That makes a lot of sense and its consistent with how this forum is announcing deliveries... I saw yesterday (Saturday 17/12) in a Barcelona motorway two car carriers filled with Tesla Model S and Model X, more Model S than X. Mine is delivered on 22nd or 23rd and that is delivered from the renting company who probably would receive it either today or tomorrow.
From what I see in this forum, the closer countries are getting a lot of delivery info around end of month to give time for the second ship to arrive. So at least what you are getting fed sounds logical and consistent with what we are sharing in this chat. Regardless, what is obvious is that we will see a lot of deliveries between now and end of year with the left overs that can not be arranged coming in in early Jan, then probably would be a little bit less of a rush as Tesla is trying to finish the year strongly (share price needs that) as they are trying to get as close to the 1.5M vehicles as they possibly can... will not get there, but might not be too far away either...