .500. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Plains Burn, Cattle Break Out & Oil Slams 100 | Friggin' Farm & Ranch Report (4/28/26)

    Play Episode Listen Later Apr 28, 2026 49:11


    The Plains are on fire, cattle are ripping, and diesel's lock is starting to crack. On this Friggin' Farm & Ranch Report for Tuesday, April 28, 2026, we start with over 1 million acres burned across Nebraska, Kansas and Oklahoma, Nebraska alone pushing 800,000 acres with the Morrill Fire at 643,000 — the biggest single recorded wildfire in modern state history. June live cattle futures close at 253.15, up 4.20, blowing past the 246 breakout level, boxed beef flips back to a 0.96 Choice‑over‑Select spread, and WTI shoves through 100 while diesel hangs around 5.46. We hit: – Markets: live and feeder cattle, record 248.38 cash, lean hogs, corn, beans, Chicago and KC wheat, metals and rates – Cattle & beef: boxed beef inversion ending, placements second‑lowest March since '96, cow herd at 75‑year lows, packer leverage and DOJ probe – Sale barns & horses: Lone Star Stockyards run, OKC West calf trade, San Angelo, screaming replacement females, Superior & Western Video, NCHA Super Stakes, Billings Livestock, Heritage Place, and a 1.5‑million‑dollar Houston steer – Inputs: WTI 100.45, Brent 110.68, diesel “lock” window, Hormuz war‑risk insurance and what that means for your fuel and fertilizer bill – War Reel: Day 60 of the U.S.–Israeli war on Iran, tanker seizures, Iron Dome to the UAE, UAE leaving OPEC and the downstream hit to ag – Rural Americana: UnitedHealthcare's rural prior‑auth reversal, ReConnect broadband money restored, Plains fire fallout, Colorado River drought, SDRP deadline – Policy/Macro: Farm Bill H.R. 7567 hung up over pesticide preemption and E15, Monsanto v. Durnell at SCOTUS, HPAI in dairy, screwworm program, Trump–Xi ag summit, FY27 ag appropriations – Reading the Herd: how the calls on cattle breakout, boxed beef flip and diesel lock did, plus a quick Kentucky Derby nod It's not a “get rich” market, it's a “don't screw it up” market. Get to your sale, lock your diesel if you need to, and file your SDRP paperwork before the deadline. Brought to you by Lone Star Stockyards in Wheeler, Texas. Sale every Tuesday at 11 AM Central. Bill Martin: 970‑302‑5834 Sheldon Field: 806‑736‑0040 Office: 806‑677‑0777 lonestarstockyards.com Move your ass — we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Farm Bill Showdown, Cattle Breakout & Hormuz Pressure | Friggin' Farm & Ranch Report | 04/27/26

    Play Episode Listen Later Apr 27, 2026 46:38


    Monday's show covered the live farm bill fight, a cattle market that keeps firming, and why the Strait of Hormuz still matters to ranchers. June live cattle closed at 244.875 for a third straight session above Matt's 242.875 floor call, while USDA's April Cattle on Feed report confirmed 11.6 million head on feed, placements down 7%, and marketings down 6%. Boxed beef flipped back with Choice at 387.00 and Select at 386.07, and Joplin's 4-weight steers were sharply higher even as heavier cattle stayed under pressure. The show also hit SCOTUS arguments in Monsanto v. Durnell, SDRP payment changes from USDA, rural hospital pressure from UnitedHealthcare, and the crude/diesel risk tied to continued Hormuz escalation. Want the full behind-the-paywall write-up with links and source notes? Go subscribe at Burnin' Daylight on Substack. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Blackouts, Sweeps & McGonigal Mania | Rockies Stun Mets, A's Lead AL West - BD Baseball

