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Not sure I believe it.

The Tesla reservation I put in that was initially scheduled for delivery in Jan 2022 is now listed as July 2022, with no notice whatsoever.

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Every vehicle needs ten thousand parts from hundreds of suppliers in order to be fully assembled and shipped. Tesla could outrun the supply chain crunch on 9,999 parts and still it only takes one missing part to halt production.

Hence the problem for every manufacturer of consumer technology. The guy who almost outruns a hungry lion still gets eaten. Not sure how we can call that "outrunning the supply chain crunch."

It appears they have successfully "outrun the supply chain crunch" on the high volume Models 3/Y but not so much on the much lower volume Models S/X. My guess is the OP's order is for the latter.

Long-range AWD Model Y, actually.

That's because the demand is through the roof. They can't possibly produce enough cars to sell right now.

That would affect orders placed after mine. They knew how many orders they had in the queue when I placed my order and they gave me an estimate.

And maybe they ignored the que when they gave you the estimate.

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