Being the huge nerd that I am, I've been watching Tesla's shipping patterns (Tesla Carriers) closely since I ordered. Your SR's assertion lines up with that spreadsheet. There have been ships constantly loading at Pier 80 for most of the last month but that seems to have stopped. There's one more that just went from Portland to Vancouver. I'm guessing that those cars were shipped by train to PDX, and this boatload will be distributed throughout Canada again via train after spending a few days in customs at the dock.
This is all in line with Tesla trying to maximize Q3 deliveries. European folks should see VINs soon, followed by folks in Canada, and the delivery radius will decrease from there throughout September. The east coast US will see VINs in the next week or so followed by us suckers out west.
Hopefully the train shipment to the east coast and the semi for the Midwest goes out the same time next week.