Buy European

That particular situation looks like it may be due to how the process worked and government comments that the money would be running out earlier than planned.

Apparently dealers weren't required to submit at the time of sale, but on a monthly or quarterly basis instead, which is a very common timeline for businesses to handle things like that. But after the announcement of the program ending early, Tesla submitted everything they had pending immediately, which makes complete sense.

I have not done a lot of research on this particular topic, and the little I have done may not have been accurate sources, but that situation would line up without needing to grasp at any crazy theories.