• event_id: 2026-06-16-livestock-disease-phase-0a-full-rerun-captures

Fresh captures scanned: 34 tweets, ~20 Discord captures, ~11 Reddit captures, ~11 article captures (all 2026-06-16). Grep for: screwworm, ELAN, cattle, APHIS, livestock, NWS, Negasunt, parasit.

Result: zero relevant captures. No screwworm, APHIS, cattle, or ELAN signal in today's batch. Out-of-zone detection alert has not fired from any source.

One new texture from captures (indirect): the US-Iran ceasefire deal and associated oil price drop (captured via multiple Semafor articles + Sherwood News: "Oil tumbles below $80 to 3-month low on US-Iran deal") introduce a modest macro risk-on shift. This is not a livestock-disease signal, but a sustained consumer uplift from Iran-peace would modestly reduce the GLP-1 demand-destruction headwind on the protein complex — directionally mildly positive for the rotation leg eventually emerging, but not yet in the tape.

GLP-1 cross-risk unchanged: Discord #weight-loss captures (semaglutide patent expiry chatter, retatrutide focus) confirm the appetite-suppression narrative is still live — no de-escalation of the thesis-cross risk on ELAN's Pet Health half.

Prose update: README "What changed" section updated to incorporate these captures and add the Iran-peace macro texture. All other thesis elements unchanged.