I work at a car factory in an engineering capacity and I can't even figure out WTF Ford is doing. We used to build an EV on the same line as our major model, and they would sail through almost unnoticed once we got good at it. So it's not like there is a massive difference in how the car goes together, outside of the obvious battery and motor differences.
My best guess is that they are having a shortage of a certain key component due to the increased demand, and the supply chain is catching up. Something like the motor or battery. Who knows.