A comparable company to Talnode Si would be Sila Nanotechnologies (this is just for Talnode Si and not Talnode-C mind you).
They don't have a graphite mine but produce silicon based anode material from other sources of graphite. It's designed to be a drop in solution as well.
They claim a 20% increase in energy density with 40% future potential, whereas Talga say they have achieved 40%.
In January 2021 they raised US $590M and were valued at US $3.3 billion.
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