    Play Episode Listen Later Apr 27, 2026 94:03


    The A's are in sole possession of the AL West, the Tigers are climbing the ladder in the AL Central, and the Rockies are NOT awful. Matt (A's/Rockies) and Jake (Tigers/Rockies) break down a wild weekend in MLB. EPISODE HIGHLIGHTS: • Rockies SWEEP the Mets in doubleheader (Mets scored 1 run in 18 innings) • Chase Dolander dominates: 7 IP, 0 R, 7 K vs NYM • Connor McGonigal leading MLB in WAR (.333 AVG / .963 OPS) • A's take sole possession of AL West - Kurtz breaks Rickey Henderson's 1993 record • Red Sox fire Alex Cora and 5 coaches • Spencer Torkelson's 5-game HR streak • ABS challenge system at 54% overturn rate league-wide • Bobby Witt Jr finally homers • Munetaka Murakami - the "Japanese Adam Dunn" • NL Central: All 5 teams above .500 • MLB TV blackout rant TIMESTAMPS: 00:00 Intro & Welcome 02:30 MLB TV Blackout Frustrations 08:00 Rockies Sweep the Mets 14:00 Chase Dolander's Gem 18:30 AL West: A's Take the Lead 24:00 Kurtz Breaks Rickey Henderson's Record 28:00 AL Central: Tigers Surging 32:00 Connor McGonigal Leading MLB in WAR 38:00 Spencer Torkelson HR Streak 42:00 AL East Breakdown 46:00 Red Sox Fire Cora & Coaching Staff 52:00 NL West Roundup 58:00 NL Central: All 5 Teams Winning 01:04:00 NL East: Mets in Disaster Mode 01:10:00 ABS Challenge System Analysis 01:16:00 Refsnyder Drama 01:20:00 Murakami Breakdown 01:24:00 Series Previews 01:28:00 Closing Thoughts ABOUT BD BASEBALL: Daily MLB talk for fans who love the game. Matt reps the A's, Jake reps the Tigers, and together we have a love/hate relationship with the Rockies. We cover everything from box scores to ballpark experiences. Subscribe and follow for daily baseball coverage. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Screwworm, Cattle Floor & Diesel Pain – FFRRR Weekly Wrap (4/24/26)

    Play Episode Listen Later Apr 25, 2026 38:44


    Howdy, daylight burners. Friday weekly wrap of the Friggin' Farm & Ranch Report. Ag Secretary Brooke Rollins bailed on her Douglas, Arizona screwworm facility ribbon-cutting with no reschedule while the parasite sits about 80 miles off the Texas border. Cattle finally look like they're building a floor, crude stayed hot even with a little profit-taking, and the Farm Bill picked up a stack of amendments headed into a floor vote next week. We run the full board: Markets (live cattle, feeders, hogs, corn, beans, wheat, diesel, crude); Cattle/Beef (herd at multi-decade lows, Cargill Milwaukee closure, boxed beef inversion 3rd week in a row); Sale Barn Pulse (Joplin's monster run, light receipts at OKC West, Beaver County replacements screaming tight supply into 2027); Inputs/Energy (diesel still a punishing line item, fertilizer ugly with urea feeling the Hormuz war-risk premium); War Reel (tanker seizures, insurance math, and what it does to your fuel bill and freight); Rural Americana (one rural hospital win, one gut-punch closure, plus a broadband bright spot); Policy/Macro (Farm Bill H.R. 7567 amendments, DOJ packer probe, and Rollins' canceled border trip). Lone Star Stockyards – Wildorado, Texas. Straight talk, fair shake, cattle sold right. Sale every Tuesday at 11 AM Central. Spring catalog open through May 30 at lonestarstockyards.com. Disclaimer: Markets move. Numbers quoted are settlement closes for Friday, April 24, 2026. This show is for information and a little entertainment, not investment advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cargill Shuts Milwaukee Beef Plant | Herd at 75‑Year Low | Friggin' Farm & Ranch Report 4/23/26

    Play Episode Listen Later Apr 23, 2026 33:14


    Cargill is shutting down its Milwaukee beef plant and cutting 221 jobs because the U.S. cattle herd is too tight to keep every old kill floor fed. The board is skittish, packer margins are ugly, and diesel is still high enough to hurt. In this Thursday 4/23/26 Friggin' Farm & Ranch Report, we break down what that Cargill closure really signals about the cattle cycle, packer leverage, and plant towns — then walk the tape from cash cattle and boxed beef inversion all the way out to crude, diesel, fertilizer, and policy. We hit: – Live cattle, feeders, hogs, cash trade, and the CME Feeder Index – Boxed beef still running Select over Choice and packer margins around –$195/head – Corn firm, beans softer, KC wheat hanging in – WTI back near $93, Brent over $100, and AAA diesel sitting around $5.49 – EIA showing crude builds but big gasoline and distillate draws – Fertilizer sticker shock on anhydrous, urea, DAP, MAP, and potash – Sale barn pulse from OKC West and Joplin, plus bred cow and pair values – Horse market highlights out of Fort Worth, Vegas, and Heritage Place – War reel from the Strait of Hormuz back to ranch fuel, freight, and urea – Farm Bill credit limits, China soy going quiet into the Trump–Xi summit – Screwworm and rural broadband as the slow‑burn threats Tone calls at the end: cattle neutral‑to‑cautiously bullish, feeders soft, hogs firm, corn steady, beans soft, crude hot, diesel still too high, fertilizer nasty, rates neutral‑friendly. If you live off cattle checks and diesel tanks, this episode is built for you. Move your ass — we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Who Holds the Choke Point? — Friggin' Farm & Ranch Report (4/22/26)

