Reason is dropping demand and financial panic by Musk, there's no another reason.
He'll never spell that out, because it looks bad for Tesla.
Not saying they won't recover, but the chargers were a huge moat for them, they lose some of that moat by opening to other cars, and now the expansion is basically halted DESPITE he claims it'll continue slowly (from news on the field, all new sites are canceled en masse).
