[adrian_b]

At your link about the research done at Drexel University there is much more information about the structure of the cathode and about the obtained results, so it is more credible than the parent article, but it also refers to a research that does not appear to be close to commercialization.

They have used a slightly different cathode structure, with carbon nanofibers instead of nanotubes, and with a different electrolyte.

So, as shown by other posters, during the last couple of months there have been at least 3 announcements, from 2 commercial startups and from an university, all claiming to have solved the reversibility problem of the cathode in lithium-sulfur batteries, using either carbon nanofibers, carbon nanotubes or boron-nitride nanotubes, and the 2 startups claim that in a year or so such batteries may become commercially available.

Having 3 such announcements instead of 1, makes it much more believable that at least 1 of them is not overly optimistic, so indeed the lithium-sulfur batteries might replace soon the lithium-cobalt and lithium-nickel batteries, making the batteries much more affordable.