    Play Episode Listen Later Apr 23, 2026 71:32


    President Trump kicks the can on the Iran ceasefire, and Iran answers by grabbing two more ships in the Strait of Hormuz while firing on a third. EIA prints a surprise crude draw — 1.9 million barrels pulled when the street was looking for a 2.2 million barrel build — and diesel is sitting at $5.511 at the pump with WTI riding $91–$92. Meanwhile the cattle board has printed five straight red days, June live at $242.875, even as cash holds $248 and boxed beef stays inverted with Select still a buck over Choice. On today's Friggin' Farm & Ranch Report for Wednesday, April 22, 2026, we walk through: • Why live cattle is correcting on paper while the country trade and the cutout refuse to blink. • What a 4.1 million barrel bullish swing in one EIA print means for your diesel contract and fertilizer bill. • How Superior Livestock just sold a record 57,077 head and why 750-pound steers at $408 and 500-pound calves at $552.50 do not look like a "market top" in the country. • The war reel out of Hormuz, what "operationally closed" really means when Iran controls 20% of global crude flow, and how many seized ships it takes to put WTI at $95–$100. • DTN's latest fertilizer board — anhydrous back over $1,000, urea up 34% month over month — plus why every major input on your balance sheet runs through somebody else's choke point. • Rural Americana: five stories that'll make you feel better about the next generation, and three gut punches from rural hospitals, drought, and school consolidation. • Policy and macro: Farm Bill clock, DOJ packer probe, HPAI in dairy, screwworm watch, USMCA review, Trump–Xi summit, H-2A wages, and why nobody is cutting your operating note rate anytime soon. Tone calls to close it out: • Cattle board — bearish near term, oversold and due a snap-back if cash holds. • Cash cattle — firm. • Cutout — bullish, with broad-based beef demand. • Corn — bullish bias. Beans — neutral. Wheat — bullish on KC drought. • Crude and diesel — bullish, lock in if you haven't. • Gold and silver — bullish, fear trade and industrial bid both on. Lock your diesel, watch packer bids like a hawk, track the ship count in Hormuz — and remember, it's a "don't screw up" market, not a "get rich" market. Move your ass, we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cattle Bleeds Red, Country Trade Runs Hot — Friggin' Farm & Ranch Report (4/21/26)

    Play Episode Listen Later Apr 22, 2026 50:15


    Cattle futures are bleeding red, but the country trade is still hot as a branding iron. On today's Friggin' Farm & Ranch Report for Tuesday, April 21, 2026, we walk through the seventh straight down day in live cattle while OKC National, Joplin, Salina, Beaver County, and Lone Star are still moving big runs at stout money. June fats closed 243.50, down 8.50 off last week's record, but 500-pound heifers are bringing 503 and running-age pairs are tagging 4,700 a head in the country – the kind of dissonance a spreadsheet doesn't explain. We pick up Day Two of the DOJ's criminal antitrust probe into Tyson, Cargill, JBS, and National Beef and talk through how that headline is weighing on the board even with cattle on feed, placements, and slaughter all saying "tight." Boxed beef is still inverted with Select trading over Choice, and we break down what that weird twist means for packer margins and rancher leverage. New editorial direction kicks in this episode: less war, more dirt road – more sale barn, more horse market, more rural Americana. Inside this show: • Markets Flash – live cattle, feeder cattle, lean hogs, corn, beans, wheat, crude, diesel, fertilizer, Fed funds, prime, gold, and silver, all run quick and dirty. • Cattle & Beef Deep Dive – futures correction, DOJ headline risk, consumer pushback on 9-dollar burger and 22-dollar ribeyes, boxed beef inversion Day 2, cattle on feed, slaughter pace, and a 73-year-low herd with a Mexican feeder import ban still in place. • Sale Barn Pulse – receipts and price tone from Lone Star Wildorado, Oklahoma National, OKC West, Joplin Regional, Salina Livestock, and Beaver County Stockyards, including 533-pound heifers at 503 and running-age pairs up to 4,700. • Horse Market – NCHA Super Stakes winners in Fort Worth, Lone Star Spring Catalog sale prices, Heritage Place Winter Mixed averages, and what they say about ranch geldings and performance-horse demand. On the input side, we look at WTI holding 90.88 after the Iran spike, diesel still north of 5.40, and why that 847-dollar urea number may be the floor through summer if Persian Gulf ammonia and urea shipments get hung up. We hit Fed funds, prime, and why Powell is likely to sit on his hands while your operating note stays north of 7.75 percent. War Reel is trimmed to three minutes: Iran ceasefire clock, tanker traffic in the Strait of Hormuz way below normal, ship insurance jumping, and what that means for your fuel bill and fertilizer ticket – not another drone-footage highlight reel. Rural Americana closes it out with six stories you won't see at the top of the hour: Montana and North Dakota FFA kids stepping up, a Wisconsin farmer co-op landing a USDA grant, USDA killing 49 of 50 ILCMA land-access projects, a rural ER closure in Jacksonville, Arkansas, the Nebraska Rural Response Hotline lighting up again, and a 150-year-old Kansas newspaper that refuses to die. Policy and macro on the back end: Farm Bill amendment deadline, CCC borrowing authority, tariffs baked into your iron, land getting financialized out from under young producers, plus "On This Day," NBA playoffs, MLB, and Better Barrel Races in Oklahoma City. If you or somebody you know is in a bind, write this down and pass it on: Nebraska Rural Response Hotline – 1-800-464-0258. Free, confidential, since 1984. Move your ass — we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Tighten the Cinch — Friggin' Farm & Ranch Report (4/20/26)

