I agree with that. I'm fond of conjecture, probably because a career in corporate sales and marketing has led me to ponder client actions and what they might or might not do, given various alternative scenarios. Often necessary when the full picture isn't clear.
Geely bought a majority share in Lotus because they consider it a premier brand, or rather, one which could be marketed as such. Lotus may be reasonably well known in the UK but it's not in the markets Geely sees as being their most important, China, Europe, USA etc, and the Emira is important in promoting the brand in those markets for the Eletre and the subsequent EV cars to follow. All or most of those markets have LHD so at some point Geely directed Lotus to prioritise LHD components with their suppliers. Obviously, the suppliers cannot admit to that and Lotus would never do so, hence the delays and subterfuge with the UK demonstrater and customer cars. LHD cars have already been shipped to Europe and the USA, and, the assembly line photos from yesterday show a number of cars destined for China.
Meanwhile, four of the RHD cars produced were for the driver academy, which pays for itself through the charges levied. Presumably the UK people were considered content to pay a not insignificant sum for an early test drive. The UK dealers, who have invested considerable sums to be authorised Lotus dealers, are starved of information because of the new direct sales channel, probably deliberately, as are the 2000 plus UK depositers, because they are not considered important in the Geely strategy. The dealers don't know for sure when they'll receive their demonstrater cars, nor do the UK depositers who've already checked out know when they'll receive their cars. The rest of us don't even know when we'll check out.
Geely probably intervened after the Emira launch when they observed the initial reactions from the early depositers and recognised the potential, leaving Lotus to manage the UK situation, which they've done by hardly communicating directly and withholding information from LCC. Geoff Dowding's Friday email committed to nothing more than further communication soon, which, as we've already observed, despite promises, hasn't been happening for most of this year.
Citing parts shortages, but mainly for RHD cars because that's how the ordering was done, would seem to confirm my conjecture and it does fit the current situation.