So… What happened? Did you get your keys stolen out of a CI or something? It just seems suspicious that you’d be the only business affected by this 3rd party provider.
I don’t have any inside info here, but it makes sense. And as a namecheap customer, I see no reason to panic at this time.
One can send newsletters using a subdomain like news.acmecorp.com and have Sendgrid's IPs in SPF record only for this subdomain and not for the main domains (though most recipient would not notice change from say @acmecorp.com to @news.acmecorp.com).