Adding some info for comparison here; ordered 10/22/2021 Platinum Powerboost with BAP. Got VIN and build date of 3/07/2022. My dealer priority code is 10. Seems like materials are sparse but tricking in enough to get some orders scheduled.
This was my first thought as well. The speedo and fuel calculations are going to be totally off due to the larger tire size and perhaps that's fooling the computer to engage the full hybrid drive sooner that expected.