It looks incredibly suspicious that the delay happens to exactly land on the date originally announced for batch 2, as though even the revised date is just pulled out of thin air too. All the typed-out apologies in the world are not going to save BA if they find after this project that they're not able to operate in this space anymore.
Not necessarily...they already had two runs in the pipe line...but the first Fab run was a wash...so now they have to double the second production run to make up for Batch1. So it makes sense for them to ship at Batch2.