Our wise friend Bill at C&S and Road Warrior for Commodities Watch, sent us this note today.

Dear Kevin,

Recently I was asked to show the monthly futures prices that have been traded each month along side the corresponding month’s Stocks-To-Use-Ratio (STUR) of World Grains.

I had some time this morning, so attached are the results.

In general, since 2004, we have seen higher monthly average prices in CBOT Wheat, Corn and Soybean prices than what has historically been experienced with various STUR levels in the past.

Enjoy and feel free to contact me with any questions you may have.

Bill wilmar@theramp.net

C&S Special #13 Grain STUR’S and Monthly Prices 2-13-10

A fairly distant colleague of mine in Asia got short with corn ETF options last week, shortly after I got long. I wasn’t all that shocked, after all he seems to be overly negative on all of the commodities, while at the same time suggesting their going higher over the long term, confused? Me too.

Regardless, I think all of the bearish sentiment we are hearing for corn and wheat is overdone. And while we may not see a year of $8 corn, prices certainly have upside potential to breakout. Weather is a big wild card. My annual farm tour may go global this year. I am planning my Midwest tour right now and may take it to Eastern Europe and Russia this year too. Write in and tell us where you want us to go. info@kerrcommoditiewatch.com Anyway, my learned (now short corn) colleague may want to keep an eye on conditions in the US growing regions.

The drier northwest corner of the Corn Belt is getting increasing attention with planters set to roll in as little as 60 days. As I have said repeatedly, there is mounting concern that the generally moisture-free and mild Midwest winter may be a precursor to a hot and dry summer. Only time will tell.

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(Amsterdam) Kevin Kerr

Just got my family safely off to Tallinn and now to see one of the biggest LNG terminals in Europe. Read all about it next week at Uncommon Wisdom Daily.com. Bitter cold here in Holland and throughout Europe. Gas consumption will soar. More updates from here later. I should have packed warmer clothes. Missing my girls already. Safe home. — at Amsterdam Airport Schiphol.

Appearance at about 19 minutes.

William has put together some fantastic charts and data on Soybeans too, well worth looking at ahead of the Ag report Thursday Morning….Click the link to get the entire PDF. SX 2012 Annual Price Projections 1-10-12

Well 2011 has come to a close, and what a year it was. Our primary blog here at KTI will be moving in a much more active and exciting mode. Check in every day for new posts, videos, and much, much more. We will have special guest commentary as well as my personal daily trading journal.

2012 holds many opportunities for investors and traders and my team and I will seek out the best prospects for you to profit in a big way. Please sign up for RSS for our blog and be sure to sign up for a FREE membership to Commodity Confidential. You can sing up for this FREE subscription at www.kerrtrade.com

Again, HAPPY NEW YEAR!