Spray liners have caused delays since covid became a thing, mostly owing to shortage of labor at shops which contracts the spray jobs from Ford. That being said, there hasnt been any good evidence showing spray liners being the critical path for scheduling in quite a number of months now...
I feel like giving the lightning some head start before buying in is a good plan. Since there is no EV trucks widely sold yet, I'm sure there's a good bit of lessons to be learned by the manufacturers. I'm fine with letting early adopters pay for the privilege of identifying those lessons.