    Play Episode Listen Later Apr 21, 2026 30:26


    Hormuz opened, oil crashed, then Iran slammed the door shut again and the U.S. Navy shot a hole in an Iranian cargo ship for good measure — all while the latest Cattle on Feed report quietly confirmed the bull story for cattle. In this episode of the Friggin' Farm & Ranch Report, we walk through a “cautiously bullish, elevated risk” market: COF placements down 7.67% year over year, on feed down 0.53%, but futures and feeders still selling off for a third straight session. We hit cash cattle at 248 live and 388 dressed, feeders getting hammered with the CME Index back to 377.67, and boxed beef demand strong enough to collapse the Choice/Select spread to 54 cents. Then we swing through corn under the 4.50 pain line, an 11.45% faceplant in WTI on Friday, and why that diesel relief may be short‑lived if Iran makes good on its retaliation threats once the ceasefire clock runs out Wednesday. War Reel covers the rapid escalation in the Strait of Hormuz — from “world exhale” on Friday to ship seizures and canceled talks by Monday — and what it means for your fuel bill, fertilizer, and grain flows. We wrap with the Farm Bill timeline, new sanctions and USDA rules, a brutal Southeast/Southern Plains drought that's driving herd liquidation, and the same old reminder: this is a don't‑screw‑up market, not a get‑rich market. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Cattle Pull Back From All-Time Highs | Hormuz Blockade Expands | Mexico Border July 7 | Friggin' Farm & Ranch Report 4/16/26

    Play Episode Listen Later Apr 17, 2026 40:17


    Cattle markets take a breather after Tuesday's all-time high of $253.60 on April live cattle. June fats down almost $3 at midday, feeders hammered $1-$4 on higher corn. But don't panic — cash hasn't traded yet this week, Fed Cattle Exchange listed 1,222 head with bids $2.46-$2.48 and not a single animal sold. This is a cash-led bull market and sellers are holding the line. The Hormuz blockade expanded this morning to weapons interdiction. 13 vessels turned back, 10 Iranian-flagged tankers rebuffed, 10,000 US forces active in the blockade. Secretary of War Pete Hegseth: "locked and loaded on your critical dual-use infrastructure." Brent bounced nearly 4% to $98.61. National diesel at $5.62 — twenty cents off the all-time record. Ceasefire has 5-6 days left; round-two talks possibly this weekend in Pakistan. PLUS: Secretary Brooke Rollins reportedly targeting July 7 phased reopening of the Mexican border to feeder cattle starting at Douglas, AZ. Screwworm sterile-fly facility breaking ground in South Texas. Grains: May corn $4.51¼ up 8¢, beans up 9-11¢, wheat fractionally higher. Drought steady at 50.18% of the Lower 48; relief rains across parts of TX, OK, LA, and the Midwest, but the Southwest stays dry. Severe weather returns Friday and Saturday — tornadoes, baseball-sized hail, and damaging winds from eastern New Mexico to South Central Missouri, broadening across the Southern and Central Plains Saturday. Fence Post Politics: Farm Bill stalled in the Senate, expires Sept 30; Section 232 tariffs still biting animal pharma; USDA FY27 proposal cuts 19%. On This Day: Donald Forsha Jones (b. 1890) — father of double-cross hybrid corn. 1996 — Oprah's mad cow segment triggers the Texas cattlemen's lawsuit (Cactus Feeders' Paul Engler leads; they lose). Sports: A's split four with Texas, 10-9 and tied for the division lead. White Sox in town tomorrow — Aaron Savale on the mound vs. Munetaka Murakami. Sponsors: Lone Star Stockyards (Wildorado, TX) — Foster Brothers Bull Sale Friday April 17. Atkinson Livestock (Atkinson, NE) — special bred cows & pairs auction Tuesday April 21. Subscribe at burningdaylight.substack.com. Dashboard: burning-daylight-report.vercel.app. Don't let your butt crack, and move your ass — we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Burn Scars, $252 Cattle & $5.60 Diesel — Friggin' Farm & Ranch Report (4/15/26)

