Latest rumour is that they are dropping the LR completely for the time being...
i.e. in all markets.
"Off-menu" does not mean "dropped" -- we've heard rumours of the RWD LR's impending demise for years. In April for mainland Europe the off-menu RWD LR was actually on the boats (in really large quantities) but not in the configurator, and SR+ was in the configurator but not on the boats. AWD was in the configurator but on the boats only in limited quantity.
I always wanted RWD/LR and I stuck to it, BTW. The real, not advertised, range is better and the acceleration is more than "good enough", and insurance is usually cheaper over here (as it's often partially horsepower/kW-rated). Even if they had thrown in the second motor for free I would not have wanted it.
Then you had the towbar...they had RWD LR with towbar on the boats before these were even officially announced as existing. Obviously no one had ordered these, so converting your order to get a towbar got you a car
sooner. Once they had assigned all the non-towbar VINs, they even started phoning customers with orders without a towbar and without a VIN to ask if they were interested in adding a towbar...
In other words: the latest rumours are just that. Even Tesla itself does not know what they are going to do next week; it depends on demand and on where exactly the production constraints are. My guess is that the UK doesn't get to order the RWD LR right now, even off-menu, because they need the battery packs of those for left hand drive EU RWD LRs, for which there was more than the anticipated demand. They probably also want to sell dual motor versions with better margins into the RHD markets to recoup some of the extra cost the RHD models were causing.
The unexpected success of the off-menu RWD/LR drives them to experiment with trying to convert some of the demand for these RWD/LRs to dual motor versions with better margins, and since the RHD markets are newer, they're experimenting there. Since in current production the difference between AWD/LR and AWD/P-without-PUP is probably merely software --they're making so many RWD-specced rear motors for the RWD LR and P variants that it's probably become cheaper for them to ship AWDs as software-nerfed Ps--, that experiment doesn't cost them anything.