> Tesla installed ~33 new sites representing over 270 new chargers during May, so far.
You're conflating two different counts there.
Tesla has commissioned 33 new sites in May. Construction on most of those started in 2+ months ago.
They have started construction on 8 superchargers in the month of May so far, consisting of 96 stalls. With this being a long weekend, that basically leaves them with 2 working days, so I doubt many more entering construction.
They are trending down due to the shortage.
Construction started:
May: 8 sites, 96 stalls
April: 11 sites, 162 stalls
March: 12 sites, 192 stalls
Additionally, it's not hard to find evidence of the transformer shortage.
> Today, the average time for obtaining new transformers in the US has grown from about two months prior to 2021 to 12 months in 2022, according to a survey of public power utilities.
> Already, the shortage has forced 20 per cent of utility companies to either delay or cancel electrical grid projects. Home builders have experienced months-long delays in constructing new houses and apartments because of wait times for connecting with local electrical grids.
That's an extraordinary claim, tbh. Just poking around on Supercharger.info shows ~32 sites starting construction since the beginning of May. That might be overcounting slightly if they overlooked some that started a little earlier, but I doubt it is overcounting by 4x.
The transformer shortage is not a new problem. There's a reason that the pace of openings hasn't really changed that much.
Iirc Tesla has dropped to installing something like only 50 total chargers (not sites, individual chargers) in May due to it.