    Play Episode Listen Later Apr 16, 2026 37:13


    Friggin' Farm & Ranch Report on Burnin' Daylight. Cattle just printed 252-dollar highs, feeders are hot again, boxed beef finally quit that upside-down nonsense, and diesel's sniffing 5.60 with no sign of shame. Nebraska's wearing burn scars, 40,000 head are out of place, USDA's talking about cracking the Mexico feeder tap, screwworm's edging north, and BLM swears there's 24 million acres of federal grass sitting there if you're stubborn enough to chase it. We're not here to cheerlead the board. We're here to walk through what this mix of record cattle, hot fuel, and busted-up country actually does to your cost of gain, your grazing bill, and your cattle check -- so you don't turn the best market you've seen in years into the dumbest set of decisions you've ever made. Also the new camera setup only made the camera look better. The operator remains unchanged. Subscribe at burnindaylight.substack.com | Dashboard: burnin-daylight-report.vercel.app Learn more about your ad choices. Visit megaphone.fm/adchoices

    Opening Day Preview - 2 Weeks In

    Play Episode Listen Later Apr 15, 2026 115:50


    Jake and Matt are finally back and ripping around the league for their (slightly late) 2026 MLB “Opening Day” special. They start with the Detroit Tigers: last year's brutal division collapse, the playoff run that followed, and why a roster built around Scooble, McGonigle, Colt Keith, Parker Meadows and a deep bullpen might make them the team to beat in the AL Central this year. From there they hit all the early storylines hardcore baseball fans actually care about: Juan Soto and Brent Rooker already hitting the IL, Justin Verlander's latest setback, George Springer's busted toe, and whether A.J. Hinch is leaning too hard into matchups and analytics with the arms he's got. Next up is a full lap around MLB: Dodgers and Padres both looking like juggernauts, Sasaki's redemption arc after last year's struggles, Shohei back on the mound, and why the Pirates, Royals, D‑backs and Padres all feel like “are they for real?” teams two weeks into the season. Jake and Matt break down how the AL and NL Central really stack up, why the Rockies and White Sox are suddenly kind of fun to watch, and what Murakami, Luis Robert and some of the other imports and young bats might do over a full 162. They wrap with way‑too‑early division and playoff picks, some degenerate betting talk, and a little youth baseball life mixed in. If you're trying to lock in on the 2026 season without sitting through four different studio shows, this is your episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

    War Premium Off, Cattle Still Stubborn — Friggin' Farm & Ranch Report (4/14/26)

    Play Episode Listen Later Apr 15, 2026 50:34


    Crude finally gave a little back, but diesel didn't, wheat got drunk again, and the cattle market still refuses to blink. In today's Friggin' Farm & Ranch Report, we walk through day two after the Hormuz shock: WTI backing off into the low 90s, diesel still north of $5.60, wheat ripping 8% in a day, and live cattle camped out in record country. We hit the board first -- April and June live, heavy feeder trade with the CME index closing the gap, hogs stuck in the mud, corn and beans acting tired, and HRW wheat riding a rented war-and-drought rally. Then it's the sale barn pulse: Atkinson Livestock, OKC West, Clovis, Torrington, Billings, and Utah all putting real-money tags on calves, replacer females, and bulls in a 75-year-low cow herd. On the horse side, the A Man About A Horse cull index ticks higher for the first time in a long while, broke ranch geldings hold, registered ranch-broke horses trend up, and projects get cheaper -- same message as the cattle ring: finished product gets the check, "someday" gets punished. We close with crude, diesel, the E15 waiver, fertilizer carrying the Hormuz premium, and a war reel from the Strait of Hormuz to the Red Sea and Black Sea. Then On This Day takes us back to Black Sunday 1935 and The Grapes of Wrath in 1939. It's not a get-rich market. It's a don't-screw-it-up market. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Live Cattle Hit $250, Iran Blockade Spikes Crude, JBS Strike Over | FFRRR 4/13/26

