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.

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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

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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

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It’s BD Baseball for Friday, May 29, 2026. Jake and I sort through a light Thursday slate and some heavy shit for a few teams. We start in Detroit: Skubal’s back on the IL, the offense is flat‑lined, and we’re asking out loud if the Tigers just suck this year and what a trade might even look like.

From there we head to the South Side where the White Sox stay hot and Murakami keeps mashing, then up to Boston where the Braves roll through Fenway and Ronald Acuña Jr. hits a grand slam off the Monster because of course he does.

We get into why teams are spamming breaking balls at the Cubs and how that turned their May into a disaster, plus another Paul Skenes start where he shoves and gets nothing from the offense or the bullpen. We also talk about the Astros coming on, the Rangers wobbling, and the AL West being wide open if anybody wants to grab it, while the Brewers and the rest of the NL Central look like a damn gauntlet.

We run through injuries and roster moves — Twins shuffling pieces, Steven Kwan heading to the paternity list, more bad news for the Rockies’ pitching staff, and Andrew McCutchen getting released when everyone on earth just wants to see him finish up in Pittsburgh.

Then we look ahead to the weekend: Padres at Nationals, Twins at Pirates, Cubs at Cardinals, Tigers at White Sox, Angels at Rays, Brewers at Astros, Giants at Rockies, Yankees at A’s, D‑backs at Mariners and Phillies at Dodgers.

We wrap it up with the official BD June Swoon Watch List — Cubs, A’s, Rangers, Pirates and Padres — talk about who might actually get hot instead (Jays, Phillies, maybe even the Tigers if the baseball gods ever cut them a break), and then wander into NBA Western Conference Finals Game 7, Knicks Finals talk, the Toy Story/Avalanche Stanley Cup “conspiracy,” and a Little League “most improved” story from my team.

Move your ass. We’re burnin’ daylight.

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In today’s Friggin’ Farm & Ranch Report for Thursday, May 28, 2026, I’m coming to you out of Yerington, Nevada with a full plate of cattle, policy, and bullshit to sort through.

We talk:

June live cattle 10 under cash while the 5‑Area cash price holds 260.45 and packers slow the chain.

USDA’s May Cattle on Feed report showing a record 1.99 million head on feed 180 days or more.

Tyson’s new 47 million‑dollar civil settlement on beef price‑fixing for commercial buyers — with the DOJ criminal probe still hanging out there.

Trump’s Argentina quota expansion and the 200‑day beef TRQ suspension that swing the foreign beef door wide open during a historically tight U.S. herd.

The FTC’s fresh investigation into fertilizer pricing — on top of DOJ — while anhydrous, DAP, MAP, UAN, and urea all sit more than 150% above 2020.

Base acre elections, CRP emergency grazing, Nebraska wheat damage, and what that means if you run cows or farm ground.

Tigers hurting, Brewers rolling, A’s hanging around in the AL West, and an “On This Day” that runs from the Indian Removal Act to the Sierra Club and cloned horses.

If this show is worth something to your operation, the best thing you can do is tell one neighbor who runs cows or farms ground and send them my way.

Read the write‑up, get the transcript, and support the show over on Substack:

👉 https://burningdaylight.substack.com

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Jake’s back, the new studio actually works, and two-thirds of our homer teams lost again. We open with the Tigers finally snapping their skid against the Angels, at the cost of injuries to Casey Mize and Kenley Jansen, and then roll straight into the A’s pitching nightmare: Savale to the IL, Springs struggling, Severino bad, the carousel in full spin, and the bats cooling off in West Sacramento. From there we hit Rockies–Dodgers and Shohei throwing six no-hit innings while basically pitching against himself, the Blue Jays maybe waking up, the Guardians being quietly legit behind Gavin Williams, and the Nationals turning into an over machine with James Wood and CJ Abrams both on a tear.

We dig into Seattle finally hitting a lefty against Jeffrey Springs, Logan Gilbert and the stacked Mariners rotation, the AL West being kind of trash, the Tigers’ much-needed 4–0 win, and how it feels to watch your team lose in every possible way. Then it’s Christopher Sánchez’s filthy scoreless streak for the Phillies, Padres pitching rumors as the Dodgers and Diamondbacks heat up, Ketel Marte going God mode, and why Paul Skenes with run support feels wrong but beautiful.

Down the stretch we talk Brewers as a full-on pitching factory with Miserowski and Harrison, Cubs grinding through a ten-game skid and sliding into crisis mode, whether the Pirates hang around or just play spoiler, Murakami chasing records for the White Sox, the Royals being back to ‘Bobby Witt and nobody else,’ the Astros starting to wake up behind Yordan’s heater, and the Rockies getting the most Rockies run you’ll ever see off Shohei without a hit. We close with today’s light getaway slate, a couple of overs and moneylines we like, and a quick look ahead to a spicy weekend: Padres–Nats, Tigers–White Sox, Cubs–Cards, Brewers–Astros, D-backs–Mariners, Yankees–A’s, and Phillies–Dodgers. Move your ass, we’re burnin’ daylight.

