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

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

Burnin’ Daylight

March 31, 202636m 5s

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Show Notes

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

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