After more than a month of silence, I got emails from Ford yesterday. The first apologized for delays in production due to supplier issues and promised to be in touch again within 45 days with an update on my order.

Three hours later: an email with the VIN and a production date, July 31.

With any luck, I should have the car around Labor Day...but I'm assuming there will be additional supply issues and delays. Still, nice to see things are starting to move along.