I suspect your first paragraph is fairly accurate. Who knows about the second, but they did use the "it will change the way you play the game" line, didn't they? It still seems like a stretch to suggest they scrapped the new skating from the game that late in production. Once again, who knows...
I believe one of the previews mentioned a lighting upgrade. Hopefully it has a big impact on the overall look of the game, as it can look somewhat "cartoonish" when compared to some other sports titles.