I think I know why they discontinued the X60D. They shifted some of the pack production capacity to 100 kWh packs. The reason is because they need to clear the MX backlog in RHD countries. For example, UK Model X deliveries haven't started yet. They have people waiting for years and they need to deliver those cars this quarter. However, the average transit time to the UK is 55 days. That means they have until 5th Nov to ship all these cars but they don't have enough 100 kWh packs for the X100D's.
To maximize deliveries, the priority of orders is critical. I would imagine something like this:
Step 1: Complete the production of all RHD Model X cars before Nov 5th.
Step 2: Prioritize EU and Asia production until mid-Nov. After that, all production must be 100% for North America.
Step 3: Around 15th Nov, release the S/X 100D versions. There must be people waiting for these cars. It makes sense to capture that demand during this quarter.
Step 4: Firesale in North America after 1st Dec. Expect big discounts on new inventory cars (new cars produced without any customer orders).
As an additional data point to support my theory, here are the Europe Model X delivery numbers in last 3 months: Jul: 47 units, Aug: 292 units, Sep: 1198 units. 601 MX were delivered to Norway alone in Sep. More details
here (scroll down until you see the pink MX table). As you see, they are trying to clear the backlog.
By the way, the average transit times for each region are as follows:
USA, California, 5 days
USA, Pacific excluding CA, 7 days
USA, Mountain Time, 9 days
USA, Central Time, 11 days
USA, Eastern Time, 18 days
Canada, 32 days
Europe excluding the UK, 47 days
China or Hong Kong, 50 days
Australia or New Zealand, 43 days
UK, 55 days
Japan, 41 days
This is based on the
Model S delivery tracker spreadsheet. These are the results after I processed the file and they include delivery preparation times.