    Play Episode Listen Later Apr 14, 2026 52:38


    Live cattle just printed an all-time record — $251.77 on the continuous chart. Cash cattle in Iowa hit $250. And crude oil ripped above $104 after the U.S. Navy blockaded Iranian ports. Diesel's north of $5.60 and headed to $6. Urea is up 46% year-over-year. It's a record-revenue, record-cost market — and the guys who keep their head are the ones who'll still be ranching next year. Today's show: • Livestock — June live cattle $249.20 (contract high), feeders $374.82, hogs $103.72 (4th straight down), cash cattle $250 in Iowa• Grains — Corn flat at $4.40¼ (faded the rally), beans down 13½¢, wheat up double digits on the war bid• Energy & Inputs — WTI $99.08, diesel $5.64/gal, urea $838/ton, DAP $863/ton, fertilizer supply at 75% of normal• Rates & Metals — Fed funds 3.50–3.75%, prime 6.75%, gold $4,742/oz• Cattle Deep Dive — JBS Greeley strike resolved (93% ratification, 3,800 workers back), boxed beef inverted (Select above Choice), Cattle on Feed report Friday• War Reel — U.S. naval blockade operational, Hormuz exports down 76%, 400+ tankers stranded, Houthi threat to Bab el-Mandeb, fertilizer crisis• Policy — Farm Bill stalled, new federal grazing MOU, Colorado River water cuts, WOTUS update• On This Day — April 13, 1860: First Pony Express rider arrives in Sacramento Brought to you by Lone Star Stockyards — real people, real competition, real prices. Send us your sale reports. Subscribe. Share with your neighbor. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Friggin' Farm & Ranch Report — Weekly Wrap | April 10, 2026

    Play Episode Listen Later Apr 11, 2026 53:24


    This week's Weekly Wrap is a full barn. JBS Greeley's workers are back on the line with no contract, diesel jumps another 24 cents to $5.64, and USDA's April WASDE reminds everybody there still aren't enough cattle and there's too much wheat. We break down live and feeder cattle, cash trade, slaughter pace, boxed beef, and what a below-capacity kill floor means for your fats and your calves. On the sale barn side, we run the Sale Barn Double-Shot with cattle runs across the West plus a firm using-horse market, and we tip the hat to sponsors Lone Star Stockyards in Texas and Atkinson Livestock Market “The Old Reliable” up on Highway 20 in Nebraska. Then it's grains, inputs, and pain: range-bound corn and beans, wheat trading a war-and-drought risk premium, diesel screaming higher, fertilizer stubbornly expensive, and interest rates that refuse to back off. We hit drought maps, Washington State's fourth straight drought emergency, and what that means for grass, hay, and stocking rates. War Reel covers the Iran front, Hormuz and Red Sea shipping risk, and the Black Sea grain corridor – not because we like it, but because it's why your fuel bill and fertilizer freight won't calm down. We wrap with Forest Service HQ moving west, the Farm Bridge deadline, sports shenanigans, and an “On This Day” run from the Titanic to a Florida Porsche joyride. Sponsored by: Lone Star Stockyards (Wildorado, TX) – https://www.lonestarstockyards.com Atkinson Livestock Market “The Old Reliable” (Atkinson, NE) – https://www.atkinsonlivestock.com Markets, war, drought, and bad decisions – all tied back to what it means for your cows, your crops, and your fuel bill. Move your ass – we're Burnin' Daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Man About a Horse — Friggin' Farm & Ranch Report (4/9/26)

    Play Episode Listen Later Apr 10, 2026 32:39


    Today's Friggin' Farm & Ranch Report is a "don't screw up" kind of market. Live cattle in the high 240s, feeders still stout, May corn in the mid-$4s taking some pressure off the bunk. Cash rundown from OKC West, Clovis, Billings, and a horse market with starch back in the cull floor. Inputs: diesel at $5.643/gal, WTI near $98, DAP/urea still painful. Drought hammering the southern Plains and Southwest. War reel: Ukraine grinding, Israel-Hezbollah trading shots, Hormuz still a choke point. Policy risk meter at 48/100. Freedom Framework overall: 41/100 — defensive. Watch your inputs. Sponsored by Lone Star Stockyards — catalog horse sale Saturday April 11 at 11am Central. lonestarstockyards.com Subscribe and get the full dashboard at burnindaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    War Premium Off, Cattle Still Tight — Friggin' Farm & Ranch Report (4/8/26)

    Play Episode Listen Later Apr 9, 2026 47:20


    War, ceasefire, and a cattle market that refuses to roll over. In this Friggin' Farm & Ranch Report for Wednesday, April 8, 2026, Matt walks through a wild 24 hours where Trump's Pakistan-brokered two-week truce with Iran knocked crude down as much as 18%, only for the whole deal to start cracking before the ink was dry. We talk Hormuz, Lebanon, OSINT, and what a "ceasefire" actually means when tankers, missiles, and diesel bills are all tied together. From there, it's one clean after-close market segment: - Live cattle holding in the high 240s with tight supply still doing its job - Feeders clawing back earlier weakness on cheaper corn and snug calves - Corn/beans/wheat leaking lower into the bell as war and weather premium come out - Metals ripping on a late fear bid while stocks puke into the close in a classic risk-off flush Fence Post Politics hits the Farm Bill, environmental lawfare, and the AI data-center land war that's chewing up irrigated acres, water, and cheap power. Drought and herd numbers get their due, with tight beef cows and tight grass still the main story in the West. We close with On This Day, some sports, and a reminder that local zoning boards might be the last line of defense between your cows and a server farm. If you're trying to make sense of war headlines, diesel receipts, and a cattle market that won't quit, this one will get you caught up enough to make decisions without flinching. Move your ass -- we're burnin' daylight. Learn more about your ad choices. Visit megaphone.fm/adchoices

