Episodios

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

    War Premium Off, Cattle Still Stubborn — Friggin’ Farm & Ranch Report (4/14/26)
    Apr 15 2026
    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
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    51 m
  • Live Cattle Hit $250, Iran Blockade Spikes Crude, JBS Strike Over | FFRRR 4/13/26

    Live Cattle Hit $250, Iran Blockade Spikes Crude, JBS Strike Over | FFRRR 4/13/26
    Apr 14 2026
    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
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    53 m
  • Friggin’ Farm & Ranch Report — Weekly Wrap | April 10, 2026

    Friggin’ Farm & Ranch Report — Weekly Wrap | April 10, 2026
    Apr 11 2026
    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
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    53 m
  • Man About a Horse — Friggin’ Farm & Ranch Report (4/9/26)

    Man About a Horse — Friggin’ Farm & Ranch Report (4/9/26)
    Apr 10 2026
    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
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    33 m
  • War Premium Off, Cattle Still Tight — Friggin' Farm & Ranch Report (4/8/26)

    War Premium Off, Cattle Still Tight — Friggin' Farm & Ranch Report (4/8/26)
    Apr 9 2026
    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
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    47 m
  • War, Weather & Cattle Checks – Friggin’ Farm & Ranch Report (4/7/26)

    War, Weather & Cattle Checks – Friggin’ Farm & Ranch Report (4/7/26)
    Apr 7 2026
    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
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    43 m
  • Friggin' Farm & Ranch Report | War Premium, Tight Cattle & DC Fire — April 2, 2026

    Friggin' Farm & Ranch Report | War Premium, Tight Cattle & DC Fire — April 2, 2026
    Apr 2 2026
    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
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    41 m
  • After the Bell — Friggin' Farm & Ranch Report (April 1, 2026)

    After the Bell — Friggin' Farm & Ranch Report (April 1, 2026)
    Apr 2 2026
    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
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    30 m