My May LR order continues to show September after showing September and then being blank for a while. I continue to run the configurator and it clearly says on Plaid that 19" wheel deliveries begin in August - So I wouldn't expect anything in July. August is around the corner anyway. I think there's a SMALL chance I'll get a VIN in late August - probably right during a vacation.
From what I have divined it takes about 4 to 5 days to build a car (which blows me away, I figure a major chunk of that time is paint drying) - and I'm absolutely guessing that there are some 450 or so cars in that holding lot built for 19" wheels - maybe rotors, or something else beyond a mere wheel swap to/from 21" - so I'm GUESSING that once the 19" wheels come in from boat, that after unloading, they can be put on the cars in the lot, then it's logistics to get those cars (if it is those cars) to the trucks and trains.
I don't know IF they ARE cranking out S's at the 4-5 day "max speed" - they can be cranking out 3's, Y's, or stuck on cars because they're missing parts or chips - I have no idea.
On vacation i tried the configuration with different countries, and some of them are late or Q4 2022 - so there's demand
the the question is supply and speed of production.
i'd wager they're going as fast as they can - i just don't know if the limitation is supply or at max production capacity.