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

Friggin’ Farm & Ranch Report: Futures Freak Out, Sale Barn Says Otherwise | June 3, 2026

The board had a full‑blown hissy fit today. Fats dumped, feeders slid, and if you’re glued to the screen you’d think the cattle business just died. Out here in the real world, five‑area cash and the sale barns are still paying up, and the country isn’t buying the panic. I walk through the tape, the BDR Sale Barn Pulse runs, and what that ugly futures‑to‑cash spread really means when you’re hauling cattle instead of clicking buttons. Then we hit grains getting kicked lower on fund selling, a little relief on corn and meal, and why it doesn’t feel like relief when diesel, fertilizer, and 8‑percent money are still chewing on your margins. War Reel is hot—missiles and drones in the Gulf, U.S. strikes back, tankers getting hit, crude jumping—and that all shows up in your fuel and fertilizer bill real quick. Plus screwworm creeping north, Theileria in Nebraska, wolves in Washington, drought squeezing the beef cow herd, and fresh noise out of D.C. on MCOOL, cattle price discovery, and WOTUS. Full write‑up, charts, receipts, and the full transcript live over on Substack: https://burningdaylight.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

June Swoon Watch, Tigers Chaos, and ABS Meltdown | BD Baseball 6-2-26

On today’s BD Baseball, Jake and I fire up the June Swoon Watch and take a hard look at the A’s, Cubs, and a few other clubs teetering on that edge between contender and collapse. Jake breaks down the Tigers’ wild 10–9 win over the Rays, Kerry Carpenter’s big return, and why Detroit went from best record in baseball last year to tied for the worst this year. We also dive into the ABS disaster in the A’s–Yankees series, how a frozen laptop cost Oakland a challenge, and what it means when the system that’s supposed to fix bad calls breaks down on its own. Then we hit on the new automatic check swing challenges in Triple-A, how there’s not even a clear rulebook definition of a check swing, and what that might look like if it ever comes to MLB. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Board Gets Smoked, Barns Didn’t Blink – Friggin’ Farm & Ranch Report 6‑1‑26

On this Friggin’ Farm & Ranch Report for Monday, June 1, 2026, I walk through a day where the board got its teeth kicked in and the barn didn’t blink. June live cattle closed around 240, down over 11 bucks on the day, while the 5‑area cash trade is still printing in the mid‑250s, leaving roughly a $16 gap between paper and real cattle headed to a real kill plant. We talk placements, 11.6 million head on feed, almost 2 million head over 180 days, packer discounts on heavy carcasses, and what that means for feedlot leverage and your fall outlook. On the grain side, Kansas City hard red winter wheat just took a 23‑cent haircut after USDA’s May WASDE printed a 1.56‑billion‑bushel all‑wheat crop with only 15% of Kansas rated good to excellent – disaster numbers that still have to pencil through your hay and grazing plans. Then we hit diesel at the $5.50 floor, fertilizer up 40–47% since February, Iran threatening both Hormuz and Bab el‑Mandeb, screwworm creeping to within about 30 miles of the border, and the latest on Farm Bill, mCOOL, and base‑acre decisions. For the full charts, sale barn runs, and war reel sources, head to burningdaylight.substack.com. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

BD Baseball Weekend MLB Wrap: A's Pain, Tigers Misery, Rockies Chaos, Mariners Rising