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All three of our teams got their teeth kicked in last night, so we’re naming and shaming. The A’s waste Gage Jump’s debut while Emerson Hancock shoves, the Tigers let Vaughn Grissom hang six RBIs on them (grand slam included), and the Rockies give up 15 runs and five bombs to the Dodgers in front of 52,000 people. We rip through the whole Tuesday slate — Yankees hanging 15 on the Royals, Braves–Red Sox turning into a sweat, the Cubs’ skid getting uglier in Pittsburgh, Brewers bullying the Central again, Rangers–Astros turning into a home run contest, Phillies stealing one in San Diego, D‑backs punching the Giants in the mouth, and more. Then it’s standings and pain: AL West clown car, NL Central power, how far the Tigers and Rockies are from “respectable,” plus the injury/transaction hits that actually matter — Aaron Civale to the IL and Gage Jump up, Logan Henderson’s back barking in Milwaukee, Luis Robert Jr. and Tyrone Taylor both shelved, Craig Kimbrel patching Tampa’s pen, Alejandro Kirk to the 60‑day, Noah Schultz down on the South Side. If you’re an A’s/Tigers/Rockies sicko or just like watching MLB chaos from a safe distance, this one’s for you.

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In this episode of the Friggin’ Farm & Ranch Report I’m pulling a lot of threads together: cattle on feed, beef imports, BLM’s backpedal on public lands, $5.60 diesel, and some very suspicious trades in oil and prediction markets.

Here’s what I walk through:

– May 1 Cattle on Feed: 11.6M on feed (+2% y/y), placements +6%, marketings –10% – first y/y increase in 18 months.

dtnpf

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– Beef cows still around 27.6M head (–1% y/y), so the cow factory is still tiny even if feedlots look heavy.

nass.usda

+1

– Q1 2026 beef imports at 562k metric tons / ~$4.5B, up 18% from last year and 122% from five years ago, while the Trump team talks about suspending beef import TRQs.

qz

+1

– BLM rescinding the 2024 Public Lands Rule and revoking American Prairie’s bison permits on seven Montana allotments, putting cattle back on those BLM pastures.

wlj

+1

– The board: June live around $248, August feeders about $349, July corn $4.58, KC wheat $6.76 – a don’t‑screw‑it‑up board, not a get‑rich one.

FF-RR-transcript-5-26-26.txt

– Inputs: EIA diesel at $5.596, AAA diesel at $5.584, DTN fert with DAP at $914, urea $865, anhydrous $1,118, and hay economics that pencil a multibillion‑dollar hole for alfalfa growers.

gasprices.aaa

+3

– War reel: Iran, Hormuz, Brent screaming higher on war headlines, then a ceasefire dropping prices – plus a $950M crude short placed right before that ceasefire and a Green Beret indicted for using classified intel to trade Polymarket.

debevoise

+2

– How all of that – war, imports, BLM, and Wall Street side bets – ends up in your fuel bill, fertilizer bill, and cattle checks.

If you want the charts and receipts I’m talking about, the full write‑up for this episode is on Substack (free to read and listen):

👉 https://burningdaylight.substack.com

That’s also where you get early access to the Burnin’ Daylight Report (my markets dashboard) and Man About a Horse.

Share it with a neighbor, send me your local sale‑barn reports and drought pictures, and remember: move your ass – we’re burnin’ daylight.

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Memorial Day gave us everything: a combined no-hitter in Texas, back‑to‑back walk‑off bombs from Colton Cowser, and the A’s somehow still sitting on top of the AL West.

Matt goes solo today and runs through:

Weekend recap: Rays–Yankees in the Bronx, Astros bending the Cubbies over at Wrigley, Royals–Mariners chaos, Twins sweeping Boston, and the Dodgers doing Dodgers things.

Full Memorial Day slate: 13 games, every starting pitcher, and the biggest offensive lines, including the Astros’ combined no‑hitter and Cowser’s 13‑inning walk‑off against Tampa.

Division standings at the Memorial Day mile marker: why the AL Central is suddenly winnable, why the NL Central is a street fight, and how the A’s are clinging to first with a negative run differential.

Homer Corner: A’s–Mariners in West Sac, Tigers trying to get right without Skubal, Rockies’ bullpen blowing another one at Dodger Stadium, and Gage Jump getting the call with Savale headed to the IL.

Grab a beer, fire up the grill, and catch up on a wild weekend of baseball.

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I am flying solo today as Jake is live at Comerica Park for Tigers-Guardians Game 2. Full rundown of Wednesday's 15-game MLB slate:

🔥 Kyle Harrison — 7 IP, 2 H, 0 R, 11 K, Game Score 83 (Brewers 5, Cubs 0)

🔥 Chris Sale — 7 IP, 1 ER, 8 K, ERA 1.89 (Braves 9, Marlins 1)

🔥 Trey Yesavage — 6 IP, 0 R, 8 K, struck out Aaron Judge THREE times (Blue Jays 2, Yankees 1)

🔥 Shohei Ohtani — Leadoff HR + 5 IP, 0 ER, ERA 0.73 (Dodgers 4, Padres 0)

🔥 A's 6, Angels 5 (F/10) — McNeil tying HR in the 9th, Soderstrom walk-off RBI in the 10th

Plus: Full division standings, homer team check-ins (A's, Rockies, Tigers), Golden Knights 4 Avalanche 2 Game 1 recap (Carter Hart .947 SV%), and a full preview of tonight's slate — headlined by Spencer Strider returning to Miami.

Tonight's games: Strider vs. Alcantara (ATL/MIA, Peacock), Rodón vs. Fisher (TOR/NYY, MLB Network), Severino vs. Soriano (OAK/LAA), and the ECF opener: Hurricanes vs. Canadiens (8 PM ET, TNT).

Move your ass. We're burnin' daylight. 🔥⚾

Follow us: @burnindaylightsports | @j_renquist | @moveyerass

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