    War, Weather & Cattle Checks – Friggin' Farm & Ranch Report (4/7/26)

    Play Episode Listen Later Apr 7, 2026 43:22


    War premium, ugly diesel, tight cattle, and DC nonsense – today's Friggin' Farm & Ranch Report (April 7, 2026) runs from the ring to the war zone and back to your wallet. Matt kicks off with Lone Star Stockyards' run at Wilderado – 1,168 head with feeders $10–$20 higher and calves sharply higher on a light test – then walks through fats, feeders, hogs, and a grain board trading war, weather, and rumors. He lays out crude over $100, national diesel around $5.64, DAP at $682, urea at $549, potash just under $400, prime at 7.75% and feeder finance at 8.25%, plus a hot sale-barn pulse from Nevada to Oklahoma and a big Superior run that shows just how aggressive buyers are on light calves. The WAR REEL dives into “Operation Epic Fury,” the largest volume of U.S. strikes on Iran so far, continued Russian-Ukrainian slog, 400+ wounded U.S. troops, and what missiles over Hormuz and the Red Sea really mean for oil, freight, and your fuel bill. Matt breaks down OSINT, Telegram, and legacy media spin, and why the only thing that matters is what actually got hit and who pays the bill. From there it's H5N1 in more than a thousand dairy herds, tighter EID rules, New World screwworm creeping north with a sterile-fly plant in Texas, and a hard look at the 45Z “clean fuel” tax credits that turn your tillage, nitrogen, and manure into someone else's carbon score. He closes with a quiet but important Colorado property-tax change for pasture-based outfits, some “On This Day” history, and a quick run through March Madness and early-season baseball. For working cowboys and farm & ranch families who live and die by moisture, markets, and policy, this is your daily sitrep. Subscribe to Burnin' Daylight on Spotify, Apple, or wherever you get podcasts, and get the full market dashboard and premium write-ups at burnindaylight.substack.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Friggin' Farm & Ranch Report | War Premium, Tight Cattle & DC Fire — April 2, 2026

    Play Episode Listen Later Apr 2, 2026 41:01


    Today's show is a war-premium, tight-cattle, DC-on-fire kind of day. $110 crude, JBS strike Day 11, Trump's prime-time Iran address, the Farm Bill and PRIME Act moving in Congress, cattle price transparency, grazing and WOTUS, and a drought picture that's burning up the Southern Plains. All of it, straight through. Sponsored by LoneStar Stockyards — Amarillo, TX. Real markets, honest weigh-ups, buyers who show up to bid. Topics: Cattle markets | Energy & crude oil | Grains | JBS strike | Iran & Hormuz | Farm Bill | PRIME Act | Cattle price transparency | Grazing MOU | WOTUS | Southern Plains drought | On This Day — April 2 Full post + transcript: https://burnindaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    After the Bell — Friggin' Farm & Ranch Report (April 1, 2026)

    Play Episode Listen Later Apr 2, 2026 29:39


    After the Bell for Wednesday, April 1, 2026. The Dow rallied 274 points on ceasefire hopes while the Pentagon loads a third carrier strike group into the Gulf. Wheat lost 3% in a single session the day after USDA said we're planting the fewest wheat acres since 1919. Diesel is $5.40 a gallon. Nobody in cattle country is laughing. Today's show covers USDA Prospective Plantings fallout, cattle board recap with fats at 244.05 and feeders at 368, the disconnect between Wall Street and the war, diesel at $5.40 nationally, JBS Greeley Strike Day 17, War Desk update on Operation Epic Fury Day 33 with a third carrier group and 82nd Airborne deploying, Colorado wolf program, E15 politics, On This Day, and tonight's MLB slate. Brought to you by Lonestar Stockyards — Wildorado, TX. Sale every Tuesday at 11 AM. lonestarstockyards.com Subscribe at burnindaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    After the Bell — Friggin' Farm & Ranch Report (March 31, 2026)

