I just got this email from Volvo:
I am very happy to report that your XC40 Recharge (VIN: YV4ED3UR9M2*
* has finished production, and is now in transit to the United States aboard the transport ship
FIDELIO. The link I provided will allow you to track the ship all the way to the U.S. I should note that MarineTraffic.com is a third-party site, and Volvo Car USA is not responsible for any information posted there.
I blanked out part of the VIN out of an abundance of caution. I still haven't had a chance to test drive one.