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Shut down may be related to retooling for AWD?

Does anyone have any information, thoughts or opinions on the recent M3 production shutdown as possibly being related to the initiation of AWD production? I was invited to configure last week and am rolling the tax credit dice at least until early Aug on the AWD,
The current shutdown is to improve the line for the next step up in production rate. The line will shut down again in another month or so for another step up in production rate. AWD will likely come in Q3 and be preceded by another shutdown and production line modification.
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Elon tweeted that AWD would come "probably July":