Solo show today — breaking down every series from the weekend, west to east, AL then NL, and I had to sit here and recap one of the ugliest innings in A's history while also telling you my little league A's got wrecked by the parents in the end-of-season game. It was a full weekend. The real A's gave up 13 runs in the third inning Sunday. Yankees sent 18 batters up, batted through the order twice, Ben Rice hit a double AND a triple in the same inning, and my guys threw three pitchers at it and still couldn't stop the bleeding. They came back with eight runs and still lost by five. Severino got lit up Friday and is now headed to the IL with a right shoulder strain. The defense is a mess without Jacob Wilson. JT Ginn was filthy on Saturday and the offense actually showed up — Langeliers, Kurtz, and Soderstrom all going deep — but it didn't last. A's drop to 28-31 and the pitching staff is a dumpster fire right now. Tigers got walked off by Miguel Vargas in the tenth on Friday after Troy Melton threw seven innings of one-run ball. Seven innings. One run. Didn't matter. Saturday the White Sox put three homers on them — on Quero's bobblehead day, of course — and Sunday Colson Montgomery ties it in the seventh and Tristan Peters drives in the winner. White Sox sweep. Tigers are 6-21 in May. It is not good. The Rockies had one of the best nights of the year on Friday. Giants up 6-3 in the ninth, Goodman hits a 414-foot three-run shot to tie it, and then Tovar walks it off with his SECOND homer of the game. Saturday, Feltner comes back from injury and throws six shutout innings. Then the Giants show up Sunday and drop 19 on them. That's Coors. That's always Coors. Still take the series two to one. Beyond my teams: Yamamoto struck out 10 and held Philly hitless through three. Wrobleski went seven innings, one hit, nine K on Friday — one of the best starts of the weekend anywhere. Acuna hit four homers in his last five games and is making his case for best player in baseball again. The Orioles came back from 5-1 in the bottom of the ninth with eight straight guys reaching and Pete Alonso walking it off. Misiorowski retired the last 17 Astros in order in a 2-0 shutout. Carson Benge leadoff homer, Juan Soto grand slam, Mets sweep the Marlins. Pirates swept the Twins. Mariners swept the D-backs. Rangers swept the Royals. Full standings breakdown and a look at today's slate to close it out. 📅 Games covered: May 29–31, 2026 📍 Sources: MLB.com, ESPN, CBS Sports, Fox Sports 🔔 Subscribe and don't waste the daylight 👍 Like if you stayed till the standings breakdown 💬 Tell me your excuse for your homer team in the comments — I've already got mine 📲 Follow us: @burnindaylightsports @moveyerass Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Valentine Made History. Packers Low-Balled All Week. Screwworm at the Wire. | FFRRR Fri. May 29

The week of May 25, 2026 delivered one for the record books — and not just one record. Valentine Livestock in Valentine, NE set the highest daily weighted average for 7-weight steers in U.S. history: $407.28/cwt on 2,582 head. Five of the top 10 all-time 7-wt steer sales nationally now belong to Valentine — all set on the same day. Meanwhile, packers bid $253 live all week while yards held at $260. Only 1,559 head traded through Thursday morning. The $7 standoff held. Chains ramp back to 530–540K next week — that's the pressure point. Slaughter for the Memorial Day week came in at 448,000 head — the smallest Memorial Day week cattle kill in modern history. YTD kill is running 9.2% below last year's pace. Heavier cattle (avg live weight 1,469 lbs, up 45 lbs year-over-year) are backstopping beef output, but YTD beef production is still 6.6% below the prior year. Boxed beef ribs ran +$18.50/cwt in a single week. Choice cutout closed at $391.47 — net up $1.20 on the week despite two down days Friday. Screwworm is 60 miles from the U.S. border. All southern ports of entry remain closed to livestock imports. No timeline on reopening. Mexican cattle are not coming. That feeder supply hole stays open heading into summer. Strait of Hormuz: U.S. and Iran agreed to a 60-day ceasefire extension. Shipping stays unrestricted — for now. WTI crude sold off on the news, erasing an earlier 3% gain. First crack in 14 straight weeks of fertilizer price increases showed up this week — potash and UAN32 eased. High Plains drought is expanding. Kansas Poor-to-Very Poor winter wheat: 55%. National Good/Excellent: 26%. Nevada and Great Basin fire outlook: above normal through summer. Fallon Livestock Special Feeder Sale — Tuesday, June 9, 2026. burnindaylight.substack.com · burnin-daylight.com Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]