It's at the very least Musk's explanation. Lorenz's tweet with her offsite links predates the new policy; if they're related, the policy was a retroactive explanation similar to how they made up the "no real-time location" policy after banning @elonjet.
https://www.dailymail.co.uk/news/article-11550753/Taylor-Lor... has a screenshot of her Tweeting him asking for comment on a story that came out today, https://www.washingtonpost.com/technology/2022/12/18/details.... That, IMO, is the most likely explanation for the action.
> And she is unsuspended already.
Yes, he's gotten a lot of backlash today.