My interpretation:
Batch 1 delivered 1st July.
Batch 2 delivered 3-4 weeks later, but with compensatory cloud hashing from 1st July.
Batch 3 delivered 1 month later, but with compensatory cloud hashing from 1st July.
And this quite neatly:
a) Provides no advanced hashing benefit at all to batch 1 customers.
b) Depending on the exact wording, may not break any of the vague promises they have made, as they won't be 'delivering' or 'selling' any Neptunes to any other customers on 1st July.