The recent announcement of CCS Model 3 for Europe and converting Europe SuperChargers to also have a CCS plug (https://electrek.co/2018/11/14/tesla-model-3-ccs-2-plug-europe-adapter-model-s-model-x/) makes me wonder if Tesla slowed local SuperCharger investment until they knew how they were going to deliver CCS to SuperChargers. Now that they've figured that out, engineered, designed, tested, and manufactured their approach, they could then have opened up SuperCharger investment again.
Even if everything I said above is 100% true (and it's likely to be less than 100% true), it's hard to know today exactly what Tesla decided (since they never tell us what they're planning). They could have decided to make the Urban SuperCharger cabinet equipment and/or the old fashioned SuperCharger equipment forward-compatible with CCS cable upgrades, or they may have decided to forego the conversion to CCS for Tesla's USA SuperChargers, or some combination thereof. Perhaps now Tesla knows that converting USA SuperChargers to all have a CCS plug (in addition to their legacy plug) is relatively inexpensive using their existing SuperCharger installed base. If all Tesla has to do to convert to dual-plug CCS&Legacy stations is put in an additional cord, plug, cord hangar, and a firmware upgrade (and a few other things such as inspection, testing), then that is relatively inexpensive, and this could be the reason, in addition to much more revenue from Model 3 and the need to keep up with SuperCharger demand, that Tesla has started building out SuperChargers again. This could explain some aspect of the pause that is not entirely explained by the need to conserve cash for cashflow and profitability.
By either reason, now there could be some more buildout. I look forward to seeing if Tesla CCS comes to America, and if so, how.
Even if everything I said above is 100% true (and it's likely to be less than 100% true), it's hard to know today exactly what Tesla decided (since they never tell us what they're planning). They could have decided to make the Urban SuperCharger cabinet equipment and/or the old fashioned SuperCharger equipment forward-compatible with CCS cable upgrades, or they may have decided to forego the conversion to CCS for Tesla's USA SuperChargers, or some combination thereof. Perhaps now Tesla knows that converting USA SuperChargers to all have a CCS plug (in addition to their legacy plug) is relatively inexpensive using their existing SuperCharger installed base. If all Tesla has to do to convert to dual-plug CCS&Legacy stations is put in an additional cord, plug, cord hangar, and a firmware upgrade (and a few other things such as inspection, testing), then that is relatively inexpensive, and this could be the reason, in addition to much more revenue from Model 3 and the need to keep up with SuperCharger demand, that Tesla has started building out SuperChargers again. This could explain some aspect of the pause that is not entirely explained by the need to conserve cash for cashflow and profitability.
By either reason, now there could be some more buildout. I look forward to seeing if Tesla CCS comes to America, and if so, how.