    Play Episode Listen Later Mar 31, 2026 32:39


    After the Bell for Tuesday, March 31, 2026. Live cattle holding the low 240s, feeders firm, and May corn creeping toward $4.60. Full war desk update on the U.S.-Israeli air campaign in Iran, Red Sea shipping threats from the Houthis, and what the Strait of Hormuz shutdown means for your diesel and fertilizer bill. Deep dive on the JBS Greeley strike entering its third week and why packer labor risk lands on producers. Colorado wolf program reality check with over $1.3 million in depredation payouts, the suspended lethal removal in Rio Blanco County, and why the compensation fund is already blown. Plus On This Day in baseball history and tonight's MLB slate including A's at Braves, Padres at Giants, Yankees at Mariners, Red Sox at Astros, and Rockies at Blue Jays. Subscribe at burnindaylight.substack.com for the full Burnin' Daylight Report with market dashboards, drought monitor, conflict tracker, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Two Threats at the Gate — Friggin' Farm & Ranch Report (March 30, 2026)

    Play Episode Listen Later Mar 31, 2026 36:05


    Friggin' Farm & Ranch Report — Two Threats at the Gate (March 30, 2026) Markets finished the day choppy: cattle held up but faded off early strength, grains leaked lower, and the big outside board is still trading war-premium and politics. The tape matters, but the real story today is what's crawling toward the southern border and what Russia might be hiding in Siberia. In this episode: - Cattle & hogs: June live cattle at 209.55 up 1.05; feeders at 293.30 up 1.85; hogs at 89.125, still range-bound. - Grains: May corn at 4.55 3/4 down 6 1/4; beans flat at 10.59 3/4; wheat at 5.07 up 2. - Russia FMD threat: Mass culling in Novosibirsk, farmers protesting, Kazakhstan banning Russian livestock, up to 18 regions potentially affected. What that could mean for global beef supply and U.S. cattle prices. - New world screwworm: 943 cases in Mexico since late 2024, now 70 miles from Texas. Southern ports closed, USDA releasing 100 million sterile flies a week, FDA emergency topical spray authorized. What producers need to know. - War Reel: Iranian forces harassing tankers in the Strait of Hormuz, Houthis threatening Red Sea shipping. How choke-point risk keeps a war-premium baked into WTI, diesel, freight, and fertilizer. - On this day: Seward's Folly (Alaska purchase 1867), Reagan shot 1981, and the first pencil with an eraser patented 1858. This report is built for working cow-country: the cattle producer, farmer, and small-time operator who needs a handle on the board, the border, and the war-noise. Listen and subscribe on Spotify, Apple, and YouTube. Full write-ups and dashboards on Substack: burnindaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    War Desk, Cattle Leverage & the Viagra Anniversary — Friggin' Farm & Ranch Report (March 27, 2026)

    Play Episode Listen Later Mar 28, 2026 32:35


    The Iran war isn't just a map on cable news -- it's American kids from farm towns and ranch schools sitting in missile range. This week: cattle held their ground, hogs sulked, grains stayed cheap, and the big outside markets are trading war headlines harder than USDA reports. In this episode: - Livestock close: live cattle up, feeders strong, hogs under pressure - Grains close: corn soft, beans fading rallies, wheat algorithm-trading - Macro & metals: crude spiking on war premium, gold and silver bid, stocks sliding into correction - War desk: troop movements, Operation Epic Fury update, casualty counts, cost estimates, and damage assessments on both sides - On This Day: U.S. Navy created (1794), Goliad Massacre (1836), Alaska earthquake (1964), and the FDA approves Viagra (1998) Middle America does the fighting -- we deserve straight talk, not slogans. Subscribe: burnindaylight.substack.com Dashboard: burnin-daylight-report.replit.app Cattle markets, farming, ranching, Iran war, commodities, agriculture, Burnin' Daylight, Friggin' Farm & Ranch Report Learn more about your ad choices. Visit megaphone.fm/adchoices

    Iran War, Fertilizer Squeeze & Opening Day — Friggin' Farm & Ranch Report (March 25, 2026)

    Play Episode Listen Later Mar 26, 2026 43:35


    Today on The Friggin' Farm & Ranch Report: The U.S. is now at war with Iran — and the markets are reacting. Crude oil is surging, diesel is following, and if you're running cattle, farming, or hauling anything, your input costs just got a whole lot more real. We're breaking down what the Iran conflict means for fuel, fertilizer, and feed prices. We'll hit the latest cattle and grain futures, dig into drought conditions, and talk about what this all means for your bottom line heading into spring. Plus — it's Opening Day across baseball, and we've got the March Madness Sweet 16 on deck. This is your no-BS farm and ranch market briefing. Let's get to work. Learn more about your ad choices. Visit megaphone.fm/adchoices

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