After taking a quick look at Troy's workbook, it seems pretty clear that Tesla is now feverishly matching pre-built Model 3s that were stockpiled around the USA during June, with configuring buyers and getting those inventory cars out of holding lots and into delivery centers as quickly as possible. Those who configure a LR, in a color and wheel package that already rests in a regional holding lot, are going to get a VIN assignment really quickly and delivery shortly thereafter. No trade? Even better...not only does that simplify the process for Tesla, but it prevents Tesla from having to find space for the traded-in metal before the wholesaler picks it up to drag it to the nearest auction. Delivery centers don't have much space, particularly for a flood of inbound Model 3s PLUS a flood of traded in ICEs. This "pig in the python" peak due to holding back finished cars in June (presumably to prevent selling the 200,000th Tesla in the US in Q2) will work its way through during July/August and frankly very likely become the new normal since the factory will keep cranking out ~5k/wk in the meantime (presumably primarily for CA configurers that are easier to transport while the pig/python metaphor works itself out in the rest of the US in the coming weeks). Regardless, this is all incredibly good news for buyers...the floodgates have finally opened and that means lots of happy new owners soon enough.