Seeking Alpha is a pretty well respected financial blog. The author is long companies devoloping this technology but Sandia Labs, the Economist and others back up his article. He writes:
Quoting:
"A 10-fold improvement in the performance of any technology is by definition highly disruptive. The fact that lead-carbon achieved these disruptive performance gains using cheap and plentiful raw materials that are readily available from domestic sources and easily recyclable for use in new batteries using existing infrastructure is an absolute game changer"
http://seekingalpha.com/article/115257-lead-carbon-a-game-changer-for-alternative-energy-storage